| WealthPlan Investment Management, LLC | 48 | $12.3K | 0.00% | +48 | New |
| Lee Financial Co | 47 | $12.0K | 0.00% | −34−42.0% | Reduced |
| Cedar Mountain Advisors, LLC | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 46 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 44 | $11.2K | 0.00% | −7−13.7% | Reduced |
| Arrow Financial Corp | 44 | $11.2K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 43 | $11.0K | 0.01% | −3−6.5% | Reduced |
| Tompkins Financial Corp | 43 | $11.0K | 0.00% | −1−2.3% | Reduced |
| Syverson Strege & Co | 41 | $10.5K | 0.00% | +41 | New |
| ICA Group Wealth Management, LLC | 41 | $10.4K | 0.00% | −281−87.3% | Reduced |
| Investors Research Corp | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 40 | $10.2K | 0.01% | +40 | New |
| Strategic Investment Solutions, Inc. | 39 | $9.97K | 0.00% | +39 | New |
| Nalls Sherbakoff Group, LLC | 39 | $9.91K | 0.01% | +39 | New |
| Rise Advisors, LLC | 39 | $9.87K | 0.01% | +1+2.6% | Added |
| Eagle Bay Advisors LLC | 38 | $9.71K | 0.01% | −20−34.5% | Reduced |
| Horan Securities, Inc. | 37 | $9.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $9.20K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 35 | $8.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 34 | $8.69K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $8.18K | 0.00% | −189−85.5% | Reduced |
| Pinnacle Financial Partners Inc | 27 | $6.90K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $6.64K | 0.00% | −207−88.8% | Reduced |
| Financial Freedom, LLC | 26 | $6.52K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $6.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $6.39K | 0.00% | +20+400.0% | Added |
| Bangor Savings Bank | 25 | $6.39K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 24 | $6.13K | 0.01% | −12−33.3% | Reduced |
| Disciplined Investments, LLC | 24 | $6.13K | 0.00% | −3−11.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 23 | $6.00K | 0.00% | −3,226−99.3% | Reduced |
| Old North State Trust, LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $5.88K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 22 | $5.62K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $5.62K | 0.00% | +4+22.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 22 | $5.62K | 0.00% | +13+144.4% | Added |
| Morgan Dempsey Capital Management LLC | 20 | $5.11K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $5.11K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $5.11K | 0.00% | 00.0% | Unchanged |
| Fisher Asset Management, LLC | 19 | $4.86K | 0.00% | −689−97.3% | Reduced |
| Level Financial Advisors, Inc. | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $4.60K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $4.34K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $4.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 15 | $4.00K | 0.00% | −327−95.6% | Reduced |
| McClarren Financial Advisors, Inc. | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $3.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 13 | $3.32K | 0.00% | −61−82.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 13 | $3.32K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 13 | $3.32K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 256 | $3.20K | 0.14% | −75−22.7% | Reduced |
| Venturi Wealth Management, LLC | 12 | $3.07K | 0.00% | +12 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 13 | $3.00K | 0.00% | +13 | New |
| Centerpoint Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Byrne Asset Management LLC | 10 | $3.00K | 0.00% | +10 | New |
| Trifecta Capital Advisors, LLC | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $2.81K | 0.00% | +5+83.3% | Added |
| Norwood Financial Corp | 10 | $2.56K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $2.30K | 0.00% | −1−10.0% | Reduced |
| Cranbrook Wealth Management, LLC | 9 | $2.21K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.04K | 0.00% | −3−27.3% | Reduced |
| Kelly Lawrence W & Associates Inc | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $2.00K | 0.00% | −3−27.3% | Reduced |
| Johnson Midwest Financial, LLC | 7 | $1.80K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.79K | 0.00% | +3+75.0% | Added |
| Okabena Investment Services Inc | 7 | $1.79K | 0.00% | +7 | New |
| Carmel Capital Partners, LLC | 7 | $1.79K | 0.00% | +7 | New |
| Financial Perspectives, Inc | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.53K | 0.00% | −20−76.9% | Reduced |
| GoalVest Advisory LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $1.02K | 0.00% | – | – |
| Kozak & Associates, Inc. | 3 | $797 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $767 | 0.00% | −2−40.0% | Reduced |
| Ofi Invest Asset Management | 180,660 | $707 | 0.00% | +180,660 | New |
| 25 LLC | 2 | $530 | 0.00% | +2 | New |
| Lansing Street Advisors | 2 | $517 | 0.00% | −13−86.7% | Reduced |
| Mach-1 Financial Group, Inc. | 10 | $3 | 0.00% | +10 | New |
| Cerity Partners LLC | 58,009 | – | – | +3,065+5.6% | Added |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −227,261−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −218,600−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −141,300−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −125,921−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −86,846−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −53,579−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −25,539−100.0% | Sold out |
| Sector Gamma AS | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −20,935−100.0% | Sold out |
| Pavadi Capital LLC | 0 | $0 | 0.00% | −16,414−100.0% | Sold out |
| Bontempo Ohly Capital Mgmt LLC | 0 | $0 | 0.00% | −15,673−100.0% | Sold out |