| Quest 10 Wealth Builders, Inc. | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| First National Bank | 50 | $2.22K | 0.00% | +50 | New |
| Westside Investment Management, Inc. | 50 | $2.22K | 0.00% | +50 | New |
| Quarry LP | 48 | $2.13K | 0.00% | +48 | New |
| Manning & Napier Advisors LLC | 47 | $2.12K | 0.00% | +47 | New |
| Avion Wealth | 62 | $2.00K | 0.00% | −19−23.5% | Reduced |
| TSFG, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $2.00K | 0.00% | +26+136.8% | Added |
| GHP Investment Advisors, Inc. | 44 | $1.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $1.82K | 0.00% | −4−8.9% | Reduced |
| TD Private Client Wealth LLC | 38 | $1.69K | 0.00% | +27+245.5% | Added |
| Webster Bank, N. A. | 36 | $1.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 33 | $1.47K | 0.00% | +11+50.0% | Added |
| Cornerstone Financial Management LLC | 32 | $1.42K | 0.00% | −25−43.9% | Reduced |
| SHP Wealth Management | 32 | $1.42K | 0.00% | −8−20.0% | Reduced |
| Ameriflex Group, Inc. | 32 | $1.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.38K | 0.00% | +4+14.8% | Added |
| Osbon Capital Management LLC | 26 | $1.16K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $1.16K | 0.00% | +6+30.0% | Added |
| Richardson Financial Services Inc. | 25 | $1.11K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $1.11K | 0.00% | +14+127.3% | Added |
| Rialto Wealth Management, LLC | 23 | $1.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −8−33.3% | Reduced |
| Raffa Wealth Management, LLC | 21 | $933 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 21 | $933 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $889 | 0.00% | +11+122.2% | Added |
| PayPay Securities Corp | 20 | $888 | 0.03% | 00.0% | Unchanged |
| Mather Group, LLC. | 20 | $885 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 18 | $850 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 18 | $800 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $756 | 0.00% | −56−76.7% | Reduced |
| NBC Securities, Inc. | 16 | $710 | 0.00% | −15−48.4% | Reduced |
| N.E.W. Advisory Services LLC | 15 | $666 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 15 | $666 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $666 | 0.00% | +6+66.7% | Added |
| Valued Wealth Advisors LLC | 13 | $578 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $578 | 0.00% | +13 | New |
| Torren Management, LLC | 13 | $577 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 11 | $489 | 0.00% | +11 | New |
| MB, Levis & Associates, LLC | 10 | $444 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 10 | $444 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $444 | 0.00% | +3+42.9% | Added |
| Halbert Hargrove Global Advisors, LLC | 10 | $442 | 0.00% | +10 | New |
| Solstein Capital, LLC | 9 | $400 | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 9 | $399 | 0.00% | +9 | New |
| Glass Jacobson Investment Advisors llc | 8 | $356 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $355 | 0.00% | +8 | New |
| Key Financial Inc | 7 | $311 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $311 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $247 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $223 | 0.00% | +3+150.0% | Added |
| Motco | 5 | $222 | 0.00% | +5 | New |
| South State Corp. | 4 | $178 | 0.00% | −33−89.2% | Reduced |
| Caitlin John, LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 3 | $134 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $134 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $133 | 0.00% | −235−98.7% | Reduced |
| Evelyn Partners Group Ltd | 3 | $133 | 0.00% | +3 | New |
| Cordant, Inc. | 3 | $118 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $89 | 0.00% | −1−33.3% | Reduced |
| 3 Factor Indexing, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $47 | 0.00% | −4−80.0% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $45 | 0.00% | −3−75.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $45 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $44 | 0.00% | −10−90.9% | Reduced |
| NBT Bank N A | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 348 | – | – | +348 | New |
| Jericho Capital Asset Management L.P. | 0 | $0 | 0.00% | −3,000,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,239,522−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −1,177,425−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −382,123−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −255,901−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Cat Rock Capital Management LP | 0 | $0 | 0.00% | −224,600−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −217,464−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −216,659−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −206,646−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −132,778−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −91,251−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −89,354−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −87,200−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −97,424−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −79,431−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −57,520−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −56,354−100.0% | Sold out |
| Ridgepath Capital Management LLC | 0 | $0 | 0.00% | −56,255−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −53,827−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −45,508−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −28,522−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Intesa Sanpaolo Wealth Management | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −22,590−100.0% | Sold out |