| Harbor Investment Advisory, LLC | 11 | $12.9K | 0.00% | −90−89.1% | Reduced |
| Key Financial Inc | 11 | $12.9K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 11 | $12.9K | 0.00% | +11 | New |
| Barnes Dennig Private Wealth Management LLC | 9 | $10.6K | 0.01% | +9 | New |
| Park Place Capital Corp | 8 | $9.64K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $9.64K | 0.00% | +3+60.0% | Added |
| Hurley Capital, LLC | 8 | $9.40K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 8 | $9.40K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $9.40K | 0.00% | +4+100.0% | Added |
| Harbour Investments, Inc. | 8 | $9.40K | 0.00% | +5+166.7% | Added |
| JFS Wealth Advisors, LLC | 7 | $8.22K | 0.00% | −2−22.2% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $8.22K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $8.22K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.22K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7 | $8.22K | 0.00% | +2+40.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 6 | $7.37K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $7.33K | 0.00% | +3+100.0% | Added |
| MCF Advisors LLC | 6 | $7.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $7.05K | 0.00% | −1−14.3% | Reduced |
| Golden State Wealth Management, LLC | 6 | $7.05K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $7.05K | 0.01% | +4+200.0% | Added |
| Maseco LLP | 6 | $7.05K | 0.00% | +6 | New |
| Cheviot Value Management, LLC | 5 | $6.28K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $6.12K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $5.87K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $5.87K | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $5.87K | 0.00% | +5 | New |
| Global X Japan Co., Ltd. | 5 | $5.87K | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $5.87K | 0.00% | +5 | New |
| Avion Wealth | 5 | $5.00K | 0.00% | +3+150.0% | Added |
| Cullen/Frost Bankers, Inc. | 4 | $4.70K | 0.00% | −4−50.0% | Reduced |
| South State Corp. | 4 | $4.70K | 0.00% | −2−33.3% | Reduced |
| Colonial Trust Co | 4 | $4.70K | 0.00% | +1+33.3% | Added |
| Altshuler Shaham Ltd | 4 | $4.70K | 0.00% | +1+33.3% | Added |
| Abound Wealth Management | 4 | $4.70K | 0.00% | +1+33.3% | Added |
| Howard Hughes Medical Institute | 4 | $4.70K | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $4.70K | 0.00% | +4 | New |
| WealthCollab, LLC | 3 | $3.52K | 0.00% | −2−40.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $3.52K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $3.52K | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $3.52K | 0.00% | −7−70.0% | Reduced |
| FSA Wealth Management LLC | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 3 | $3.52K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $3.52K | 0.00% | +3 | New |
| Sierra Ocean, LLC | 3 | $3.52K | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $3.52K | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $3.52K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 2 | $2.49K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $2.35K | 0.00% | −8−80.0% | Reduced |
| Hartford Financial Management Inc. | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $2.35K | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $2.35K | 0.00% | −7−77.8% | Reduced |
| Creative Financial Designs Inc | 2 | $2.35K | 0.00% | −3−60.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $2.35K | 0.00% | −1−33.3% | Reduced |
| Grove Bank & Trust | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 2 | $2.35K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $2.35K | 0.00% | +1+100.0% | Added |
| Evolution Wealth Management Inc. | 2 | $2.35K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 1 | $1.21K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.21K | 0.00% | +1 | New |
| Kestra Investment Management, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.18K | 0.00% | −1−50.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $1.18K | 0.00% | −1−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.18K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Atlantic Trust, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Gitterman Wealth Management, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $1.18K | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $1.18K | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $1.17K | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $1.02K | 0.00% | −4−80.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 0 | $470 | 0.00% | 0 | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −62,007−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −40,139−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −28,874−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −24,270−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −22,594−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −14,286−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −11,697−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,263−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −9,334−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −8,172−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −4,926−100.0% | Sold out |