| Mascoma Wealth Management LLC | 48 | $6.29K | 0.00% | −1−2.0% | Reduced |
| Elevated Capital Advisors, LLC | 48 | $6.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 48 | $6.25K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 46 | $6.02K | 0.00% | +2+4.5% | Added |
| Principia Wealth Advisory, LLC | 44 | $5.76K | 0.00% | +6+15.8% | Added |
| Clayton Financial Group LLC | 43 | $5.63K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $5.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 41 | $5.38K | 0.00% | +2+5.1% | Added |
| Hughes Financial Services, LLC | 40 | $5.24K | 0.00% | +10+33.3% | Added |
| Vermillion Wealth Management, Inc. | 39 | $5.11K | 0.00% | +39 | New |
| Torren Management, LLC | 39 | $5.10K | 0.00% | −99−71.7% | Reduced |
| Carolina Wealth Advisors, LLC | 37 | $4.84K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 36 | $4.71K | 0.00% | +9+33.3% | Added |
| Plante Moran Financial Advisors, LLC | 36 | $4.71K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 35 | $4.58K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 35 | $4.58K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 33 | $4.32K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 33 | $4.32K | 0.00% | +33 | New |
| Alerus Financial NA | 31 | $4.06K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $3.93K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 30 | $3.93K | 0.00% | −12,691−99.8% | Reduced |
| Smallwood Wealth Investment Management, LLC | 29 | $3.80K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 35 | $3.70K | 0.00% | −575−94.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 23 | $3.33K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 25 | $3.27K | 0.00% | +25 | New |
| Three Bearings Fiduciary Advisors, Inc. | 23 | $3.02K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 21 | $2.98K | 0.00% | +21 | New |
| Fairman Group, LLC | 22 | $2.89K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $2.49K | 0.00% | −49−72.1% | Reduced |
| Fortis Group Advisors, LLC | 19 | $2.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 18 | $2.36K | 0.00% | +18 | New |
| CBIZ Investment Advisory Services, LLC | 15 | $1.97K | 0.00% | −20−57.1% | Reduced |
| Investors Portfolio Services LLC | 13 | $1.88K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $1.83K | 0.00% | −4−22.2% | Reduced |
| Prosperity Bancshares Inc | 13 | $1.70K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $1.70K | 0.00% | +13 | New |
| North Ridge Wealth Advisors, Inc. | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $1.57K | 0.00% | +12 | New |
| POM Investment Strategies, LLC | 12 | $1.57K | 0.00% | +12 | New |
| Caitlin John, LLC | 12 | $1.53K | 0.00% | −4−25.0% | Reduced |
| Cypress Capital Management LLC (WY) | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $1.44K | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 10 | $1.31K | 0.00% | −51−83.6% | Reduced |
| Atlantic Private Wealth, LLC | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 9 | $1.18K | 0.00% | +9 | New |
| Davis Capital Management | 7 | $917 | 0.00% | −1−12.5% | Reduced |
| Toth Financial Advisory Corp | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 7 | $917 | 0.00% | +7 | New |
| TopTier Wealth Management, LLC | 7 | $917 | 0.00% | +7 | New |
| Arcadia Investment Management Corp | 6 | $786 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $786 | 0.00% | +4+200.0% | Added |
| Curio Wealth, LLC | 6 | $786 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 5 | $655 | 0.00% | −23−82.1% | Reduced |
| Trust Co | 5 | $655 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $524 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $393 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $262 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $262 | 0.00% | +2 | New |
| Scarborough Advisors, LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −1,160−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,181,795−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −214,728−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −186,729−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −128,876−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −95,300−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −71,322−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −66,704−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −65,163−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −51,814−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −51,487−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −50,391−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −41,449−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −39,127−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −38,201−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −35,273−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −34,574−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −29,568−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −26,916−100.0% | Sold out |
| Blue Capital, Inc. | 0 | $0 | 0.00% | −24,527−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −17,827−100.0% | Sold out |
| Stance Capital LLC | 0 | $0 | 0.00% | −16,414−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −10,478−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,027−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −8,985−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −8,535−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −8,501−100.0% | Sold out |
| Sage Mountain Advisors LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| SOL Capital Management CO | 0 | $0 | 0.00% | −7,201−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −6,225−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −5,003−100.0% | Sold out |