| Root Financial Partners, LLC | 103 | $14.7K | 0.00% | +18+21.2% | Added |
| McGuire Capital Advisors Inc | 102 | $14.6K | 0.01% | −20−16.4% | Reduced |
| Kilter Group LLC | 101 | $14.4K | 0.01% | +101 | New |
| Anchor Investment Management, LLC | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $14.0K | 0.01% | −33−24.6% | Reduced |
| Bell Investment Advisors, Inc | 83 | $11.8K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 82 | $11.7K | 0.00% | +19+30.2% | Added |
| Bare Financial Services, Inc | 80 | $11.4K | 0.00% | +21+35.6% | Added |
| Steward Partners Investment Advisory, LLC | 71 | $10.1K | 0.00% | +60+545.5% | Added |
| Crewe Advisors LLC | 64 | $9.14K | 0.00% | +52+433.3% | Added |
| Keating Financial Advisory Services, Inc. | 63 | $8.99K | 0.00% | +44+231.6% | Added |
| Bullock Wealth Management Group | 62 | $8.89K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 62 | $8.85K | 0.00% | +62 | New |
| Acumen Wealth Advisors, LLC | 56 | $8.00K | 0.00% | +56 | New |
| Meramec Financial Planners, LLC | 50 | $7.92K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 53 | $7.57K | 0.00% | +1+1.9% | Added |
| Burkett Financial Services, LLC | 51 | $7.34K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $7.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $7.00K | 0.00% | +3+6.5% | Added |
| Parkside Financial Bank & Trust | 48 | $6.85K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $6.85K | 0.00% | +44+1,100.0% | Added |
| Accent Capital Management, LLC | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 41 | $5.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $5.57K | 0.00% | +2+5.4% | Added |
| AdvisorNet Financial, Inc | 38 | $5.42K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 30 | $4.28K | 0.00% | +30 | New |
| Brown Brothers Harriman & Co | 30 | $4.28K | 0.00% | +1+3.4% | Added |
| Kingdom Financial Group LLC. | 28 | $4.00K | 0.00% | −42−60.0% | Reduced |
| Lloyd Advisory Services, LLC. | 28 | $4.00K | 0.00% | +28 | New |
| Torren Management, LLC | 27 | $3.85K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $3.85K | 0.00% | +12+80.0% | Added |
| CVA Family Office, LLC | 27 | $3.85K | 0.00% | +27 | New |
| TD Waterhouse Canada Inc. | 26 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 23 | $3.30K | 0.00% | −63−73.3% | Reduced |
| SJS Investment Consulting Inc. | 22 | $3.14K | 0.00% | +1+4.8% | Added |
| Prestige Wealth Management Group LLC | 22 | $3.14K | 0.00% | +3+15.8% | Added |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $3.00K | 0.00% | +13+162.5% | Added |
| Colonial Trust Co | 20 | $2.78K | 0.00% | +1+5.3% | Added |
| Financial Network Wealth Advisors LLC | 18 | $2.57K | 0.00% | −5−21.7% | Reduced |
| Picton Mahoney Asset Management | 16 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $2.14K | 0.00% | +15 | New |
| Rossby Financial, LCC | 14 | $2.01K | 0.00% | +9+180.0% | Added |
| Zions Bancorporation, National Association | 10 | $1.43K | 0.00% | +2+25.0% | Added |
| Valued Wealth Advisors LLC | 9 | $1.28K | 0.00% | +9 | New |
| First Pacific Financial | 8 | $1.14K | 0.00% | +8 | New |
| Strategic Wealth Partners, Ltd. | 8 | $1.11K | 0.00% | +8 | New |
| Central Trust Co | 7 | $1.00K | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 7 | $999 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $857 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $857 | 0.00% | +2+50.0% | Added |
| Cedar Mountain Advisors, LLC | 6 | $857 | 0.00% | +5+500.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $856 | 0.00% | +1+20.0% | Added |
| Quarry LP | 5 | $714 | 0.00% | −315−98.4% | Reduced |
| Marquette Asset Management, LLC | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $714 | 0.00% | +2+66.7% | Added |
| UMA Financial Services, Inc. | 4 | $572 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $571 | 0.00% | −7−63.6% | Reduced |
| TD Capital Management LLC | 4 | $571 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $571 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 3 | $428 | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $428 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $286 | 0.00% | −1−33.3% | Reduced |
| Trust Co | 2 | $286 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $286 | 0.00% | +1+100.0% | Added |
| CoreCap Advisors, LLC | 1 | $143 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $143 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $143 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,142,263−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −383,364−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −250,111−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −119,904−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −106,918−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −96,520−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −52,413−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −49,407−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −41,205−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −35,130−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −28,760−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −24,246−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −21,015−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Wealth High Governance Asset Management Ltda. | 0 | $0 | 0.00% | −18,308−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,923−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −14,351−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −13,761−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,220−100.0% | Sold out |
| Rezny Wealth Management, Inc. | 0 | $0 | 0.00% | −11,738−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −11,692−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −11,692−100.0% | Sold out |
| Kazazian Asset Management, LLC | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −6,430−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −6,543−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −6,440−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
