| Westside Investment Management, Inc. | 432 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 359 | $14.8K | 0.00% | +76+26.9% | Added |
| Fulcrum Asset Management LLP | 298 | $13.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $13.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 295 | $13.0K | 0.01% | +44+17.5% | Added |
| Harbour Investments, Inc. | 288 | $12.6K | 0.00% | −658−69.6% | Reduced |
| Parkside Financial Bank & Trust | 267 | $11.7K | 0.00% | −101−27.4% | Reduced |
| Basecamp Wealth Advisors LLC | 263 | $11.5K | 0.00% | +167+174.0% | Added |
| Farmers & Merchants Investments Inc | 260 | $11.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 233 | $10.2K | 0.00% | −9,152−97.5% | Reduced |
| Rossby Financial, LCC | 217 | $9.53K | 0.00% | −3−1.4% | Reduced |
| NBH Bank | 217 | $9.53K | 0.00% | +217 | New |
| Creative Financial Designs Inc | 207 | $9.09K | 0.00% | +133+179.7% | Added |
| Principia Wealth Advisory, LLC | 201 | $8.83K | 0.00% | +121+151.3% | Added |
| Horizon Financial Services, LLC | 200 | $8.78K | 0.00% | +200 | New |
| Osbon Capital Management LLC | 187 | $8.21K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 185 | $8.12K | 0.00% | −224−54.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 179 | $8.07K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 181 | $7.95K | 0.00% | −33−15.4% | Reduced |
| Bogart Wealth, LLC | 176 | $7.73K | 0.00% | +128+266.7% | Added |
| Wealth Enhancement Trust Services, Inc. | 168 | $7.38K | 0.00% | +168 | New |
| MJT & Associates Financial Advisory Group, Inc. | 166 | $7.29K | 0.00% | +77+86.5% | Added |
| LRI Investments, LLC | 164 | $7.20K | 0.00% | +2+1.2% | Added |
| Bell Investment Advisors, Inc | 162 | $7.11K | 0.00% | −44−21.4% | Reduced |
| North Star Investment Management Corp. | 160 | $7.03K | 0.00% | +147+1,130.8% | Added |
| Caitong International Asset Management Co., Ltd | 145 | $6.37K | 0.00% | −6,948−98.0% | Reduced |
| MV Capital Management, Inc. | 137 | $6.02K | 0.00% | −5−3.5% | Reduced |
| Rakuten Securities, Inc. | 136 | $5.97K | 0.00% | −68−33.3% | Reduced |
| Bare Financial Services, Inc | 136 | $5.97K | 0.00% | +51+60.0% | Added |
| IMA Wealth, Inc. | 133 | $5.84K | 0.00% | +47+54.7% | Added |
| Webster Bank, N. A. | 118 | $5.18K | 0.00% | +118 | New |
| Avion Wealth | 119 | $5.00K | 0.00% | −57−32.4% | Reduced |
| TSFG, LLC | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 111 | $4.88K | 0.00% | +87+362.5% | Added |
| Key Financial Inc | 99 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 99 | $4.35K | 0.00% | +48+94.1% | Added |
| MCF Advisors LLC | 96 | $4.22K | 0.00% | +96 | New |
| Brown Brothers Harriman & Co | 92 | $4.04K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 92 | $4.04K | 0.00% | +10+12.2% | Added |
| Bayban | 83 | $3.65K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 81 | $3.56K | 0.00% | +20+32.8% | Added |
| Manning & Napier Advisors LLC | 77 | $3.41K | 0.00% | +77 | New |
| Addison Advisors LLC | 75 | $3.29K | 0.00% | −238−76.0% | Reduced |
| Manchester Capital Management LLC | 75 | $3.29K | 0.00% | +22+41.5% | Added |
| South State Corp. | 74 | $3.25K | 0.00% | −18−19.6% | Reduced |
| SHP Wealth Management | 74 | $3.25K | 0.00% | −83−52.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 73 | $3.21K | 0.00% | −14−16.1% | Reduced |
| Activest Wealth Management | 71 | $3.12K | 0.00% | −122−63.2% | Reduced |
| Sfam, LLC | 66 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 58 | $2.55K | 0.00% | −12−17.1% | Reduced |
| Planning Strategies Inc. | 56 | $2.46K | 0.00% | +56 | New |
| Kilter Group LLC | 55 | $2.42K | 0.00% | +22+66.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 54 | $2.37K | 0.00% | +4+8.0% | Added |
| Private Wealth Management Group, LLC | 53 | $2.33K | 0.00% | −4−7.0% | Reduced |
| JNBA Financial Advisors | 53 | $2.33K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $2.24K | 0.00% | +13+34.2% | Added |
| GW&K Investment Management, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 42 | $1.84K | 0.00% | +15+55.6% | Added |
| Kozak & Associates, Inc. | 39 | $1.77K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 42 | $1.71K | 0.00% | +42 | New |
| Ares Financial Consulting, LLC | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $1.58K | 0.00% | +1+2.9% | Added |
| Golden State Wealth Management, LLC | 35 | $1.54K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 31 | $1.36K | 0.00% | −10−24.4% | Reduced |
| Dunhill Financial, LLC | 26 | $1.14K | 0.00% | −6−18.8% | Reduced |
| Hughes Financial Services, LLC | 23 | $1.01K | 0.00% | +13+130.0% | Added |
| Capital Analysts, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Financial Consulate, Inc | 21 | $923 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $922 | 0.00% | +10+90.9% | Added |
| Private Trust Co NA | 21 | $922 | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 19 | $834 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 19 | $834 | 0.00% | +19 | New |
| Quarry LP | 18 | $790 | 0.00% | +18 | New |
| American Capital Advisory, LLC | 16 | $703 | 0.00% | −1−5.9% | Reduced |
| TFC Financial Management | 15 | $659 | 0.00% | +15 | New |
| Spire Wealth Management | 13 | $571 | 0.00% | +13 | New |
| Breakwater Investment Management | 13 | $571 | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 11 | $483 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $351 | 0.00% | +4+100.0% | Added |
| Motco | 7 | $307 | 0.00% | +7 | New |
| Cassaday & Co Wealth Management LLC | 6 | $264 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6 | $263 | 0.00% | +6 | New |
| Medallion Wealth Advisors, LLC | 6 | $263 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $220 | 0.00% | +3+150.0% | Added |
| Plante Moran Financial Advisors, LLC | 5 | $220 | 0.00% | +5 | New |
| Newbridge Financial Services Group, Inc. | 4 | $176 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $176 | 0.00% | +4 | New |
| IMG Wealth Management, Inc. | 3 | $132 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $88 | 0.00% | −2−50.0% | Reduced |
| Crewe Advisors LLC | 2 | $88 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $46 | 0.00% | −4−80.0% | Reduced |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| GFS Advisors, LLC | 79 | – | – | +79 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −5,304,693−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −1,808,854−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,515,619−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −658,195−100.0% | Sold out |
