| WealthTrak Capital Management LLC | 23 | $6.34K | 0.01% | +6+35.3% | Added |
| Adirondack Trust Co | 23 | $6.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $5.79K | 0.00% | −1−4.5% | Reduced |
| VSM Wealth Advisory, LLC | 21 | $5.79K | 0.00% | +21 | New |
| Concord Wealth Partners | 20 | $5.51K | 0.00% | −19−48.7% | Reduced |
| Minot DeBlois Advisors LLC | 20 | $5.51K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 20 | $5.51K | 0.00% | +18+900.0% | Added |
| Newbridge Financial Services Group, Inc. | 19 | $5.24K | 0.00% | −125−86.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 19 | $5.24K | 0.00% | +17+850.0% | Added |
| Capital Analysts, LLC | 18 | $5.00K | 0.00% | −43−70.5% | Reduced |
| Strengthening Families & Communities, LLC | 18 | $4.98K | 0.00% | +12+200.0% | Added |
| 1 North Wealth Services LLC | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 18 | $4.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $4.69K | 0.00% | +4+30.8% | Added |
| Tortoise Investment Management, LLC | 17 | $4.69K | 0.00% | +17 | New |
| Ryan Investment Management, Inc. | 17 | $4.69K | 0.00% | +17 | New |
| Evergreen Private Wealth LLC | 16 | $4.41K | 0.00% | +16 | New |
| IMG Wealth Management, Inc. | 16 | $4.41K | 0.00% | +16 | New |
| Longfellow Investment Management Co LLC | 15 | $4.13K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 14 | $3.86K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 13 | $3.58K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $3.58K | 0.00% | +7+116.7% | Added |
| N.E.W. Advisory Services LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 12 | $3.31K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $3.03K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $3.03K | 0.00% | +8+266.7% | Added |
| Rialto Wealth Management, LLC | 11 | $3.03K | 0.00% | +9+450.0% | Added |
| Painted Porch Advisors LLC | 10 | $2.76K | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 10 | $2.76K | 0.00% | −4,235−99.8% | Reduced |
| Accordant Advisory Group Inc | 10 | $2.76K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 9 | $2.49K | 0.00% | +9 | New |
| Toth Financial Advisory Corp | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $2.48K | 0.00% | +9 | New |
| Global Wealth Strategies & Associates | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $2.21K | 0.00% | −27−77.1% | Reduced |
| SJS Investment Consulting Inc. | 8 | $2.21K | 0.00% | −6−42.9% | Reduced |
| WestEnd Advisors, LLC | 8 | $2.21K | 0.00% | −3−27.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 8 | $2.21K | 0.00% | −2−20.0% | Reduced |
| NVWM, LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $2.21K | 0.00% | +5+166.7% | Added |
| Stephens Consulting, LLC | 8 | $2.21K | 0.00% | +8 | New |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $2.20K | 0.00% | +4+100.0% | Added |
| PayPay Securities Corp | 7 | $1.93K | 0.09% | +1+16.7% | Added |
| LGT Financial Advisors LLC | 6 | $1.66K | 0.00% | +6 | New |
| Morse Asset Management, Inc | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.38K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 5 | $1.38K | 0.00% | −25−83.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.38K | 0.00% | +3+150.0% | Added |
| 1620 Investment Advisors, Inc. | 4 | $1.28K | 0.00% | −1−20.0% | Reduced |
| Horizon Financial Services, LLC | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $1.10K | 0.00% | +4 | New |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Lummis Asset Management, LP | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $827 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $579 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $551 | 0.00% | +2 | New |
| Smallwood Wealth Investment Management, LLC | 2 | $551 | 0.00% | +2 | New |
| Scarborough Advisors, LLC | 1 | $276 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 0 | $66 | 0.00% | −8−100.0% | Reduced |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −125,458−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −100,800−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −94,166−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −92,755−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −75,192−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −55,755−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −47,161−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −36,055−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −23,362−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,820−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −22,039−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −20,596−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −13,254−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −8,834−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −8,674−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −8,393−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −8,051−100.0% | Sold out |
| Price Capital Management, Inc. | 0 | $0 | 0.00% | −5,560−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −5,208−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,181−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,749−100.0% | Sold out |
| Charles Schwab Trust Co | 0 | $0 | 0.00% | −4,399−100.0% | Sold out |
| Wesleyan Assurance Society | 0 | $0 | 0.00% | −4,363−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −4,245−100.0% | Sold out |
| Sylvest Advisors, LLC | 0 | $0 | 0.00% | −3,841−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,469−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,329−100.0% | Sold out |
| Uhlmann Price Securities, LLC | 0 | $0 | 0.00% | −3,205−100.0% | Sold out |
| LM Advisors LLC | 0 | $0 | 0.00% | −3,196−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −2,355−100.0% | Sold out |