| Aviso Financial Inc. | 50 | $6.61K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $6.34K | 0.00% | −2−4.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.31K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 45 | $6.25K | 0.01% | +11+32.4% | Added |
| Tradewinds Capital Management, LLC | 47 | $6.21K | 0.00% | +20+74.1% | Added |
| Salem Investment Counselors Inc | 45 | $5.95K | 0.00% | +45 | New |
| Portus Wealth Advisors, LLC | 45 | $5.95K | 0.01% | +45 | New |
| Strategic Investment Solutions, Inc. | 45 | $5.94K | 0.00% | +45 | New |
| Innovative Asset Advisors Group, LLC | 44 | $5.87K | 0.00% | +44 | New |
| Country Trust Bank | 44 | $5.82K | 0.00% | −60−57.7% | Reduced |
| Tacita Capital Inc | 42 | $5.55K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 41 | $5.53K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $5.29K | 0.00% | −11−21.6% | Reduced |
| Noble Wealth Management PBC | 40 | $5.29K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 40 | $5.00K | 0.00% | +40 | New |
| Ritter Daniher Financial Advisory LLC | 37 | $4.89K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 36 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 35 | $4.67K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $4.63K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 34 | $4.49K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 29 | $3.82K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 28 | $3.72K | 0.00% | +17+154.5% | Added |
| Financial Perspectives, Inc | 27 | $3.59K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 26 | $3.57K | 0.00% | +26 | New |
| Longview Financial Advisors LLC | 26 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 26 | $3.44K | 0.00% | +26 | New |
| Medallion Wealth Advisors, LLC | 24 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 24 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 23 | $3.04K | 0.00% | +23 | New |
| Roble, Belko & Company, Inc | 19 | $3.00K | 0.00% | +19 | New |
| Red Tortoise LLC | 22 | $2.91K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 22 | $2.91K | 0.00% | +4+22.2% | Added |
| City State Bank | 22 | $2.91K | 0.00% | +22 | New |
| Evolution Wealth Management Inc. | 21 | $2.78K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 20 | $2.64K | 0.00% | +20 | New |
| Align Financial, LLC | 19 | $2.51K | 0.00% | −2,407−99.2% | Reduced |
| Adirondack Trust Co | 19 | $2.51K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 16 | $2.12K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 16 | $2.12K | 0.00% | +16 | New |
| 1620 Investment Advisors, Inc. | 15 | $1.98K | 0.00% | +15 | New |
| LM Advisors LLC | 236 | $1.78K | 0.04% | −264−52.8% | Reduced |
| Curio Wealth, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Lodestone Wealth Management LLC | 13 | $1.72K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $1.45K | 0.00% | −35−76.1% | Reduced |
| 1015 Capital Partners, LLC | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 11 | $1.45K | 0.00% | +6+120.0% | Added |
| TopTier Wealth Management, LLC | 11 | $1.45K | 0.00% | +11 | New |
| Mascoma Wealth Management LLC | 10 | $1.32K | 0.00% | −4−28.6% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 9 | $1.19K | 0.00% | −2−18.2% | Reduced |
| Davis Capital Management | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $1.06K | 0.00% | +8 | New |
| Hurley Capital, LLC | 6 | $836 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $793 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 5 | $661 | 0.00% | −1−16.7% | Reduced |
| Redwood Park Advisors LLC | 5 | $661 | 0.00% | −1−16.7% | Reduced |
| Arcadia Investment Management Corp | 5 | $661 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $661 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $661 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $661 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 4 | $529 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $529 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $529 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $397 | 0.01% | −1−25.0% | Reduced |
| Valued Wealth Advisors LLC | 3 | $397 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $397 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 2 | $265 | 0.00% | +2 | New |
| Stone House Investment Management, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1 | $134 | 0.00% | +1 | New |
| Meeder Asset Management Inc | 1 | $132 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $132 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 30 | $13 | 0.00% | −71−70.3% | Reduced |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −1,201,045−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −607,590−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −572,165−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −360,561−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −350,000−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −186,256−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −179,801−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −160,676−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −145,813−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | – | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −117,628−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −76,852−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −75,468−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −70,335−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −66,270−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −40,851−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,749−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −21,344−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −22,023−100.0% | Sold out |