| 1015 Capital Partners, LLC | 322 | $19.2K | 0.02% | −39−10.8% | Reduced |
| Clearstead Advisors, LLC | 322 | $19.2K | 0.00% | +312+3,120.0% | Added |
| Tower Research Capital LLC (TRC) | 320 | $19.1K | 0.00% | −819−71.9% | Reduced |
| SJS Investment Consulting Inc. | 295 | $17.6K | 0.00% | +216+273.4% | Added |
| Smithfield Trust Co | 289 | $17.0K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 275 | $16.4K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 260 | $15.5K | 0.00% | +1+0.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 250 | $14.9K | 0.00% | −354−58.6% | Reduced |
| ZRC Wealth Management, LLC | 233 | $13.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 226 | $13.5K | 0.00% | +2+0.9% | Added |
| Parkside Financial Bank & Trust | 214 | $12.7K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 194 | $11.6K | 0.00% | +48+32.9% | Added |
| Gleason Group, Inc. | 186 | $11.1K | 0.00% | +186 | New |
| Wealth Enhancement Trust Services, Inc. | 182 | $10.8K | 0.00% | +182 | New |
| Action Point Financial Planning, LLC | 172 | $10.1K | 0.00% | +172 | New |
| CVA Family Office, LLC | 163 | $9.71K | 0.00% | +21+14.8% | Added |
| Continuum Advisory, LLC | 156 | $9.29K | 0.00% | +156 | New |
| Silver Grove Financial Group, Inc. | 140 | $8.34K | 0.00% | +140 | New |
| Highline Wealth Partners LLC | 137 | $8.16K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 133 | $7.92K | 0.00% | +12+9.9% | Added |
| Keating Financial Advisory Services, Inc. | 125 | $7.45K | 0.00% | +6+5.0% | Added |
| Institute for Wealth Management, LLC. | 112 | $6.67K | 0.00% | +112 | New |
| Morse Asset Management, Inc | 108 | $6.41K | 0.00% | +1+0.9% | Added |
| Basepoint Wealth LLC | 89 | $5.30K | 0.00% | −48−35.0% | Reduced |
| Persistent Asset Partners Ltd | 89 | $5.30K | 0.00% | +89 | New |
| IMA Wealth, Inc. | 82 | $4.88K | 0.00% | +26+46.4% | Added |
| Retirement Wealth Solutions LLC | 76 | $4.53K | 0.00% | +6+8.6% | Added |
| Wall Street Access Asset Management, LLC | 74 | $4.41K | 0.00% | +74 | New |
| Fortitude Family Office, LLC | 74 | $4.41K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 67 | $3.99K | 0.00% | +34+103.0% | Added |
| Optiver Holding B.V. | 67 | $3.99K | 0.00% | +67 | New |
| Colonial Trust Co | 65 | $3.85K | 0.00% | −18−21.7% | Reduced |
| Sachetta, LLC | 57 | $3.40K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 54 | $3.22K | 0.00% | +12+28.6% | Added |
| Kilter Group LLC | 51 | $3.04K | 0.00% | −25−32.9% | Reduced |
| Bryn Mawr Trust Co | 51 | $3.04K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 51 | $2.97K | 0.00% | +51 | New |
| Activest Wealth Management | 43 | $2.56K | 0.00% | +42+4,200.0% | Added |
| WPG Advisers, LLC | 41 | $2.44K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 39 | $2.32K | 0.00% | +39 | New |
| Rialto Wealth Management, LLC | 37 | $2.21K | 0.00% | +10+37.0% | Added |
| Cullen/Frost Bankers, Inc. | 37 | $2.20K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 36 | $2.17K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 33 | $1.97K | 0.00% | +4+13.8% | Added |
| Farmers & Merchants Investments Inc | 30 | $1.79K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 28 | $1.67K | 0.00% | −2−6.7% | Reduced |
| Ares Financial Consulting, LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $1.49K | 0.00% | +19+316.7% | Added |
| Creative Capital Management Investments LLC | 25 | $1.49K | 0.00% | +25 | New |
| Bruce G. Allen Investments, LLC | 24 | $1.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.37K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 17 | $1.01K | 0.00% | −402−95.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $953 | 0.00% | +4+33.3% | Added |
| Gilpin Wealth Management, LLC | 14 | $834 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $774 | 0.00% | +13 | New |
| Cromwell Holdings LLC | 12 | $715 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 10 | $596 | 0.00% | +5+100.0% | Added |
| Bogart Wealth, LLC | 10 | $596 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 10 | $596 | 0.00% | +10 | New |
| Ankerstar Wealth, LLC | 8 | $477 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $417 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 6 | $357 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $239 | 0.00% | −2−33.3% | Reduced |
| Arlington Trust Co LLC | 4 | $238 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $238 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $186 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $179 | 0.00% | +2+200.0% | Added |
| Bartlett & Co. Wealth Management LLC | 3 | $179 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $120 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $60 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Azora Capital LP | 0 | $0 | 0.00% | −1,880,990−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −690,419−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −215,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −165,195−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −130,326−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −125,790−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −91,156−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −87,983−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −81,146−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −73,562−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −62,390−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −63,790−100.0% | Sold out |
| Pullen Investment Management, LLC | 0 | $0 | 0.00% | −62,042−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −57,500−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −57,289−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −54,668−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,709−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −37,423−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −25,964−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,355−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −21,419−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −23,836−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −23,459−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −19,737−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −18,767−100.0% | Sold out |
