| Frazier Financial Advisors, LLC | 45 | $6.46K | 0.01% | −6−11.8% | Reduced |
| Financial Avengers, Inc. | 40 | $5.74K | 0.00% | +40 | New |
| Chilton Capital Management LLC | 38 | $5.45K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 37 | $5.31K | 0.02% | +37 | New |
| First Pacific Financial | 36 | $5.16K | 0.00% | −16−30.8% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 33 | $4.74K | 0.00% | +33 | New |
| Investors Research Corp | 33 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 33 | $4.73K | 0.01% | +20+153.8% | Added |
| Ancora Advisors, LLC | 31 | $4.45K | 0.00% | −30−49.2% | Reduced |
| Strengthening Families & Communities, LLC | 30 | $4.33K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $4.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $4.16K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 28 | $4.02K | 0.00% | +23+460.0% | Added |
| Avion Wealth | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $3.88K | 0.00% | +1+3.8% | Added |
| Wolff Wiese Magana LLC | 27 | $3.87K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 26 | $3.76K | 0.00% | +26 | New |
| Operose Advisors LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 24 | $3.44K | 0.00% | +24 | New |
| Capital Performance Advisors LLP | 24 | $3.44K | 0.00% | +24 | New |
| Hexagon Capital Partners LLC | 23 | $3.30K | 0.00% | +14+155.6% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $3.09K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21 | $3.01K | 0.00% | −18−46.2% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $3.01K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $2.91K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 20 | $2.87K | 0.00% | +9+81.8% | Added |
| Main Street Group, LTD | 20 | $2.87K | 0.00% | −20−50.0% | Reduced |
| Sound Income Strategies, LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 14 | $2.05K | 0.00% | +14 | New |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $1.72K | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 12 | $1.72K | 0.00% | +12 | New |
| Chelsea Counsel Co | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $1.44K | 0.00% | +10 | New |
| Horizon Financial Services, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $1.16K | 0.00% | +8 | New |
| Rakuten Securities, Inc. | 8 | $1.15K | 0.00% | −1−11.1% | Reduced |
| Valued Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Global Financial Private Client, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −935−99.7% | Reduced |
| Claris Advisors, LLC | 6 | $861 | 0.00% | +6 | New |
| Carolinas Wealth Consulting LLC | 5 | $718 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 5 | $717 | 0.00% | −73−93.6% | Reduced |
| Trust Co | 5 | $717 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $717 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $440 | 0.00% | −874−99.7% | Reduced |
| Bokf, NA | 3 | $422 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $287 | 0.00% | −1−33.3% | Reduced |
| FSA Wealth Management LLC | 2 | $287 | 0.00% | +2 | New |
| HM Payson & Co | 1 | $144 | 0.00% | +1 | New |
| Hoertkorn Richard Charles | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| BDF-Gestion | 68,380 | – | – | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −346,660−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −221,064−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −149,110−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −135,625−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −111,838−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −75,953−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −68,158−100.0% | Sold out |
| Infusive Asset Management Inc. | 0 | $0 | 0.00% | −50,497−100.0% | Sold out |
| Markel Group Inc.SuperinvestorMarkel Group | 0 | $0 | 0.00% | −49,800−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −36,325−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −30,217−100.0% | Sold out |
| Bremer Bank National Association | 0 | $0 | 0.00% | −24,485−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −13,918−100.0% | Sold out |
| Wolf Group Capital Advisors | 0 | $0 | 0.00% | −13,120−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |
| Bank Ozk | 0 | $0 | 0.00% | −9,446−100.0% | Sold out |
| Douglas Lane & Associates, LLC | 0 | $0 | 0.00% | −7,966−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,858−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |