| CrossGen Wealth, LLC | 46 | $3.50K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $3.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $3.34K | 0.00% | +2+4.8% | Added |
| Mascoma Wealth Management LLC | 41 | $3.12K | 0.00% | +11+36.7% | Added |
| Ameriflex Group, Inc. | 41 | $3.12K | 0.00% | +37+925.0% | Added |
| Bruce G. Allen Investments, LLC | 40 | $3.04K | 0.00% | −3−7.0% | Reduced |
| Hager Investment Management Services, LLC | 40 | $3.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 38 | $2.89K | 0.00% | +38 | New |
| Colonial Trust Co | 38 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 36 | $2.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 36 | $2.74K | 0.00% | +4+12.5% | Added |
| SWAN Capital LLC | 35 | $2.66K | 0.00% | −76−68.5% | Reduced |
| Cape Investment Advisory, Inc. | 34 | $2.58K | 0.00% | +34 | New |
| Steigerwald, Gordon & Koch Inc. | 33 | $2.51K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 30 | $2.28K | 0.00% | +30 | New |
| Guardian Partners Inc. | 30 | $2.28K | 0.00% | +30 | New |
| West Paces Advisors Inc. | 30 | $2.28K | 0.00% | +30 | New |
| Manitou Investment Management Ltd. | 29 | $2.20K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 28 | $2.13K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $2.13K | 0.00% | +7+33.3% | Added |
| HFM Investment Advisors, LLC | 28 | $2.13K | 0.00% | +13+86.7% | Added |
| Marshall Investment Management, LLC | 28 | $2.13K | 0.00% | +28 | New |
| Asset Planning,Inc | 27 | $2.05K | 0.00% | −200−88.1% | Reduced |
| 1015 Capital Partners, LLC | 27 | $2.05K | 0.00% | +2+8.0% | Added |
| TFC Financial Management | 26 | $1.98K | 0.00% | +15+136.4% | Added |
| Planning Strategies Inc. | 26 | $1.98K | 0.00% | +26 | New |
| CGC Financial Services, LLC | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 25 | $1.90K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 25 | $1.90K | 0.00% | +25 | New |
| Princeton Global Asset Management LLC | 25 | $1.90K | 0.00% | +25 | New |
| WPG Advisers, LLC | 24 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $1.82K | 0.00% | +6+33.3% | Added |
| First Horizon Corp | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 20 | $1.52K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $1.52K | 0.00% | +10+100.0% | Added |
| Davis Capital Management | 19 | $1.44K | 0.00% | +12+171.4% | Added |
| WestEnd Advisors, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 18 | $1.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $1.37K | 0.00% | +18 | New |
| Mosley Wealth Management | 17 | $1.29K | 0.00% | −80−82.5% | Reduced |
| YANKCOM Partnership | 17 | $1.29K | 0.00% | −19−52.8% | Reduced |
| GHP Investment Advisors, Inc. | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 17 | $1.29K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $1.14K | 0.00% | −5−25.0% | Reduced |
| Robinswood Financial LLC | 15 | $1.14K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 15 | $1.14K | 0.00% | +15 | New |
| RHL Group, LLC | 14 | $1.06K | 0.00% | +14 | New |
| Operose Advisors LLC | 13 | $988 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 13 | $988 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 13 | $988 | 0.00% | +2+18.2% | Added |
| PayPay Securities Corp | 11 | $836 | 0.03% | −5−31.3% | Reduced |
| C M Bidwell & Associates Ltd | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 11 | $836 | 0.00% | 00.0% | Unchanged |
| Motco | 11 | $836 | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 10 | $772 | 0.00% | +6+150.0% | Added |
| Whipplewood Advisors, LLC | 10 | $760 | 0.00% | −7−41.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 8 | $608 | 0.00% | −33−80.5% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $608 | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 7 | $532 | 0.00% | −146−95.4% | Reduced |
| Torren Management, LLC | 7 | $532 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 7 | $532 | 0.00% | +3+75.0% | Added |
| Seneschal Advisors, LLC | 6 | $456 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 6 | $456 | 0.00% | +1+20.0% | Added |
| Westfuller Advisors, LLC | 5 | $380 | 0.00% | −90−94.7% | Reduced |
| Pacific Center for Financial Services | 5 | $380 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $380 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $323 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $304 | 0.00% | +4 | New |
| NorthAvenue LLC | 4 | $304 | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $285 | 0.00% | +4 | New |
| Concord Wealth Partners | 2 | $152 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $152 | 0.00% | +2 | New |
| Front Row Advisors LLC | 1 | $79 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1 | $76 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −2,918,392−100.0% | Sold out |
| Ribbit Management Company, LLC | 0 | $0 | 0.00% | −1,431,500−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −420,515−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −246,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −224,009−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −193,092−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −114,286−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −88,900−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −80,750−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −73,627−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −67,044−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −66,950−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −59,416−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −46,486−100.0% | Sold out |