| Sachetta, LLC | 19 | $5.92K | 0.00% | +5+35.7% | Added |
| Bogart Wealth, LLC | 18 | $5.61K | 0.00% | +6+50.0% | Added |
| Beacon Capital Management, LLC | 16 | $5.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $4.98K | 0.00% | −2−11.1% | Reduced |
| St Germain D J Co Inc | 15 | $4.67K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 13 | $4.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $3.74K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 12 | $3.74K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 12 | $3.74K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $3.43K | 0.00% | +9+450.0% | Added |
| ORG Partners LLC | 10 | $3.13K | 0.00% | −7−41.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 10 | $3.12K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $3.12K | 0.00% | +10 | New |
| Dogwood Wealth Management LLC | 10 | $3.02K | 0.00% | +5+100.0% | Added |
| TD Capital Management LLC | 9 | $2.83K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.80K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $2.80K | 0.00% | +5+125.0% | Added |
| BankPlus Trust Department | 8 | $2.49K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $2.49K | 0.00% | +7+700.0% | Added |
| Country Trust Bank | 8 | $2.49K | 0.00% | +8 | New |
| Pacifica Partners Inc. | 8 | $2.47K | 0.00% | +8 | New |
| HHM Wealth Advisors, LLC | 7 | $2.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 7 | $2.18K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $2.18K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 7 | $2.18K | 0.00% | +3+75.0% | Added |
| Parkworth Wealth Management, Inc. | 7 | $2.18K | 0.00% | +4+133.3% | Added |
| UMA Financial Services, Inc. | 7 | $2.18K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $2.18K | 0.00% | +3+75.0% | Added |
| First Command Advisory Services, Inc. | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 6 | $1.87K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $1.87K | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $1.56K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.56K | 0.00% | +4+400.0% | Added |
| Stephens Consulting, LLC | 5 | $1.56K | 0.00% | +5 | New |
| Core Alternative Capital | 4 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.25K | 0.00% | +1+33.3% | Added |
| Atticus Wealth Management, LLC | 4 | $1.25K | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $1.25K | 0.00% | +4 | New |
| 1620 Investment Advisors, Inc. | 3 | $1.11K | 0.00% | −1−25.0% | Reduced |
| Wood Tarver Financial Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $939 | 0.00% | +3 | New |
| Wealth Preservation Advisors, LLC | 3 | $935 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $935 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $935 | 0.00% | +3 | New |
| GFG Capital, LLC | 3 | $934 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 2 | $623 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $623 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 2 | $623 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $623 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 1 | $312 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $312 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 0 | $10 | 0.00% | −22−100.0% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −267,020−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −45,655−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −44,474−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −40,890−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −34,583−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −26,228−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −24,085−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −15,045−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −12,706−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −9,356−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −9,335−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −8,801−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −8,663−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,926−100.0% | Sold out |
| Wallace Hart LLC | 0 | $0 | 0.00% | −4,739−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,665−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,625−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −3,953−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,008−100.0% | Sold out |
| Crew Capital Management, Ltd. | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Financial Harvest, LLC | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −1,713−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,689−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,656−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −1,573−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,190−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −874−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −819−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Heathbridge Capital Management Ltd. | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| HCR Wealth Advisors | 0 | $0 | 0.00% | −743−100.0% | Sold out |