| Steward Financial Group LLC | 82 | $12.0K | 0.00% | +82 | New |
| First Manhattan Co | 80 | $11.9K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 76 | $11.3K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 77 | $11.0K | 0.00% | +75+3,750.0% | Added |
| Raffa Wealth Management, LLC | 74 | $11.0K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 69 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 68 | $10.0K | 0.01% | +68 | New |
| GHP Investment Advisors, Inc. | 73 | $9.97K | 0.00% | −187−71.9% | Reduced |
| Core Wealth Advisors, Inc. | 67 | $9.94K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $9.79K | 0.00% | +5+8.2% | Added |
| First Capital Advisors Group, LLC. | 61 | $9.05K | 0.00% | +61 | New |
| Gradient Investments LLC | 58 | $8.60K | 0.00% | −10−14.7% | Reduced |
| Wolff Wiese Magana LLC | 54 | $8.01K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 50 | $7.42K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 44 | $7.00K | 0.00% | +22+100.0% | Added |
| CVA Family Office, LLC | 45 | $6.67K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 43 | $6.00K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 36 | $5.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $5.19K | 0.00% | +35 | New |
| Sutton Wealth Advisors Inc. | 34 | $5.04K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34 | $5.04K | 0.00% | +34 | New |
| Castleview Partners, LLC | 33 | $4.89K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 31 | $4.60K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 30 | $4.45K | 0.00% | −58−65.9% | Reduced |
| Annapolis Financial Services, LLC | 30 | $4.45K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 28 | $4.15K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 27 | $4.00K | 0.00% | −3−10.0% | Reduced |
| Duncker Streett & Co Inc | 26 | $3.86K | 0.00% | +26 | New |
| Anchor Investment Management, LLC | 25 | $3.71K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 24 | $3.56K | 0.00% | −3−11.1% | Reduced |
| Disciplined Investments, LLC | 24 | $3.56K | 0.00% | −1−4.0% | Reduced |
| Bangor Savings Bank | 22 | $3.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $3.12K | 0.00% | +8+61.5% | Added |
| Avion Wealth | 30 | $3.00K | 0.00% | +12+66.7% | Added |
| Magnolia Capital Management Ltd | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $2.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 16 | $2.37K | 0.00% | +16 | New |
| Financial Perspectives, Inc | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 11 | $1.63K | 0.00% | +11 | New |
| Plante Moran Financial Advisors, LLC | 9 | $1.33K | 0.00% | +9 | New |
| Jones Financial Companies LLLP | 8 | $1.19K | 0.00% | −43−84.3% | Reduced |
| Fairfield, Bush & Co. | 8 | $1.19K | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 10 | $1.00K | 0.00% | +10 | New |
| Hollencrest Capital Management | 6 | $890 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 6 | $890 | 0.00% | +6 | New |
| Northwest Investment Counselors, LLC | 5 | $742 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $581 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 3 | $445 | 0.00% | −6−66.7% | Reduced |
| Stonebridge Capital Advisors LLC | 3 | $445 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $445 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −31,915−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −31,711−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −16,527−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −9,220−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −7,571−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −4,069−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −3,713−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −3,545−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,534−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −3,361−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −3,334−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −2,754−100.0% | Sold out |
| Ambassador Advisors, LLC | 0 | $0 | 0.00% | −1,967−100.0% | Sold out |
| Defined Wealth Management, LLC | 0 | $0 | 0.00% | −1,965−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −1,792−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Houlihan Financial Resource Group, Ltd. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Hoese & Co LLP | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| 1st Source Bank | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,265−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −10,867−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −607−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| New Hampshire Trust | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Pointe Capital Management LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Guardian Wealth Management, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,200−100.0% | Sold out |
| Domani Wealth, LLC | – | – | – | – | Not filed |
| Cerro Pacific Wealth Advisors LLC | – | – | – | – | Not filed |
| Parsec Financial Management, Inc. | – | – | – | – | Not filed |