| Bay Harbor Wealth Management, LLC | 57 | $12.7K | 0.00% | +10+21.3% | Added |
| Aspect Partners, LLC | 52 | $11.6K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 51 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 51 | $11.4K | 0.01% | 00.0% | Unchanged |
| Key Capital Management, INC | 50 | $11.1K | 0.01% | −7−12.3% | Reduced |
| JDM Financial Group LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Access Investment Management LLC | 47 | $10.5K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 47 | $10.5K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 47 | $10.5K | 0.00% | +32+213.3% | Added |
| Atomic Invest LLC | 47 | $10.5K | 0.00% | −25−34.7% | Reduced |
| Strengthening Families & Communities, LLC | 45 | $9.99K | 0.00% | −22−32.8% | Reduced |
| Park Square Financial Group, LLC | 43 | $9.58K | 0.09% | −9−17.3% | Reduced |
| Alerus Financial NA | 42 | $9.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 42 | $9.36K | 0.00% | +13+44.8% | Added |
| FWL Investment Management, LLC | 41 | $9.14K | 0.00% | −42−50.6% | Reduced |
| Phillip James Consulting Co. | 40 | $8.91K | 0.01% | +40 | New |
| Investors Portfolio Services LLC | 38 | $8.43K | 0.01% | −413−91.6% | Reduced |
| RMG Wealth Management LLC | 37 | $8.37K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 37 | $8.25K | 0.00% | −42−53.2% | Reduced |
| Accordant Advisory Group Inc | 36 | $8.02K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 34 | $7.58K | 0.00% | +34 | New |
| DiNuzzo Private Wealth, Inc. | 33 | $7.36K | 0.00% | −1−2.9% | Reduced |
| Indiana Trust & Investment Management CO | 33 | $7.36K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 33 | $7.36K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 32 | $7.13K | 0.00% | −1−3.0% | Reduced |
| Penserra Capital Management LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 31 | $6.91K | 0.01% | −120−79.5% | Reduced |
| Bellevue Asset Management, LLC | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $6.13K | 0.00% | +1+3.7% | Added |
| Addison Advisors LLC | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $5.79K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 25 | $5.60K | 0.00% | −4−13.8% | Reduced |
| St. Johns Investment Management Company, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 25 | $5.57K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 25 | $5.49K | 0.00% | −30−54.5% | Reduced |
| Private Wealth Management Group, LLC | 24 | $5.35K | 0.00% | −10−29.4% | Reduced |
| Kilter Group LLC | 24 | $5.35K | 0.00% | +3+14.3% | Added |
| Financial Gravity Companies, Inc. | 22 | $4.90K | 0.00% | +22 | New |
| Peterson Wealth Services | 21 | $4.59K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 19 | $4.24K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $4.01K | 0.00% | +6+50.0% | Added |
| Frazier Financial Advisors, LLC | 18 | $3.92K | 0.00% | −14−43.8% | Reduced |
| Minot DeBlois Advisors LLC | 17 | $3.79K | 0.00% | −10−37.0% | Reduced |
| Bear Mountain Capital, Inc. | 15 | $3.51K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $3.37K | 0.00% | +8+114.3% | Added |
| Imprint Wealth LLC | 15 | $3.34K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 13 | $2.90K | 0.00% | +13 | New |
| Ankerstar Wealth, LLC | 13 | $2.90K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $2.90K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 12 | $2.84K | 0.00% | +12 | New |
| Atlantic Edge Private Wealth Management, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.67K | 0.00% | +10+500.0% | Added |
| Stone House Investment Management, LLC | 11 | $2.45K | 0.00% | +1+10.0% | Added |
| Robinswood Financial LLC | 10 | $2.23K | 0.00% | −5−33.3% | Reduced |
| Entrust Financial LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 9 | $2.01K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 9 | $2.01K | 0.00% | +7+350.0% | Added |
| CBIZ Investment Advisory Services, LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 7 | $1.56K | 0.00% | −45−86.5% | Reduced |
| Osbon Capital Management LLC | 7 | $1.56K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 6 | $1.34K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 5 | $1.11K | 0.00% | +5 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Mosley Wealth Management | 4 | $892 | 0.00% | +4 | New |
| Horizon Financial Services, LLC | 3 | $669 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $669 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 3 | $669 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $669 | 0.00% | +3 | New |
| Orion Capital Management LLC | 2 | $446 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $225 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $223 | 0.00% | +1 | New |
| ABS Investment Management LLC | 223 | – | – | +223 | New |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −361,782−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −155,302−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −86,438−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −56,800−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −28,275−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −26,246−100.0% | Sold out |
| SMA Capital LLC | 0 | $0 | 0.00% | −21,947−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −18,922−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −17,496−100.0% | Sold out |
| BOCHK Asset Management Ltd | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −9,040−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −8,552−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −8,203−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −7,705−100.0% | Sold out |
| PeakShares LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −4,506−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −4,365−100.0% | Sold out |
| Curated Wealth Partners LLC | 0 | $0 | 0.00% | −4,306−100.0% | Sold out |