| Innovative Advisory Group, LLC | 50 | $4.03K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 55 | $4.00K | 0.00% | +55 | New |
| High Note Wealth, LLC | 49 | $3.94K | 0.00% | +3+6.5% | Added |
| DT Investment Partners, LLC | 44 | $3.54K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $3.54K | 0.00% | +11+33.3% | Added |
| Kestra Investment Management, LLC | 43 | $3.46K | 0.00% | +3+7.5% | Added |
| Retirement Wealth Solutions LLC | 42 | $3.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 38 | $3.07K | 0.00% | −2−5.0% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $2.82K | 0.00% | +35 | New |
| Pinney & Scofield, Inc. | 7 | $2.63K | 0.00% | −33−82.5% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $2.58K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $2.50K | 0.00% | −18−36.7% | Reduced |
| Sierra Ocean, LLC | 31 | $2.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.42K | 0.00% | +14+87.5% | Added |
| Creative Financial Designs Inc | 29 | $2.33K | 0.00% | +29 | New |
| Harbour Investments, Inc. | 27 | $2.17K | 0.00% | −8−22.9% | Reduced |
| Rothschild Investment LLC | 27 | $2.17K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 26 | $2.09K | 0.00% | −86−76.8% | Reduced |
| Close Asset Management Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 23 | $1.85K | 0.00% | +22+2,200.0% | Added |
| Boyd Watterson Asset Management LLC | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 22 | $1.77K | 0.00% | +22 | New |
| Caitong International Asset Management Co., Ltd | 22 | $1.77K | 0.00% | +22 | New |
| ROSS\JOHNSON & Associates LLC | 21 | $1.69K | 0.03% | +21 | New |
| WealthCollab, LLC | 20 | $1.61K | 0.00% | −73−78.5% | Reduced |
| Abound Wealth Management | 20 | $1.61K | 0.00% | −33−62.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.61K | 0.00% | −1−4.8% | Reduced |
| AdvisorNet Financial, Inc | 20 | $1.61K | 0.00% | +5+33.3% | Added |
| SJS Investment Consulting Inc. | 15 | $1.21K | 0.00% | −3−16.7% | Reduced |
| Minot DeBlois Advisors LLC | 15 | $1.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $1.21K | 0.00% | +4+36.4% | Added |
| S&T Bank | 15 | $1.21K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.21K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 32 | $1.13K | 0.00% | +18+128.6% | Added |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $886 | 0.00% | +6+120.0% | Added |
| Game Plan Financial Advisors, LLC | 10 | $805 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $644 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $483 | 0.00% | −122−95.3% | Reduced |
| Bare Financial Services, Inc | 6 | $483 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $458 | 0.00% | +2+50.0% | Added |
| Winnow Wealth LLC | 5 | $340 | 0.00% | +2+66.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 3 | $255 | 0.00% | +3 | New |
| SWAN Capital LLC | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $242 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $242 | 0.00% | +2+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $161 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $161 | 0.00% | +2 | New |
| Cape Investment Advisory, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $81 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $81 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $81 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $81 | 0.00% | +1 | New |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,753−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −616,734−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −163,225−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −160,452−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −111,498−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −98,870−100.0% | Sold out |
| Addenda Capital Inc. | 0 | $0 | 0.00% | −92,329−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −51,356−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,577−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −33,783−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −28,258−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −22,750−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −19,991−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −19,991−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −14,887−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −14,131−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −13,192−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −12,197−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −12,162−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,895−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,397−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,922−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,886−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −7,752−100.0% | Sold out |
| Marco Investment Management LLC | 0 | $0 | 0.00% | −7,650−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −6,229−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,997−100.0% | Sold out |
| Sonoma Private Wealth LLC | 0 | $0 | 0.00% | −5,759−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,396−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,815−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,556−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,468−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,309−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,297−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −3,193−100.0% | Sold out |
| Sovran Advisors, LLC | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Howard Bailey Securities, LLC | 0 | $0 | 0.00% | −3,127−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −3,109−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |