| UMA Financial Services, Inc. | 19 | $2.03K | 0.00% | −88−82.2% | Reduced |
| Hara Capital LLC | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 18 | $1.92K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.92K | 0.00% | +4+28.6% | Added |
| Twin Lakes Capital Management, LLC | 17 | $1.82K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 17 | $1.81K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $1.60K | 0.00% | +3+25.0% | Added |
| BFSG, LLC | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 15 | $1.60K | 0.00% | +15 | New |
| Creekmur Asset Management LLC | 14 | $1.49K | 0.00% | −2−12.5% | Reduced |
| Sagard Holdings Management Inc. | 14 | $1.49K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.49K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 13 | $1.39K | 0.00% | −50−79.4% | Reduced |
| CGC Financial Services, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $1.39K | 0.00% | +13 | New |
| Texas Capital Bancshares Inc | 12 | $1.28K | 0.00% | +12 | New |
| MTM Investment Management, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.07K | 0.00% | +2+25.0% | Added |
| Manning & Napier Advisors LLC | 10 | $1.07K | 0.00% | +10 | New |
| YANKCOM Partnership | 9 | $959 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $956 | 0.00% | +3+50.0% | Added |
| New England Capital Financial Advisors LLC | 8 | $859 | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 8 | $852 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $747 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $746 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $746 | 0.00% | +4+133.3% | Added |
| Wealth Watch Advisors, INC | 7 | $746 | 0.00% | +7 | New |
| Pacific Center for Financial Services | 6 | $640 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 6 | $640 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 6 | $640 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $639 | 0.00% | +2+50.0% | Added |
| Winnow Wealth LLC | 5 | $535 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 5 | $533 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $533 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $428 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 4 | $427 | 0.00% | +4 | New |
| Bullock Wealth Management Group | 3 | $320 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 3 | $320 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $320 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $213 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Woodbridge Co Ltd | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $107 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $104 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 0 | $36 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −289,200−100.0% | Sold out |
| Defender Capital, LLC. | 0 | $0 | 0.00% | −172,870−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −70,782−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −48,047−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −31,986−100.0% | Sold out |
| Huntleigh Advisors, Inc. | 0 | $0 | 0.00% | −28,286−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −24,886−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −21,067−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,289−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −19,936−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −18,997−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −17,020−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −15,199−100.0% | Sold out |
| Osborne Partners Capital Management, LLC | 0 | $0 | 0.00% | −9,882−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| Sargent Investment Group, LLC | 0 | $0 | 0.00% | −7,867−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −7,659−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −7,513−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −6,429−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,754−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,408−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,827−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Capital City Trust Co | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,147−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| RKL Wealth Management LLC | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −2,026−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |