| Raffa Wealth Management, LLC | 45 | $10.7K | 0.00% | −23−33.8% | Reduced |
| Chesapeake Asset Management LLC | 45 | $10.7K | 0.01% | −3−6.3% | Reduced |
| Hughes Financial Services, LLC | 48 | $10.6K | 0.00% | −8−14.3% | Reduced |
| True Wealth Design, LLC | 44 | $10.5K | 0.00% | +23+109.5% | Added |
| Trifecta Capital Advisors, LLC | 44 | $10.5K | 0.00% | −143−76.5% | Reduced |
| Hanson & Doremus Investment Management | 44 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 41 | $9.76K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 41 | $9.76K | 0.00% | +16+64.0% | Added |
| Highline Wealth Partners LLC | 40 | $9.52K | 0.00% | −34−45.9% | Reduced |
| Alerus Financial NA | 39 | $9.28K | 0.00% | +39 | New |
| Aspect Partners, LLC | 38 | $9.04K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 37 | $8.72K | 0.00% | +1+2.8% | Added |
| WealthTrak Capital Management LLC | 36 | $8.57K | 0.01% | +11+44.0% | Added |
| Atwood & Palmer Inc | 35 | $8.33K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 33 | $7.86K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $7.66K | 0.02% | +7+28.0% | Added |
| IAG Wealth Partners, LLC | 32 | $7.62K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 31 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 31 | $7.35K | 0.00% | +31 | New |
| Mascoma Wealth Management LLC | 29 | $6.90K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 27 | $6.43K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 27 | $6.43K | 0.00% | +8+42.1% | Added |
| Evelyn Partners Asset Management Ltd | 26 | $6.19K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 26 | $6.19K | 0.00% | +26 | New |
| Vermillion & White Wealth Management Group, LLC | 25 | $5.95K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 24 | $5.71K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 24 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24 | $5.71K | 0.00% | +24 | New |
| Copia Wealth Management | 24 | $5.68K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 23 | $5.47K | 0.00% | +23 | New |
| Redmont Wealth Advisors LLC | 23 | $5.47K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 23 | $5.47K | 0.00% | +23 | New |
| BFSG, LLC | 21 | $5.00K | 0.00% | −25−54.3% | Reduced |
| Activest Wealth Management | 21 | $5.00K | 0.00% | −108−83.7% | Reduced |
| Hartford Financial Management Inc. | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 19 | $4.56K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 18 | $4.28K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 16 | $3.81K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 16 | $3.81K | 0.00% | +16 | New |
| YANKCOM Partnership | 16 | $3.81K | 0.00% | +16 | New |
| Redwood Park Advisors LLC | 15 | $3.58K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $3.57K | 0.00% | +1+7.1% | Added |
| Pacific Center for Financial Services | 14 | $3.33K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 14 | $3.33K | 0.00% | +14 | New |
| Salomon & Ludwin, LLC | 13 | $3.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $3.09K | 0.00% | −16−55.2% | Reduced |
| Caldwell Sutter Capital, Inc. | 13 | $3.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.86K | 0.00% | +3+33.3% | Added |
| Parkworth Wealth Management, Inc. | 12 | $2.86K | 0.00% | +8+200.0% | Added |
| Painted Porch Advisors LLC | 11 | $2.62K | 0.00% | −5−31.3% | Reduced |
| PayPay Securities Corp | 11 | $2.62K | 0.13% | −2−15.4% | Reduced |
| Fairway Wealth LLC | 11 | $2.62K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.38K | 0.00% | −69−87.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 10 | $2.38K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 10 | $2.38K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 10 | $2.38K | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 11 | $2.18K | 0.02% | −639−98.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.14K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $2.14K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 9 | $1.82K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.67K | 0.00% | +4+133.3% | Added |
| GFG Capital, LLC | 7 | $1.67K | 0.00% | +7 | New |
| Aventus Investment Advisors, Inc. | 7 | $1.67K | 0.00% | +7 | New |
| Tradewinds Capital Management, LLC | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.43K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $1.19K | 0.00% | −3−37.5% | Reduced |
| Bridge Generations Wealth Management LLC | 5 | $1.19K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $953 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4 | $952 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $778 | 0.00% | −2−40.0% | Reduced |
| S&T Bank | 3 | $714 | 0.00% | −3−50.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $482 | 0.00% | +2 | New |
| Crewe Advisors LLC | 2 | $477 | 0.00% | −11−84.6% | Reduced |
| Kimelman & Baird, LLC | 2 | $477 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $477 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $476 | 0.01% | −26−92.9% | Reduced |
| NVWM, LLC | 2 | $476 | 0.00% | −16−88.9% | Reduced |
| Scarborough Advisors, LLC | 1 | $238 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 0 | $76 | 0.00% | 0 | Unchanged |
| Loomis Sayles & Co L P | 0 | $58 | 0.00% | −182−100.0% | Reduced |
| SRS Capital Advisors, Inc. | 566 | – | – | −25−4.2% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −969,655−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −586,913−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −228,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −190,351−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −152,240−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −140,500−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −128,845−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −125,509−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −68,591−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −67,107−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −63,662−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −60,200−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −55,608−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −44,251−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −38,854−100.0% | Sold out |
