| Chelsea Counsel Co | 133 | $7.82K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 132 | $7.76K | 0.00% | +4+3.1% | Added |
| Decker Retirement Planning Inc. | 130 | $7.64K | 0.00% | +130 | New |
| Cornerstone Planning Group LLC | 117 | $7.28K | 0.00% | −11−8.6% | Reduced |
| Washington Trust Advisors, Inc. | 123 | $7.23K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 118 | $6.94K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 110 | $6.48K | 0.02% | +110 | New |
| Lavaca Capital LLC | 110 | $6.47K | 0.00% | +110 | New |
| AdvisorNet Financial, Inc | 107 | $6.27K | 0.00% | −322−75.1% | Reduced |
| HighMark Wealth Management LLC | 102 | $6.03K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $5.76K | 0.00% | +98 | New |
| Signature Resources Capital Management, LLC | 95 | $5.59K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 91 | $5.35K | 0.00% | −113−55.4% | Reduced |
| Coastline Trust Co | 90 | $5.29K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 88 | $5.17K | 0.00% | +88 | New |
| Raiffeisen Bank International AG | 85 | $4.96K | 0.00% | +85 | New |
| Synergy Financial Management, LLC | 66 | $4.70K | 0.00% | +66 | New |
| Larson Financial Group LLC | 79 | $4.65K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 77 | $4.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 73 | $4.29K | 0.00% | +40+121.2% | Added |
| Dogwood Wealth Management LLC | 73 | $4.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 65 | $3.82K | 0.00% | +65 | New |
| Kestra Investment Management, LLC | 65 | $3.80K | 0.00% | +65 | New |
| Fortitude Family Office, LLC | 56 | $3.29K | 0.00% | +28+100.0% | Added |
| Johnson Financial Group, Inc. | 52 | $3.14K | 0.00% | −167−76.3% | Reduced |
| True Wealth Design, LLC | 50 | $2.94K | 0.00% | −60−54.5% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.68K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $2.35K | 0.00% | −50−55.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 38 | $2.23K | 0.00% | −15−28.3% | Reduced |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | −6−12.0% | Reduced |
| Hollencrest Capital Management | 27 | $1.58K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 27 | $1.57K | 0.00% | +27 | New |
| Westside Investment Management, Inc. | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 23 | $1.35K | 0.00% | +1+4.5% | Added |
| Raffa Wealth Management, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 22 | $1.29K | 0.00% | +22 | New |
| Creekmur Asset Management LLC | 19 | $1.09K | 0.00% | −1−5.0% | Reduced |
| Strengthening Families & Communities, LLC | 25 | $1.00K | 0.00% | −770−96.9% | Reduced |
| Sawyer & Company, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Abound Wealth Management | 16 | $941 | 0.00% | −115−87.8% | Reduced |
| Iron Horse Wealth Management, LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12 | $706 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 11 | $647 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $592 | 0.00% | −2−16.7% | Reduced |
| MPWM Advisory Solutions, LLC | 8 | $470 | 0.00% | +8 | New |
| High Note Wealth, LLC | 5 | $294 | 0.00% | +5 | New |
| Frazier Financial Advisors, LLC | 4 | $250 | 0.00% | −146−97.3% | Reduced |
| Activest Wealth Management | 4 | $235 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $70 | 0.01% | −1,206−99.9% | Reduced |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −477,000−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −472,676−100.0% | Sold out |
| Masters Capital Management LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −107,702−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −59,800−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −46,358−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −42,900−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −40,833−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −38,109−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −31,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −134,566−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −26,456−100.0% | Sold out |
| Columbus Macro, LLC | 0 | $0 | 0.00% | −25,731−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −23,938−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −22,153−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −20,307−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Ted Buchan & Co | 0 | $0 | 0.00% | −15,186−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −14,669−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −11,111−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −10,041−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −9,031−100.0% | Sold out |
| Confluence Investment Management LLC | 0 | $0 | 0.00% | −8,343−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −7,742−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −7,416−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −6,932−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −6,727−100.0% | Sold out |
| Mayflower Financial Advisors, LLC | 0 | $0 | 0.00% | −6,289−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,051−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −5,939−100.0% | Sold out |
| Chiron Capital Management, LLC | 0 | $0 | 0.00% | −5,105−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −5,054−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −4,698−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −4,545−100.0% | Sold out |
| Fulcrum Equity Management | 0 | $0 | 0.00% | −4,386−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −4,284−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −4,180−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |