| BerganKDV Wealth Management, LLC | 35 | $11.8K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 35 | $11.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $11.4K | 0.01% | −39−53.4% | Reduced |
| True Wealth Design, LLC | 34 | $11.2K | 0.01% | +34 | New |
| Coastal Capital Group, Inc. | 34 | $10.4K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 31 | $10.4K | 0.00% | −18−36.7% | Reduced |
| Ten Capital Wealth Advisors, LLC | 30 | $10.0K | 0.00% | −13−30.2% | Reduced |
| Stonebridge Capital Advisors LLC | 30 | $10.0K | 0.00% | −6−16.7% | Reduced |
| Toth Financial Advisory Corp | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 31 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 29 | $9.71K | 0.00% | −5−14.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 29 | $9.71K | 0.00% | +27+1,350.0% | Added |
| Stephenson National Bank & Trust | 26 | $9.00K | 0.01% | +26 | New |
| IMA Wealth, Inc. | 26 | $8.71K | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 25 | $8.37K | 0.01% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 25 | $8.37K | 0.01% | +25 | New |
| Northwest Investment Counselors, LLC | 24 | $8.04K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 25 | $8.00K | 0.03% | +25 | New |
| Horan Securities, Inc. | 23 | $7.70K | 0.00% | +23 | New |
| EWG Elevate Inc. | 23 | $7.70K | 0.00% | +23 | New |
| Red Tortoise LLC | 23 | $7.70K | 0.01% | +23 | New |
| Concord Wealth Partners | 22 | $7.42K | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 22 | $7.38K | 0.00% | −3−12.0% | Reduced |
| Sound Income Strategies, LLC | 22 | $7.37K | 0.00% | −2−8.3% | Reduced |
| Acima Private Wealth, LLC | 22 | $7.37K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $7.03K | 0.00% | −80−79.2% | Reduced |
| Old North State Trust, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $6.70K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 19 | $6.36K | 0.00% | +19 | New |
| Schubert & Co | 18 | $6.03K | 0.01% | −6−25.0% | Reduced |
| Steward Financial Group LLC | 19 | $6.00K | 0.00% | +19 | New |
| My Personal CFO, LLC | 16 | $5.36K | 0.01% | +16 | New |
| Worth Asset Management, LLC | 15 | $5.02K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 16 | $5.00K | 0.00% | +3+23.1% | Added |
| Disciplined Investments, LLC | 14 | $4.69K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 13 | $4.35K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 13 | $4.35K | 0.00% | +13 | New |
| Western Pacific Wealth Management, LP | 13 | $4.35K | 0.00% | +13 | New |
| RWM Asset Management, LLC | 12 | $4.02K | 0.00% | +12 | New |
| Trifecta Capital Advisors, LLC | 12 | $4.02K | 0.00% | +12 | New |
| Hollencrest Capital Management | 11 | $3.68K | 0.00% | +11 | New |
| Stuart Chaussee & Associates, Inc. | 10 | $3.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $3.35K | 0.00% | +2+25.0% | Added |
| North Star Investment Management Corp. | 10 | $3.35K | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $3.35K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 9 | $3.05K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 9 | $3.01K | 0.00% | +9 | New |
| Magnolia Capital Management Ltd | 9 | $3.00K | 0.00% | +9 | New |
| Twin Lakes Capital Management, LLC | 8 | $2.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 7 | $2.35K | 0.00% | −55−88.7% | Reduced |
| Gradient Investments LLC | 6 | $2.01K | 0.00% | −10−62.5% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.01K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 6 | $2.01K | 0.00% | +6 | New |
| ICA Group Wealth Management, LLC | 6 | $2.01K | 0.00% | +6 | New |
| Roble, Belko & Company, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 4 | $1.34K | 0.00% | 00.0% | Unchanged |
| Freedom Wealth Alliance, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $736 | 0.00% | −11−84.6% | Reduced |
| Delos Wealth Advisors, LLC | 1 | $335 | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1 | $335 | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Connectus Wealth, LLC | 13,426 | – | – | −1,062−7.3% | Reduced |
| Abeille Asset Management SA | 23,236 | – | – | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 33,748 | – | – | −7,058−17.3% | Reduced |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −113,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −107,173−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −65,900−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −61,042−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −40,500−100.0% | Sold out |
| Archon Partners LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −18,994−100.0% | Sold out |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −17,805−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −12,245−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −11,090−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −10,395−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −10,144−100.0% | Sold out |
| First Eagle Investment Management, LLC | 0 | $0 | 0.00% | −9,542−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −9,253−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −7,941−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −7,928−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Shepherd Kaplan Krochuk, LLC | 0 | $0 | 0.00% | −4,590−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −4,426−100.0% | Sold out |
| Foyston, Gordon, & Payne Inc | 0 | $0 | 0.00% | −4,070−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −3,652−100.0% | Sold out |
| Boenning & Scattergood, Inc. | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |