| Northwest Capital Management Inc | 115 | $12.0K | 0.00% | +115 | New |
| Rockbridge Investment Management, LCC | 109 | $11.3K | 0.00% | +109 | New |
| Armstrong Advisory Group, Inc | 107 | $11.1K | 0.00% | −175−62.1% | Reduced |
| DB Wealth Management Group, LLC | 106 | $11.0K | 0.01% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 109 | $11.0K | 0.01% | +109 | New |
| Colonial Trust Advisors | 105 | $10.9K | 0.00% | +64+156.1% | Added |
| Sugarloaf Wealth Management, LLC | 104 | $10.8K | 0.00% | +1+1.0% | Added |
| MB, Levis & Associates, LLC | 103 | $10.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 102 | $10.6K | 0.00% | +102 | New |
| CGC Financial Services, LLC | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 100 | $10.4K | 0.01% | +100 | New |
| Friedenthal Financial | 100 | $10.4K | 0.01% | +100 | New |
| Lam Group, Inc. | 100 | $10.4K | 0.01% | +100 | New |
| McGlone Suttner Wealth Management, Inc. | 100 | $10.4K | 0.00% | +100 | New |
| Pingora Partners LLC | 100 | $10.4K | 0.01% | +100 | New |
| Able Wealth Management LLC | 99 | $10.3K | 0.01% | +99 | New |
| Caldwell Sutter Capital, Inc. | 98 | $10.2K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 100 | $10.0K | 0.01% | −151−60.2% | Reduced |
| Main Street Group, LTD | 95 | $9.88K | 0.00% | +95 | New |
| Aspect Partners, LLC | 95 | $9.88K | 0.01% | +95 | New |
| Richard Bernstein Advisors LLC | 94 | $9.78K | 0.00% | +94 | New |
| Financial Synergies Wealth Advisors, Inc. | 125 | $9.31K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 86 | $8.94K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 86 | $8.94K | 0.02% | +86 | New |
| Davis Capital Management | 83 | $8.63K | 0.01% | +83 | New |
| Highline Wealth Partners LLC | 80 | $8.32K | 0.00% | +25+45.5% | Added |
| Accent Capital Management, LLC | 80 | $8.32K | 0.01% | +80 | New |
| Activest Wealth Management | 79 | $8.23K | 0.00% | +79 | New |
| Pacifica Partners Inc. | 85 | $8.22K | 0.00% | −20−19.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 73 | $7.59K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 72 | $7.49K | 0.00% | +72 | New |
| Cedar Wealth Management, LLC | 70 | $7.28K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 68 | $7.09K | 0.01% | +68 | New |
| Westside Investment Management, Inc. | 68 | $7.07K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 66 | $6.88K | 0.00% | +29+78.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $6.69K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 63 | $6.55K | 0.00% | −39−38.2% | Reduced |
| Chesapeake Asset Management LLC | 62 | $6.45K | 0.01% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 58 | $6.04K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 57 | $5.93K | 0.00% | +57 | New |
| Fairman Group, LLC | 52 | $5.43K | 0.01% | +52 | New |
| Live Oak Investment Partners | – | $5.41K | 0.00% | – | – |
| Peoples Financial Services Corp. | 50 | $5.20K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $5.20K | 0.00% | +50 | New |
| Team Financial Group, LLC | 50 | $5.20K | 0.00% | +50 | New |
| Iron Horse Wealth Management, LLC | 48 | $4.99K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 47 | $4.89K | 0.00% | −28−37.3% | Reduced |
| Kozak & Associates, Inc. | 48 | $4.88K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 45 | $4.68K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 44 | $4.58K | 0.00% | +44 | New |
| Laffer Tengler Investments | 42 | $4.37K | 0.00% | +42 | New |
| Estabrook Capital Management | 40 | $4.16K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 40 | $4.16K | 0.00% | +24+150.0% | Added |
| TSFG, LLC | 41 | $4.00K | 0.00% | −5−10.9% | Reduced |
| Tradewinds Capital Management, LLC | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $3.64K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 32 | $3.33K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $3.33K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 32 | $3.29K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $3.00K | 0.00% | +13+76.5% | Added |
| North Star Investment Management Corp. | 27 | $2.81K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 26 | $2.70K | 0.00% | +26 | New |
| Beacon Capital Management, LLC | 30 | $2.61K | 0.00% | −94−75.8% | Reduced |
| Country Trust Bank | 25 | $2.60K | 0.00% | +25 | New |
| Horizon Investments, LLC | 25 | $2.60K | 0.00% | +25 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.39K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $2.08K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 16 | $1.66K | 0.00% | +16 | New |
| Bank of New Hampshire | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $1.14K | 0.00% | −45−80.4% | Reduced |
| Mizuho Securities Co. Ltd. | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 6 | $624 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $208 | 0.00% | −1,320−99.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 2 | $208 | 0.00% | −6−75.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 2 | $208 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −2,024,530−100.0% | Sold out |
| Foxhaven Asset Management, LP | 0 | $0 | 0.00% | −1,381,960−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,063,820−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −210,000−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −191,141−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −172,900−100.0% | Sold out |
| Ovata Capital Management Ltd | 0 | $0 | 0.00% | −160,555−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −129,112−100.0% | Sold out |
| Hi-Line Capital Management, LLC | 0 | $0 | 0.00% | −126,399−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −124,778−100.0% | Sold out |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −77,000−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Artemis Wealth Advisors, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Gunderson Capital Management Inc. | 0 | $0 | 0.00% | −59,827−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
| Hikari Tsushin, Inc. | 0 | $0 | 0.00% | −56,532−100.0% | Sold out |
| Snow Lake Management LP | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |