| Family Firm, Inc. | 66 | $3.89K | 0.00% | +66 | New |
| Tower View Investment Management & Research LLC | 65 | $3.83K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $3.83K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 61 | $3.60K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 60 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 57 | $3.36K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 58 | $3.31K | 0.00% | −298−83.7% | Reduced |
| Castleview Partners, LLC | 53 | $3.13K | 0.00% | +53 | New |
| Householder Group Estate & Retirement Specialist, LLC | 64 | $3.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $2.95K | 0.00% | −150−75.0% | Reduced |
| Optimum Investment Advisors | 50 | $2.95K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 49 | $2.89K | 0.00% | +1+2.1% | Added |
| Naples Money Management LLC | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $2.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 47 | $2.77K | 0.00% | −24−33.8% | Reduced |
| McIlrath & Eck, LLC | 47 | $2.77K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 45 | $2.65K | 0.00% | −106−70.2% | Reduced |
| VitalStone Financial, LLC | 39 | $2.30K | 0.00% | −376−90.6% | Reduced |
| CoreCap Advisors, LLC | 38 | $2.24K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 36 | $2.13K | 0.00% | +36 | New |
| Anchor Investment Management, LLC | 35 | $2.06K | 0.00% | −60−63.2% | Reduced |
| Innealta Capital, LLC | 35 | $2.06K | 0.00% | +35 | New |
| Pin Oak Investment Advisors Inc | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 32 | $1.89K | 0.00% | −295−90.2% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $1.77K | 0.00% | −35−53.8% | Reduced |
| CVA Family Office, LLC | 28 | $1.65K | 0.00% | −302−91.5% | Reduced |
| Redwood Wealth Management Group, LLC | 28 | $1.65K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 26 | $1.53K | 0.00% | +26 | New |
| Sound Income Strategies, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $1.48K | 0.00% | +14+127.3% | Added |
| Winch Advisory Services, LLC | 21 | $1.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $1.23K | 0.00% | +19 | New |
| Raleigh Capital Management Inc. | 20 | $1.18K | 0.00% | −25−55.6% | Reduced |
| Key Financial Inc | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $1.00K | 0.00% | −10−30.3% | Reduced |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 16 | $944 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $885 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $860 | 0.00% | +3+25.0% | Added |
| Salem Investment Counselors Inc | 14 | $826 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 12 | $708 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 12 | $708 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $708 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $649 | 0.00% | −195−94.7% | Reduced |
| West Branch Capital LLC | 11 | $649 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $590 | 0.00% | −3−23.1% | Reduced |
| SJS Investment Consulting Inc. | 10 | $590 | 0.00% | −1−9.1% | Reduced |
| Archer Investment Corp | 10 | $590 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $531 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $472 | 0.00% | +1+14.3% | Added |
| Private Wealth Management Group, LLC | 7 | $413 | 0.00% | −21−75.0% | Reduced |
| Montag A & Associates Inc | 7 | $413 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 7 | $413 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 7 | $413 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $413 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $354 | 0.00% | −67−91.8% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $354 | 0.00% | +1+20.0% | Added |
| Unique Wealth Strategies, LLC | 5 | $344 | 0.00% | +5 | New |
| Painted Porch Advisors LLC | 5 | $295 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $236 | 0.00% | −20−83.3% | Reduced |
| HHM Wealth Advisors, LLC | 4 | $236 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 4 | $236 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $235 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 2 | $118 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $118 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 1 | $64 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1 | $59 | 0.00% | +1 | New |
| Camelot Portfolios, LLC | 1 | $49 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 0 | $8 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $8 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | −8−50.0% | Reduced |
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Capital International Investors | 0 | $0 | 0.00% | −2,991,183−100.0% | Sold out |
| HMI Capital Management, L.P. | 0 | $0 | 0.00% | −1,588,003−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,528,753−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −927,390−100.0% | Sold out |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −390,708−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −205,688−100.0% | Sold out |
| Loup Funds, LLC | 0 | $0 | 0.00% | −175,507−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −172,856−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −139,031−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −131,005−100.0% | Sold out |
| Carmignac Gestion | 0 | $0 | 0.00% | −123,938−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −107,892−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −86,069−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −82,790−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −74,142−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −47,437−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −43,909−100.0% | Sold out |
| Silvant Capital Management LLC | 0 | $0 | 0.00% | −32,415−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −30,633−100.0% | Sold out |