| Global Retirement Partners, LLC | 1,743 | $51.1K | 0.00% | +1,743 | New |
| LRI Investments, LLC | 1,069 | $31.3K | 0.00% | +132+14.1% | Added |
| Anchor Investment Management, LLC | 1,010 | $29.6K | 0.00% | +1,010 | New |
| Quarry LP | 933 | $27.3K | 0.00% | −1,079−53.6% | Reduced |
| ZRC Wealth Management, LLC | 933 | $27.3K | 0.01% | +738+378.5% | Added |
| Salomon & Ludwin, LLC | 833 | $25.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 761 | $22.3K | 0.00% | +761 | New |
| Nomura Asset Management Co Ltd | 740 | $21.7K | 0.00% | −690−48.3% | Reduced |
| Umb Bank N A | 592 | $17.3K | 0.00% | +68+13.0% | Added |
| Rockefeller Capital Management L.P. | 523 | $15.3K | 0.00% | −703−57.3% | Reduced |
| Sittner & Nelson, LLC | 500 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 497 | $14.6K | 0.00% | +210+73.2% | Added |
| Persistent Asset Partners Ltd | 430 | $12.6K | 0.00% | +430 | New |
| Institute for Wealth Management, LLC. | 372 | $10.9K | 0.00% | +372 | New |
| Atlantic Trust, LLC | 328 | $9.61K | 0.00% | +328 | New |
| Meeder Asset Management Inc | 321 | $9.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 260 | $7.62K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 252 | $7.38K | 0.00% | +12+5.0% | Added |
| Private Trust Co NA | 252 | $7.38K | 0.00% | +160+173.9% | Added |
| CVA Family Office, LLC | 234 | $6.86K | 0.00% | +78+50.0% | Added |
| UMA Financial Services, Inc. | 224 | $6.56K | 0.00% | −23−9.3% | Reduced |
| Cedar Mountain Advisors, LLC | 224 | $6.56K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 191 | $5.60K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 186 | $5.45K | 0.00% | −103−35.6% | Reduced |
| Assetmark, Inc | 186 | $5.45K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 170 | $4.98K | 0.00% | −71,768−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 147 | $4.31K | 0.00% | +20+15.7% | Added |
| Northwestern Mutual Wealth Management Co | 139 | $4.07K | 0.00% | −160−53.5% | Reduced |
| Kilter Group LLC | 122 | $3.58K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 122 | $3.58K | 0.00% | +122 | New |
| Fortitude Family Office, LLC | 113 | $3.31K | 0.00% | +6+5.6% | Added |
| SBI Securities Co., Ltd. | 112 | $3.28K | 0.00% | +4+3.7% | Added |
| Optiver Holding B.V. | 108 | $3.16K | 0.00% | +108 | New |
| Danske Bank A/S | 100 | $2.93K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 83 | $2.34K | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 70 | $2.05K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 93 | $2.00K | 0.00% | +12+14.8% | Added |
| WPG Advisers, LLC | 64 | $1.88K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 53 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 51 | $1.50K | 0.00% | +36+240.0% | Added |
| Creative Capital Management Investments LLC | 51 | $1.49K | 0.00% | +51 | New |
| Noble Wealth Management PBC | 48 | $1.41K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 47 | $1.38K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 45 | $1.32K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 42 | $1.23K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 37 | $1.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 37 | $1.08K | 0.00% | +6+19.4% | Added |
| Financial Consulate, Inc | 36 | $1.05K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $909 | 0.00% | +14+82.4% | Added |
| Basecamp Wealth Advisors LLC | 28 | $820 | 0.00% | −132−82.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $792 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 26 | $762 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 24 | $703 | 0.00% | +8+50.0% | Added |
| HFM Investment Advisors, LLC | 21 | $616 | 0.00% | +12+133.3% | Added |
| Gilpin Wealth Management, LLC | 18 | $528 | 0.00% | +6+50.0% | Added |
| Sachetta, LLC | 14 | $411 | 0.00% | +14 | New |
| Cromwell Holdings LLC | 14 | $410 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $264 | 0.00% | −2−18.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 6 | $176 | 0.00% | −2−25.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6 | $176 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 6 | $176 | 0.00% | +6 | New |
| Davis Capital Management | 6 | $176 | 0.00% | +6 | New |
| South State Corp. | 5 | $147 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $147 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $121 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $117 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $88 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $74 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $59 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $59 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $59 | 0.00% | +2 | New |
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −411,419−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −70,554−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,649−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −46,179−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −45,293−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −38,914−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −33,213−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −28,483−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −23,303−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,252−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −20,303−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −14,997−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −12,246−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −12,246−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,775−100.0% | Sold out |
| Benjamin Edwards Inc | 0 | $0 | 0.00% | −9,202−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −8,578−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −8,267−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −4,681−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2,753−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −915−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −562−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −392−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −196−100.0% | Sold out |