| Essential Partners LLC | 423 | $44.9K | 0.01% | −228−35.0% | Reduced |
| Whittier Trust Co | 405 | $43.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 377 | $40.0K | 0.01% | +377 | New |
| Brown Brothers Harriman & Co | 376 | $39.9K | 0.00% | +56+17.5% | Added |
| Massmutual Trust Co FSB | 360 | $38.2K | 0.00% | +8+2.3% | Added |
| Flagship Harbor Advisors, LLC | 349 | $37.0K | 0.00% | +349 | New |
| WPG Advisers, LLC | 324 | $34.4K | 0.03% | +137+73.3% | Added |
| Meramec Financial Planners, LLC | 322 | $33.9K | 0.01% | +322 | New |
| Root Financial Partners, LLC | 316 | $33.5K | 0.00% | +9+2.9% | Added |
| Strengthening Families & Communities, LLC | 298 | $31.7K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 279 | $29.7K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 248 | $26.3K | 0.01% | +31+14.3% | Added |
| Retirement Wealth Solutions LLC | 245 | $26.1K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 240 | $25.5K | 0.00% | −59−19.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 234 | $24.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 233 | $24.7K | 0.00% | −177−43.2% | Reduced |
| First Horizon Corp | 230 | $24.4K | 0.00% | −40−14.8% | Reduced |
| Measured Wealth Private Client Group, LLC | 212 | $22.5K | 0.01% | +25+13.4% | Added |
| Citizens National Bank Trust Department | 205 | $21.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $21.2K | 0.00% | −218−52.2% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $21.2K | 0.02% | +200 | New |
| Centerpoint Advisors, LLC | 180 | $19.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 177 | $18.8K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 170 | $18.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 152 | $16.1K | 0.00% | +32+26.7% | Added |
| Bartlett & Co. Wealth Management LLC | 150 | $15.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 148 | $15.7K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 140 | $14.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 136 | $14.4K | 0.00% | −38−21.8% | Reduced |
| Elyxium Wealth, LLC | 116 | $12.3K | 0.00% | +116 | New |
| Larson Financial Group LLC | 111 | $11.8K | 0.00% | −3−2.6% | Reduced |
| New England Capital Financial Advisors LLC | 111 | $11.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 95 | $10.1K | 0.00% | +29+43.9% | Added |
| Atlantic Trust, LLC | 90 | $9.55K | 0.00% | +21+30.4% | Added |
| Farmers & Merchants Investments Inc | 88 | $9.34K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 86 | $9.13K | 0.00% | +15+21.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $7.43K | 0.00% | +33+89.2% | Added |
| Delta Asset Management LLC | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $6.90K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 60 | $6.37K | 0.00% | +60 | New |
| Neo Ivy Capital Management | 55 | $5.84K | 0.00% | +55 | New |
| MAI Capital Management | 53 | $5.64K | 0.00% | −4−7.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 52 | $5.52K | 0.00% | −17−24.6% | Reduced |
| Private Wealth Management Group, LLC | 49 | $5.20K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $5.09K | 0.00% | +48 | New |
| South State Corp. | 43 | $4.57K | 0.00% | +33+330.0% | Added |
| Prestige Wealth Management Group LLC | 42 | $4.46K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 40 | $4.25K | 0.00% | +3+8.1% | Added |
| Birchwood Financial Partners, Inc. | 40 | $4.25K | 0.00% | +40 | New |
| Ares Financial Consulting, LLC | 39 | $4.14K | 0.00% | +39 | New |
| Fortitude Family Office, LLC | 35 | $3.71K | 0.00% | +4+12.9% | Added |
| Aventura Private Wealth, LLC | 32 | $3.40K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 31 | $3.34K | 0.00% | −11−26.2% | Reduced |
| Sunbelt Securities, Inc. | 31 | $3.29K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $3.19K | 0.00% | +30 | New |
| Avion Wealth | 36 | $3.00K | 0.00% | −8−18.2% | Reduced |
| Signature Equity Partners, LLC | 26 | $2.77K | 0.00% | +26 | New |
| Trust Co of Vermont | 26 | $2.76K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1,902 | $2.65K | 0.00% | +1,902 | New |
| Northwestern Mutual Wealth Management Co | 24 | $2.55K | 0.00% | −100−80.6% | Reduced |
| Rialto Wealth Management, LLC | 23 | $2.44K | 0.00% | −1−4.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $2.33K | 0.00% | −20−47.6% | Reduced |
| Leonteq Securities AG | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $2.23K | 0.00% | +15+250.0% | Added |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $1.59K | 0.00% | +15 | New |
| Laurel Wealth Advisors LLC | 14 | $1.49K | 0.00% | +14 | New |
| High Note Wealth, LLC | 13 | $1.38K | 0.00% | −6−31.6% | Reduced |
| Rossby Financial, LCC | 13 | $1.38K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $1.27K | 0.00% | +12 | New |
| Wealth Enhancement Trust Services, Inc. | 12 | $1.27K | 0.00% | +12 | New |
| Optima Capital LLC | 12 | $1.27K | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $1.06K | 0.00% | −4−28.6% | Reduced |
| CoreCap Advisors, LLC | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $1.00K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 9 | $956 | 0.00% | −1−10.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $849 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $849 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $743 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $637 | 0.00% | −9−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $531 | 0.00% | −4−44.4% | Reduced |
| Manchester Capital Management LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $319 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $318 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $275 | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 2 | $215 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $212 | 0.00% | −666−99.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $212 | 0.00% | −112−98.2% | Reduced |
| TFC Financial Management | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $106 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $32 | 0.00% | 0 | Unchanged |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −395,008−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −284,169−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −279,713−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −167,637−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −113,335−100.0% | Sold out |
