| Avion Wealth | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 50 | $8.00K | 0.00% | +40+400.0% | Added |
| Bell Investment Advisors, Inc | 45 | $7.20K | 0.00% | +3+7.1% | Added |
| Kings Path Partners LLC | 44 | $7.04K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 42 | $6.72K | 0.00% | −30−41.7% | Reduced |
| Strive Asset Management, LLC | 42 | $6.71K | 0.00% | +42 | New |
| Activest Wealth Management | 40 | $6.40K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 39 | $6.24K | 0.00% | −205−84.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 38 | $6.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $6.08K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 38 | $6.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $5.92K | 0.00% | −42−53.2% | Reduced |
| MV Capital Management, Inc. | 36 | $5.76K | 0.00% | +2+5.9% | Added |
| Vermillion & White Wealth Management Group, LLC | 36 | $5.76K | 0.00% | +36 | New |
| Gen-Wealth Partners Inc | 35 | $5.60K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 33 | $5.28K | 0.00% | +33 | New |
| Truvestments Capital LLC | 32 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $4.80K | 0.00% | +3+11.1% | Added |
| Essential Partners LLC | 30 | $4.80K | 0.00% | +11+57.9% | Added |
| Cornerstone Planning Group LLC | 32 | $4.71K | 0.00% | −1−3.0% | Reduced |
| Quest Partners LLC | 29 | $4.64K | 0.00% | −163−84.9% | Reduced |
| Sunbelt Securities, Inc. | 28 | $4.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 27 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $4.32K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 27 | $4.32K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 25 | $3.96K | 0.00% | +25 | New |
| Arlington Trust Co LLC | 24 | $3.84K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 23 | $3.68K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 23 | $3.68K | 0.00% | +23 | New |
| Rossby Financial, LCC | 22 | $3.39K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 21 | $3.36K | 0.00% | +8+61.5% | Added |
| Highline Wealth Partners LLC | 20 | $3.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $3.20K | 0.00% | +2+11.1% | Added |
| Dogwood Wealth Management LLC | 20 | $3.20K | 0.00% | +9+81.8% | Added |
| Marquette Asset Management, LLC | 17 | $2.72K | 0.00% | +17 | New |
| UMA Financial Services, Inc. | 16 | $2.56K | 0.00% | +3+23.1% | Added |
| North Capital, Inc. | 16 | $2.56K | 0.00% | +1+6.7% | Added |
| Curio Wealth, LLC | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $2.40K | 0.00% | +7+87.5% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 13 | $2.08K | 0.00% | +1+8.3% | Added |
| Raffa Wealth Management, LLC | 12 | $1.92K | 0.00% | +12 | New |
| Greykasell Wealth Strategies, Inc. | 11 | $1.77K | 0.00% | +11 | New |
| Sachetta, LLC | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.60K | 0.00% | +2+25.0% | Added |
| Creekmur Asset Management LLC | 9 | $1.50K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −3−20.0% | Reduced |
| Ogorek Anthony Joseph | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $960 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 6 | $959 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 6 | $959 | 0.00% | +1+20.0% | Added |
| Creative Financial Designs Inc | 5 | $799 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 5 | $799 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $799 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $640 | 0.00% | +1+33.3% | Added |
| Turning Point Benefit Group, Inc. | 4 | $616 | 0.00% | +4 | New |
| Golden State Wealth Management, LLC | 3 | $480 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $480 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $480 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $480 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $463 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $320 | 0.00% | −1−33.3% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $320 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $320 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $320 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $320 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 0 | $39 | 0.00% | 0 | New |
| Johnson Investment Counsel Inc | 19 | – | – | +19 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −789−100.0% | Sold out |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −128,500−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −114,100−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −82,364−100.0% | Sold out |
| Alta Fox Capital Management, LLC | 0 | $0 | 0.00% | −79,332−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −51,800−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −44,845−100.0% | Sold out |
| Siligmueller & Norvid Wealth Advisors LLC | 0 | $0 | 0.00% | −37,403−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −37,929−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −32,416−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −16,522−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −14,041−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −13,769−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −9,889−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −8,669−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −8,163−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,850−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,950−100.0% | Sold out |