| Persistent Asset Partners Ltd | 64 | $9.51K | 0.00% | +64 | New |
| Torren Management, LLC | 61 | $9.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $9.06K | 0.00% | +61 | New |
| GW&K Investment Management, LLC | 60 | $9.00K | 0.00% | +60 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $8.76K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 58 | $8.62K | 0.00% | +52+866.7% | Added |
| First Horizon Corp | 58 | $8.62K | 0.00% | +58 | New |
| Action Point Financial Planning, LLC | 62 | $8.47K | 0.00% | +62 | New |
| Highline Wealth Partners LLC | 56 | $8.32K | 0.00% | −2−3.4% | Reduced |
| Kemnay Advisory Services Inc. | 56 | $8.32K | 0.00% | +56 | New |
| First Pacific Financial | 53 | $7.87K | 0.00% | −22−29.3% | Reduced |
| Basecamp Wealth Advisors LLC | 53 | $7.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 51 | $7.58K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 50 | $7.43K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $7.43K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 48 | $7.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 48 | $7.13K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 46 | $6.83K | 0.00% | +1+2.2% | Added |
| Owl Creek Wealth Partners LLC | 43 | $6.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 42 | $6.24K | 0.00% | +10+31.3% | Added |
| Spire Wealth Management | 41 | $6.09K | 0.00% | −60−59.4% | Reduced |
| Bravera Wealth | 41 | $6.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 38 | $5.64K | 0.00% | +38 | New |
| PFS Partners, LLC | 33 | $4.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $4.90K | 0.00% | +2+6.5% | Added |
| IMA Wealth, Inc. | 33 | $4.90K | 0.00% | +8+32.0% | Added |
| Salomon & Ludwin, LLC | 33 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 40 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 31 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 29 | $4.31K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 29 | $4.31K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 26 | $3.86K | 0.00% | −5−16.1% | Reduced |
| Kilter Group LLC | 24 | $3.56K | 0.00% | +11+84.6% | Added |
| Addison Advisors LLC | 23 | $3.42K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 23 | $3.42K | 0.00% | +23 | New |
| Marquette Asset Management, LLC | 20 | $2.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.97K | 0.00% | +3+17.6% | Added |
| SHP Wealth Management | 19 | $2.82K | 0.00% | +10+111.1% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $2.52K | 0.00% | −21−55.3% | Reduced |
| First Command Advisory Services, Inc. | 16 | $2.38K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $2.38K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 13 | $1.93K | 0.00% | +5+62.5% | Added |
| Quarry LP | 13 | $1.93K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $1.78K | 0.00% | +3+33.3% | Added |
| South State Corp. | 11 | $1.63K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $1.63K | 0.00% | +3+37.5% | Added |
| Toth Financial Advisory Corp | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.49K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.34K | 0.00% | +5+125.0% | Added |
| Silver Grove Financial Group, Inc. | 9 | $1.34K | 0.00% | +9 | New |
| Institute for Wealth Management, LLC. | 9 | $1.29K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 8 | $1.19K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.04K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $1.00K | 0.00% | +2+22.2% | Added |
| Navigoe, LLC | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Manchester Capital Management LLC | 6 | $892 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $891 | 0.00% | +5+500.0% | Added |
| Ameriflex Group, Inc. | 6 | $891 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $891 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 4 | $595 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $594 | 0.00% | +1+33.3% | Added |
| LRI Investments, LLC | 4 | $594 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 3 | $446 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $446 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $446 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $446 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $440 | 0.00% | +1+50.0% | Added |
| Plante Moran Financial Advisors, LLC | 2 | $297 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $297 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $149 | 0.00% | +1 | New |
| West Paces Advisors Inc. | 1 | $149 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $149 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $149 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −77,990−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −40,672−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −15,474−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −14,303−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −9,476−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −9,124−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −7,463−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −6,667−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −6,461−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −5,602−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,560−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −5,011−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −4,558−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,215−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −3,065−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,924−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,887−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |