| Darwin Advisors, LLC | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 28 | $11.9K | 0.00% | +28 | New |
| WealthCollab, LLC | 26 | $11.2K | 0.01% | −1−3.7% | Reduced |
| Bell Investment Advisors, Inc | 26 | $11.2K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 26 | $11.2K | 0.00% | −172−86.9% | Reduced |
| Truvestments Capital LLC | 26 | $11.2K | 0.00% | +7+36.8% | Added |
| GW&K Investment Management, LLC | 25 | $11.0K | 0.00% | +1+4.2% | Added |
| Robinswood Financial LLC | 24 | $10.5K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $10.4K | 0.00% | +24 | New |
| Spire Wealth Management | 24 | $10.4K | 0.00% | −27−52.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 25 | $10.1K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $9.93K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 23 | $9.93K | 0.00% | +3+15.0% | Added |
| Rise Advisors, LLC | 22 | $9.30K | 0.00% | +1+4.8% | Added |
| MV Capital Management, Inc. | 19 | $8.20K | 0.00% | −2−9.5% | Reduced |
| Ulland Investment Advisors, LLC | 19 | $8.00K | 0.01% | +19 | New |
| Fortitude Family Office, LLC | 18 | $7.77K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 16 | $6.91K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $6.91K | 0.00% | +12+300.0% | Added |
| NVWM, LLC | 14 | $6.04K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 16 | $6.00K | 0.00% | +16 | New |
| Bernard Wealth Management Corp. | 13 | $5.54K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $5.18K | 0.00% | −958−98.8% | Reduced |
| Crewe Advisors LLC | 12 | $5.18K | 0.00% | +12 | New |
| Edmond de Rothschild Holding S.A. | 11 | $4.75K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $4.32K | 0.00% | +10 | New |
| GPS Wealth Strategies Group, LLC | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $4.32K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $3.91K | 0.00% | +1+12.5% | Added |
| Frazier Financial Advisors, LLC | 9 | $3.90K | 0.00% | +9 | New |
| Binnacle Investments Inc | 9 | $3.88K | 0.00% | +2+28.6% | Added |
| Dogwood Wealth Management LLC | 8 | $3.45K | 0.00% | +8 | New |
| Insight Financial Services | 8 | $3.45K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 7 | $3.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 6 | $2.59K | 0.00% | −6−50.0% | Reduced |
| Bellevue Asset Management, LLC | 6 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $2.59K | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 6 | $2.59K | 0.00% | +6 | New |
| PFS Partners, LLC | 5 | $2.31K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 6 | $2.22K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 5 | $2.16K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 5 | $2.16K | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $2.16K | 0.00% | +5 | New |
| Adirondack Trust Co | 5 | $2.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $1.73K | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $1.35K | 0.00% | +11+220.0% | Added |
| Abound Wealth Management | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $1.29K | 0.00% | −2−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $1.29K | 0.00% | +2+200.0% | Added |
| North Capital, Inc. | 3 | $1.29K | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $1.28K | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $1.26K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $1.04K | 0.04% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $864 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2 | $863 | 0.00% | −41−95.3% | Reduced |
| Bare Financial Services, Inc | 2 | $863 | 0.00% | −3−60.0% | Reduced |
| Tortoise Investment Management, LLC | 2 | $863 | 0.00% | −1−33.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2 | $863 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $863 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $863 | 0.00% | +1+100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 2 | $863 | 0.00% | +2 | New |
| Clark Wealth Partners | 2 | $834 | 0.00% | −5−71.4% | Reduced |
| Investors Research Corp | 1 | $470 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 1 | $432 | 0.00% | −3−75.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $432 | 0.00% | −1−50.0% | Reduced |
| CVA Family Office, LLC | 1 | $432 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $432 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $432 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1 | $432 | 0.00% | +1 | New |
| Heartwood Wealth Advisors LLC | 1 | $432 | 0.00% | +1 | New |
| Avalon Trust Co | 1 | $432 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $432 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $432 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $420 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 0 | $72 | 0.00% | 0 | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −222,772−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −108,437−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −72,921−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −71,075−100.0% | Sold out |
| Raub Brock Capital Management LP | 0 | $0 | 0.00% | −32,764−100.0% | Sold out |
| JCP Investment Management, LLC | 0 | $0 | 0.00% | −29,417−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −25,900−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −21,416−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Absoluto Partners Gestao de Recursos Ltda | 0 | $0 | 0.00% | −4,041−100.0% | Sold out |
| Littlejohn Financial Services, Inc. | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −2,447−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,042−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |