| Concord Wealth Partners | 39 | $8.95K | 0.00% | +39 | New |
| Highline Wealth Partners LLC | 36 | $8.27K | 0.00% | +6+20.0% | Added |
| South State Corp. | 34 | $7.81K | 0.00% | +17+100.0% | Added |
| Financial Management Professionals, Inc. | 34 | $7.80K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $7.80K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 33 | $7.58K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $7.35K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 32 | $7.35K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 31 | $7.12K | 0.00% | −97−75.8% | Reduced |
| Chilton Capital Management LLC | 30 | $6.89K | 0.00% | −187−86.2% | Reduced |
| Aventus Investment Advisors, Inc. | 30 | $6.89K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 30 | $6.89K | 0.00% | +6+25.0% | Added |
| Synergy Investment Management, LLC | 25 | $6.72K | 0.00% | +20+400.0% | Added |
| Bell Investment Advisors, Inc | 28 | $6.43K | 0.00% | −12−30.0% | Reduced |
| Leonteq Securities AG | 28 | $6.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 26 | $5.97K | 0.00% | +10+62.5% | Added |
| Johnson Financial Group, Inc. | 25 | $5.74K | 0.00% | −46−64.8% | Reduced |
| Dunhill Financial, LLC | 24 | $5.59K | 0.00% | −64−72.7% | Reduced |
| Principia Wealth Advisory, LLC | 24 | $5.51K | 0.00% | +6+33.3% | Added |
| Aspect Partners, LLC | 23 | $5.28K | 0.00% | −6−20.7% | Reduced |
| Alerus Financial NA | 22 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $4.82K | 0.00% | +16+320.0% | Added |
| Marquette Asset Management, LLC | 21 | $4.82K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 20 | $4.59K | 0.00% | −17−45.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $4.59K | 0.00% | −12−37.5% | Reduced |
| True Wealth Design, LLC | 19 | $4.36K | 0.00% | −3−13.6% | Reduced |
| Asset Dedication, LLC | 18 | $4.13K | 0.00% | +10+125.0% | Added |
| Valued Wealth Advisors LLC | 16 | $3.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $3.67K | 0.00% | +16 | New |
| Torren Management, LLC | 16 | $3.67K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 15 | $3.44K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 15 | $3.44K | 0.00% | +15 | New |
| Abound Wealth Management | 15 | $3.38K | 0.00% | −31−67.4% | Reduced |
| Imprint Wealth LLC | 14 | $3.21K | 0.01% | −14−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $3.21K | 0.00% | −2−12.5% | Reduced |
| Bard Associates Inc | 14 | $3.21K | 0.00% | +5+55.6% | Added |
| Washington Trust Advisors, Inc. | 14 | $3.21K | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 15 | $3.00K | 0.00% | +6+66.7% | Added |
| Albion Financial Group | 13 | $2.98K | 0.00% | −1−7.1% | Reduced |
| Cranbrook Wealth Management, LLC | 13 | $2.98K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 13 | $2.98K | 0.00% | +13 | New |
| C M Bidwell & Associates Ltd | 12 | $2.75K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $2.75K | 0.00% | +4+50.0% | Added |
| Activest Wealth Management | 11 | $2.52K | 0.00% | −11−50.0% | Reduced |
| Longfellow Investment Management Co LLC | 11 | $2.52K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 11 | $2.52K | 0.00% | +11 | New |
| Key Capital Management, INC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 10 | $2.30K | 0.00% | +4+66.7% | Added |
| Global Trust Asset Management, LLC | 10 | $2.30K | 0.00% | +10 | New |
| Kingdom Financial Group LLC. | 9 | $2.07K | 0.00% | +4+80.0% | Added |
| Quaker Wealth Management, LLC | 9 | $2.07K | 0.00% | +1+12.5% | Added |
| Ameriflex Group, Inc. | 9 | $2.07K | 0.00% | −1−10.0% | Reduced |
| PayPay Securities Corp | 9 | $2.07K | 0.08% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $2.07K | 0.00% | +1+12.5% | Added |
| Investors Research Corp | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 8 | $1.84K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.61K | 0.00% | +5+250.0% | Added |
| Golden State Wealth Management, LLC | 7 | $1.61K | 0.00% | +7 | New |
| TFC Financial Management | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $1.15K | 0.00% | +2+66.7% | Added |
| Morton Brown Family Wealth, LLC | 5 | $1.15K | 0.00% | +5 | New |
| Buck Wealth Strategies, LLC | 5 | $1.15K | 0.00% | +5 | New |
| CKW Financial Group | 6 | $1.00K | 0.00% | +6 | New |
| PFS Partners, LLC | 4 | $919 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $919 | 0.00% | +4 | New |
| Sunrise Financial Services, LLC | 4 | $918 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 4 | $918 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 3 | $689 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $689 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $689 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $689 | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $672 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $616 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $480 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 2 | $459 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $459 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $459 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 1 | $230 | 0.00% | −306−99.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1 | $230 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $230 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $221 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 165 | $127 | 0.00% | +1+0.6% | Added |
| Tounjian Advisory Partners, LLC | 1 | $125 | 0.00% | +1 | New |
| Loomis Sayles & Co L P | 0 | $39 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −727,441−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −172,035−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −90,646−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
