| ZRC Wealth Management, LLC | 45 | $5.17K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 42 | $4.97K | 0.00% | −19−31.1% | Reduced |
| GoalVest Advisory LLC | 42 | $4.82K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $4.82K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 41 | $4.71K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $4.59K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 38 | $4.37K | 0.00% | +38 | New |
| Quent Capital, LLC | 36 | $4.13K | 0.00% | −106−74.6% | Reduced |
| Bank of New Hampshire | 35 | $4.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 35 | $4.02K | 0.00% | −138−79.8% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $3.68K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 28 | $3.22K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $3.22K | 0.00% | +14+100.0% | Added |
| Stephens Consulting, LLC | 27 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $2.99K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 26 | $2.99K | 0.00% | −40−60.6% | Reduced |
| Macroview Investment Management LLC | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 25 | $2.87K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $2.64K | 0.00% | +21+1,050.0% | Added |
| ORG Wealth Partners, LLC | 23 | $2.64K | 0.00% | +23 | New |
| WR Wealth Planners, LLC | 22 | $2.53K | 0.00% | −466−95.5% | Reduced |
| Cape Investment Advisory, Inc. | 22 | $2.53K | 0.00% | −92−80.7% | Reduced |
| Oarsman Capital, Inc. | 22 | $2.53K | 0.00% | +22 | New |
| DT Investment Partners, LLC | 21 | $2.41K | 0.00% | +10+90.9% | Added |
| PFS Partners, LLC | 20 | $2.30K | 0.00% | +20 | New |
| Clean Yield Group | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $2.18K | 0.00% | −6−24.0% | Reduced |
| Raffa Wealth Management, LLC | 19 | $2.18K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $1.96K | 0.00% | +10+200.0% | Added |
| JNBA Financial Advisors | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $1.95K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $1.84K | 0.00% | −1−5.9% | Reduced |
| Fairscale Capital, LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $1.84K | 0.00% | +16 | New |
| Rise Advisors, LLC | 15 | $1.72K | 0.00% | −70−82.4% | Reduced |
| JFS Wealth Advisors, LLC | 15 | $1.72K | 0.00% | −19−55.9% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $1.72K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 15 | $1.72K | 0.00% | +15 | New |
| Tucker Asset Management LLC | 14 | $1.61K | 0.00% | +12+600.0% | Added |
| Global Wealth Strategies & Associates | 14 | $1.61K | 0.00% | +14 | New |
| Addison Advisors LLC | 13 | $1.49K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 12 | $1.38K | 0.00% | +12 | New |
| Oliver Lagore Vanvalin Investment Group | 12 | $1.38K | 0.00% | −8,749−99.9% | Reduced |
| McIlrath & Eck, LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 12 | $1.38K | 0.00% | +12 | New |
| Gen-Wealth Partners Inc | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $1.15K | 0.00% | −6−37.5% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.15K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 10 | $1.15K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 9 | $1.03K | 0.00% | −8−47.1% | Reduced |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −3−30.0% | Reduced |
| Riverview Trust Co | 8 | $919 | 0.00% | −186−95.9% | Reduced |
| Ameritas Investment Partners, Inc. | 8 | $919 | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 8 | $919 | 0.00% | +8 | New |
| Financial Freedom, LLC | 7 | $804 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $690 | 0.00% | −4−40.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $689 | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 200 | $548 | 0.00% | +200 | New |
| SYSTM Wealth Solutions LLC | 4 | $460 | 0.01% | −174−97.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $460 | 0.00% | −3−42.9% | Reduced |
| PayPay Securities Corp | 3 | $345 | 0.03% | −2−40.0% | Reduced |
| Voisard Asset Management Group, Inc. | 3 | $345 | 0.00% | +3 | New |
| Glass Jacobson Investment Advisors llc | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $230 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $230 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 1 | $131 | 0.00% | +1 | New |
| Legacy Wealth Managment, LLC | 1 | $131 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $115 | 0.00% | −172−99.4% | Reduced |
| Core Alternative Capital | 1 | $115 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1 | $115 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,170,441−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −592,533−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −419,472−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −266,400−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −245,534−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −221,296−100.0% | Sold out |
| Anatole Investment Management Ltd | 0 | $0 | 0.00% | −206,322−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −121,058−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −103,282−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −103,024−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −83,565−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −80,093−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −77,880−100.0% | Sold out |
| Avalon Global Asset Management LLC | 0 | $0 | 0.00% | −74,900−100.0% | Sold out |