| Chesapeake Asset Management LLC | 26 | $4.36K | 0.00% | +26 | New |
| 1620 Investment Advisors, Inc. | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 25 | $4.19K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 24 | $4.08K | 0.00% | +5+26.3% | Added |
| Beacon Financial Strategies CORP | 23 | $3.86K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 22 | $3.69K | 0.00% | +22 | New |
| Bard Associates Inc | 21 | $3.52K | 0.00% | +21 | New |
| United Community Bank | 21 | $3.52K | 0.00% | −38−64.4% | Reduced |
| Downshift Financial, LLC | 21 | $3.52K | 0.00% | +21 | New |
| United Financial Planning Group LLC | 20 | $3.35K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $3.35K | 0.00% | +20 | New |
| SOA Wealth Advisors, LLC. | 19 | $3.19K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 19 | $3.19K | 0.00% | +4+26.7% | Added |
| Financial Gravity Companies, Inc. | 18 | $3.02K | 0.00% | +18 | New |
| Breakwater Investment Management | 17 | $2.85K | 0.00% | +14+466.7% | Added |
| Godsey & Gibb Associates | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 15 | $2.56K | 0.00% | +15 | New |
| Reyes Financial Architecture, Inc. | 15 | $2.52K | 0.00% | −42−73.7% | Reduced |
| Harborfront Financial Group LLC | 14 | $2.28K | 0.01% | +14 | New |
| Kimelman & Baird, LLC | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 13 | $2.18K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 12 | $2.01K | 0.00% | −58−82.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 12 | $2.01K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $1.68K | 0.00% | −1,413−99.3% | Reduced |
| Morton Brown Family Wealth, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 9 | $1.51K | 0.00% | −8−47.1% | Reduced |
| Noble Wealth Management PBC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 8 | $1.34K | 0.00% | +8 | New |
| Financial Avengers, Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $1.01K | 0.00% | +6 | New |
| Consultiva Wealth Management, Corp. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 6 | $1.01K | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 11 | $1.00K | 0.00% | −19−63.3% | Reduced |
| Atomic Invest LLC | 5 | $911 | 0.00% | −19−79.2% | Reduced |
| Strategic Investment Solutions, Inc. | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5 | $877 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $866 | 0.00% | +1+25.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $839 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 5 | $839 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 5 | $839 | 0.00% | +5 | New |
| Point Nemo Capital, LLC | 5 | $839 | 0.00% | +5 | New |
| Bayforest Capital Ltd | 5 | $839 | 0.00% | +5 | New |
| Gen-Wealth Partners Inc | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 4 | $671 | 0.00% | +4 | New |
| Pacific Center for Financial Services | 3 | $504 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 3 | $504 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $504 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 3 | $504 | 0.00% | +3 | New |
| Nvest Wealth Strategies, Inc. | 3 | $504 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $336 | 0.00% | +2 | New |
| Markowski Investments | 1 | $176 | 0.00% | +1 | New |
| Maplelane Capital, LLC | 1 | $168 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $168 | 0.00% | +1 | New |
| Osbon Capital Management LLC | 1 | $167 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $104 | 0.00% | +1 | New |
| Addison Advisors LLC | 0 | $24 | 0.00% | 0 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| GFS Advisors, LLC | 180 | – | – | +180 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −2,967,374−100.0% | Sold out |
| 140 Summer Partners LP | 0 | $0 | 0.00% | −386,718−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −270,840−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −160,584−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −152,812−100.0% | Sold out |
| RE Advisers Corp | 0 | $0 | 0.00% | −117,735−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −83,703−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −72,911−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −69,222−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −68,323−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −61,363−100.0% | Sold out |
| Professional Advisory Services Inc | 0 | $0 | 0.00% | −51,748−100.0% | Sold out |
| Capital Wealth Planning, LLC | 0 | $0 | 0.00% | −48,848−100.0% | Sold out |
| Eagle Global Advisors LLC | 0 | $0 | 0.00% | −40,436−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −25,657−100.0% | Sold out |
| McGowan Group Asset Management, Inc. | 0 | $0 | 0.00% | −20,123−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −19,369−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −16,738−100.0% | Sold out |
| DJE Kapital AG | 0 | $0 | 0.00% | −13,459−100.0% | Sold out |
| Alaethes Wealth LLC | 0 | $0 | 0.00% | −12,336−100.0% | Sold out |
| Vertrix Wealth Management, LLC | 0 | $0 | 0.00% | −11,839−100.0% | Sold out |
| Hardman Johnston Global Advisors LLC | 0 | $0 | 0.00% | −10,230−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −9,769−100.0% | Sold out |
| Nvest Financial, LLC | 0 | $0 | 0.00% | −9,429−100.0% | Sold out |
| Fairvoy Private Wealth, LLC | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −7,419−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −7,338−100.0% | Sold out |
| SHUTTLEWORTH & Co | 0 | $0 | 0.00% | −7,097−100.0% | Sold out |
| Castle Rock Wealth Management, LLC | 0 | $0 | 0.00% | −6,961−100.0% | Sold out |
| Account Management LLC | 0 | $0 | 0.00% | −6,610−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −6,361−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
| Fortis Capital Advisors, LLC | 0 | $0 | 0.00% | −6,274−100.0% | Sold out |
