| Raffa Wealth Management, LLC | 21 | $4.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $4.29K | 0.00% | +20+2,000.0% | Added |
| Aviso Financial Inc. | 21 | $4.29K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 21 | $4.21K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 20 | $4.10K | 0.00% | +15+300.0% | Added |
| TFC Financial Management | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 20 | $4.09K | 0.00% | +20 | New |
| Bravera Wealth | 20 | $4.09K | 0.00% | +20 | New |
| Adirondack Trust Co | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 19 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $3.88K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $3.88K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 17 | $3.47K | 0.00% | +17 | New |
| Principia Wealth Advisory, LLC | 16 | $3.27K | 0.00% | +1+6.7% | Added |
| Bogart Wealth, LLC | 16 | $3.27K | 0.00% | +2+14.3% | Added |
| Turning Point Benefit Group, Inc. | 16 | $3.27K | 0.00% | +9+128.6% | Added |
| McGuire Capital Advisors Inc | 16 | $3.27K | 0.00% | +16 | New |
| Anchor Investment Management, LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $3.06K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 15 | $3.06K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 19 | $3.00K | 0.00% | −21−52.5% | Reduced |
| T. Rowe Price Investment Management, Inc. | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 15 | $2.90K | 0.00% | +15 | New |
| Elevated Capital Advisors, LLC | 14 | $2.87K | 0.00% | +14 | New |
| REAP Financial Group, LLC | 14 | $2.86K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.86K | 0.00% | +14 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $2.45K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 105 | $2.38K | 0.00% | +105 | New |
| Strategic Advocates LLC | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $2.25K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $2.25K | 0.00% | +11 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $2.04K | 0.00% | −1,324,738−100.0% | Reduced |
| WPG Advisers, LLC | 10 | $2.04K | 0.00% | −73−88.0% | Reduced |
| First Command Advisory Services, Inc. | 10 | $2.04K | 0.00% | +10 | New |
| RMG Wealth Management LLC | 10 | $2.04K | 0.00% | +10 | New |
| NVWM, LLC | 9 | $1.84K | 0.00% | +2+28.6% | Added |
| Trust Co | 8 | $1.64K | 0.00% | +3+60.0% | Added |
| Wealth Watch Advisors, INC | 8 | $1.64K | 0.00% | +3+60.0% | Added |
| Valued Wealth Advisors LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $1.43K | 0.00% | +7 | New |
| American Capital Advisory, LLC | 6 | $1.23K | 0.00% | +1+20.0% | Added |
| Triumph Capital Management | 6 | $1.23K | 0.00% | +6 | New |
| Chelsea Counsel Co | 5 | $1.02K | 0.00% | −5−50.0% | Reduced |
| Montag A & Associates Inc | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Nemes Rush Group LLC | 5 | $1.02K | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $1.02K | 0.00% | +5 | New |
| Sunrise Financial Services, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.02K | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $1.01K | 0.00% | +5 | New |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4 | $818 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 4 | $818 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 4 | $818 | 0.00% | +4 | New |
| Breakwater Investment Management | 3 | $613 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $613 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 3 | $613 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $613 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 3 | $613 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 3 | $613 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $613 | 0.01% | +3 | New |
| Quattro Advisors LLC | 3 | $613 | 0.00% | +3 | New |
| Davis Capital Management | 2 | $409 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 2 | $409 | 0.00% | +2 | New |
| Luken Investment Analytics, LLC | 2 | $409 | 0.00% | +2 | New |
| Atlantic Private Wealth, LLC | 2 | $409 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Independent Franchise Partners LLP | 0 | $0 | 0.00% | −2,733,751−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −936,142−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −577,643−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −493,682−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −438,290−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −339,305−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −190,384−100.0% | Sold out |
| Sona Asset Management (US) LLC | 0 | $0 | 0.00% | −185,440−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −168,398−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −167,280−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −158,498−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −139,251−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −138,300−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −116,080−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −100,193−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −80,093−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −79,439−100.0% | Sold out |
| C WorldWide Group Holding A/S | 0 | $0 | 0.00% | −74,968−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −66,500−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −59,342−100.0% | Sold out |
| NatWest Group plc | 0 | $0 | 0.00% | −51,632−100.0% | Sold out |