| Winthrop Capital Management, LLC | 139 | $16.9K | 0.01% | +139 | New |
| Hazlett, Burt & Watson, Inc. | 130 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 124 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 124 | $15.1K | 0.01% | +124 | New |
| Bromfield Sneider Wealth Advisors | 121 | $14.7K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 120 | $14.6K | 0.01% | −201−62.6% | Reduced |
| Newbridge Financial Services Group, Inc. | 120 | $14.6K | 0.01% | −135−52.9% | Reduced |
| Center for Financial Planning, Inc. | 113 | $13.7K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 103 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 107 | $13.0K | 0.00% | +91+568.8% | Added |
| Financial Perspectives, Inc | 105 | $12.8K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 101 | $12.3K | 0.00% | +101 | New |
| Front Row Advisors LLC | 100 | $12.3K | 0.01% | −57−36.3% | Reduced |
| Kessler Investment Group, LLC | 100 | $12.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 99 | $12.0K | 0.00% | −109−52.4% | Reduced |
| Raffa Wealth Management, LLC | 99 | $12.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 87 | $10.6K | 0.00% | −21−19.4% | Reduced |
| Wiser Advisor Group LLC | 83 | $10.1K | 0.02% | +83 | New |
| FSA Wealth Management LLC | 80 | $10.0K | 0.00% | +80 | New |
| Macroview Investment Management LLC | 77 | $9.30K | 0.01% | +1+1.3% | Added |
| Financial Freedom, LLC | 75 | $9.11K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 75 | $9.11K | 0.01% | +75 | New |
| New England Capital Financial Advisors LLC | 73 | $8.87K | 0.01% | −36−33.0% | Reduced |
| Tennessee Valley Asset Management Partners | 69 | $8.44K | 0.00% | +69 | New |
| NewSquare Capital LLC | 68 | $8.26K | 0.00% | −108−61.4% | Reduced |
| Retirement Group, LLC | 50 | $7.96K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 65 | $7.90K | 0.00% | −1,149−94.6% | Reduced |
| Founders Capital Management | 65 | $7.90K | 0.01% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 61 | $7.41K | 0.00% | +61 | New |
| Lowe Wealth Advisors, LLC | 60 | $7.29K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 59 | $7.17K | 0.00% | +59 | New |
| HHM Wealth Advisors, LLC | 54 | $6.56K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 53 | $6.45K | 0.00% | +48+960.0% | Added |
| Islay Capital Management, LLC | 51 | $6.20K | 0.00% | +51 | New |
| Bear Mountain Capital, Inc. | 50 | $6.15K | 0.00% | +50 | New |
| Scarborough Advisors, LLC | 50 | $6.08K | 0.00% | +50 | New |
| Kelly Financial Services LLC | 46 | $5.59K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $5.20K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 42 | $5.10K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 40 | $4.86K | 0.00% | +40 | New |
| Valued Wealth Advisors LLC | 38 | $4.64K | 0.00% | +38 | New |
| EntryPoint Capital, LLC | 37 | $4.50K | 0.00% | +37 | New |
| Atlantic Trust, LLC | 35 | $4.25K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 34 | $4.13K | 0.00% | −133−79.6% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 32 | $3.89K | 0.00% | +32 | New |
| Frazier Financial Advisors, LLC | 31 | $3.77K | 0.00% | +31 | New |
| Frank, Rimerman Advisors LLC | 29 | $3.52K | 0.00% | +29 | New |
| SJS Investment Consulting Inc. | 27 | $3.28K | 0.00% | −1−3.6% | Reduced |
| Western Pacific Wealth Management, LP | 26 | $3.16K | 0.00% | −70−72.9% | Reduced |
| CGC Financial Services, LLC | 25 | $3.04K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $3.04K | 0.00% | +25 | New |
| Live Oak Investment Partners | – | $2.81K | 0.00% | – | – |
| Dunhill Financial, LLC | 21 | $2.58K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $2.43K | 0.00% | +20 | New |
| Rise Advisors, LLC | 19 | $2.31K | 0.00% | −94−83.2% | Reduced |
| Princeton Global Asset Management LLC | 19 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 20 | $2.00K | 0.00% | +20 | New |
| Long Island Wealth Management, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Atlas Capital Advisors LLC | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $1.94K | 0.00% | +16 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 12 | $1.46K | 0.00% | +10+500.0% | Added |
| Nalls Sherbakoff Group, LLC | 7 | $851 | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $823 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $608 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $608 | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 5 | $604 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $487 | 0.00% | +4 | New |
| Provence Wealth Management Group | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −114,401−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −103,569−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −48,391−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −36,308−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −29,986−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −25,421−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −21,313−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −20,719−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −16,906−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,977−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −11,642−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −10,969−100.0% | Sold out |
| Connolly Sarah T. | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Orser Capital Management, LLC | 0 | $0 | 0.00% | −6,735−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −6,271−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −6,082−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −5,842−100.0% | Sold out |
| Archford Capital Strategies, LLC | 0 | $0 | 0.00% | −5,398−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −4,835−100.0% | Sold out |
| LBMC Investment Advisors, LLC | 0 | $0 | 0.00% | −4,840−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −4,094−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −4,068−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |