| Fairscale Capital, LLC | 13 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $5.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $5.39K | 0.00% | +7+116.7% | Added |
| Accent Capital Management, LLC | 13 | $5.39K | 0.00% | +13 | New |
| Capital Analysts, LLC | 12 | $5.00K | 0.00% | +12 | New |
| High Note Wealth, LLC | 12 | $4.97K | 0.00% | −2−14.3% | Reduced |
| Bare Financial Services, Inc | 12 | $4.97K | 0.00% | +7+140.0% | Added |
| Hughes Financial Services, LLC | 11 | $4.95K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $4.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $4.14K | 0.00% | +3+42.9% | Added |
| Barrett & Company, Inc. | 10 | $4.14K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 9 | $3.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $3.73K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $3.73K | 0.00% | +3+50.0% | Added |
| Caitlin John, LLC | 9 | $3.73K | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 9 | $3.73K | 0.00% | +2+28.6% | Added |
| Aventura Private Wealth, LLC | 8 | $3.31K | 0.00% | −2−20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $3.31K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 8 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $3.31K | 0.00% | +3+60.0% | Added |
| Parallax Volatility Advisers, L.P. | 8 | $3.31K | 0.00% | +8 | New |
| American National Bank | 7 | $2.90K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 7 | $2.90K | 0.01% | +7 | New |
| Winnow Wealth LLC | 6 | $2.49K | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $2.49K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sellwood Investment Partners LLC | 5 | $2.07K | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $2.07K | 0.00% | +5 | New |
| FSA Wealth Management LLC | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.66K | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $1.24K | 0.00% | +2+200.0% | Added |
| Retirement Wealth Solutions LLC | 3 | $1.24K | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $1.24K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $1.24K | 0.00% | +3 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $841 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $830 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $829 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $829 | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $829 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $543 | 0.00% | −34−97.1% | Reduced |
| DecisionPoint Financial, LLC | 1 | $421 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $415 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $415 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $414 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $414 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $414 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $414 | 0.00% | +1 | New |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −122,914−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −83,968−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −73,521−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −72,353−100.0% | Sold out |
| Webs Creek Capital Management LP | 0 | $0 | 0.00% | −68,615−100.0% | Sold out |
| Bruni J V & Co | 0 | $0 | 0.00% | −28,526−100.0% | Sold out |
| Flywheel Private Wealth LLC | 0 | $0 | 0.00% | −24,995−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −24,168−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −23,991−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −19,629−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −13,028−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −12,251−100.0% | Sold out |
| Otter Creek Advisors, LLC | 0 | $0 | 0.00% | −11,871−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Milestone Asset Management, LLC | 0 | $0 | 0.00% | −10,074−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −9,597−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −8,782−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −8,466−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −7,596−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Mariner Investment Group LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Hershey Financial Advisers, LLC | 0 | $0 | 0.00% | −5,296−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Prossimo Advisors, LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −3,451−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −3,358−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,246−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,801−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −2,441−100.0% | Sold out |
| 360 Financial, Inc. | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Cidel Asset Management Inc | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −1,448−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −1,381−100.0% | Sold out |
| Brown Capital Management LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −1,201−100.0% | Sold out |
| Compass Capital Corp | 0 | $0 | 0.00% | −1,142−100.0% | Sold out |