| Truvestments Capital LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Family CFO Inc | 197 | $23.6K | 0.02% | +197 | New |
| Annapolis Financial Services, LLC | 191 | $22.9K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 190 | $22.8K | 0.01% | 00.0% | Unchanged |
| Ironwood Wealth Management, Inc. | 200 | $22.7K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $21.9K | 0.02% | – | – |
| Kozak & Associates, Inc. | 189 | $21.7K | 0.01% | +42+28.6% | Added |
| Paladin Advisory Group, LLC | 169 | $20.2K | 0.02% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 169 | $20.2K | 0.01% | +64+61.0% | Added |
| Column Capital Advisors, LLC | 168 | $20.1K | 0.00% | −87−34.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 148 | $17.7K | 0.01% | −222−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 148 | $17.6K | 0.02% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 146 | $17.5K | 0.00% | +146 | New |
| NVWM, LLC | 141 | $17.0K | 0.01% | −2−1.4% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 134 | $16.2K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 131 | $15.7K | 0.00% | +108+469.6% | Added |
| Macroview Investment Management LLC | 129 | $15.5K | 0.02% | +5+4.0% | Added |
| Financial Perspectives, Inc | 129 | $15.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 129 | $15.5K | 0.01% | +15+13.2% | Added |
| JDM Financial Group LLC | 126 | $15.1K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 126 | $15.1K | 0.01% | +18+16.7% | Added |
| West Branch Capital LLC | 123 | $14.7K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 124 | $14.5K | 0.01% | +6+5.1% | Added |
| Hartford Financial Management Inc. | 119 | $14.3K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 119 | $14.3K | 0.01% | −30−20.1% | Reduced |
| Knott David M Jr | 113 | $14.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 114 | $13.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 114 | $13.7K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 112 | $13.4K | 0.00% | +1+0.9% | Added |
| Evermay Wealth Management LLC | 109 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 104 | $12.5K | 0.01% | +1+1.0% | Added |
| Financial Freedom, LLC | 100 | $12.0K | 0.01% | −25−20.0% | Reduced |
| Bogart Wealth, LLC | 100 | $12.0K | 0.00% | −2−2.0% | Reduced |
| Lowe Wealth Advisors, LLC | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 100 | $12.0K | 0.01% | +100 | New |
| Gables Capital Management Inc. | 95 | $11.4K | 0.01% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 94 | $11.3K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 92 | $11.0K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 87 | $10.4K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 78 | $9.34K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 75 | $8.98K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $8.98K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 70 | $8.39K | 0.00% | +70 | New |
| Intrepid Capital Management Inc | 67 | $8.03K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 65 | $7.80K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 62 | $7.43K | 0.00% | +62 | New |
| CGC Financial Services, LLC | 61 | $7.31K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 59 | $7.08K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 60 | $7.00K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 58 | $6.95K | 0.34% | +58 | New |
| FWL Investment Management, LLC | 55 | $6.59K | 0.00% | +55 | New |
| Pacific Center for Financial Services | 51 | $6.11K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 48 | $5.70K | 0.00% | +1+2.1% | Added |
| Rise Advisors, LLC | 43 | $5.20K | 0.00% | −91−67.9% | Reduced |
| Center for Financial Planning, Inc. | 43 | $5.15K | 0.00% | −100−69.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 43 | $5.15K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 40 | $5.00K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 39 | $4.68K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 38 | $4.55K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 37 | $4.44K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $4.19K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 33 | $3.95K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 29 | $3.47K | 0.00% | +29 | New |
| NewSquare Capital LLC | 27 | $3.23K | 0.00% | −35−56.5% | Reduced |
| Albion Financial Group | 26 | $3.12K | 0.00% | −15−36.6% | Reduced |
| Tfo-TDC, LLC | 29 | $3.00K | 0.00% | +13+81.3% | Added |
| ClariVest Asset Management LLC | 25 | $3.00K | 0.00% | +5+25.0% | Added |
| Chesapeake Asset Management LLC | 24 | $2.88K | 0.00% | +24 | New |
| Creative Capital Management Investments LLC | 22 | $2.64K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 21 | $2.52K | 0.00% | +21 | New |
| Authentikos Wealth Advisory, LLC | 20 | $2.40K | 0.00% | +20 | New |
| Castleview Partners, LLC | 18 | $2.16K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 13 | $1.56K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $839 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 32,502 | – | – | −4,355−11.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −856−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −732,092−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −515,272−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −458,344−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −366,773−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −363,763−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −329,069−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −241,505−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −83,100−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −68,499−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −57,129−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −52,781−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −47,982−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −47,423−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −46,619−100.0% | Sold out |
| Amica Mutual Insurance Co | 0 | $0 | 0.00% | −45,084−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −40,800−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −40,704−100.0% | Sold out |
