| Valued Wealth Advisors LLC | 93 | $14.6K | 0.01% | +24+34.8% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 91 | $14.3K | 0.00% | −582−86.5% | Reduced |
| Capital Advisors, Ltd. LLC | 88 | $14.0K | 0.00% | +65+282.6% | Added |
| DiNuzzo Private Wealth, Inc. | 86 | $13.5K | 0.00% | +10+13.2% | Added |
| Hobbs Group Advisors, LLC | 86 | $13.5K | 0.01% | +86 | New |
| LRI Investments, LLC | 85 | $13.3K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 85 | $13.3K | 0.01% | +85 | New |
| Hazlett, Burt & Watson, Inc. | 82 | $13.0K | 0.01% | +1+1.2% | Added |
| Financial Network Wealth Advisors LLC | 76 | $11.9K | 0.01% | +76 | New |
| M&R Capital Management Inc | 75 | $11.8K | 0.00% | −2−2.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 75 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 73 | $11.4K | 0.00% | +73 | New |
| Wiser Advisor Group LLC | 73 | $11.3K | 0.02% | +2+2.8% | Added |
| Naples Money Management LLC | 70 | $11.1K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 70 | $11.0K | 0.01% | −523−88.2% | Reduced |
| Chris Bulman Inc | 70 | $11.0K | 0.01% | +70 | New |
| Harbor Investment Advisory, LLC | 67 | $10.5K | 0.00% | −82−55.0% | Reduced |
| General Partner, Inc. | 66 | $10.3K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $9.93K | 0.00% | +19+43.2% | Added |
| NCP Inc. | 62 | $9.65K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 61 | $9.59K | 0.00% | −2−3.2% | Reduced |
| Front Row Advisors LLC | 60 | $9.41K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $9.41K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 59 | $9.25K | 0.00% | −9−13.2% | Reduced |
| Valley National Advisers Inc | 59 | $9.00K | 0.00% | +1+1.7% | Added |
| SJS Investment Consulting Inc. | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 50 | $7.84K | 0.00% | −50−50.0% | Reduced |
| Princeton Global Asset Management LLC | 49 | $7.68K | 0.00% | +49 | New |
| Salomon & Ludwin, LLC | 48 | $7.52K | 0.00% | −153−76.1% | Reduced |
| Aspect Partners, LLC | 46 | $7.21K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 46 | $7.14K | 0.01% | +1+2.2% | Added |
| Tortoise Investment Management, LLC | 45 | $7.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 42 | $6.58K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $6.16K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $5.80K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 36 | $5.67K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 35 | $5.49K | 0.00% | +35 | New |
| RFP Financial Group LLC | 33 | $5.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $5.00K | 0.00% | −5−11.6% | Reduced |
| Tyler-Stone Wealth Management | 31 | $4.86K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 30 | $4.70K | 0.00% | −16−34.8% | Reduced |
| Planning Capital Management Corp | 30 | $4.70K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29 | $4.55K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 26 | $4.44K | 0.00% | +26 | New |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 25 | $3.92K | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 23 | $3.60K | 0.00% | −16−41.0% | Reduced |
| Pineridge Advisors LLC | 21 | $3.36K | 0.00% | −5−19.2% | Reduced |
| Cedar Wealth Management, LLC | 21 | $3.29K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 21 | $3.29K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $3.19K | 0.00% | +6+42.9% | Added |
| Cherry Tree Wealth Management, LLC | 20 | $3.14K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 16 | $3.00K | 0.00% | −1−5.9% | Reduced |
| Macroview Investment Management LLC | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 19 | $2.98K | 0.00% | +19 | New |
| ClariVest Asset Management LLC | 19 | $2.96K | 0.00% | −5−20.8% | Reduced |
| PSI Advisors, LLC | 16 | $2.37K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 15 | $2.36K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $2.35K | 0.00% | +15 | New |
| Ridgewood Investments LLC | 13 | $2.04K | 0.00% | +13 | New |
| Davis Capital Management | 12 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 12 | $1.88K | 0.00% | −171−93.4% | Reduced |
| Global Financial Private Client, LLC | 11 | $1.72K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $1.41K | 0.00% | −3−25.0% | Reduced |
| Cypress Capital, LLC | 9 | $1.41K | 0.00% | +9 | New |
| WealthCollab, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $941 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 5 | $784 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $784 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $314 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Strategic Financial Concepts, LLC | 148,717 | – | – | +145,921+5,218.9% | Added |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −253,100−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −115,220−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −97,090−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −93,950−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −79,798−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −70,403−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −40,600−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −30,838−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −30,700−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −26,736−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −25,125−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −21,891−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,580−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −15,300−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −13,730−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −12,848−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |