| Sachetta, LLC | 40 | $6.71K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $6.47K | 0.00% | −7−15.2% | Reduced |
| First Horizon Corp | 38 | $6.37K | 0.00% | +6+18.8% | Added |
| Howard Hughes Medical Institute | 34 | $5.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $5.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 32 | $5.36K | 0.00% | +32 | New |
| Johnson Financial Group, Inc. | 31 | $5.20K | 0.00% | −194−86.2% | Reduced |
| Avion Wealth | 32 | $5.00K | 0.00% | −1−3.0% | Reduced |
| TSFG, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 28 | $4.66K | 0.00% | +28 | New |
| City State Bank | 26 | $4.36K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 26 | $4.36K | 0.00% | +26 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $4.19K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $4.02K | 0.00% | −19−44.2% | Reduced |
| Granite FO LLC | 23 | $3.85K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 22 | $3.69K | 0.00% | +22 | New |
| True Wealth Design, LLC | 21 | $3.52K | 0.00% | −2−8.7% | Reduced |
| Millstone Evans Group, LLC | 21 | $3.52K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $3.35K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 18 | $3.02K | 0.00% | +6+50.0% | Added |
| Clayton Financial Group LLC | 18 | $3.02K | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 17 | $2.85K | 0.00% | +1+6.3% | Added |
| First Command Advisory Services, Inc. | 17 | $2.85K | 0.00% | +17 | New |
| Hager Investment Management Services, LLC | 17 | $2.85K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.51K | 0.00% | +6+66.7% | Added |
| REAP Financial Group, LLC | 13 | $2.19K | 0.00% | +13 | New |
| Flagship Harbor Advisors, LLC | 13 | $2.18K | 0.00% | +13 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Imprint Wealth LLC | 11 | $1.84K | 0.01% | −29−72.5% | Reduced |
| Bogart Wealth, LLC | 11 | $1.84K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $1.84K | 0.00% | +1+10.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $1.68K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.67K | 0.00% | +5+100.0% | Added |
| Ossiam | 9 | $1.51K | 0.00% | −20,922−100.0% | Reduced |
| WPG Advisers, LLC | 9 | $1.51K | 0.00% | −12−57.1% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $1.51K | 0.00% | +1+12.5% | Added |
| Godfrey Financial Associates, Inc. | 9 | $1.51K | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.34K | 0.00% | +5+166.7% | Added |
| Rossby Financial, LCC | 8 | $1.34K | 0.00% | +1+14.3% | Added |
| Nemes Rush Group LLC | 8 | $1.34K | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.17K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.17K | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $1.17K | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 7 | $1.17K | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 7 | $1.17K | 0.00% | +7 | New |
| Bridge Generations Wealth Management LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 6 | $1.01K | 0.00% | +6 | New |
| Kilter Group LLC | 5 | $839 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $839 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $838 | 0.00% | −5,109−99.9% | Reduced |
| NVWM, LLC | 5 | $838 | 0.00% | +1+25.0% | Added |
| Triumph Capital Management | 5 | $838 | 0.00% | +5 | New |
| Winnow Wealth LLC | 4 | $672 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $671 | 0.00% | +1+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $671 | 0.00% | +1+33.3% | Added |
| Legacy Wealth Managment, LLC | 4 | $671 | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 4 | $671 | 0.00% | +4 | New |
| Quattro Advisors LLC | 3 | $511 | 0.00% | +3 | New |
| Leonteq Securities AG | 3 | $503 | 0.00% | −88−96.7% | Reduced |
| Breakwater Investment Management | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $503 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $337 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $168 | 0.00% | −2−66.7% | Reduced |
| High Note Wealth, LLC | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $168 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 1 | $168 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $168 | 0.00% | +1 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −60,661−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −45,931−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −27,414−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −23,378−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −22,339−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −15,059−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −11,849−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −11,036−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −8,378−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −7,884−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −7,057−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,515−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −5,132−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −4,812−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,401−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,864−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −1,931−100.0% | Sold out |