| Westside Investment Management, Inc. | 44 | $16.3K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 42 | $15.5K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 42 | $15.5K | 0.00% | +14+50.0% | Added |
| Park Square Financial Group, LLC | 42 | $15.5K | 0.01% | +42 | New |
| Atala Financial Inc | 41 | $15.1K | 0.01% | +41 | New |
| Synergy Investment Management, LLC | 41 | $15.1K | 0.01% | +41 | New |
| Avion Wealth | 43 | $15.0K | 0.00% | +2+4.9% | Added |
| Abound Wealth Management | 38 | $14.1K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 37 | $13.7K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 35 | $12.9K | 0.00% | +35 | New |
| TCTC Holdings, LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $12.9K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 34 | $12.6K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 34 | $12.6K | 0.02% | +34 | New |
| Criterion Capital Advisors, LLC | 37 | $12.2K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 33 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 32 | $11.8K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 31 | $11.4K | 0.00% | −1−3.1% | Reduced |
| SOA Wealth Advisors, LLC. | 31 | $11.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 33 | $11.1K | 0.01% | +33 | New |
| Cornerstone Planning Group LLC | 27 | $9.93K | 0.00% | +3+12.5% | Added |
| Caldwell Sutter Capital, Inc. | 25 | $9.23K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $9.23K | 0.01% | +25 | New |
| WFA Asset Management Corp | 24 | $8.87K | 0.00% | −50−67.6% | Reduced |
| Hollencrest Capital Management | 22 | $8.13K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 21 | $7.76K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 21 | $7.76K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 21 | $7.76K | 0.00% | +21 | New |
| Caitong International Asset Management Co., Ltd | 20 | $7.39K | 0.01% | +20 | New |
| Johnson Financial Group, Inc. | 19 | $6.89K | 0.00% | −26−57.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $6.25K | 0.00% | −12−41.4% | Reduced |
| TSFG, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 16 | $5.92K | 0.00% | +4+33.3% | Added |
| SJS Investment Consulting Inc. | 16 | $5.91K | 0.00% | −8−33.3% | Reduced |
| Operose Advisors LLC | 14 | $5.17K | 0.00% | −113−89.0% | Reduced |
| Westend Capital Management, LLC | 14 | $5.17K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 14 | $5.17K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 14 | $5.17K | 0.01% | +3+27.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 13 | $4.80K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 13 | $4.80K | 0.00% | +13 | New |
| Country Trust Bank | 12 | $4.43K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $4.43K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $4.16K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 11 | $4.06K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 11 | $4.06K | 0.00% | +11 | New |
| Clark Wealth Partners | 11 | $4.06K | 0.00% | +11 | New |
| Clal Insurance Enterprises Holdings Ltd | 12 | $4.00K | 0.00% | +12 | New |
| Altshuler Shaham Ltd | 10 | $3.69K | 0.00% | −1−9.1% | Reduced |
| ESL Trust Services, LLC | 10 | $3.69K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $3.69K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 10 | $3.69K | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 10 | $3.69K | 0.01% | +10 | New |
| Valued Wealth Advisors LLC | 9 | $3.33K | 0.00% | −3−25.0% | Reduced |
| Core Alternative Capital | 8 | $2.96K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 8 | $2.96K | 0.00% | +8 | New |
| Conquis Financial LLC | 8 | $2.96K | 0.00% | +8 | New |
| Capital & Planning, LLC | 8 | $2.96K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7 | $2.58K | 0.00% | +2+40.0% | Added |
| Kestra Investment Management, LLC | 6 | $2.33K | 0.00% | +6 | New |
| HighMark Wealth Management LLC | 6 | $2.22K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $2.22K | 0.00% | +6 | New |
| Kennebec Savings Bank | 5 | $1.89K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $1.85K | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $1.85K | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 4 | $1.51K | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $1.48K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $1.48K | 0.00% | +4 | New |
| Perkins Coie Trust Co | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3 | $1.11K | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $739 | 0.00% | −11−84.6% | Reduced |
| Redwood Park Advisors LLC | 2 | $739 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 1 | $370 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $369 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1 | $369 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −802,668−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −303,091−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −226,335−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −79,314−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −51,602−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,642−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,500−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −18,857−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −17,467−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −15,482−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −12,575−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −10,199−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −8,994−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −7,847−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −7,518−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −5,597−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −5,107−100.0% | Sold out |