| Asset Dedication, LLC | 91 | $3.76K | 0.00% | −858−90.4% | Reduced |
| Rakuten Securities, Inc. | 91 | $3.76K | 0.00% | −27−22.9% | Reduced |
| Toth Financial Advisory Corp | 88 | $3.64K | 0.00% | +85+2,833.3% | Added |
| NBT Bank N A | 86 | $3.55K | 0.00% | +53+160.6% | Added |
| Raleigh Capital Management Inc. | 85 | $3.53K | 0.00% | +35+70.0% | Added |
| Raffa Wealth Management, LLC | 83 | $3.43K | 0.00% | +74+822.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 82 | $3.41K | 0.00% | +78+1,950.0% | Added |
| Aspect Partners, LLC | 81 | $3.35K | 0.00% | +81 | New |
| Vermillion Wealth Management, Inc. | 77 | $3.18K | 0.00% | −243−75.9% | Reduced |
| Oakmont Advisory Group, LLC | 76 | $3.13K | 0.00% | +76 | New |
| Arlington Trust Co LLC | 73 | $3.02K | 0.00% | +27+58.7% | Added |
| Penserra Capital Management LLC | 95 | $3.00K | 0.00% | +41+75.9% | Added |
| Westfuller Advisors, LLC | 71 | $2.91K | 0.00% | +71 | New |
| Gilpin Wealth Management, LLC | 70 | $2.89K | 0.00% | +70 | New |
| Murphy & Mullick Capital Management Corp | 70 | $2.89K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 70 | $2.89K | 0.00% | +70 | New |
| Birchbrook, Inc. | 68 | $2.81K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 64 | $2.64K | 0.00% | +64 | New |
| Caldwell Trust Co | 61 | $2.52K | 0.00% | +11+22.0% | Added |
| Planning Strategies Inc. | 60 | $2.48K | 0.00% | +60 | New |
| Dogwood Wealth Management LLC | 57 | $2.35K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 54 | $2.21K | 0.00% | +11+25.6% | Added |
| WealthCollab, LLC | 51 | $2.11K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 47 | $1.94K | 0.00% | +28+147.4% | Added |
| Fedenia Advisers LLC | 46 | $1.90K | 0.00% | +46 | New |
| Elevated Capital Advisors, LLC | 44 | $1.82K | 0.00% | +44 | New |
| Tounjian Advisory Partners, LLC | 43 | $1.76K | 0.00% | +43 | New |
| Buck Wealth Strategies, LLC | 40 | $1.67K | 0.00% | +40 | New |
| Whipplewood Advisors, LLC | 40 | $1.65K | 0.00% | −21−34.4% | Reduced |
| Barrett & Company, Inc. | 40 | $1.65K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 37 | $1.53K | 0.00% | +37 | New |
| DecisionPoint Financial, LLC | 36 | $1.45K | 0.00% | +34+1,700.0% | Added |
| Kings Path Partners LLC | 34 | $1.41K | 0.00% | +16+88.9% | Added |
| Dunhill Financial, LLC | 31 | $1.32K | 0.00% | +9+40.9% | Added |
| Abound Wealth Management | 32 | $1.31K | 0.00% | −44−57.9% | Reduced |
| High Note Wealth, LLC | 31 | $1.28K | 0.00% | −42−57.5% | Reduced |
| Breakwater Investment Management | 29 | $1.20K | 0.00% | +14+93.3% | Added |
| Washington Trust Advisors, Inc. | 28 | $1.16K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 28 | $1.16K | 0.00% | +28 | New |
| Fourth Dimension Wealth, LLC | 26 | $1.07K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 35 | $1.00K | 0.00% | +35 | New |
| Navigoe, LLC | 28 | $1.00K | 0.00% | +28 | New |
| McMillan Office, Inc. | 22 | $909 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $878 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $868 | 0.03% | −179−89.5% | Reduced |
| Solstein Capital, LLC | 20 | $826 | 0.00% | +20 | New |
| Financially Speaking Inc | 16 | $806 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 15 | $620 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $620 | 0.00% | +1+7.1% | Added |
| Copeland Capital Management, LLC | 13 | $537 | 0.00% | +13 | New |
| Nvest Wealth Strategies, Inc. | 12 | $496 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 12 | $496 | 0.00% | +12 | New |
| Lloyd Advisory Services, LLC. | 11 | $445 | 0.00% | +11 | New |
| United Community Bank | 10 | $413 | 0.00% | +10 | New |
| Maryland Capital Advisors Inc. | 9 | $372 | 0.00% | +9 | New |
| Halbert Hargrove Global Advisors, LLC | 8 | $335 | 0.00% | +8 | New |
| Trium Capital LLP | 8 | $331 | 0.00% | +8 | New |
| Sankala Group LLC | 6 | $287 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 6 | $248 | 0.00% | +6 | New |
| Medallion Wealth Advisors, LLC | 4 | $165 | 0.00% | −64−94.1% | Reduced |
| CGC Financial Services, LLC | 4 | $165 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 4 | $165 | 0.00% | +4 | New |
| NorthAvenue LLC | 3 | $124 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 2 | $83 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $83 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 1 | $41 | 0.00% | +1 | New |
| Strategic Wealth Advisors LLC | 20 | $0 | 0.00% | +10+100.0% | Added |
| Coppell Advisory Solutions LLC | 139 | – | – | +139 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,649,143−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −666,114−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −475,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −376,699−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −248,860−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −235,347−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −161,480−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −128,569−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −128,115−100.0% | Sold out |
| Sand Grove Capital Management LLP | 0 | $0 | 0.00% | −125,960−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −124,223−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −121,543−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −118,292−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −109,973−100.0% | Sold out |
| RHL Group, LLC | 0 | $0 | 0.00% | −100,866−100.0% | Sold out |
| MKP Capital Management, L.L.C. | 0 | $0 | 0.00% | −95,093−100.0% | Sold out |
| Slagle Financial, LLC | 0 | $0 | 0.00% | −90,789−100.0% | Sold out |
| CacheTech Inc. | 0 | $0 | 0.00% | −77,602−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −73,973−100.0% | Sold out |
| Adams Wealth Management | 0 | $0 | 0.00% | −65,365−100.0% | Sold out |
| Volterra Technologies LP | 0 | $0 | 0.00% | −62,908−100.0% | Sold out |
| Scissortail Wealth Management, LLC | 0 | $0 | 0.00% | −62,099−100.0% | Sold out |
| KMG Fiduciary Partners, LLC | 0 | $0 | 0.00% | −52,150−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −41,441−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −34,640−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −31,734−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −29,156−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −26,061−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −25,825−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −25,777−100.0% | Sold out |
| Kamunting Street Capital Management, L.P. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |