| Versant Capital Management, Inc | 211 | $6.97K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 208 | $6.87K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 203 | $6.71K | 0.00% | +203 | New |
| Tradewinds Capital Management, LLC | 200 | $6.61K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $6.61K | 0.00% | +200 | New |
| Flagship Harbor Advisors, LLC | 200 | $6.61K | 0.00% | +200 | New |
| Wealth Enhancement Trust Services, Inc. | 179 | $5.92K | 0.00% | +179 | New |
| Nvest Wealth Strategies, Inc. | 170 | $5.62K | 0.00% | +170 | New |
| Blume Capital Management, Inc. | 165 | $5.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 165 | $5.45K | 0.00% | +10+6.5% | Added |
| Key Financial Inc | 164 | $5.42K | 0.00% | +64+64.0% | Added |
| Dynamic Wealth Strategies, LLC | 160 | $5.29K | 0.00% | +160 | New |
| Cape Investment Advisory, Inc. | 158 | $5.22K | 0.00% | −119−43.0% | Reduced |
| Inlight Wealth Management, LLC | 138 | $4.56K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 135 | $4.46K | 0.00% | +135 | New |
| Advocate Investing Services LLC | 134 | $4.43K | 0.00% | +134 | New |
| Bogart Wealth, LLC | 131 | $4.33K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 130 | $4.30K | 0.00% | +130 | New |
| Motiv8 Investments LLC | 121 | $4.00K | 0.00% | +121 | New |
| Colonial Trust Co | 118 | $3.90K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 106 | $3.50K | 0.00% | +106 | New |
| Nemes Rush Group LLC | 104 | $3.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 105 | $3.38K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $3.31K | 0.00% | −230−69.7% | Reduced |
| Horizon Financial Services, LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $3.21K | 0.00% | −8−7.6% | Reduced |
| Wolff Wiese Magana LLC | 93 | $3.07K | 0.00% | +82+745.5% | Added |
| Medallion Wealth Advisors, LLC | 90 | $2.98K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 88 | $2.91K | 0.00% | +88 | New |
| Webster Bank, N. A. | 85 | $2.81K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 85 | $2.81K | 0.00% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 83 | $2.74K | 0.00% | +83 | New |
| Atlantic Union Bankshares Corp | 76 | $2.51K | 0.00% | −24−24.0% | Reduced |
| NVWM, LLC | 75 | $2.48K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 70 | $2.31K | 0.00% | +70 | New |
| Park Place Capital Corp | 68 | $2.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $2.18K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 61 | $2.03K | 0.00% | −2,524−97.6% | Reduced |
| IFC & Insurance Marketing, Inc. | 47 | $2.00K | 0.00% | +47 | New |
| JFS Wealth Advisors, LLC | 56 | $1.85K | 0.00% | +21+60.0% | Added |
| St Germain D J Co Inc | 50 | $1.65K | 0.00% | −4,089−98.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 50 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 49 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 40 | $1.32K | 0.00% | +40 | New |
| Kilter Group LLC | 39 | $1.29K | 0.00% | −3−7.1% | Reduced |
| Bangor Savings Bank | 39 | $1.29K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 38 | $1.26K | 0.00% | +19+100.0% | Added |
| Archer Investment Corp | 37 | $1.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.06K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $992 | 0.00% | +30 | New |
| Manchester Capital Management LLC | 28 | $926 | 0.00% | +28 | New |
| TD Waterhouse Canada Inc. | 28 | $925 | 0.00% | −113−80.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 26 | $859 | 0.00% | +26 | New |
| Cullen/Frost Bankers, Inc. | 24 | $793 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 25 | $776 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 18 | $595 | 0.00% | +5+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $528 | 0.00% | +8+100.0% | Added |
| Fortitude Family Office, LLC | 15 | $496 | 0.00% | −13−46.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $463 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $463 | 0.00% | +14 | New |
| Nalls Sherbakoff Group, LLC | 14 | $463 | 0.00% | +14 | New |
| Ancora Advisors, LLC | 13 | $430 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 11 | $364 | 0.00% | −3−21.4% | Reduced |
| HFM Investment Advisors, LLC | 10 | $331 | 0.00% | +2+25.0% | Added |
| Rialto Wealth Management, LLC | 9 | $298 | 0.00% | +2+28.6% | Added |
| Retirement Wealth Solutions LLC | 7 | $232 | 0.00% | −11−61.1% | Reduced |
| TD Private Client Wealth LLC | 6 | $198 | 0.00% | −19−76.0% | Reduced |
| Dunhill Financial, LLC | 5 | $165 | 0.00% | +5 | New |
| Rossby Financial, LCC | 5 | $165 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 3 | $99 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $93 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $67 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $33 | 0.00% | −2−66.7% | Reduced |
| Concord Wealth Partners | 1 | $33 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −5,517,323−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −1,476,101−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −854,671−100.0% | Sold out |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −432,577−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −396,555−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −315,000−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −241,381−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −142,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −134,021−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −105,773−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −89,028−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −79,654−100.0% | Sold out |