| Level Financial Advisors, Inc. | 750 | $1.75K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 905 | $1.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 718 | $1.68K | 0.00% | +218+43.6% | Added |
| Jamison Private Wealth Management, Inc. | 683 | $1.60K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 660 | $1.54K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 632 | $1.48K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 600 | $1.40K | 0.00% | +600 | New |
| Eukles Asset Management | 585 | $1.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 564 | $1.32K | 0.00% | +564 | New |
| Focused Wealth Management, Inc | 550 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 534 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 531 | $1.24K | 0.00% | −575−52.0% | Reduced |
| Your Advocates Ltd., LLP | 500 | $1.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 500 | $1.17K | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 487 | $1.14K | 0.00% | +487 | New |
| Versant Capital Management, Inc | 481 | $1.13K | 0.00% | +410+577.5% | Added |
| Glen Eagle Advisors, LLC | 475 | $1.11K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 445 | $1.04K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 443 | $1.04K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 600 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 310 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 400 | $936 | 0.00% | −27−6.3% | Reduced |
| New England Capital Financial Advisors LLC | 400 | $936 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 400 | $936 | 0.00% | +400 | New |
| PEAK6 Investments LLC | 397 | $929 | 0.00% | −87,539−99.5% | Reduced |
| South State Corp. | 390 | $913 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 388 | $908 | 0.00% | +388 | New |
| Private Wealth Management Group, LLC | 374 | $876 | 0.00% | +374 | New |
| Colonial Trust Advisors | 371 | $868 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 370 | $866 | 0.00% | +224+153.4% | Added |
| SOA Wealth Advisors, LLC. | 350 | $819 | 0.00% | +150+75.0% | Added |
| Allworth Financial LP | 345 | $808 | 0.00% | −397−53.5% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 311 | $728 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 350 | $721 | 0.00% | +350 | New |
| Quent Capital, LLC | 282 | $660 | 0.00% | +218+340.6% | Added |
| Central Trust Co | 262 | $614 | 0.00% | +162+162.0% | Added |
| Tucker Asset Management LLC | 258 | $604 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 250 | $585 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 224 | $524 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 200 | $468 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 200 | $468 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $468 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 200 | $468 | 0.00% | +200 | New |
| Birchbrook, Inc. | 200 | $468 | 0.00% | +200 | New |
| NBT Bank N A | 195 | $456 | 0.00% | +195 | New |
| Foster Dykema Cabot & Partners, LLC | 195 | $456 | 0.00% | +195 | New |
| Sittner & Nelson, LLC | 166 | $388 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 150 | $351 | 0.00% | −9,300−98.4% | Reduced |
| Archer Investment Corp | 150 | $351 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 130 | $315 | 0.00% | +30+30.0% | Added |
| Pacifica Partners Inc. | 150 | $297 | 0.00% | 00.0% | Unchanged |
| American National Bank | 111 | $260 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 110 | $258 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 110 | $257 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 110 | $257 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 138 | $248 | 0.00% | −17−11.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $234 | 0.00% | −989−90.8% | Reduced |
| JJJ Advisors Inc. | 100 | $234 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $234 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $234 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $234 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $234 | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 93 | $218 | 0.00% | −347−78.9% | Reduced |
| Kelly Financial Services LLC | 85 | $200 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $194 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 81 | $190 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $187 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 65 | $152 | 0.00% | −50−43.5% | Reduced |
| Estabrook Capital Management | 60 | $140 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $115 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 40 | $94 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $94 | 0.00% | +40 | New |
| RFP Financial Group LLC | 25 | $59 | 0.00% | 00.0% | Unchanged |
| Vima LLC | 18 | $42 | 0.00% | +18 | New |
| Planning Capital Management Corp | 10 | $24 | 0.00% | +10 | New |
| Robinswood Financial LLC | 8 | $18 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $12 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $5 | 0.00% | +2 | New |
| Coston, McIsaac & Partners | 208 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 130 | $0 | 0.00% | +30+30.0% | Added |
| Roble, Belko & Company, Inc | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 200 | $0 | 0.00% | +200 | New |
| TSFG, LLC | 38 | $0 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Firsthand Capital Management, Inc. | 60,000 | – | – | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −3,850−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −4,866,418−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Antara Capital LP | 0 | $0 | 0.00% | −909,480−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −788,279−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −341,310−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −166,736−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −151,334−100.0% | Sold out |
| Tilt Investment Management Holdings, PBC | 0 | $0 | 0.00% | −123,897−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −113,894−100.0% | Sold out |
| Beech Hill Advisors, Inc. | 0 | $0 | 0.00% | −102,725−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −92,880−100.0% | Sold out |