| 1620 Investment Advisors, Inc. | 117 | $10.5K | 0.01% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 117 | $10.5K | 0.00% | +1+0.9% | Added |
| Caldwell Sutter Capital, Inc. | 113 | $10.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 106 | $9.51K | 0.00% | +106 | New |
| WealthCollab, LLC | 104 | $9.33K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 98 | $8.79K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 88 | $7.89K | 0.00% | −1−1.1% | Reduced |
| Larson Financial Group LLC | 87 | $7.79K | 0.00% | +34+64.2% | Added |
| Asset Dedication, LLC | 81 | $7.27K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 441 | $7.18K | 0.00% | +361+451.3% | Added |
| Valued Wealth Advisors LLC | 79 | $7.06K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 78 | $7.03K | 0.00% | +78 | New |
| Ogorek Anthony Joseph | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 72 | $6.46K | 0.00% | −15−17.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $6.37K | 0.00% | +24+51.1% | Added |
| Global Retirement Partners, LLC | 63 | $5.69K | 0.00% | −118−65.2% | Reduced |
| Anfield Capital Management, LLC | 63 | $5.65K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 61 | $5.47K | 0.00% | −5−7.6% | Reduced |
| PFS Partners, LLC | 58 | $5.23K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 57 | $5.11K | 0.00% | +34+147.8% | Added |
| Bell Investment Advisors, Inc | 54 | $4.84K | 0.00% | +6+12.5% | Added |
| UMA Financial Services, Inc. | 52 | $4.67K | 0.00% | +41+372.7% | Added |
| Private Trust Co NA | 51 | $4.58K | 0.00% | −43−45.7% | Reduced |
| ZRC Wealth Management, LLC | 51 | $4.58K | 0.00% | +51 | New |
| Anchor Investment Management, LLC | 50 | $4.49K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 48 | $4.31K | 0.00% | +3+6.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 46 | $4.13K | 0.00% | +46 | New |
| Country Trust Bank | 46 | $4.13K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 45 | $4.04K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 43 | $3.86K | 0.00% | −153−78.1% | Reduced |
| Activest Wealth Management | 39 | $3.50K | 0.00% | −1−2.5% | Reduced |
| Copia Wealth Management | 39 | $3.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $3.41K | 0.00% | +10+35.7% | Added |
| Dunhill Financial, LLC | 38 | $3.37K | 0.00% | +1+2.7% | Added |
| Rakuten Securities, Inc. | 36 | $3.23K | 0.00% | −67−65.0% | Reduced |
| Howard Hughes Medical Institute | 35 | $3.14K | 0.00% | −2−5.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 36 | $3.12K | 0.00% | −1−2.7% | Reduced |
| Sachetta, LLC | 34 | $3.05K | 0.00% | −19−35.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 23 | $3.00K | 0.00% | +23 | New |
| Abound Wealth Management | 32 | $2.87K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $2.78K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $2.51K | 0.00% | −3−9.7% | Reduced |
| High Note Wealth, LLC | 27 | $2.42K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 27 | $2.42K | 0.00% | +27 | New |
| Darwin Advisors, LLC | 26 | $2.33K | 0.00% | +26 | New |
| Essential Partners LLC | 25 | $2.24K | 0.00% | −418−94.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $2.24K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 24 | $2.15K | 0.00% | +24 | New |
| Steigerwald, Gordon & Koch Inc. | 24 | $2.15K | 0.00% | +24 | New |
| Wealth Watch Advisors, INC | 24 | $2.15K | 0.00% | +24 | New |
| First PREMIER Bank | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 27 | $2.00K | 0.00% | +27 | New |
| JPL Wealth Management, LLC | 22 | $1.97K | 0.00% | +22 | New |
| Clark Wealth Partners | 24 | $1.86K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 18 | $1.61K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 18 | $1.49K | 0.00% | +1+5.9% | Added |
| Kilter Group LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 15 | $1.35K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.17K | 0.00% | +2+18.2% | Added |
| Rialto Wealth Management, LLC | 12 | $1.08K | 0.00% | +3+33.3% | Added |
| HFM Investment Advisors, LLC | 12 | $1.08K | 0.00% | +5+71.4% | Added |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 11 | $987 | 0.00% | +11 | New |
| Rossby Financial, LCC | 11 | $951 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $897 | 0.00% | +1+11.1% | Added |
| Atlantic Union Bankshares Corp | 9 | $812 | 0.00% | +9 | New |
| Tortoise Investment Management, LLC | 9 | $807 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 8 | $718 | 0.00% | +8 | New |
| Strategic Investment Solutions, Inc. | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $628 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $628 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 6 | $539 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $538 | 0.00% | −26−81.3% | Reduced |
| TFC Financial Management | 5 | $449 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $449 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $448 | 0.00% | −867−99.4% | Reduced |
| Seneschal Advisors, LLC | 4 | $359 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 3 | $272 | 0.00% | +3 | New |
| Palisade Asset Management, LLC | 3 | $270 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $208 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $179 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $90 | 0.00% | −1−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −368,425−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −129,304−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −110,717−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −86,758−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −77,414−100.0% | Sold out |
| Fisher Funds Management LTD | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −50,113−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −28,761−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −27,629−100.0% | Sold out |