| Moisand Fitzgerald Tamayo, LLC | 13 | $11.4K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $10.0K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 11 | $10.0K | 0.01% | +11 | New |
| Compass Wealth Management LLC | 11 | $9.66K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 11 | $9.66K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11 | $9.44K | 0.00% | −15−57.7% | Reduced |
| Dunhill Financial, LLC | 10 | $8.84K | 0.01% | +10 | New |
| Motco | 10 | $8.78K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 10 | $8.78K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $8.78K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $8.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $8.78K | 0.00% | +10 | New |
| Fairman Group, LLC | 10 | $8.78K | 0.01% | +10 | New |
| Aspire Private Capital, LLC | 10 | $8.78K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $8.00K | 0.00% | −3−25.0% | Reduced |
| Strategic Investment Solutions, Inc. | 9 | $7.91K | 0.00% | −558−98.4% | Reduced |
| Macroview Investment Management LLC | 9 | $7.91K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $7.91K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $7.91K | 0.00% | +3+50.0% | Added |
| Private Wealth Management Group, LLC | 9 | $7.91K | 0.00% | +9 | New |
| Tennessee Valley Asset Management Partners | 9 | $7.90K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $7.03K | 0.00% | −3−27.3% | Reduced |
| Clean Yield Group | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $7.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 8 | $7.03K | 0.00% | +3+60.0% | Added |
| Cetera Trust Company, N.A | 8 | $7.03K | 0.00% | +8 | New |
| Abich Financial Wealth Management LLC | 8 | $7.03K | 0.01% | +8 | New |
| Householder Group Estate & Retirement Specialist, LLC | 8 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $6.58K | 0.01% | +8 | New |
| Farmers & Merchants Investments Inc | 7 | $6.15K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $6.15K | 0.00% | +4+133.3% | Added |
| LGT Financial Advisors LLC | 6 | $5.27K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 6 | $5.27K | 0.00% | +6 | New |
| Avion Wealth | 6 | $5.00K | 0.00% | −2−25.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 5 | $4.39K | 0.00% | +5 | New |
| Clarity Asset Management, Inc. | 5 | $4.39K | 0.00% | +5 | New |
| Scarborough Advisors, LLC | 5 | $4.39K | 0.00% | +5 | New |
| Lummis Asset Management, LP | 5 | $4.39K | 0.00% | +5 | New |
| RE Dickinson Investment Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 5 | $4.00K | 0.00% | +5 | New |
| Colonial Trust Co | 4 | $3.66K | 0.00% | +4 | New |
| Hartford Financial Management Inc. | 4 | $3.51K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.51K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $3.51K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $3.51K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 4 | $3.51K | 0.00% | +2+100.0% | Added |
| Baystate Wealth Management LLC | 4 | $3.51K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 2 | $3.03K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $2.63K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $2.63K | 0.00% | +3 | New |
| Frank, Rimerman Advisors LLC | 3 | $2.63K | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $2.63K | 0.00% | +3 | New |
| Ables, Iannone, Moore & Associates, Inc. | 3 | $2.63K | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 2 | $1.76K | 0.00% | −52−96.3% | Reduced |
| Trust Co of Vermont | 2 | $1.76K | 0.00% | −20−90.9% | Reduced |
| Longfellow Investment Management Co LLC | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.76K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 2 | $1.76K | 0.00% | +2 | New |
| Perkins Coie Trust Co | 2 | $1.76K | 0.00% | −2−50.0% | Reduced |
| PEAK6 Investments LLC | 1 | $1.27K | 0.00% | −2−66.7% | Reduced |
| ClariVest Asset Management LLC | 1 | $882 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $879 | 0.00% | −1−50.0% | Reduced |
| Wolff Wiese Magana LLC | 1 | $879 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $878 | 0.00% | −1−50.0% | Reduced |
| Institutional & Family Asset Management, LLC | 1 | $878 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $878 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 1 | $878 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $17 | 0.00% | 0 | New |
| Fifth Lane Capital, LP | 10,001 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −15,250−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,244−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,799−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,488−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −3,814−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,381−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −2,301−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,262−100.0% | Sold out |
| Handelsinvest Investeringsforvaltning | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −1,527−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,407−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |
| C2C Wealth Management, LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Essex Investment Management Co LLC | 0 | $0 | 0.00% | −1,159−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Courier Capital LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Himension Fund | 0 | $0 | 0.00% | −716−100.0% | Sold out |