| Clark Wealth Partners | 31 | $4.42K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 29 | $4.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $4.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $3.99K | 0.00% | +19+211.1% | Added |
| Torren Management, LLC | 27 | $3.85K | 0.00% | +27 | New |
| Ancora Advisors, LLC | 27 | $3.85K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 26 | $3.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 26 | $3.71K | 0.00% | +26 | New |
| Abound Wealth Management | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $3.56K | 0.00% | +14+127.3% | Added |
| NBC Securities, Inc. | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $3.28K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $3.13K | 0.00% | −11−33.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $3.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $3.13K | 0.00% | +1+4.8% | Added |
| Triumph Capital Management | 22 | $3.13K | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 22 | $3.13K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 21 | $2.99K | 0.00% | −69−76.7% | Reduced |
| Sunbelt Securities, Inc. | 21 | $2.99K | 0.00% | +7+50.0% | Added |
| Orion Capital Management LLC | 20 | $2.85K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $2.85K | 0.00% | +20 | New |
| Rachor Investment Advisory Services, LLC | 20 | $2.85K | 0.00% | +20 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $2.71K | 0.00% | +5+35.7% | Added |
| MV Capital Management, Inc. | 17 | $2.42K | 0.00% | +2+13.3% | Added |
| Principia Wealth Advisory, LLC | 17 | $2.42K | 0.00% | +2+13.3% | Added |
| AdvisorNet Financial, Inc | 15 | $2.14K | 0.00% | +5+50.0% | Added |
| NVWM, LLC | 15 | $2.14K | 0.00% | +5+50.0% | Added |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | +2+11.1% | Added |
| Valley National Advisers Inc | 15 | $2.00K | 0.00% | +15 | New |
| Smallwood Wealth Investment Management, LLC | 14 | $2.00K | 0.00% | +8+133.3% | Added |
| Legacy Wealth Managment, LLC | 14 | $2.00K | 0.00% | +11+366.7% | Added |
| RMG Wealth Management LLC | 14 | $1.96K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 13 | $1.87K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.71K | 0.00% | −3,063−99.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 12 | $1.71K | 0.00% | +12 | New |
| Aspect Partners, LLC | 11 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $1.57K | 0.00% | +1+10.0% | Added |
| Whipplewood Advisors, LLC | 11 | $1.57K | 0.00% | +11 | New |
| Financial Consulate, Inc | 10 | $1.43K | 0.00% | +2+25.0% | Added |
| Financial Network Wealth Advisors LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.28K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 9 | $1.28K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $1.28K | 0.00% | +9 | New |
| American Capital Advisory, LLC | 8 | $1.14K | 0.00% | −1−11.1% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 8 | $1.14K | 0.00% | +8 | New |
| Basepoint Wealth LLC | 8 | $1.14K | 0.00% | +8 | New |
| 1015 Capital Partners, LLC | 8 | $1.14K | 0.00% | +8 | New |
| Activest Wealth Management | 7 | $1.01K | 0.00% | −17−70.8% | Reduced |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $998 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 7 | $998 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $998 | 0.00% | +7 | New |
| Lodestone Wealth Management LLC | 6 | $855 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $713 | 0.00% | −2−28.6% | Reduced |
| WestEnd Advisors, LLC | 5 | $713 | 0.00% | −1−16.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $713 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $713 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $713 | 0.00% | +5 | New |
| Strive Financial Group ,LLC | 5 | $712 | 0.00% | +5 | New |
| Alerus Financial NA | 4 | $570 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $570 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $428 | 0.00% | −17−85.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $428 | 0.00% | −1−25.0% | Reduced |
| Trust Co | 3 | $428 | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 2 | $285 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $143 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $143 | 0.00% | +1 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −1,400,174−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −911,914−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −814,163−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −504,240−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −463,901−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −98,846−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −75,464−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −49,972−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −48,753−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −45,429−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −39,780−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −37,655−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −31,505−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,743−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −23,686−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −23,106−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −21,211−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −19,415−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −19,243−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −18,361−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Vivid Wealth Management, LLC | 0 | $0 | 0.00% | −15,289−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −15,127−100.0% | Sold out |