| VisionPoint Advisory Group, LLC | 36 | $13.6K | 0.01% | +36 | New |
| Bell Investment Advisors, Inc | 36 | $13.6K | 0.00% | −2−5.3% | Reduced |
| Clean Yield Group | 36 | $13.6K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 36 | $13.6K | 0.01% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $13.2K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 33 | $12.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 32 | $12.1K | 0.00% | +32 | New |
| ClariVest Asset Management LLC | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $11.0K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 28 | $10.6K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $10.2K | 0.00% | −37−57.8% | Reduced |
| Acima Private Wealth, LLC | 27 | $10.2K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 27 | $10.2K | 0.00% | +12+80.0% | Added |
| Evermay Wealth Management LLC | 26 | $9.84K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 26 | $9.84K | 0.00% | +18+225.0% | Added |
| DT Investment Partners, LLC | 25 | $9.53K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $9.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $9.08K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 25 | $9.00K | 0.00% | −20−44.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 25 | $9.00K | 0.00% | +1+4.2% | Added |
| Financial Connections Group, Inc. | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 379 | $9.00K | 0.04% | +15+4.1% | Added |
| Mascoma Wealth Management LLC | 23 | $8.76K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $8.71K | 0.00% | −38−62.3% | Reduced |
| SJS Investment Consulting Inc. | 23 | $8.71K | 0.00% | −2−8.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $7.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $7.57K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $7.57K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 19 | $7.19K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $7.13K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 18 | $6.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 16 | $6.06K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $5.68K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 15 | $5.68K | 0.00% | +15 | New |
| Red Tortoise LLC | 13 | $4.92K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13 | $4.92K | 0.00% | −2−13.3% | Reduced |
| ORG Partners LLC | 12 | $4.55K | 0.00% | +12 | New |
| Macroview Investment Management LLC | 12 | $4.54K | 0.01% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 12 | $4.54K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 12 | $4.54K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 11 | $4.16K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 11 | $4.16K | 0.00% | +11 | New |
| Chesapeake Asset Management LLC | 11 | $4.16K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $3.79K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10 | $3.79K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 9 | $3.41K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $3.00K | 0.00% | −1−12.5% | Reduced |
| Your Advocates Ltd., LLP | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.65K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $2.00K | 0.00% | −2,170−99.7% | Reduced |
| Avion Wealth | 8 | $2.00K | 0.00% | +7+700.0% | Added |
| HighMark Wealth Management LLC | 5 | $1.89K | 0.00% | −30−85.7% | Reduced |
| Lowe Wealth Advisors, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $1.51K | 0.00% | +4 | New |
| RFP Financial Group LLC | 3 | $1.22K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $1.14K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $1.14K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Evolution Advisers, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $757 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $757 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2 | $757 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $757 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $757 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 1 | $380 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 1 | $379 | 0.02% | −6−85.7% | Reduced |
| SRS Capital Advisors, Inc. | 1 | $379 | 0.00% | −5−83.3% | Reduced |
| Gordian Capital Singapore Pte Ltd | 1 | $379 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $379 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $379 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1 | $379 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −192,850−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −156,515−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −82,951−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −60,870−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −49,485−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −45,750−100.0% | Sold out |
| Alpine Investment Management Ltd | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −33,171−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −32,327−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −29,236−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −25,192−100.0% | Sold out |