| Duncker Streett & Co Inc | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 52 | $10.3K | 0.01% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 51 | $10.1K | 0.01% | −32−38.6% | Reduced |
| Financial Perspectives, Inc | 50 | $9.88K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 48 | $9.48K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $9.09K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 47 | $9.00K | 0.00% | +47 | New |
| PSI Advisors, LLC | 44 | $8.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 43 | $8.54K | 0.01% | +5+13.2% | Added |
| Versant Capital Management, Inc | 43 | $8.50K | 0.00% | −23−34.8% | Reduced |
| Global Wealth Strategies & Associates | 43 | $8.50K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 37 | $7.31K | 0.00% | +32+640.0% | Added |
| West Financial Advisors, LLC | 36 | $7.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $7.00K | 0.00% | −1−3.1% | Reduced |
| Davidson Capital Management Inc. | 34 | $6.72K | 0.00% | +2+6.3% | Added |
| Mascoma Wealth Management LLC | 34 | $6.72K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 32 | $6.32K | 0.01% | −220−87.3% | Reduced |
| Keener Financial Planning LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $5.91K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 30 | $5.84K | 0.00% | +2+7.1% | Added |
| Activest Wealth Management | 29 | $5.73K | 0.00% | −60−67.4% | Reduced |
| Vima LLC | 28 | $5.53K | 0.01% | 00.0% | Unchanged |
| Caitlin John, LLC | 28 | $5.46K | 0.00% | −5−15.2% | Reduced |
| Signature Resources Capital Management, LLC | 25 | $5.40K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $5.15K | 0.00% | −300−92.0% | Reduced |
| Criterion Capital Advisors, LLC | 26 | $5.14K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26 | $5.14K | 0.00% | +26 | New |
| Ransom Advisory, Ltd | 25 | $4.94K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $4.74K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $4.74K | 0.00% | +2+9.1% | Added |
| Colonial Trust Advisors | 24 | $4.74K | 0.00% | −4−14.3% | Reduced |
| Kelly Financial Services LLC | 24 | $4.74K | 0.00% | −3−11.1% | Reduced |
| Fortitude Family Office, LLC | 23 | $4.54K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 22 | $4.42K | 0.01% | −1−4.3% | Reduced |
| Frank, Rimerman Advisors LLC | 21 | $4.15K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 20 | $3.95K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $3.95K | 0.01% | +20 | New |
| Sofos Investments, Inc. | 18 | $3.67K | 0.00% | +13+260.0% | Added |
| M&R Capital Management Inc | 18 | $3.56K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 17 | $3.36K | 0.00% | +5+41.7% | Added |
| NVWM, LLC | 16 | $3.25K | 0.00% | +6+60.0% | Added |
| Trifecta Capital Advisors, LLC | 16 | $3.16K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 16 | $3.13K | 0.00% | −5−23.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 15 | $2.96K | 0.00% | −4−21.1% | Reduced |
| Laffer Tengler Investments | 15 | $2.96K | 0.00% | +15 | New |
| New England Capital Financial Advisors LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.77K | 0.00% | −24−63.2% | Reduced |
| Boyd Watterson Asset Management LLC | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 13 | $2.57K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 12 | $2.37K | 0.00% | +8+200.0% | Added |
| Cassady Schiller Wealth Management, LLC | 12 | $2.37K | 0.00% | +12 | New |
| Citizens National Bank Trust Department | 11 | $2.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 10 | $1.98K | 0.00% | −15−60.0% | Reduced |
| Abich Financial Wealth Management LLC | 10 | $1.98K | 0.00% | +2+25.0% | Added |
| Country Trust Bank | 9 | $1.78K | 0.00% | −18−66.7% | Reduced |
| Red Tortoise LLC | 9 | $1.78K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 8 | $1.45K | 0.00% | +5+166.7% | Added |
| Tidemark, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 5 | $988 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $791 | 0.00% | +4 | New |
| Main Street Group, LTD | 4 | $772 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $396 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Public Investment Fund | 0 | $0 | 0.00% | −1,892,998−100.0% | Sold out |
| Bristol Gate Capital Partners Inc. | 0 | $0 | 0.00% | −399,771−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −372,065−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −350,875−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −163,781−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −160,388−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −153,339−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −150,993−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −111,318−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −80,780−100.0% | Sold out |
| DDD Partners, LLC | 0 | $0 | 0.00% | −47,233−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −43,485−100.0% | Sold out |
| Segment Wealth Management, LLC | 0 | $0 | 0.00% | −42,762−100.0% | Sold out |
| Archon Partners LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −37,248−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −36,424−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,009−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −31,419−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −30,320−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| Financial Advisory Partners, LLC | 0 | $0 | 0.00% | −21,098−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15,529−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −15,461−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −15,062−100.0% | Sold out |
| Carderock Capital Management Inc | 0 | $0 | 0.00% | −14,180−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −14,090−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −14,186−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,197−100.0% | Sold out |