| Ulland Investment Advisors, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 80 | $3.94K | 0.00% | −43−35.0% | Reduced |
| Horizons Wealth Management | 76 | $3.75K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 76 | $3.74K | 0.00% | +6+8.6% | Added |
| Slocum, Gordon & Co LLP | 69 | $3.42K | 0.00% | +69 | New |
| 1620 Investment Advisors, Inc. | 68 | $3.34K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $3.23K | 0.00% | −20−23.3% | Reduced |
| Darwin Advisors, LLC | 65 | $3.20K | 0.00% | +65 | New |
| Bruce G. Allen Investments, LLC | 64 | $3.15K | 0.00% | −61−48.8% | Reduced |
| Financial Management Professionals, Inc. | 61 | $3.00K | 0.00% | −36−37.1% | Reduced |
| North Star Investment Management Corp. | 60 | $2.95K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $2.71K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 54 | $2.66K | 0.00% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 54 | $2.66K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 53 | $2.61K | 0.00% | +53 | New |
| Cullen/Frost Bankers, Inc. | 52 | $2.56K | 0.00% | +16+44.4% | Added |
| Concord Wealth Partners | 51 | $2.51K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $2.46K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 49 | $2.41K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 43 | $2.11K | 0.00% | +5+13.2% | Added |
| Inlight Wealth Management, LLC | 41 | $2.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $2.00K | 0.00% | −36,079−99.9% | Reduced |
| GFG Capital, LLC | 40 | $1.97K | 0.00% | −7,976−99.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 40 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cohalo Advisory LLC | 40 | $1.97K | 0.15% | +40 | New |
| Proffitt & Goodson Inc | 38 | $1.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $1.87K | 0.00% | +38 | New |
| Parkworth Wealth Management, Inc. | 37 | $1.82K | 0.00% | +16+76.2% | Added |
| Beaird Harris Wealth Management, LLC | 34 | $1.68K | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 34 | $1.67K | 0.00% | −4−10.5% | Reduced |
| Bare Financial Services, Inc | 34 | $1.67K | 0.00% | +34 | New |
| Evergreen Private Wealth LLC | 33 | $1.62K | 0.00% | +33 | New |
| Core Alternative Capital | 32 | $1.57K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 30 | $1.48K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 30 | $1.48K | 0.00% | +30 | New |
| Luminist Capital LLC | 30 | $1.47K | 0.00% | +30 | New |
| Highline Wealth Partners LLC | 29 | $1.43K | 0.00% | −13−31.0% | Reduced |
| Transce3nd, LLC | 29 | $1.43K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $1.43K | 0.00% | +14+93.3% | Added |
| Caldwell Sutter Capital, Inc. | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 27 | $1.33K | 0.06% | +13+92.9% | Added |
| Tortoise Investment Management, LLC | 27 | $1.33K | 0.00% | +27 | New |
| Friedenthal Financial | 26 | $1.26K | 0.00% | +26 | New |
| Operose Advisors LLC | 25 | $1.21K | 0.00% | −299−92.3% | Reduced |
| Accredited Wealth Management, LLC | 24 | $1.18K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $1.10K | 0.00% | −99−81.8% | Reduced |
| Lazard Asset Management LLC | 40 | $1.00K | 0.00% | −1,194−96.8% | Reduced |
| Consultiva Wealth Management, Corp. | 20 | $984 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 20 | $984 | 0.00% | +20 | New |
| Arcadia Investment Management Corp | 19 | $935 | 0.00% | +19 | New |
| Pineridge Advisors LLC | 18 | $891 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $790 | 0.00% | +6+60.0% | Added |
| DB Fitzpatrick & Co, Inc | 15 | $738 | 0.00% | +10+200.0% | Added |
| Quaker Wealth Management, LLC | 14 | $689 | 0.00% | +14 | New |
| ORG Wealth Partners, LLC | 13 | $640 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $639 | 0.00% | −5,155−99.7% | Reduced |
| West Branch Capital LLC | 10 | $522 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $503 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 10 | $492 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 8 | $393 | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 7 | $344 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 7 | $344 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $344 | 0.00% | +3+75.0% | Added |
| Ossiam | 7 | $344 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $319 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 6 | $295 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 6 | $295 | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $290 | 0.00% | −138−95.8% | Reduced |
| Bear Mountain Capital, Inc. | 5 | $281 | 0.00% | −8−61.5% | Reduced |
| Hollencrest Capital Management | 5 | $251 | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 5 | $251 | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 4 | $217 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $148 | 0.00% | −31−91.2% | Reduced |
| Hurley Capital, LLC | 3 | $148 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $148 | 0.00% | +3 | New |
| CNB Bank | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 0 | $19 | 0.00% | −17−100.0% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 2,403 | – | – | +2,027+539.1% | Added |
| Soundwatch Capital LLC | 5,173 | – | – | +5,173 | New |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −1,602,890−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −957,300−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −678,587−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −631,987−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −478,640−100.0% | Sold out |
| Park West Asset Management LLC | 0 | $0 | 0.00% | −433,500−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −406,800−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −287,428−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −214,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −211,099−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −210,913−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −166,878−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −164,971−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −162,432−100.0% | Sold out |