| Wolff Wiese Magana LLC | 69 | $7.29K | 0.00% | −5−6.8% | Reduced |
| Pineridge Advisors LLC | 69 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 69 | $7.29K | 0.00% | +69 | New |
| Highline Wealth Partners LLC | 66 | $7.00K | 0.00% | −17−20.5% | Reduced |
| Noble Wealth Management PBC | 66 | $6.98K | 0.00% | +66 | New |
| Quest 10 Wealth Builders, Inc. | 63 | $6.66K | 0.01% | +63 | New |
| Carolina Wealth Advisors, LLC | 61 | $6.45K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 61 | $6.44K | 0.00% | +31+103.3% | Added |
| Quarry LP | 59 | $6.24K | 0.00% | −318−84.4% | Reduced |
| Gs Investments, Inc. | 59 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 59 | $6.24K | 0.00% | +59 | New |
| S&T Bank | 58 | $6.13K | 0.00% | +58 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 53 | $5.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $5.60K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 52 | $5.50K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $5.48K | 0.00% | +1+2.0% | Added |
| Stephens Consulting, LLC | 50 | $5.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 48 | $5.07K | 0.00% | −72−60.0% | Reduced |
| FSA Wealth Management LLC | 48 | $5.07K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 48 | $5.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 47 | $4.97K | 0.00% | −15−24.2% | Reduced |
| Clark Wealth Partners | 47 | $4.97K | 0.00% | +47 | New |
| Compass Financial Services Inc | 46 | $4.82K | 0.00% | +46 | New |
| Mark Sheptoff Financial Planning, LLC | 45 | $4.76K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 45 | $4.76K | 0.00% | +45 | New |
| MPWM Advisory Solutions, LLC | 45 | $4.76K | 0.00% | +45 | New |
| Semmax Financial Advisors Inc. | 38 | $4.55K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 41 | $4.25K | 0.00% | +41 | New |
| Frazier Financial Advisors, LLC | 40 | $4.24K | 0.00% | −16−28.6% | Reduced |
| Tucker Asset Management LLC | 40 | $4.23K | 0.00% | +40 | New |
| Studio Investment Management LLC | 38 | $4.02K | 0.00% | +38 | New |
| Bellevue Asset Management, LLC | 37 | $3.99K | 0.00% | +10+37.0% | Added |
| Anfield Capital Management, LLC | 37 | $3.91K | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 36 | $3.81K | 0.00% | +36 | New |
| SWAN Capital LLC | 36 | $3.75K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $3.70K | 0.00% | −3−7.9% | Reduced |
| HHM Wealth Advisors, LLC | 35 | $3.70K | 0.00% | +35 | New |
| WealthTrak Capital Management LLC | 35 | $3.70K | 0.00% | +35 | New |
| Bullock Wealth Management Group | 35 | $3.70K | 0.00% | +35 | New |
| Activest Wealth Management | 35 | $3.67K | 0.00% | +3+9.4% | Added |
| NewSquare Capital LLC | 33 | $3.49K | 0.00% | +33 | New |
| Compass Planning Associates Inc | 32 | $3.35K | 0.00% | +32 | New |
| 10Elms LLP | 31 | $3.28K | 0.00% | +31 | New |
| Painted Porch Advisors LLC | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Conquis Financial LLC | 29 | $3.06K | 0.00% | +29 | New |
| Battery Global Advisors, LLC | 28 | $2.93K | 0.00% | +1+3.7% | Added |
| Tradewinds Capital Management, LLC | 27 | $2.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $2.85K | 0.00% | +27 | New |
| Longview Financial Advisors LLC | 26 | $2.75K | 0.00% | +26 | New |
| Financial Perspectives, Inc | 26 | $2.75K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 24 | $2.54K | 0.00% | −11−31.4% | Reduced |
| Atlas Capital Advisors LLC | 24 | $2.54K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 22 | $2.33K | 0.00% | +22 | New |
| Red Tortoise LLC | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 20 | $2.11K | 0.00% | +20 | New |
| Adirondack Trust Co | 19 | $2.01K | 0.00% | −28−59.6% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $1.80K | 0.00% | +1+6.3% | Added |
| Cherry Tree Wealth Management, LLC | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $1.69K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 14 | $1.48K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $1.45K | 0.00% | +14 | New |
| Wingate Wealth Advisors, Inc. | 13 | $1.37K | 0.00% | +13 | New |
| Brown, Lisle/Cummings, Inc. | 12 | $1.27K | 0.00% | +12 | New |
| Legacy Investment Solutions, LLC | 10 | $1.17K | 0.00% | −85−89.5% | Reduced |
| Legacy Wealth Managment, LLC | 10 | $1.17K | 0.00% | −85−89.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 8 | $846 | 0.00% | +8 | New |
| WealthCollab, LLC | 6 | $635 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $634 | 0.00% | −7−53.8% | Reduced |
| Estabrook Capital Management | 5 | $529 | 0.00% | 00.0% | Unchanged |
| Measured Risk Portfolios, Inc. | 4 | $423 | 0.00% | +4 | New |
| Tower View Investment Management & Research LLC | 4 | $423 | 0.00% | +4 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 3 | $364 | 0.00% | −55−94.8% | Reduced |
| NBC Securities, Inc. | 2 | $217 | 0.02% | −1,846−99.9% | Reduced |
| Human Investing LLC | 2 | $212 | 0.00% | +2 | New |
| Country Trust Bank | 2 | $211 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 2 | $172 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 166 | $48 | 0.00% | +34+25.8% | Added |
| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Bamco Inc | 0 | $0 | 0.00% | −381,980−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −260,958−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −248,762−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −186,918−100.0% | Sold out |
| Vision Capital Corp | 0 | $0 | 0.00% | −121,800−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −121,006−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −117,771−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −62,166−100.0% | Sold out |
| Liberty Mutual Group Asset Management Inc. | 0 | $0 | 0.00% | −74,693−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −69,566−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −49,738−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −47,109−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −45,845−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −45,261−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −33,193−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,227−100.0% | Sold out |