| WealthCollab, LLC | 92 | $6.17K | 0.00% | +92 | New |
| Avion Wealth | 95 | $6.00K | 0.00% | −38−28.6% | Reduced |
| Smithfield Trust Co | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 87 | $5.83K | 0.00% | −41−32.0% | Reduced |
| Elequin Capital LP | 87 | $5.83K | 0.00% | +87 | New |
| Raffa Wealth Management, LLC | 86 | $5.76K | 0.00% | −31−26.5% | Reduced |
| Aspire Private Capital, LLC | 84 | $5.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $5.36K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 80 | $5.36K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 80 | $5.34K | 0.00% | +42+110.5% | Added |
| Tradewinds Capital Management, LLC | 77 | $5.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 77 | $5.16K | 0.00% | +77 | New |
| Capital Analysts, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 72 | $4.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 70 | $4.69K | 0.00% | −5−6.7% | Reduced |
| Capital Performance Advisors LLP | 69 | $4.63K | 0.00% | +69 | New |
| Johnson Financial Group, Inc. | 62 | $4.16K | 0.00% | +28+82.4% | Added |
| Grove Bank & Trust | 56 | $3.75K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 55 | $3.69K | 0.00% | +55 | New |
| Pier Capital, LLC | 54 | $3.62K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 54 | $3.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $3.55K | 0.00% | −7−11.7% | Reduced |
| HHM Wealth Advisors, LLC | 52 | $3.49K | 0.00% | +52 | New |
| State of Wyoming | 50 | $3.35K | 0.00% | −716−93.5% | Reduced |
| Future Financial Wealth Managment LLC | 50 | $3.35K | 0.00% | +50 | New |
| Salem Investment Counselors Inc | 49 | $3.29K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 45 | $3.02K | 0.00% | −191−80.9% | Reduced |
| Your Advocates Ltd., LLP | 44 | $2.95K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 44 | $2.95K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 44 | $2.95K | 0.00% | +44 | New |
| Byrne Asset Management LLC | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $2.68K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 40 | $2.68K | 0.00% | +40 | New |
| Hobbs Group Advisors, LLC | 39 | $2.62K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 39 | $2.62K | 0.00% | +17+77.3% | Added |
| Prestige Wealth Management Group LLC | 38 | $2.55K | 0.00% | −5−11.6% | Reduced |
| Voisard Asset Management Group, Inc. | 37 | $2.48K | 0.00% | −24−39.3% | Reduced |
| ClariVest Asset Management LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 31 | $2.08K | 0.00% | +31 | New |
| Provenance Wealth Advisors, LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 35 | $2.00K | 0.00% | −328−90.4% | Reduced |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | +3+10.0% | Added |
| Pacific Center for Financial Services | 28 | $1.88K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $1.81K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 25 | $1.68K | 0.00% | +25 | New |
| Macroview Investment Management LLC | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $1.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.54K | 0.00% | −93−80.2% | Reduced |
| Richardson Financial Services Inc. | 18 | $1.48K | 0.00% | +12+200.0% | Added |
| Core Alternative Capital | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 22 | $1.48K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 21 | $1.41K | 0.00% | +10+90.9% | Added |
| Carolinas Wealth Consulting LLC | 20 | $1.34K | 0.00% | +10+100.0% | Added |
| Strategic Investment Solutions, Inc. | 20 | $1.34K | 0.00% | +20 | New |
| Peoples Bank | 20 | $1.34K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.21K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $1.21K | 0.00% | +18 | New |
| Venturi Wealth Management, LLC | 17 | $1.14K | 0.00% | −163−90.6% | Reduced |
| Beacon Capital Management, LLC | 17 | $1.14K | 0.00% | +13+325.0% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.01K | 0.00% | −1−6.3% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $1.00K | 0.00% | +10 | New |
| Signature Resources Capital Management, LLC | 12 | $804 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 10 | $670 | 0.00% | −12−54.5% | Reduced |
| NVWM, LLC | 10 | $670 | 0.00% | +1+11.1% | Added |
| Hexagon Capital Partners LLC | 10 | $670 | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $604 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $603 | 0.00% | −7−43.8% | Reduced |
| SYSTM Wealth Solutions LLC | 7 | $470 | 0.01% | −25,194−100.0% | Reduced |
| Valued Wealth Advisors LLC | 6 | $403 | 0.00% | −23−79.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $403 | 0.00% | −6−50.0% | Reduced |
| Washington Trust Co | 6 | $402 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $335 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $335 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $335 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $269 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $269 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 4 | $268 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4 | $268 | 0.00% | +4 | New |
| West Branch Capital LLC | 3 | $202 | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 1 | $87 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 1 | $68 | 0.00% | −12−92.3% | Reduced |
| Mendota Financial Group, LLC | 1 | $68 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Alken Asset Management Ltd. | 10,000 | $0 | 0.00% | +10,000 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −1,617,001−100.0% | Sold out |
| Tiger Global Management LLCSuperinvestorTiger Global Management | 0 | $0 | 0.00% | −1,152,806−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −582,199−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −439,386−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −438,078−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −385,000−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −289,900−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −280,407−100.0% | Sold out |