| Stephens Consulting, LLC | 29 | $18.3K | 0.02% | +29 | New |
| Bellevue Asset Management, LLC | 29 | $18.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $18.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $18.0K | 0.01% | +30 | New |
| Patriot Financial Group Insurance Agency, LLC | 26 | $16.0K | 0.00% | −39−60.0% | Reduced |
| Wagner Wealth Management, LLC | 25 | $16.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $16.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 24 | $16.0K | 0.00% | +24 | New |
| Strengthening Families & Communities, LLC | 25 | $16.0K | 0.01% | +25 | New |
| Rise Advisors, LLC | 25 | $15.8K | 0.02% | +25 | New |
| Bell Investment Advisors, Inc | 23 | $15.0K | 0.00% | −1−4.2% | Reduced |
| Lee Financial Co | 22 | $14.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 21 | $13.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $13.0K | 0.00% | −125−86.2% | Reduced |
| Arlington Partners LLC | 21 | $13.0K | 0.00% | −78−78.8% | Reduced |
| Baron Financial Group, LLC | 20 | $12.6K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 19 | $12.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $11.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 18 | $11.0K | 0.00% | +18 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 18 | $11.0K | 0.01% | +18 | New |
| CKW Financial Group | 10 | $10.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $9.00K | 0.01% | +13+650.0% | Added |
| Northwest Investment Counselors, LLC | 14 | $9.00K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $8.00K | 0.00% | +6+85.7% | Added |
| Confluence Wealth Services, Inc. | 13 | $8.00K | 0.00% | +13 | New |
| Gradient Investments LLC | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $6.00K | 0.00% | −119−92.2% | Reduced |
| Aspire Private Capital, LLC | 10 | $6.00K | 0.00% | −20−66.7% | Reduced |
| Hartford Financial Management Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $6.00K | 0.00% | +9 | New |
| Outfitter Financial LLC | 10 | $6.00K | 0.00% | +10 | New |
| Schubert & Co | 9 | $6.00K | 0.01% | +9 | New |
| BCR Wealth Strategies, LLC | 10 | $6.00K | 0.01% | +10 | New |
| Private Capital Group, LLC | 8 | $5.00K | 0.00% | −12−60.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Citizens National Bank Trust Department | 8 | $5.00K | 0.00% | +8 | New |
| Farmers & Merchants Investments Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $4.00K | 0.00% | +6 | New |
| Atticus Wealth Management, LLC | 5 | $3.00K | 0.00% | −61−92.4% | Reduced |
| Resources Management Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $3.00K | 0.00% | +2+100.0% | Added |
| CNB Bank | 4 | $3.00K | 0.00% | +4 | New |
| Retirement Group, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Core Alternative Capital | 4 | $3.00K | 0.00% | +4 | New |
| RE Dickinson Investment Advisors, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Key Financial Inc | 5 | $3.00K | 0.00% | +5 | New |
| Standard Family Office LLC | 5 | $3.00K | 0.03% | +5 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 5 | $3.00K | 0.00% | +5 | New |
| Ahl Investment Management, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 5 | $3.00K | 0.00% | +5 | New |
| Column Capital Advisors, LLC | 3 | $2.00K | 0.00% | +3 | New |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 2 | $1.00K | 0.00% | −150−98.7% | Reduced |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Center for Financial Planning, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Shore Point Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $631 | 0.00% | – | – |
| Avidity Partners Management LP | 0 | $0 | 0.00% | −152,300−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −75,725−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −44,948−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −41,487−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −30,020−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −18,835−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −17,847−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −15,197−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −13,950−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −13,560−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −12,681−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,722−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −7,658−100.0% | Sold out |
| Odey Asset Management Group Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −6,467−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,006−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −4,902−100.0% | Sold out |