| Financial Consulate, Inc | 31 | $2.14K | 0.00% | +14+82.4% | Added |
| TD Private Client Wealth LLC | 30 | $2.08K | 0.00% | −3−9.1% | Reduced |
| CVA Family Office, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 28 | $2.00K | 0.00% | +28 | New |
| ZRC Wealth Management, LLC | 27 | $1.87K | 0.00% | +27 | New |
| Retirement Wealth Solutions LLC | 26 | $1.80K | 0.00% | +1+4.0% | Added |
| Sunbelt Securities, Inc. | 26 | $1.80K | 0.00% | +17+188.9% | Added |
| RMG Wealth Management LLC | 25 | $1.73K | 0.00% | +25 | New |
| Sachetta, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.45K | 0.00% | −8−27.6% | Reduced |
| Clark Wealth Partners | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $1.04K | 0.00% | +9+150.0% | Added |
| NVWM, LLC | 15 | $1.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.04K | 0.00% | +15 | New |
| ORG Partners LLC | 15 | $1.03K | 0.00% | +7+87.5% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $969 | 0.00% | −1−6.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $969 | 0.00% | +7+100.0% | Added |
| Leonteq Securities AG | 14 | $968 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $968 | 0.00% | +10+250.0% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $968 | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 12 | $832 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 11 | $740 | 0.00% | +5+83.3% | Added |
| SRS Capital Advisors, Inc. | 10 | $692 | 0.00% | −3,666−99.7% | Reduced |
| Bare Financial Services, Inc | 10 | $692 | 0.00% | −8−44.4% | Reduced |
| Wolff Wiese Magana LLC | 10 | $692 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 10 | $692 | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 10 | $681 | 0.00% | +10 | New |
| Larson Financial Group LLC | 9 | $622 | 0.00% | −33−78.6% | Reduced |
| Colonial Trust Co | 9 | $622 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $485 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $485 | 0.00% | +3+75.0% | Added |
| Marquette Asset Management, LLC | 7 | $485 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 7 | $484 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $484 | 0.00% | +1+16.7% | Added |
| Bogart Wealth, LLC | 7 | $484 | 0.00% | +7 | New |
| Torren Management, LLC | 7 | $484 | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 7 | $484 | 0.00% | +7 | New |
| Salomon & Ludwin, LLC | 6 | $416 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $415 | 0.00% | +2+50.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $347 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 5 | $346 | 0.00% | −1,295−99.6% | Reduced |
| South State Corp. | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $346 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $346 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $277 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $276 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $207 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $138 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Capital International Investors | 0 | $0 | 0.00% | −19,225,265−100.0% | Sold out |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −17,133,208−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −2,714,653−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −523,064−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −273,810−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −160,039−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −103,977−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −69,676−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −63,580−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −42,601−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −41,219−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −39,889−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −22,826−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −22,130−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −20,535−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −16,374−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,474−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −13,217−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −13,032−100.0% | Sold out |
| BCK Capital Management LP | 0 | $0 | 0.00% | −10,201−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −9,207−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −9,136−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,092−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −6,962−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −6,199−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −5,991−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,235−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −3,710−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −3,095−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −539−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |