| RFP Financial Group LLC | 44 | $2.88K | 0.00% | +22+100.0% | Added |
| Sachetta, LLC | 38 | $2.73K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 39 | $2.55K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 34 | $2.22K | 0.00% | −9−20.9% | Reduced |
| Register Financial Advisors LLC | 34 | $2.22K | 0.00% | +34 | New |
| Wetzel Investment Advisors, Inc. | 35 | $2.10K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 31 | $2.03K | 0.00% | +31 | New |
| Valley National Advisers Inc | 45 | $2.00K | 0.00% | +15+50.0% | Added |
| FinTrust Capital Advisors, LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 29 | $1.90K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 25 | $1.85K | 0.00% | +5+25.0% | Added |
| Anchor Investment Management, LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $1.67K | 0.00% | +1+4.0% | Added |
| Indiana Trust & Investment Management CO | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $1.37K | 0.00% | +17+425.0% | Added |
| Field & Main Bank | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.24K | 0.00% | −111−85.4% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.18K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.00K | 0.00% | −6−20.7% | Reduced |
| McClarren Financial Advisors, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 15 | $981 | 0.00% | −23−60.5% | Reduced |
| Bogart Wealth, LLC | 15 | $981 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 15 | $981 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 14 | $932 | 0.00% | +14 | New |
| SOA Wealth Advisors, LLC. | 14 | $915 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $915 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $849 | 0.00% | 00.0% | Unchanged |
| Dai-Ichi Life Insurance Company, Ltd | 12,577 | $822 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12 | $785 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $785 | 0.00% | +4+50.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 12 | $784 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 10 | $719 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $654 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 10 | $654 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $589 | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 9 | $588 | 0.00% | −48−84.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 9 | $588 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $523 | 0.00% | +4+100.0% | Added |
| Crewe Advisors LLC | 6 | $393 | 0.00% | +6 | New |
| Scarborough Advisors, LLC | 6 | $392 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $392 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $327 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $327 | 0.00% | +3+150.0% | Added |
| Financial Avengers, Inc. | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $313 | 0.00% | +5 | New |
| True Wealth Design, LLC | 4 | $262 | 0.00% | +2+100.0% | Added |
| Rothschild Investment LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 16,441 | $254 | 0.01% | +16,441 | New |
| Atticus Wealth Management, LLC | 3 | $197 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 3 | $196 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $131 | 0.00% | −1−33.3% | Reduced |
| Hallmark Capital Management Inc | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $65 | 0.00% | −59−98.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $65 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Public Investment Fund | 0 | $0 | 0.00% | −4,697,677−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −940,535−100.0% | Sold out |
| CloudAlpha Capital Management Limited/Hong Kong | 0 | $0 | 0.00% | −504,900−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −340,671−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −192,205−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −142,502−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −139,204−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −123,456−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −81,492−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −79,466−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −34,533−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −30,420−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Oregon Public Employees Retirement Fund | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −16,355−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,446−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,540−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −14,181−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −13,608−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,041−100.0% | Sold out |
| Mango Five Family, Inc. | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −10,947−100.0% | Sold out |