| Mascoma Wealth Management LLC | 100 | $23.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $23.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 96 | $22.1K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 93 | $21.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $21.2K | 0.00% | +77+513.3% | Added |
| Larson Financial Group LLC | 92 | $21.2K | 0.00% | +92 | New |
| Activest Wealth Management | 89 | $20.5K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 88 | $20.0K | 0.01% | +88 | New |
| Inlight Wealth Management, LLC | 81 | $18.6K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 80 | $18.4K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 78 | $17.9K | 0.00% | +78 | New |
| Strategic Wealth Partners, Ltd. | 75 | $17.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 70 | $16.1K | 0.00% | +20+40.0% | Added |
| Medallion Wealth Advisors, LLC | 70 | $16.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $16.1K | 0.00% | +70 | New |
| Strive Asset Management, LLC | 69 | $15.9K | 0.01% | +69 | New |
| Ossiam | 67 | $15.4K | 0.00% | +67 | New |
| Hurley Capital, LLC | 56 | $12.9K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 53 | $12.2K | 0.00% | −175−76.8% | Reduced |
| True Wealth Design, LLC | 53 | $12.2K | 0.00% | +53 | New |
| Whittier Trust Co of Nevada Inc | 57 | $11.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 51 | $11.7K | 0.00% | +51 | New |
| Tompkins Financial Corp | 49 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 49 | $11.3K | 0.00% | +49 | New |
| First Command Advisory Services, Inc. | 47 | $10.8K | 0.00% | +47 | New |
| Avion Wealth | 47 | $10.0K | 0.00% | +7+17.5% | Added |
| Hager Investment Management Services, LLC | 40 | $9.20K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 41 | $9.00K | 0.01% | +41 | New |
| MCF Advisors LLC | 39 | $8.97K | 0.00% | +5+14.7% | Added |
| Fortitude Family Office, LLC | 39 | $8.97K | 0.00% | +5+14.7% | Added |
| Bell Investment Advisors, Inc | 37 | $8.51K | 0.00% | −5−11.9% | Reduced |
| Atwood & Palmer Inc | 35 | $8.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $7.59K | 0.00% | +33 | New |
| Bessemer Group Inc | 30 | $7.00K | 0.00% | +30 | New |
| Byrne Asset Management LLC | 29 | $6.67K | 0.00% | −11−27.5% | Reduced |
| Salomon & Ludwin, LLC | 31 | $6.42K | 0.00% | +31 | New |
| Aspect Partners, LLC | 27 | $6.21K | 0.00% | +19+237.5% | Added |
| Marquette Asset Management, LLC | 26 | $5.98K | 0.00% | +26 | New |
| Financial Management Professionals, Inc. | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 24 | $5.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $4.83K | 0.00% | +17+425.0% | Added |
| Caitong International Asset Management Co., Ltd | 20 | $4.60K | 0.00% | −11,718−99.8% | Reduced |
| UMA Financial Services, Inc. | 20 | $4.60K | 0.00% | +10+100.0% | Added |
| JPL Wealth Management, LLC | 20 | $4.60K | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 20 | $4.60K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 19 | $4.37K | 0.00% | +19 | New |
| Pathway Financial Advisers, LLC | 18 | $4.14K | 0.00% | +18 | New |
| Sachetta, LLC | 17 | $3.91K | 0.00% | +17 | New |
| Midwest Capital Advisors, LLC | 17 | $3.91K | 0.00% | +17 | New |
| Root Financial Partners, LLC | 15 | $3.45K | 0.00% | +15 | New |
| South State Corp. | 14 | $3.22K | 0.00% | −92−86.8% | Reduced |
| Cromwell Holdings LLC | 14 | $3.22K | 0.00% | +14 | New |
| Accent Capital Management, LLC | 14 | $3.22K | 0.00% | +14 | New |
| Hantz Financial Services, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Berkshire Capital Holdings Inc | 10 | $2.30K | 0.00% | −74,920−100.0% | Reduced |
| Gen-Wealth Partners Inc | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 9 | $2.07K | 0.00% | +9 | New |
| Valley National Advisers Inc | 13 | $2.00K | 0.00% | +13 | New |
| Albion Financial Group | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.38K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $1.38K | 0.00% | +6 | New |
| Rise Advisors, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $1.15K | 0.00% | +4+400.0% | Added |
| Cornerstone Planning Group LLC | 136 | $1.04K | 0.00% | +135+13,500.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 4 | $920 | 0.00% | +4 | New |
| Atlantic Trust, LLC | 4 | $920 | 0.00% | +4 | New |
| Cedar Mountain Advisors, LLC | 4 | $920 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 3 | $690 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $690 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $690 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $564 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $460 | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 2 | $460 | 0.00% | +2 | New |
| Guerra Advisors Inc | 2 | $460 | 0.00% | +2 | New |
| Smartleaf Asset Management LLC | 1 | $241 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $230 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $230 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $230 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $229 | 0.00% | +1 | New |
| Key Financial Inc | 1 | $203 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −368,502−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −210,856−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −158,605−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −121,100−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −116,050−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −114,572−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −107,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −88,788−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −63,204−100.0% | Sold out |