| Strive Financial Group ,LLC | 25 | $25.3K | 0.01% | +19+316.7% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $25.3K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 25 | $25.3K | 0.01% | 00.0% | Unchanged |
| Entrust Financial LLC | 25 | $25.3K | 0.02% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 25 | $25.3K | 0.01% | −7−21.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 25 | $25.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 25 | $25.3K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $25.3K | 0.00% | +8+47.1% | Added |
| Fourth Dimension Wealth, LLC | 24 | $24.3K | 0.01% | +24 | New |
| Piscataqua Savings Bank | 24 | $24.3K | 0.02% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 24 | $23.7K | 0.03% | 00.0% | Unchanged |
| First Financial Corp | 23 | $23.3K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 23 | $23.3K | 0.02% | 00.0% | Unchanged |
| Volterra Technologies LP | 23 | $23.3K | 0.01% | +23 | New |
| Luminist Capital LLC | 23 | $23.3K | 0.03% | +23 | New |
| HFM Investment Advisors, LLC | 22 | $22.3K | 0.01% | +6+37.5% | Added |
| Cypress Capital Management LLC (WY) | 21 | $21.2K | 0.02% | 00.0% | Unchanged |
| Torren Management, LLC | 21 | $20.7K | 0.01% | +1+5.0% | Added |
| Godsey & Gibb Associates | 20 | $20.2K | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 20 | $20.2K | 0.00% | −253,364−100.0% | Reduced |
| Sfam, LLC | 20 | $20.2K | 0.02% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $19.2K | 0.01% | +9+90.0% | Added |
| Atlas Capital Advisors LLC | 19 | $19.2K | 0.00% | −3−13.6% | Reduced |
| Planning Strategies Inc. | 19 | $19.2K | 0.01% | +19 | New |
| Fairway Wealth LLC | 18 | $18.2K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 16 | $16.2K | 0.00% | +16 | New |
| VSM Wealth Advisory, LLC | 15 | $15.2K | 0.00% | −10−40.0% | Reduced |
| Westend Capital Management, LLC | 15 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 15 | $15.2K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $14.2K | 0.01% | +14 | New |
| Harbor Asset Planning, Inc. | 14 | $14.2K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $14.2K | 0.01% | +2+16.7% | Added |
| FNY Investment Advisers, LLC | 14 | $14.0K | 0.01% | +14 | New |
| BFSG, LLC | 12 | $12.1K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 12 | $12.1K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 12 | $12.1K | 0.11% | −2−14.3% | Reduced |
| Adirondack Trust Co | 12 | $12.1K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 12 | $12.0K | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 11 | $11.5K | 0.01% | +11 | New |
| WestEnd Advisors, LLC | 10 | $10.3K | 0.00% | −1−9.1% | Reduced |
| CWM Advisors, LLC | 10 | $10.1K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 10 | $10.1K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10 | $10.1K | 0.04% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 9 | $9.15K | 0.01% | +2+28.6% | Added |
| Imprint Wealth LLC | 9 | $9.10K | 0.04% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 9 | $9.10K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $8.33K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $8.29K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 8 | $8.09K | 0.01% | +5+166.7% | Added |
| Maseco LLP | 7 | $7.25K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 7 | $7.08K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 7 | $7.08K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $7.08K | 0.00% | +4+133.3% | Added |
| Meramec Financial Planners, LLC | 6 | $6.29K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 6 | $6.07K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 6 | $6.07K | 0.23% | −7−53.8% | Reduced |
| J.Safra Asset Management Corp | 6 | $6.07K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 6 | $6.07K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 5 | $5.30K | 0.00% | +1+25.0% | Added |
| Stone House Investment Management, LLC | 5 | $5.06K | 0.00% | +2+66.7% | Added |
| Financial Gravity Companies, Inc. | 5 | $5.06K | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $5.06K | 0.00% | +5 | New |
| Minot DeBlois Advisors LLC | 4 | $4.50K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 4 | $4.19K | 0.00% | −407−99.0% | Reduced |
| Whipplewood Advisors, LLC | 4 | $4.04K | 0.00% | −37−90.2% | Reduced |
| Palladiem, LLC | 4 | $4.04K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 4 | $4.04K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 4 | $4.04K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 4 | $4.04K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 4 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $3.73K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $3.38K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 3 | $3.11K | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $3.00K | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $2.04K | 0.00% | +2 | New |
| Benson Wealth Management INC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $2.02K | 0.00% | +1+100.0% | Added |
| Smallwood Wealth Investment Management, LLC | 2 | $2.02K | 0.00% | −3−60.0% | Reduced |
| PEAK6 LLC | 2 | $1.85K | 0.00% | −41,648−100.0% | Reduced |
| Redwood Park Advisors LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $1.01K | 0.00% | +1 | New |
| Quarry LP | 1 | $1.01K | 0.00% | −303−99.7% | Reduced |
| Intesa Sanpaolo S.p.A. | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 1 | $1.01K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1 | $1.01K | 0.00% | +1 | New |
| Cordant, Inc. | 0 | $354 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 0 | $223 | 0.00% | 0 | New |
| WealthCare Investment Partners, LLC | 36 | – | – | +36 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −92,007−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −59,409−100.0% | Sold out |
| JBF Capital, Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Think Investments LP | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −11,099−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −10,079−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,740−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −9,801−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,393,552−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −6,978−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −6,546−100.0% | Sold out |
