| Smartleaf Asset Management LLC | 110 | $9.21K | 0.00% | +56+103.7% | Added |
| Versant Capital Management, Inc | 107 | $8.94K | 0.00% | −393−78.6% | Reduced |
| Golden State Wealth Management, LLC | 105 | $8.77K | 0.00% | +16+18.0% | Added |
| Key Financial Inc | 100 | $8.50K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $8.40K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $8.36K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $8.36K | 0.00% | +55+122.2% | Added |
| Quent Capital, LLC | 96 | $8.02K | 0.00% | +96 | New |
| CIBC Private Wealth Group, LLC | 89 | $7.44K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 89 | $7.44K | 0.00% | +13+17.1% | Added |
| Massmutual Trust Co FSB | 78 | $6.52K | 0.00% | −50−39.1% | Reduced |
| Whipplewood Advisors, LLC | 75 | $6.27K | 0.00% | −5−6.3% | Reduced |
| Wealthspire Advisors, LLC | 75 | $6.27K | 0.00% | +75 | New |
| Central Trust Co | 74 | $6.18K | 0.00% | −44−37.3% | Reduced |
| Root Financial Partners, LLC | 74 | $6.18K | 0.00% | +74 | New |
| Tripletail Wealth Management, LLC | 70 | $5.60K | 0.01% | +70 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $4.85K | 0.00% | −16−21.6% | Reduced |
| Strategic Advocates LLC | 57 | $4.76K | 0.00% | +57 | New |
| Caitlin John, LLC | 56 | $4.68K | 0.00% | +56 | New |
| Atlantic Union Bankshares Corp | 55 | $4.60K | 0.00% | +55 | New |
| Cetera Trust Company, N.A | 55 | $4.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $4.18K | 0.00% | −5−9.1% | Reduced |
| Global Wealth Strategies & Associates | 50 | $4.18K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 49 | $4.09K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 48 | $4.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $4.01K | 0.00% | +1+2.1% | Added |
| Financial Perspectives, Inc | 43 | $3.59K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 43 | $3.59K | 0.00% | +12+38.7% | Added |
| J.Safra Asset Management Corp | 42 | $3.51K | 0.00% | −203−82.9% | Reduced |
| Harbor Investment Advisory, LLC | 40 | $3.34K | 0.00% | +30+300.0% | Added |
| Sound Income Strategies, LLC | 40 | $3.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $2.59K | 0.00% | +11+55.0% | Added |
| Bell Investment Advisors, Inc | 30 | $2.51K | 0.00% | −11−26.8% | Reduced |
| Sachetta, LLC | 28 | $2.34K | 0.00% | +15+115.4% | Added |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.26K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 27 | $2.26K | 0.00% | +27 | New |
| Kilter Group LLC | 25 | $2.09K | 0.00% | +5+25.0% | Added |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | −39−67.2% | Reduced |
| Fourth Dimension Wealth, LLC | 22 | $1.84K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $1.75K | 0.00% | −58−73.4% | Reduced |
| AdvisorNet Financial, Inc | 20 | $1.67K | 0.00% | −26−56.5% | Reduced |
| Private Wealth Management Group, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $1.43K | 0.00% | −5,670−99.7% | Reduced |
| Rossby Financial, LCC | 14 | $1.19K | 0.00% | +14 | New |
| Quarry LP | 14 | $1.17K | 0.00% | −1,146−98.8% | Reduced |
| FSA Wealth Management LLC | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $920 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 10 | $836 | 0.00% | −490−98.0% | Reduced |
| Retirement Wealth Solutions LLC | 10 | $836 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $785 | 0.00% | +1+12.5% | Added |
| TD Private Client Wealth LLC | 9 | $752 | 0.00% | −2,484−99.6% | Reduced |
| South State Corp. | 9 | $752 | 0.00% | −4−30.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $752 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $752 | 0.00% | +9 | New |
| JFS Wealth Advisors, LLC | 8 | $669 | 0.00% | −23−74.2% | Reduced |
| Cromwell Holdings LLC | 6 | $502 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $335 | 0.00% | +1+33.3% | Added |
| Fortitude Family Office, LLC | 4 | $334 | 0.00% | −2−33.3% | Reduced |
| Hughes Financial Services, LLC | 4 | $296 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $168 | 0.00% | −4−66.7% | Reduced |
| HFM Investment Advisors, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 2 | $167 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $84 | 0.00% | −3−75.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $84 | 0.00% | −1−50.0% | Reduced |
| Tortoise Investment Management, LLC | 1 | $84 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 1 | $84 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | −31−88.6% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Johnson Investment Counsel Inc | 202 | – | – | +202 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −1,688,383−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −770,124−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −564,437−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −495,000−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Polaris Capital Management, LLC | 0 | $0 | 0.00% | −329,901−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −298,849−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −101,700−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −78,434−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −56,326−100.0% | Sold out |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −44,974−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −43,580−100.0% | Sold out |
| Winmill & Co. Inc | 0 | $0 | 0.00% | −43,090−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −42,750−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −37,212−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −33,477−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −30,985−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,733−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,877−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −18,118−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −16,333−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −13,209−100.0% | Sold out |
