| WPG Advisers, LLC | 59 | $7.93K | 0.01% | +59 | New |
| Atlantic Edge Private Wealth Management, LLC | 55 | $7.39K | 0.00% | +20+57.1% | Added |
| Rialto Wealth Management, LLC | 55 | $7.39K | 0.00% | +55 | New |
| Spectrum Wealth Counsel, LLC | 54 | $7.25K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 54 | $7.25K | 0.00% | +35+184.2% | Added |
| Colonial Trust Advisors | 53 | $7.13K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 52 | $6.99K | 0.01% | +52 | New |
| Accredited Wealth Management, LLC | 50 | $6.73K | 0.01% | +50 | New |
| Cetera Trust Company, N.A | 50 | $6.72K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 49 | $6.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $6.46K | 0.00% | +13+37.1% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 47 | $6.31K | 0.01% | +47 | New |
| Avion Wealth | 50 | $6.00K | 0.00% | −2−3.8% | Reduced |
| WR Wealth Planners, LLC | 44 | $5.91K | 0.00% | +16+57.1% | Added |
| GHP Investment Advisors, Inc. | 42 | $5.64K | 0.00% | +42 | New |
| Abound Wealth Management | 42 | $5.64K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 38 | $5.11K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 36 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 32 | $4.30K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $4.30K | 0.00% | +1+3.2% | Added |
| LRI Investments, LLC | 31 | $4.17K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 30 | $4.03K | 0.00% | +30 | New |
| Copeland Capital Management, LLC | 29 | $3.90K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 29 | $3.90K | 0.00% | +29 | New |
| Pineridge Advisors LLC | 26 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 25 | $3.36K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 25 | $3.36K | 0.00% | +25 | New |
| Cassady Schiller Wealth Management, LLC | 25 | $3.36K | 0.00% | +25 | New |
| WealthTrak Capital Management LLC | 25 | $3.36K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $3.22K | 0.00% | −15−38.5% | Reduced |
| Byrne Asset Management LLC | 24 | $3.22K | 0.00% | −6−20.0% | Reduced |
| NewSquare Capital LLC | 24 | $3.22K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 23 | $3.09K | 0.00% | −4−14.8% | Reduced |
| Kestra Investment Management, LLC | 22 | $2.96K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.83K | 0.00% | +21 | New |
| Kimelman & Baird, LLC | 19 | $2.55K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $2.55K | 0.00% | +19 | New |
| Caitlin John, LLC | 18 | $2.46K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $1.97K | 0.00% | −29−69.0% | Reduced |
| McIlrath & Eck, LLC | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $1.88K | 0.00% | +6+75.0% | Added |
| HHM Wealth Advisors, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Creekmur Asset Management LLC | 13 | $1.75K | 0.00% | −2−13.3% | Reduced |
| Innovative Advisory Group, LLC | 13 | $1.75K | 0.00% | +13 | New |
| Truvestments Capital LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $1.34K | 0.00% | +10 | New |
| Copia Wealth Management | 10 | $1.34K | 0.00% | +10 | New |
| 1620 Investment Advisors, Inc. | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.08K | 0.00% | −19−70.4% | Reduced |
| Key Financial Inc | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 8 | $1.07K | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7 | $943 | 0.00% | +7 | New |
| MCF Advisors LLC | 7 | $941 | 0.00% | −3−30.0% | Reduced |
| Core Alternative Capital | 7 | $940 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 6 | $819 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $817 | 0.00% | +7 | New |
| Carolina Wealth Advisors, LLC | 6 | $806 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $672 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $672 | 0.00% | +5 | New |
| Sugar Maple Asset Management, LLC | 5 | $672 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $672 | 0.00% | +5 | New |
| NVWM, LLC | 4 | $537 | 0.00% | −9−69.2% | Reduced |
| WestEnd Advisors, LLC | 4 | $537 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 4 | $537 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 3 | $403 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2 | $297 | 0.03% | −2,584−99.9% | Reduced |
| FLP Wealth Management, LLC | 2 | $270 | 0.00% | +2 | New |
| Concord Wealth Partners | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $134 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $134 | 0.00% | +1 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −1,118,708−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −159,900−100.0% | Sold out |
| Cutter Capital Management, LP | 0 | $0 | 0.00% | −120,485−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −71,810−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −49,100−100.0% | Sold out |
| Berkley W R Corp | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −30,200−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Stone Point Wealth LLC | 0 | $0 | 0.00% | −22,820−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −21,632−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −20,948−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −19,976−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −19,352−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −17,974−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −14,787−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −14,136−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −13,317−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,344−100.0% | Sold out |