| Kayne Anderson Rudnick Investment Management LLC | 43 | $9.01K | 0.00% | +5+13.2% | Added |
| Tobam | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $8.74K | 0.00% | −14−25.0% | Reduced |
| Park Place Capital Corp | 42 | $8.74K | 0.00% | +27+180.0% | Added |
| TFC Financial Management | 41 | $8.58K | 0.00% | +1+2.5% | Added |
| Optima Capital LLC | 38 | $7.95K | 0.00% | +38 | New |
| High Note Wealth, LLC | 36 | $7.49K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 35 | $7.29K | 0.00% | +35 | New |
| 1620 Investment Advisors, Inc. | 35 | $7.29K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 34 | $7.08K | 0.00% | −89−72.4% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 32 | $6.69K | 0.00% | +15+88.2% | Added |
| Rocky Mountain Advisers, LLC | 32 | $6.66K | 0.00% | −2−5.9% | Reduced |
| ZRC Wealth Management, LLC | 32 | $6.66K | 0.00% | +24+300.0% | Added |
| Kingdom Financial Group LLC. | 32 | $6.66K | 0.00% | +32 | New |
| Webster Bank, N. A. | 31 | $6.45K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 31 | $6.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $6.45K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 31 | $6.45K | 0.00% | +31 | New |
| Avalon Trust Co | 30 | $6.25K | 0.00% | −2−6.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 29 | $6.14K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 29 | $6.04K | 0.00% | −25−46.3% | Reduced |
| Harvest Fund Management Co., Ltd | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 28 | $5.83K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 28 | $5.83K | 0.00% | +28 | New |
| Joseph Group Capital Management | 28 | $5.83K | 0.00% | +28 | New |
| Strive Financial Group ,LLC | 28 | $5.83K | 0.00% | +28 | New |
| Clark Wealth Partners | 27 | $5.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 27 | $5.57K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $5.41K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 26 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 26 | $5.41K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 26 | $5.37K | 0.00% | −649−96.1% | Reduced |
| Greenline Wealth Management LLC | 25 | $5.25K | 0.01% | +25 | New |
| Accent Capital Management, LLC | 25 | $5.23K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 25 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 24 | $5.00K | 0.00% | +24 | New |
| IMG Wealth Management, Inc. | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 23 | $4.79K | 0.00% | −1−4.2% | Reduced |
| POM Investment Strategies, LLC | 22 | $4.58K | 0.00% | +22 | New |
| HFM Investment Advisors, LLC | 20 | $4.16K | 0.00% | +11+122.2% | Added |
| Bare Financial Services, Inc | 20 | $4.16K | 0.00% | +15+300.0% | Added |
| Principia Wealth Advisory, LLC | 17 | $3.54K | 0.00% | +2+13.3% | Added |
| SBI Securities Co., Ltd. | 17 | $3.54K | 0.00% | +8+88.9% | Added |
| Prosperity Bancshares Inc | 17 | $3.54K | 0.00% | +17 | New |
| HighMark Wealth Management LLC | 16 | $3.40K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 16 | $3.33K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $3.12K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $2.92K | 0.00% | −1−6.7% | Reduced |
| Addison Advisors LLC | 14 | $2.92K | 0.00% | +10+250.0% | Added |
| First Command Advisory Services, Inc. | 14 | $2.91K | 0.00% | +12+600.0% | Added |
| Bangor Savings Bank | 14 | $2.91K | 0.00% | +14 | New |
| Trust Co | 12 | $2.50K | 0.00% | +6+100.0% | Added |
| J.Safra Asset Management Corp | 12 | $2.50K | 0.00% | +12 | New |
| Tidemark, LLC | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 11 | $2.29K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $2.29K | 0.00% | +11 | New |
| NVWM, LLC | 10 | $2.08K | 0.00% | +6+150.0% | Added |
| American Capital Advisory, LLC | 9 | $1.87K | 0.00% | +2+28.6% | Added |
| WestEnd Advisors, LLC | 9 | $1.87K | 0.00% | +3+50.0% | Added |
| Cape Investment Advisory, Inc. | 9 | $1.87K | 0.00% | +9 | New |
| Blue Bell Private Wealth Management, LLC | 8 | $1.67K | 0.00% | −95−92.2% | Reduced |
| DAGCO, Inc. | 8 | $1.67K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $1.25K | 0.00% | +3+100.0% | Added |
| Financial Network Wealth Advisors LLC | 6 | $1.25K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $1.25K | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 6 | $1.16K | 0.00% | +6 | New |
| Basepoint Wealth LLC | 5 | $1.06K | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $1.04K | 0.00% | −14−73.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $833 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $833 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $833 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $624 | 0.00% | +1+50.0% | Added |
| Luken Investment Analytics, LLC | 3 | $624 | 0.00% | +3 | New |
| Atlantic Private Wealth, LLC | 3 | $624 | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $509 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $417 | 0.00% | −1−33.3% | Reduced |
| NorthAvenue LLC | 2 | $417 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $416 | 0.00% | −385−99.5% | Reduced |
| Sittner & Nelson, LLC | 2 | $416 | 0.00% | −37−94.9% | Reduced |
| Rakuten Securities, Inc. | 2 | $416 | 0.00% | −6−75.0% | Reduced |
| Evolution Wealth Management Inc. | 2 | $416 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $402 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 189 | $271 | 0.00% | −23−10.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1 | $209 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $208 | 0.00% | −1−50.0% | Reduced |
| Acumen Wealth Advisors, LLC | 0 | $54 | 0.00% | 0 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −503,750−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −272,438−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −198,712−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −119,624−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −113,183−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −39,164−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −83,266−100.0% | Sold out |