| Mather Group, LLC. | 475 | $20.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 423 | $18.0K | 0.00% | +9+2.2% | Added |
| Activest Wealth Management | 411 | $17.5K | 0.00% | +6+1.5% | Added |
| SJS Investment Consulting Inc. | 406 | $17.3K | 0.00% | +217+114.8% | Added |
| IAG Wealth Partners, LLC | 400 | $17.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 375 | $16.0K | 0.00% | +375 | New |
| TD Private Client Wealth LLC | 357 | $15.2K | 0.00% | +304+573.6% | Added |
| Fifth Third Bancorp | 307 | $13.1K | 0.00% | −622−67.0% | Reduced |
| Massmutual Trust Co FSB | 303 | $12.9K | 0.00% | +55+22.2% | Added |
| VSM Wealth Advisory, LLC | 276 | $11.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 243 | $10.4K | 0.00% | +1+0.4% | Added |
| CVA Family Office, LLC | 242 | $10.3K | 0.00% | +49+25.4% | Added |
| WealthCollab, LLC | 189 | $8.06K | 0.00% | −79−29.5% | Reduced |
| Zions Bancorporation, National Association | 186 | $7.94K | 0.00% | +186 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 167 | $7.13K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 160 | $6.83K | 0.00% | +117+272.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 147 | $6.27K | 0.00% | −2,504−94.5% | Reduced |
| Ameritas Advisory Services, LLC | 125 | $5.33K | 0.00% | +125 | New |
| UMA Financial Services, Inc. | 123 | $5.25K | 0.00% | +68+123.6% | Added |
| Ramirez Asset Management, Inc. | 117 | $4.99K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 115 | $4.91K | 0.00% | +2+1.8% | Added |
| Fortitude Family Office, LLC | 115 | $4.91K | 0.00% | +9+8.5% | Added |
| Versant Capital Management, Inc | 107 | $4.57K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 104 | $4.44K | 0.00% | +104 | New |
| International Assets Investment Management, LLC | 100 | $4.27K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $4.27K | 0.00% | +100 | New |
| Sachetta, LLC | 96 | $4.10K | 0.00% | +96 | New |
| Quarry LP | 95 | $4.05K | 0.00% | +95 | New |
| Aster Capital Management (DIFC) Ltd | 95 | $4.05K | 0.00% | +95 | New |
| Clal Insurance Enterprises Holdings Ltd | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 88 | $3.75K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 84 | $3.58K | 0.00% | +84 | New |
| Creative Financial Designs Inc | 79 | $3.37K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 71 | $3.02K | 0.00% | +71 | New |
| Keating Financial Advisory Services, Inc. | 69 | $2.94K | 0.00% | +4+6.2% | Added |
| Bogart Wealth, LLC | 67 | $2.86K | 0.00% | +67 | New |
| Cassaday & Co Wealth Management LLC | 66 | $2.82K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 67 | $2.77K | 0.00% | +67 | New |
| CoreCap Advisors, LLC | 56 | $2.39K | 0.00% | +56 | New |
| JPL Wealth Management, LLC | 54 | $2.31K | 0.00% | +12+28.6% | Added |
| GWM Advisors LLC | 50 | $2.13K | 0.00% | +50 | New |
| Entrust Financial LLC | 49 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 47 | $2.00K | 0.00% | −2−4.1% | Reduced |
| CX Institutional | 56 | $2.00K | 0.00% | −263−82.4% | Reduced |
| Marquette Asset Management, LLC | 41 | $1.75K | 0.00% | +41 | New |
| Sunrise Financial Services, LLC | 40 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 39 | $1.67K | 0.00% | +28+254.5% | Added |
| AdvisorNet Financial, Inc | 37 | $1.58K | 0.00% | +3+8.8% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $1.49K | 0.00% | +17+94.4% | Added |
| Creative Capital Management Investments LLC | 34 | $1.45K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 29 | $1.33K | 0.00% | +16+123.1% | Added |
| Toth Financial Advisory Corp | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $1.15K | 0.00% | +11+68.8% | Added |
| Principia Wealth Advisory, LLC | 26 | $1.11K | 0.00% | +20+333.3% | Added |
| SWAN Capital LLC | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 21 | $860 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 18 | $768 | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 17 | $725 | 0.00% | +17 | New |
| Washington Trust Advisors, Inc. | 16 | $704 | 0.00% | +5+45.5% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $641 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $598 | 0.00% | −2−12.5% | Reduced |
| HFM Investment Advisors, LLC | 13 | $555 | 0.00% | +4+44.4% | Added |
| Bell Investment Advisors, Inc | 11 | $470 | 0.00% | −7−38.9% | Reduced |
| Basecamp Wealth Advisors LLC | 11 | $469 | 0.00% | −149−93.1% | Reduced |
| Trust Co | 11 | $469 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $427 | 0.00% | +10 | New |
| LRI Investments, LLC | 10 | $427 | 0.00% | +10 | New |
| Bryn Mawr Trust Co | 9 | $384 | 0.00% | +9 | New |
| Compass Financial Management LLC | 8 | $341 | 0.00% | +8 | New |
| Kerr Financial Planning Corp | 4 | $171 | 0.00% | −10−71.4% | Reduced |
| MV Capital Management, Inc. | 4 | $171 | 0.00% | +3+300.0% | Added |
| Stone House Investment Management, LLC | 4 | $171 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 4 | $171 | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 3 | $129 | 0.00% | −10−76.9% | Reduced |
| Assetmark, Inc | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $128 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $86 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $43 | 0.00% | −1−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 22 | $0 | 0.00% | +22 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,498,542−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −631,991−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −82,289−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −71,764−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −64,987−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −64,469−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,959−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −21,803−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −21,199−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,271−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −15,222−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −14,543−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −13,980−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −12,346−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −12,281−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −11,327−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,984−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −9,566−100.0% | Sold out |
