| Beacon Financial Strategies CORP | 14 | $5.82K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 14 | $5.82K | 0.00% | +14 | New |
| Arlington Trust Co LLC | 14 | $5.81K | 0.00% | 00.0% | Unchanged |
| First National Bank | 14 | $5.81K | 0.00% | +14 | New |
| Financial Gravity Companies, Inc. | 14 | $5.81K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 14 | $5.81K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 13 | $5.57K | 0.00% | −1−7.1% | Reduced |
| Valued Wealth Advisors LLC | 13 | $5.43K | 0.00% | −6−31.6% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $4.98K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 12 | $4.98K | 0.00% | +2+20.0% | Added |
| Synergy Investment Management, LLC | 11 | $4.78K | 0.00% | +6+120.0% | Added |
| Crewe Advisors LLC | 11 | $4.57K | 0.00% | +9+450.0% | Added |
| Activest Wealth Management | 11 | $4.57K | 0.00% | −52−82.5% | Reduced |
| FWL Investment Management, LLC | 11 | $4.57K | 0.00% | +11 | New |
| St Germain D J Co Inc | 10 | $4.15K | 0.00% | −3−23.1% | Reduced |
| NBT Bank N A | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $4.15K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $4.15K | 0.00% | +5+100.0% | Added |
| Bayban | 9 | $3.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $3.74K | 0.00% | +1+12.5% | Added |
| Roxbury Financial LLC | 9 | $3.74K | 0.00% | +9 | New |
| TD Capital Management LLC | 8 | $3.35K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $3.32K | 0.00% | +8 | New |
| Bangor Savings Bank | 8 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $3.32K | 0.00% | +1+14.3% | Added |
| Rakuten Securities, Inc. | 8 | $3.32K | 0.00% | +2+33.3% | Added |
| American Capital Advisory, LLC | 7 | $2.91K | 0.00% | +1+16.7% | Added |
| Elevated Capital Advisors, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $2.91K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 7 | $2.91K | 0.00% | +7 | New |
| West Branch Capital LLC | 6 | $2.57K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $2.49K | 0.00% | +2+50.0% | Added |
| Oakmont Advisory Group, LLC | 5 | $2.16K | 0.00% | +5 | New |
| Imprint Wealth LLC | 5 | $2.08K | 0.01% | −2−28.6% | Reduced |
| Richardson Financial Services Inc. | 5 | $2.08K | 0.00% | −1−16.7% | Reduced |
| Key Capital Management, INC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $2.08K | 0.00% | +1+25.0% | Added |
| Alpine Bank Wealth Management | 5 | $2.08K | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $2.08K | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $1.79K | 0.00% | −20−83.3% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.66K | 0.00% | +1+33.3% | Added |
| Whipplewood Advisors, LLC | 3 | $1.25K | 0.00% | −59−95.2% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $1.25K | 0.00% | −3−50.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $1.25K | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $1.25K | 0.00% | +3 | New |
| 1620 Investment Advisors, Inc. | 2 | $1.02K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $838 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $831 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $831 | 0.00% | +2 | New |
| Cordant, Inc. | 1 | $507 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $417 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $417 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $416 | 0.00% | −124−99.2% | Reduced |
| Clark Wealth Partners | 1 | $416 | 0.00% | −7−87.5% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $416 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $415 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 1 | $415 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $28 | 0.00% | 0 | Unchanged |
| Copia Wealth Management | 0 | $7 | 0.00% | 0 | Unchanged |
| Merrithew & Thorsten Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −663,728−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −125,900−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −39,856−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −38,367−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −31,945−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −23,435−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −20,693−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −20,275−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −19,543−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,639−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −14,847−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,116−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,700−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,610−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −7,361−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −7,064−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −5,522−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Goodman Advisory Group, LLC | 0 | $0 | 0.00% | −4,959−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −4,713−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −4,200−100.0% | Sold out |