| Harbour Investments, Inc. | 126 | $11.0K | 0.00% | +60+90.9% | Added |
| Marquette Asset Management, LLC | 114 | $9.95K | 0.00% | +19+20.0% | Added |
| Pinnacle Bancorp, Inc. | 110 | $9.60K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 108 | $9.42K | 0.00% | −5−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $9.42K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 100 | $8.72K | 0.00% | +100 | New |
| Quintet Private Bank (Europe) S.A. | 100 | $8.72K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 95 | $8.29K | 0.00% | −23−19.5% | Reduced |
| Kemnay Advisory Services Inc. | 95 | $8.29K | 0.00% | +95 | New |
| First Pacific Financial | 86 | $7.50K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 84 | $7.33K | 0.00% | +84 | New |
| Ogorek Anthony Joseph | 86 | $7.00K | 0.00% | −20−18.9% | Reduced |
| Bell Investment Advisors, Inc | 80 | $6.98K | 0.00% | +67+515.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 78 | $6.81K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 77 | $6.72K | 0.00% | +47+156.7% | Added |
| Keating Financial Advisory Services, Inc. | 72 | $6.28K | 0.00% | +72 | New |
| TSFG, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 62 | $6.00K | 0.11% | +62 | New |
| Grove Bank & Trust | 62 | $5.41K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $5.41K | 0.00% | +1+1.6% | Added |
| Horizon Financial Services, LLC | 62 | $5.41K | 0.00% | +49+376.9% | Added |
| J.Safra Asset Management Corp | 60 | $5.24K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 58 | $5.06K | 0.00% | +28+93.3% | Added |
| Ameriflex Group, Inc. | 57 | $4.97K | 0.00% | −57−50.0% | Reduced |
| Stephens Consulting, LLC | 54 | $4.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 54 | $4.71K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 53 | $4.62K | 0.00% | −59−52.7% | Reduced |
| Rossby Financial, LCC | 53 | $4.62K | 0.00% | +16+43.2% | Added |
| Innovative Advisory Group, LLC | 50 | $4.36K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $4.36K | 0.00% | +50 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $4.36K | 0.00% | +50 | New |
| Align Financial, LLC | 3,926 | $3.93K | 0.00% | +3,926 | New |
| Bravera Wealth | 39 | $3.40K | 0.00% | +39 | New |
| Colonial Trust Co | 37 | $3.26K | 0.00% | +25+208.3% | Added |
| Raffa Wealth Management, LLC | 36 | $3.14K | 0.00% | −5−12.2% | Reduced |
| Princeton Global Asset Management LLC | 35 | $3.05K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $2.97K | 0.00% | +26+325.0% | Added |
| PFS Partners, LLC | 32 | $2.79K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 31 | $2.71K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 31 | $2.71K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $2.62K | 0.00% | −3−9.1% | Reduced |
| Activest Wealth Management | 29 | $2.53K | 0.00% | −1−3.3% | Reduced |
| Millstone Evans Group, LLC | 29 | $2.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $2.44K | 0.00% | −21−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $2.44K | 0.00% | +9+47.4% | Added |
| Transamerica Financial Advisors, Inc. | 25 | $2.18K | 0.00% | +6+31.6% | Added |
| Ares Financial Consulting, LLC | 25 | $2.18K | 0.00% | +25 | New |
| Abound Wealth Management | 24 | $2.09K | 0.00% | −9−27.3% | Reduced |
| S&T Bank | 24 | $2.09K | 0.00% | +17+242.9% | Added |
| North Star Investment Management Corp. | 24 | $2.09K | 0.00% | +24 | New |
| Atlantic Trust, LLC | 24 | $2.09K | 0.00% | +24 | New |
| Boyd Watterson Asset Management LLC | 22 | $1.92K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.83K | 0.00% | +2+10.5% | Added |
| Bogart Wealth, LLC | 21 | $1.83K | 0.00% | +21 | New |
| Steigerwald, Gordon & Koch Inc. | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $1.57K | 0.00% | +18 | New |
| Sachetta, LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.40K | 0.00% | +7+77.8% | Added |
| First Command Advisory Services, Inc. | 16 | $1.40K | 0.00% | +16 | New |
| Three Bearings Fiduciary Advisors, Inc. | 13 | $1.26K | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 14 | $1.22K | 0.00% | +14 | New |
| Bare Financial Services, Inc | 13 | $1.14K | 0.00% | −1−7.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $1.13K | 0.00% | +6+85.7% | Added |
| Tompkins Financial Corp | 13 | $1.13K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 12 | $1.05K | 0.00% | +7+140.0% | Added |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | +13 | New |
| Wealth Watch Advisors, INC | 10 | $873 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 9 | $785 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 9 | $785 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $698 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $698 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $698 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $625 | 0.00% | +4+133.3% | Added |
| Clark Wealth Partners | 7 | $611 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $611 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $611 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $611 | 0.00% | +1+16.7% | Added |
| Optima Capital LLC | 7 | $611 | 0.00% | +7 | New |
| Elevated Capital Advisors, LLC | 6 | $524 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 5 | $437 | 0.00% | −3−37.5% | Reduced |
| Westside Investment Management, Inc. | 5 | $436 | 0.00% | +5 | New |
| Winnow Wealth LLC | 3 | $264 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $262 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3 | $262 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $262 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $175 | 0.00% | −6−75.0% | Reduced |
| Scarborough Advisors, LLC | 2 | $175 | 0.00% | −1−33.3% | Reduced |
| Signature Equity Partners, LLC | 2 | $175 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $175 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $87 | 0.00% | −3−75.0% | Reduced |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Man Group plc | 0 | $0 | 0.00% | −136,346−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −130,837−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −110,214−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −101,986−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −68,111−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −62,711−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −58,000−100.0% | Sold out |
