| Rocky Mountain Advisers, LLC | 280 | $21.0K | 0.01% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 278 | $21.0K | 0.06% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 270 | $20.8K | 0.00% | +97+56.1% | Added |
| Core Wealth Advisors, Inc. | 258 | $19.9K | 0.01% | −300−53.8% | Reduced |
| Gould Capital, LLC | 257 | $19.8K | 0.02% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 255 | $19.6K | 0.02% | 00.0% | Unchanged |
| Optimum Investment Advisors | 250 | $19.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 250 | $19.0K | 0.00% | +250 | New |
| Creative Financial Designs Inc | 246 | $19.0K | 0.00% | +97+65.1% | Added |
| Legend Financial Advisors, Inc. | 241 | $18.6K | 0.02% | +50+26.2% | Added |
| SJS Investment Consulting Inc. | 236 | $18.2K | 0.00% | −5−2.1% | Reduced |
| West Paces Advisors Inc. | 231 | $17.8K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 229 | $17.6K | 0.00% | +79+52.7% | Added |
| NewSquare Capital LLC | 217 | $16.7K | 0.00% | +177+442.5% | Added |
| Winch Advisory Services, LLC | 212 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 225 | $16.0K | 0.00% | +34+17.8% | Added |
| Trust Co | 207 | $15.9K | 0.00% | −201−49.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 205 | $15.8K | 0.00% | +5+2.5% | Added |
| Northwest Capital Management Inc | 201 | $15.5K | 0.01% | +201 | New |
| CGC Financial Services, LLC | 200 | $15.4K | 0.01% | +200 | New |
| Abound Wealth Management | 198 | $15.3K | 0.01% | +101+104.1% | Added |
| Atticus Wealth Management, LLC | 196 | $15.1K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 200 | $15.0K | 0.00% | −200−50.0% | Reduced |
| ICA Group Wealth Management, LLC | 188 | $14.5K | 0.00% | −1,531−89.1% | Reduced |
| Investors Research Corp | 178 | $13.7K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 175 | $13.3K | 0.01% | +175 | New |
| Impact Partnership Wealth, LLC | 172 | $13.3K | 0.00% | +172 | New |
| Hallmark Capital Management Inc | 158 | $12.2K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 157 | $12.1K | 0.00% | −48,600−99.7% | Reduced |
| Granite FO LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 143 | $10.9K | 0.00% | +143 | New |
| Worth Asset Management, LLC | 142 | $10.9K | 0.01% | +142 | New |
| New England Capital Financial Advisors LLC | 137 | $10.6K | 0.01% | +1+0.7% | Added |
| Fisher Asset Management, LLC | 131 | $10.1K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 130 | $10.0K | 0.01% | +130 | New |
| Tacita Capital Inc | 130 | $10.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 129 | $9.94K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 121 | $9.29K | 0.01% | +1+0.8% | Added |
| GoalVest Advisory LLC | 120 | $9.24K | 0.00% | +120 | New |
| TD Ameritrade Investment Management, LLC | 114 | $9.00K | 0.00% | −53−31.7% | Reduced |
| Front Row Advisors LLC | 122 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 117 | $9.00K | 0.01% | +117 | New |
| WFA of San Diego, LLC | 110 | $8.47K | 0.01% | +110 | New |
| New Millennium Group LLC | 104 | $8.01K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 100 | $7.70K | 0.00% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 100 | $7.70K | 0.01% | +100 | New |
| Mascoma Wealth Management LLC | 100 | $7.63K | 0.00% | −34−25.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 82 | $6.29K | 0.00% | +1+1.2% | Added |
| Carolina Wealth Advisors, LLC | 74 | $5.70K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 72 | $5.36K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 64 | $4.93K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 64 | $4.93K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 61 | $4.70K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 52 | $4.01K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 50 | $3.85K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 48 | $3.70K | 0.00% | −43−47.3% | Reduced |
| Cape Investment Advisory, Inc. | 42 | $3.24K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 40 | $3.08K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Centennial Bank | 35 | $2.70K | 0.00% | −1−2.8% | Reduced |
| True Wealth Design, LLC | 35 | $2.68K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 34 | $2.59K | 0.00% | +1+3.0% | Added |
| Live Oak Investment Partners | – | $2.31K | 0.00% | – | New |
| KB Financial Partners, LLC | 25 | $2.00K | 0.00% | −6,460−99.6% | Reduced |
| Magnolia Capital Management Ltd | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 15 | $1.16K | 0.00% | −2−11.8% | Reduced |
| Fiduciary Alliance LLC | 13 | $969 | 0.00% | +13 | New |
| Sofos Investments, Inc. | 11,971 | $922 | 0.00% | +147+1.2% | Added |
| Rise Advisors, LLC | 8 | $632 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 7 | $539 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $347 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 1 | $40 | 0.00% | −23−95.8% | Reduced |
| ZRC Wealth Management, LLC | 0 | $10 | 0.00% | 0 | New |
| Quilter Plc | 37,987 | – | – | +926+2.5% | Added |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −11,050,000−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −724,140−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −202,928−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −159,458−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −135,827−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −99,037−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −86,489−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −69,800−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −57,903−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −52,852−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −46,021−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −45,380−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −34,320−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −34,216−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −33,312−100.0% | Sold out |
