| Cromwell Holdings LLC | 52 | $6.99K | 0.00% | +38+271.4% | Added |
| Future Financial Wealth Managment LLC | 50 | $6.72K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $6.45K | 0.00% | +22+84.6% | Added |
| Rocky Mountain Advisers, LLC | 47 | $6.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 46 | $6.13K | 0.00% | +24+109.1% | Added |
| Prestige Wealth Management Group LLC | 43 | $5.78K | 0.00% | −100−69.9% | Reduced |
| Pacifica Partners Inc. | 42 | $5.55K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 38 | $5.17K | 0.00% | −80−67.8% | Reduced |
| Harbor Investment Advisory, LLC | 38 | $5.11K | 0.00% | −45−54.2% | Reduced |
| South State Corp. | 35 | $4.70K | 0.00% | −209−85.7% | Reduced |
| Archer Investment Corp | 34 | $4.57K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 33 | $4.43K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 33 | $4.43K | 0.00% | +5+17.9% | Added |
| Quaker Wealth Management, LLC | 33 | $4.43K | 0.00% | +33 | New |
| MUFG Securities EMEA plc | 31 | $4.16K | 0.00% | +16+106.7% | Added |
| Vision Financial Markets LLC | 30 | $4.03K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 29 | $3.90K | 0.00% | +4+16.0% | Added |
| Private Wealth Management Group, LLC | 24 | $3.22K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $3.09K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 23 | $3.09K | 0.00% | +23 | New |
| Sachetta, LLC | 22 | $2.96K | 0.00% | −3−12.0% | Reduced |
| First Command Advisory Services, Inc. | 22 | $2.96K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Shelton Wealth Management, LLC | 20 | $2.69K | 0.00% | +20 | New |
| Truvestments Capital LLC | 19 | $2.55K | 0.00% | −12−38.7% | Reduced |
| West Branch Capital LLC | 20 | $2.33K | 0.00% | −1−4.8% | Reduced |
| Highline Wealth Partners LLC | 16 | $2.15K | 0.00% | −59−78.7% | Reduced |
| ORG Partners LLC | 14 | $1.85K | 0.00% | −471−97.1% | Reduced |
| Armstrong Advisory Group, Inc | 13 | $1.75K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 13 | $1.75K | 0.00% | +12+1,200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.61K | 0.00% | +4+50.0% | Added |
| Stephens Consulting, LLC | 12 | $1.61K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $1.61K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 11 | $1.48K | 0.00% | +2+22.2% | Added |
| Global Wealth Strategies & Associates | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $1.48K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 10 | $1.37K | 0.00% | −8−44.4% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.34K | 0.00% | −4−28.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.07K | 0.00% | +8 | New |
| Pandora Wealth, Inc. | 8 | $1.07K | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $1.07K | 0.00% | +4+100.0% | Added |
| Medallion Wealth Advisors, LLC | 8 | $1.06K | 0.00% | +8 | New |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | −5−38.5% | Reduced |
| Aspect Partners, LLC | 7 | $988 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5 | $672 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $672 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $672 | 0.00% | +4+400.0% | Added |
| Zions Bancorporation, National Association | 5 | $672 | 0.00% | +5 | New |
| PayPay Securities Corp | 4 | $537 | 0.03% | −2−33.3% | Reduced |
| 1620 Investment Advisors, Inc. | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $537 | 0.00% | +4 | New |
| Mountain Hill Investment Partners Corp. | 4 | $537 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 3 | $403 | 0.00% | −5−62.5% | Reduced |
| Abound Wealth Management | 3 | $403 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $403 | 0.00% | +3 | New |
| Atlantic Trust, LLC | 3 | $403 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $403 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 2 | $269 | 0.00% | −61−96.8% | Reduced |
| Wolff Wiese Magana LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $134 | 0.00% | −16−94.1% | Reduced |
| Core Alternative Capital | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $134 | 0.00% | +1 | New |
| Concord Wealth Partners | 1 | $134 | 0.00% | +1 | New |
| Copia Wealth Management | 1 | $134 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $133 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Vestor Capital, LLC | 6,878 | – | – | +6,878 | New |
| Soundwatch Capital LLC | 17,231 | – | – | +17,231 | New |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −2,759,645−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,364,356−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −640,549−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −217,512−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −188,470−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −120,054−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −100,721−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,346−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −72,978−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −67,571−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −66,792−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −60,601−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −57,523−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −48,531−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −47,170−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −46,258−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −44,368−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −40,558−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −35,212−100.0% | Sold out |
| Glazer Capital, LLC | 0 | $0 | 0.00% | −32,300−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −29,992−100.0% | Sold out |
| Octahedron Capital Management L.P. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −25,918−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,381−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −24,700−100.0% | Sold out |