| Peterson Wealth Services | 33 | $4.10K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 33 | $4.06K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 33 | $4.06K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 33 | $4.06K | 0.00% | +23+230.0% | Added |
| TD Capital Management LLC | 31 | $3.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $3.82K | 0.00% | −1−3.1% | Reduced |
| Dogwood Wealth Management LLC | 28 | $3.45K | 0.00% | −60−68.2% | Reduced |
| Buck Wealth Strategies, LLC | 27 | $3.32K | 0.00% | +27 | New |
| Golden State Equity Partners | 27 | $3.32K | 0.01% | −3,919−99.3% | Reduced |
| Birchbrook, Inc. | 27 | $3.32K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 26 | $3.20K | 0.00% | −13−33.3% | Reduced |
| 1015 Capital Partners, LLC | 26 | $3.20K | 0.00% | −12−31.6% | Reduced |
| Merrithew & Thorsten Inc | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 24 | $2.96K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 24 | $2.96K | 0.00% | +5+26.3% | Added |
| Marshall Investment Management, LLC | 24 | $2.96K | 0.00% | +24 | New |
| Planning Strategies Inc. | 24 | $2.96K | 0.00% | +24 | New |
| Osbon Capital Management LLC | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 20 | $2.47K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 19 | $2.34K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 19 | $2.34K | 0.00% | +1+5.6% | Added |
| Hollencrest Capital Management | 18 | $2.22K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 17 | $2.09K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 16 | $1.92K | 0.00% | −3−15.8% | Reduced |
| Lummis Asset Management, LP | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $1.85K | 0.00% | +8+114.3% | Added |
| Salomon & Ludwin, LLC | 14 | $1.77K | 0.00% | −337−96.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 11 | $1.73K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 14 | $1.72K | 0.00% | +5+55.6% | Added |
| ZRC Wealth Management, LLC | 13 | $1.60K | 0.00% | −83−86.5% | Reduced |
| Noble Wealth Management PBC | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 12 | $1.48K | 0.00% | +12 | New |
| Networth Advisors, LLC | 11 | $1.36K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.35K | 0.00% | −7−38.9% | Reduced |
| PayPay Securities Corp | 11 | $1.35K | 0.05% | 00.0% | Unchanged |
| Mosley Wealth Management | 11 | $1.35K | 0.00% | +11 | New |
| Lloyd Advisory Services, LLC. | 10 | $1.27K | 0.00% | −9−47.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $1.23K | 0.00% | −26−72.2% | Reduced |
| Triumph Capital Management | 9 | $1.11K | 0.00% | −88−90.7% | Reduced |
| Sittner & Nelson, LLC | 9 | $1.11K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 9 | $1.11K | 0.00% | +4+80.0% | Added |
| Atomic Invest LLC | 9 | $1.07K | 0.00% | −50−84.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8 | $1.02K | 0.00% | +8 | New |
| CKW Financial Group | 11 | $1.00K | 0.00% | +11 | New |
| POM Investment Strategies, LLC | 8 | $985 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 8 | $985 | 0.00% | +8 | New |
| Godfrey Financial Associates, Inc. | 7 | $862 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $739 | 0.00% | −7−53.8% | Reduced |
| Davis Capital Management | 6 | $739 | 0.00% | −2−25.0% | Reduced |
| Logan Capital Management Inc | 5 | $616 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $507 | 0.00% | −2−33.3% | Reduced |
| Seneschal Advisors, LLC | 4 | $493 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $492 | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 4 | $492 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $370 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $369 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $247 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $124 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $123 | 0.00% | −116−99.1% | Reduced |
| Highland Investment Advisors LLC | 1 | $123 | 0.00% | +1 | New |
| Vision Financial Markets LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 0 | $10 | 0.00% | −20−100.0% | Reduced |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | +5 | New |
| Coppell Advisory Solutions LLC | 40 | – | – | +40 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −499,715−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −214,900−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −187,112−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −173,783−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −133,300−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −124,730−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −101,371−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −77,574−100.0% | Sold out |
| Unisphere Establishment | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −49,025−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −43,422−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −32,150−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −31,210−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −29,181−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −28,458−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −21,190−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −20,679−100.0% | Sold out |
| Kids Capital Management, L.P. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −19,447−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −18,882−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −18,188−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −15,742−100.0% | Sold out |
| Chemung Canal Trust Co | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −13,948−100.0% | Sold out |
| Secure Asset Management, LLC | 0 | $0 | 0.00% | −13,010−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,139−100.0% | Sold out |
| Mission Creek Capital Partners, Inc. | 0 | $0 | 0.00% | −12,034−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −11,746−100.0% | Sold out |
