| Harbor Investment Advisory, LLC | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 137 | $10.6K | 0.00% | +42+44.2% | Added |
| MRP Capital Investments, LLC | 135 | $10.5K | 0.01% | −200−59.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 135 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 131 | $10.1K | 0.00% | +105+403.8% | Added |
| Allianz SE | 130 | $10.1K | 0.00% | +130 | New |
| MJT & Associates Financial Advisory Group, Inc. | 125 | $9.68K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 125 | $9.68K | 0.00% | +125 | New |
| Montag A & Associates Inc | 112 | $8.68K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 110 | $8.52K | 0.00% | −40−26.7% | Reduced |
| Rothschild Investment LLC | 103 | $7.98K | 0.00% | −112−52.1% | Reduced |
| Quaker Wealth Management, LLC | 2 | $7.90K | 0.00% | +1+100.0% | Added |
| Advocate Investing Services LLC | 100 | $7.75K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $7.75K | 0.01% | +100 | New |
| Kings Path Partners LLC | 100 | $7.75K | 0.00% | +100 | New |
| Westfuller Advisors, LLC | 97 | $7.51K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 94 | $7.28K | 0.00% | −391−80.6% | Reduced |
| Strive Financial Group ,LLC | 95 | $7.00K | 0.00% | −35−26.9% | Reduced |
| South State Corp. | 90 | $6.97K | 0.00% | +6+7.1% | Added |
| IMA Wealth, Inc. | 85 | $6.58K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 77 | $5.97K | 0.00% | +52+208.0% | Added |
| Strategic Wealth Partners, Ltd. | 73 | $5.67K | 0.00% | −846−92.1% | Reduced |
| Nvest Wealth Strategies, Inc. | 73 | $5.66K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 73 | $5.66K | 0.00% | +73 | New |
| Scarborough Advisors, LLC | 72 | $5.58K | 0.00% | +22+44.0% | Added |
| PFS Partners, LLC | 70 | $5.42K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 78 | $5.39K | 0.00% | +61+358.8% | Added |
| GAMMA Investing LLC | 63 | $4.88K | 0.00% | −2−3.1% | Reduced |
| Cornerstone Financial Management LLC | 61 | $4.73K | 0.00% | +45+281.3% | Added |
| Hamrick Investment Counsel, llc | 60 | $4.65K | 0.00% | +60 | New |
| Front Row Advisors LLC | 56 | $4.34K | 0.00% | +56 | New |
| HighMark Wealth Management LLC | 54 | $4.18K | 0.00% | −146−73.0% | Reduced |
| RMG Wealth Management LLC | 36 | $4.13K | 0.00% | +36 | New |
| Ossiam | 52 | $4.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 61 | $4.00K | 0.00% | +33+117.9% | Added |
| Adirondack Trust Co | 51 | $3.95K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 49 | $3.80K | 0.00% | +49 | New |
| Pinnacle Bancorp, Inc. | 45 | $3.49K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 42 | $3.25K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 40 | $3.10K | 0.00% | +40 | New |
| Olistico Wealth, LLC | 40 | $3.10K | 0.00% | +40 | New |
| Financial Life Planners | 40 | $3.10K | 0.00% | +40 | New |
| NVWM, LLC | 35 | $2.71K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 32 | $2.48K | 0.00% | −353−91.7% | Reduced |
| NBT Bank N A | 30 | $2.32K | 0.00% | −42−58.3% | Reduced |
| Pinney & Scofield, Inc. | 30 | $2.32K | 0.00% | +30 | New |
| Asset Dedication, LLC | 28 | $2.17K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 27 | $2.09K | 0.00% | +5+22.7% | Added |
| Close Asset Management Ltd | 30 | $2.00K | 0.00% | −655−95.6% | Reduced |
| Tradewinds Capital Management, LLC | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $1.94K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 24 | $1.86K | 0.00% | +24 | New |
| REAP Financial Group, LLC | 24 | $1.86K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 23 | $1.78K | 0.00% | +19+475.0% | Added |
| Game Plan Financial Advisors, LLC | 22 | $1.70K | 0.00% | +1+4.8% | Added |
| Salomon & Ludwin, LLC | 20 | $1.65K | 0.00% | +20 | New |
| Friedenthal Financial | 21 | $1.63K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 20 | $1.55K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 19 | $1.47K | 0.00% | −11−36.7% | Reduced |
| Gen-Wealth Partners Inc | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $1.32K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 16 | $1.24K | 0.00% | −73−82.0% | Reduced |
| Horrell Capital Management, Inc. | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15 | $1.16K | 0.00% | +15 | New |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $853 | 0.00% | +3+37.5% | Added |
| Berkshire Capital Holdings Inc | 10 | $775 | 0.00% | −77,180−100.0% | Reduced |
| Bank of Jackson Hole Trust | 10 | $775 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $775 | 0.00% | +10 | New |
| Rachor Investment Advisory Services, LLC | 9 | $698 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 8 | $620 | 0.00% | +1+14.3% | Added |
| Kozak & Associates, Inc. | 5 | $551 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $465 | 0.00% | +5+500.0% | Added |
| WFA of San Diego, LLC | 6 | $465 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $465 | 0.00% | +6 | New |
| Caitlin John, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $387 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 3 | $232 | 0.00% | +3 | New |
| Davis Asset Management, L.P. | 3 | $232 | 0.00% | +3 | New |
| Millstone Evans Group, LLC | 2 | $155 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $77 | 0.00% | −2−66.7% | Reduced |
| Financial Management Professionals, Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6 | $0 | 0.00% | −8−57.1% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −539,829−100.0% | Sold out |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −370,000−100.0% | Sold out |
| H&H International Investment, LLCSuperinvestorH&H International Investment | 0 | $0 | 0.00% | −299,900−100.0% | Sold out |
| Lykos Global Management, LP | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −235,468−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −228,128−100.0% | Sold out |
| Broad Peak Investment Advisers Pte Ltd | 0 | $0 | 0.00% | −217,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −197,940−100.0% | Sold out |
| Valliance Asset Management Ltd | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −139,511−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −138,045−100.0% | Sold out |
| Two Seas Capital LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
