| Moisand Fitzgerald Tamayo, LLC | 30 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 30 | $11.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $10.9K | 0.01% | −12−28.6% | Reduced |
| LGT Financial Advisors LLC | 29 | $10.8K | 0.02% | −716−96.1% | Reduced |
| Fortitude Family Office, LLC | 29 | $10.8K | 0.01% | +19+190.0% | Added |
| Sittner & Nelson, LLC | 28 | $10.5K | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 28 | $10.5K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 28 | $10.3K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 27 | $10.1K | 0.00% | −1,321−98.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $10.1K | 0.00% | +8+42.1% | Added |
| Creative Financial Designs Inc | 25 | $9.37K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 25 | $9.34K | 0.00% | −10−28.6% | Reduced |
| First United Bank Trust | 25 | $9.34K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $9.34K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 25 | $9.34K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 25 | $9.34K | 0.00% | +1+4.2% | Added |
| Financial Management Professionals, Inc. | 23 | $9.00K | 0.00% | +8+53.3% | Added |
| JFS Wealth Advisors, LLC | 24 | $8.97K | 0.00% | −3−11.1% | Reduced |
| GHP Investment Advisors, Inc. | 22 | $8.22K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $8.22K | 0.00% | +22 | New |
| Hazlett, Burt & Watson, Inc. | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $7.85K | 0.00% | +21 | New |
| Naples Money Management LLC | 21 | $7.84K | 0.01% | +5+31.3% | Added |
| Eagle Bay Advisors LLC | 20 | $7.49K | 0.00% | +5+33.3% | Added |
| Archer Investment Corp | 20 | $7.47K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $7.12K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $6.73K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 17 | $6.35K | 0.01% | +17 | New |
| Planning Capital Management Corp | 16 | $5.98K | 0.00% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 13 | $5.61K | 0.00% | −77−85.6% | Reduced |
| Annapolis Financial Services, LLC | 14 | $5.23K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $5.23K | 0.00% | +6+75.0% | Added |
| LRI Investments, LLC | 14 | $5.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $4.87K | 0.00% | +9+225.0% | Added |
| TFC Financial Management | 13 | $4.86K | 0.00% | +8+160.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $4.48K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $4.39K | 0.00% | +2+20.0% | Added |
| Raffa Wealth Management, LLC | 11 | $4.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 13 | $4.00K | 0.00% | +12+1,200.0% | Added |
| Morton Brown Family Wealth, LLC | 10 | $3.89K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $3.74K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $3.74K | 0.01% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $3.36K | 0.00% | +9 | New |
| Fairway Wealth LLC | 9 | $3.36K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 8 | $2.99K | 0.00% | +8 | New |
| Gleason Group, Inc. | 8 | $2.99K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 7 | $2.63K | 0.00% | −1−12.5% | Reduced |
| Glen Eagle Advisors, LLC | 7 | $2.62K | 0.00% | −193−96.5% | Reduced |
| Rakuten Securities, Inc. | 7 | $2.62K | 0.00% | −1−12.5% | Reduced |
| Aspire Private Capital, LLC | 6 | $2.24K | 0.00% | −6−50.0% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.24K | 0.00% | +1+20.0% | Added |
| Triad Wealth Partners, LLC | 6 | $2.24K | 0.00% | +6 | New |
| Lynx Investment Advisory | 6 | $2.24K | 0.00% | +6 | New |
| Unique Wealth Strategies, LLC | 6 | $2.08K | 0.00% | +6 | New |
| First PREMIER Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 5 | $1.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.87K | 0.00% | +5 | New |
| WR Wealth Planners, LLC | 5 | $1.87K | 0.00% | −6−54.5% | Reduced |
| Strategic Investment Solutions, Inc. | 5 | $1.84K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $1.78K | 0.00% | +5 | New |
| Colonial Trust Advisors | 4 | $1.50K | 0.00% | −4−50.0% | Reduced |
| FinTrust Capital Advisors, LLC | 4 | $1.50K | 0.00% | +4 | New |
| Ruedi Wealth Management, Inc. | 4 | $1.50K | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.12K | 0.00% | −11−78.6% | Reduced |
| Robbins Farley LLC | 3 | $1.12K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 3 | $1.12K | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $778 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $748 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 2 | $747 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $747 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $747 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2 | $693 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $374 | 0.00% | −44−97.8% | Reduced |
| Redwood Wealth Management Group, LLC | 1 | $374 | 0.00% | +1 | New |
| ClariVest Asset Management LLC | 1 | $363 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 0 | $105 | 0.00% | −4−100.0% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Ariadne Wealth Management, LP | 358 | – | – | +358 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −464,130−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −126,029−100.0% | Sold out |
| Khrom Capital Management LLC | 0 | $0 | 0.00% | −113,195−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −110,793−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −107,769−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −88,108−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −77,886−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −64,054−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −59,000−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −40,203−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −38,806−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −38,269−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −37,197−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −35,238−100.0% | Sold out |