| Richardson Financial Services Inc. | 73 | $6.82K | 0.00% | −38−34.2% | Reduced |
| Godsey & Gibb Associates | 70 | $6.54K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 69 | $6.45K | 0.00% | +6+9.5% | Added |
| Valued Wealth Advisors LLC | 65 | $6.11K | 0.00% | +27+71.1% | Added |
| Torren Management, LLC | 64 | $5.98K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $5.98K | 0.00% | −175−73.2% | Reduced |
| High Note Wealth, LLC | 61 | $5.70K | 0.00% | +18+41.9% | Added |
| Planning Strategies Inc. | 61 | $5.70K | 0.00% | +61 | New |
| JDM Financial Group LLC | 60 | $5.60K | 0.00% | −20−25.0% | Reduced |
| West Paces Advisors Inc. | 60 | $5.60K | 0.00% | +60 | New |
| WestEnd Advisors, LLC | 59 | $5.51K | 0.00% | +59 | New |
| HFM Investment Advisors, LLC | 57 | $5.32K | 0.00% | +21+58.3% | Added |
| Valley National Advisers Inc | 55 | $5.14K | 0.00% | +17+44.7% | Added |
| Park Square Financial Group, LLC | 54 | $5.04K | 0.05% | −48−47.1% | Reduced |
| NBT Bank N A | 54 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 54 | $5.04K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 52 | $4.86K | 0.00% | +18+52.9% | Added |
| Brown, Lisle/Cummings, Inc. | 51 | $4.79K | 0.00% | −32−38.6% | Reduced |
| Bank & Trust Co | 50 | $4.67K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 48 | $4.48K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 46 | $4.31K | 0.00% | +41+820.0% | Added |
| Armstrong Advisory Group, Inc | 46 | $4.30K | 0.00% | −113−71.1% | Reduced |
| Centennial Bank | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 44 | $4.15K | 0.00% | −46−51.1% | Reduced |
| Altshuler Shaham Ltd | 43 | $4.02K | 0.00% | +43 | New |
| Comprehensive Financial Planning, Inc. | 41 | $3.83K | 0.00% | −596−93.6% | Reduced |
| Whipplewood Advisors, LLC | 40 | $3.74K | 0.00% | −71−64.0% | Reduced |
| American Capital Advisory, LLC | 40 | $3.74K | 0.00% | −6−13.0% | Reduced |
| Frazier Financial Advisors, LLC | 40 | $3.74K | 0.00% | −4−9.1% | Reduced |
| Private Wealth Management Group, LLC | 40 | $3.74K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 38 | $3.55K | 0.14% | +1+2.7% | Added |
| Davis Capital Management | 37 | $3.46K | 0.00% | +27+270.0% | Added |
| Founders Capital Management | 36 | $3.36K | 0.00% | +36 | New |
| Vermillion Wealth Management, Inc. | 35 | $3.22K | 0.00% | −92−72.4% | Reduced |
| Wall Street Access Asset Management, LLC | 31 | $2.90K | 0.00% | +31 | New |
| Signature Resources Capital Management, LLC | 31 | $2.90K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 29 | $2.75K | 0.00% | +29 | New |
| Minot DeBlois Advisors LLC | 25 | $2.33K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 24 | $2.24K | 0.00% | 00.0% | Unchanged |
| Motco | 23 | $2.15K | 0.00% | +23 | New |
| Carolina Wealth Advisors, LLC | 22 | $2.06K | 0.00% | −127−85.2% | Reduced |
| Sunrise Financial Services, LLC | 22 | $2.06K | 0.00% | −41−65.1% | Reduced |
| Raleigh Capital Management Inc. | 21 | $1.97K | 0.00% | −26−55.3% | Reduced |
| Robinswood Financial LLC | 21 | $1.96K | 0.00% | +21 | New |
| Silicon Valley Capital Partners | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $1.87K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $1.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 19 | $1.77K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 19 | $1.77K | 0.00% | +11+137.5% | Added |
| Morton Brown Family Wealth, LLC | 17 | $1.59K | 0.00% | +17 | New |
| Cherry Tree Wealth Management, LLC | 15 | $1.40K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $1.40K | 0.00% | +15 | New |
| Seneschal Advisors, LLC | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 14 | $1.31K | 0.00% | 00.0% | Unchanged |
| Trust Co | 14 | $1.31K | 0.00% | +14 | New |
| Essential Investment Partners LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 11 | $1.03K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 11 | $1.03K | 0.00% | +11 | New |
| Bellevue Asset Management, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Millstone Evans Group, LLC | 11 | $1.03K | 0.00% | +11 | New |
| Roble, Belko & Company, Inc | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $934 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $934 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $748 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $747 | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 8 | $704 | 0.00% | +8 | New |
| Lloyd Advisory Services, LLC. | 7 | $690 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 6 | $560 | 0.00% | −4−40.0% | Reduced |
| MidFirst Bank | 6 | $560 | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 4 | $374 | 0.00% | −32−88.9% | Reduced |
| Gs Investments, Inc. | 4 | $374 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $374 | 0.00% | +4 | New |
| Mosley Wealth Management | 4 | $374 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 4 | $374 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 3 | $281 | 0.00% | −5−62.5% | Reduced |
| 3 Factor Indexing, LLC | 3 | $281 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $280 | 0.00% | −1−25.0% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3 | $280 | 0.00% | +3 | New |
| Hoey Investments, Inc | 2 | $187 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $187 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $187 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $187 | 0.00% | +2 | New |
| Financial Life Planners | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $54 | 0.00% | 0 | New |
| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −702,000−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −373,315−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −176,777−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −135,700−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −114,900−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −101,673−100.0% | Sold out |
| Eschler Asset Management LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −99,208−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −86,540−100.0% | Sold out |
