| Sachetta, LLC | 43 | $4.30K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 47 | $4.00K | 0.00% | −18−27.7% | Reduced |
| Valued Wealth Advisors LLC | 39 | $3.90K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 36 | $3.71K | 0.00% | +11+44.0% | Added |
| Wall Street Access Asset Management, LLC | 36 | $3.60K | 0.00% | +36 | New |
| Manchester Capital Management LLC | 35 | $3.50K | 0.00% | +16+84.2% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $3.49K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 34 | $3.40K | 0.00% | +2+6.3% | Added |
| Motco | 33 | $3.30K | 0.00% | +14+73.7% | Added |
| Whittier Trust Co of Nevada Inc | 31 | $3.19K | 0.00% | −43−58.1% | Reduced |
| AdvisorNet Financial, Inc | 31 | $3.10K | 0.00% | −500−94.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Ogorek Anthony Joseph | 32 | $3.00K | 0.00% | +25+357.1% | Added |
| Fairscale Capital, LLC | 29 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $2.48K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $2.40K | 0.00% | +9+60.0% | Added |
| Silicon Valley Capital Partners | 22 | $2.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $2.10K | 0.00% | +9+75.0% | Added |
| Kilter Group LLC | 21 | $2.10K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $2.10K | 0.00% | +21 | New |
| Pension & Wealth Management Advisors, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Picton Mahoney Asset Management | 19 | $2.00K | 0.00% | −194,404−100.0% | Reduced |
| Valley National Advisers Inc | 20 | $2.00K | 0.00% | +20 | New |
| JPL Wealth Management, LLC | 19 | $1.90K | 0.00% | +19 | New |
| FSA Wealth Management LLC | 19 | $1.90K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 19 | $1.90K | 0.00% | +8+72.7% | Added |
| Strive Asset Management, LLC | 19 | $1.90K | 0.00% | +19 | New |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $1.70K | 0.00% | +17 | New |
| Binnacle Investments Inc | 16 | $1.60K | 0.00% | +3+23.1% | Added |
| City Holding Co | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.30K | 0.00% | −1−7.1% | Reduced |
| TD Private Client Wealth LLC | 13 | $1.30K | 0.00% | −47−78.3% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $1.15K | 0.00% | +12 | New |
| Bogart Wealth, LLC | 11 | $1.10K | 0.00% | −72−86.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $1.10K | 0.00% | +1+10.0% | Added |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Navigoe, LLC | 11 | $1.00K | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 9 | $901 | 0.00% | −2−18.2% | Reduced |
| Wolff Wiese Magana LLC | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 9 | $901 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $801 | 0.00% | −116−93.5% | Reduced |
| Financial Perspectives, Inc | 8 | $801 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $801 | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 7 | $701 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $701 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 6 | $601 | 0.00% | +1+20.0% | Added |
| Frazier Financial Advisors, LLC | 5 | $501 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $500 | 0.00% | −11−68.8% | Reduced |
| Darwin Advisors, LLC | 5 | $500 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $500 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 8 | $455 | 0.00% | −295−97.4% | Reduced |
| Financial Consulate, Inc | 4 | $401 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $301 | 0.00% | +2+200.0% | Added |
| Seneschal Advisors, LLC | 3 | $301 | 0.00% | +3 | New |
| Horizon Investments, LLC | 3 | $300 | 0.00% | +1+50.0% | Added |
| Anfield Capital Management, LLC | 3 | $300 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 2 | $205 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $200 | 0.00% | +2 | New |
| Colonial Trust Advisors | 1 | $100 | 0.00% | −100−99.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $100 | 0.00% | −63−98.4% | Reduced |
| Gen-Wealth Partners Inc | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 0 | $8 | 0.00% | 0 | New |
| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 2,288 | – | – | +2,288 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −4,222−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,129,453−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −792,236−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −633,220−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −558,776−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −515,000−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −349,729−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −301,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −268,404−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −231,506−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −199,727−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −75,001−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −71,159−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −71,138−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −50,277−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −49,014−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −36,638−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −35,799−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −31,802−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −30,063−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −29,820−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −29,289−100.0% | Sold out |