| Logan Capital Management Inc | 91 | $7.81K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 88 | $7.52K | 0.00% | +88 | New |
| Bogart Wealth, LLC | 84 | $7.18K | 0.00% | +40+90.9% | Added |
| Valley National Advisers Inc | 91 | $7.00K | 0.00% | +7+8.3% | Added |
| PSI Advisors, LLC | 74 | $6.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 74 | $6.33K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 72 | $6.16K | 0.00% | +72 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | $5.94K | 0.01% | −9−11.5% | Reduced |
| Aspect Partners, LLC | 68 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 66 | $5.64K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 66 | $5.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 64 | $5.47K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 60 | $5.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 66 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 54 | $5.00K | 0.00% | +54 | New |
| Westend Capital Management, LLC | 58 | $4.96K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 57 | $4.87K | 0.00% | +53+1,325.0% | Added |
| Wealth Preservation Advisors, LLC | 55 | $4.70K | 0.00% | +55 | New |
| Prudent Man Investment Management, Inc. | 60 | $4.55K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $4.28K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 48 | $4.14K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 46 | $3.94K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 46 | $3.93K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 45 | $3.85K | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 44 | $3.76K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 43 | $3.66K | 0.00% | −58−57.4% | Reduced |
| Sierra Ocean, LLC | 42 | $3.59K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 40 | $3.42K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $3.42K | 0.00% | +40 | New |
| NewSquare Capital LLC | 38 | $3.25K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 36 | $3.08K | 0.00% | +36 | New |
| Penserra Capital Management LLC | 36 | $3.00K | 0.00% | −1,087−96.8% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 40 | $3.00K | 0.00% | +40 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $2.99K | 0.00% | +3+9.4% | Added |
| Caitong International Asset Management Co., Ltd | 34 | $2.91K | 0.00% | −196−85.2% | Reduced |
| Leonteq Securities AG | 34 | $2.91K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 33 | $2.82K | 0.00% | +9+37.5% | Added |
| Barrett & Company, Inc. | 32 | $2.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $2.74K | 0.00% | +18+128.6% | Added |
| Private Wealth Asset Management, LLC | 32 | $2.74K | 0.00% | +32 | New |
| Alpine Bank Wealth Management | 30 | $2.56K | 0.00% | +30 | New |
| TFC Financial Management | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $2.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.22K | 0.00% | +2+8.3% | Added |
| Dogwood Wealth Management LLC | 24 | $2.05K | 0.00% | +24 | New |
| Picton Mahoney Asset Management | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $1.88K | 0.00% | +10+83.3% | Added |
| WealthTrak Capital Management LLC | 20 | $1.71K | 0.00% | +5+33.3% | Added |
| Valued Wealth Advisors LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $1.53K | 0.00% | +11+137.5% | Added |
| Rialto Wealth Management, LLC | 17 | $1.45K | 0.00% | +17 | New |
| Strengthening Families & Communities, LLC | 12 | $1.03K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 9 | $1.00K | 0.00% | +9 | New |
| Winnow Wealth LLC | 12 | $977 | 0.00% | +4+50.0% | Added |
| Wolff Wiese Magana LLC | 10 | $855 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $854 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $854 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 9 | $770 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 6 | $513 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 6 | $513 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 6 | $513 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $513 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 5 | $427 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $427 | 0.00% | +5 | New |
| Nova Wealth Management, Inc. | 4 | $342 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $342 | 0.00% | +4 | New |
| Perkins Coie Trust Co | 4 | $341 | 0.00% | +4 | New |
| Blume Capital Management, Inc. | 3 | $257 | 0.00% | +3 | New |
| Albion Financial Group | 2 | $171 | 0.00% | −162−98.8% | Reduced |
| Rakuten Securities, Inc. | 1 | $85 | 0.00% | −177−99.4% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −19,674−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −605,380−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −241,365−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −173,232−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −148,450−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −103,781−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −95,459−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −59,920−100.0% | Sold out |
| Arrow Capital Pty Ltd | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −49,658−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −41,553−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −41,212−100.0% | Sold out |
| Oxbow Advisors, LLC | 0 | $0 | 0.00% | −35,379−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −30,342−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −19,148−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −18,228−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,734−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −16,306−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −14,612−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −14,233−100.0% | Sold out |
| Lynx Investment Advisory | 0 | $0 | 0.00% | −13,825−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −11,576−100.0% | Sold out |
| FCG Investment Co | 0 | $0 | 0.00% | −11,308−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Stiles Financial Services Inc | 0 | $0 | 0.00% | −7,143−100.0% | Sold out |