| Quest 10 Wealth Builders, Inc. | 11 | $1.98K | 0.00% | +2+22.2% | Added |
| Bartlett & Co. Wealth Management LLC | 10 | $1.79K | 0.00% | +8+400.0% | Added |
| Key Capital Management, INC | 10 | $1.79K | 0.00% | +9+900.0% | Added |
| Horizon Financial Services, LLC | 10 | $1.79K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $1.79K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 9 | $1.62K | 0.00% | −11−55.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 9 | $1.62K | 0.00% | −2−18.2% | Reduced |
| Thompson Investment Management, Inc. | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $1.62K | 0.00% | +9 | New |
| Steigerwald, Gordon & Koch Inc. | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 8 | $1.44K | 0.00% | +8 | New |
| Whipplewood Advisors, LLC | 7 | $1.26K | 0.00% | −46−86.8% | Reduced |
| Triumph Capital Management | 7 | $1.26K | 0.00% | −4−36.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7 | $1.26K | 0.00% | +2+40.0% | Added |
| POM Investment Strategies, LLC | 7 | $1.26K | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $1.26K | 0.00% | +7 | New |
| Basepoint Wealth LLC | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.08K | 0.00% | −90−93.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $1.08K | 0.00% | −5−45.5% | Reduced |
| NVWM, LLC | 6 | $1.08K | 0.00% | −5−45.5% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 6 | $1.08K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 5 | $898 | 0.00% | −2−28.6% | Reduced |
| Quaker Wealth Management, LLC | 5 | $898 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $898 | 0.00% | +2+66.7% | Added |
| Vanguard Advisers Inc | 5 | $898 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $898 | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $898 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $745 | 0.00% | −1−20.0% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $718 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $718 | 0.00% | +4 | New |
| Davis Capital Management | 3 | $539 | 0.00% | +1+50.0% | Added |
| Motco | 3 | $539 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $539 | 0.00% | +3 | New |
| Kingdom Financial Group LLC. | 2 | $360 | 0.00% | −2−50.0% | Reduced |
| Sittner & Nelson, LLC | 2 | $360 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $360 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $360 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $359 | 0.00% | −9−81.8% | Reduced |
| United Community Bank | 2 | $359 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $359 | 0.00% | +1+100.0% | Added |
| Downshift Financial, LLC | 2 | $359 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $184 | 0.00% | −2−66.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1 | $181 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $180 | 0.00% | −468−99.8% | Reduced |
| AdvisorNet Financial, Inc | 1 | $180 | 0.00% | −13−92.9% | Reduced |
| Seneschal Advisors, LLC | 1 | $180 | 0.00% | −1−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 1 | $180 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $125 | 0.00% | −2,878−100.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 0 | $72 | 0.00% | 0 | Unchanged |
| Abound Wealth Management | 0 | $1 | 0.00% | −22−100.0% | Reduced |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Parnassus Investments | 0 | $0 | 0.00% | −1,760,761−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −77,966−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −38,409−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −37,423−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −33,294−100.0% | Sold out |
| GF Fund Management Co. Ltd. | 0 | $0 | 0.00% | −28,561−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −24,150−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −23,810−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −21,710−100.0% | Sold out |
| Clio Asset Management LLC | 0 | $0 | 0.00% | −21,676−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −21,423−100.0% | Sold out |
| Northstar Asset Management Inc | 0 | $0 | 0.00% | −19,050−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,968−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −10,189−100.0% | Sold out |
| Fremen Capital Management LP | 0 | $0 | 0.00% | −8,920−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −7,292−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,758−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −6,432−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −6,193−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −6,860−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,890−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,552−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −5,036−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| E Fund Management Co., Ltd. | 0 | $0 | 0.00% | −4,891−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Wealth Enhancement Trust Services, Inc. | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −4,203−100.0% | Sold out |
| China Universal Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,844−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| ABN AMRO Bank N.V. | 0 | $0 | 0.00% | −3,413−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Linscomb & Williams, Inc. | 0 | $0 | 0.00% | −3,387−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,206−100.0% | Sold out |
| Stegent Equity Advisors, Inc. | 0 | $0 | 0.00% | −3,166−100.0% | Sold out |
