| Blue Bell Private Wealth Management, LLC | 21 | $11.0K | 0.00% | +21 | New |
| Geneos Wealth Management Inc. | 20 | $10.4K | 0.00% | +7+53.8% | Added |
| Private Wealth Management Group, LLC | 19 | $9.91K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $9.39K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $9.39K | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 16 | $8.34K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $7.82K | 0.00% | −230−93.9% | Reduced |
| Sachetta, LLC | 14 | $7.30K | 0.00% | +1+7.7% | Added |
| Park Square Financial Group, LLC | 14 | $7.30K | 0.06% | −44−75.9% | Reduced |
| Innovative Asset Advisors Group, LLC | 14 | $7.30K | 0.00% | +14 | New |
| JNBA Financial Advisors | 13 | $6.78K | 0.00% | +13 | New |
| High Note Wealth, LLC | 12 | $6.26K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 12 | $6.26K | 0.00% | +12 | New |
| Smithfield Trust Co | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $5.74K | 0.00% | −454−97.6% | Reduced |
| Bell Investment Advisors, Inc | 11 | $5.74K | 0.00% | −5−31.3% | Reduced |
| LRI Investments, LLC | 11 | $5.74K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $5.22K | 0.00% | +3+42.9% | Added |
| Murphy & Mullick Capital Management Corp | 10 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $5.21K | 0.00% | +5+100.0% | Added |
| Newbridge Financial Services Group, Inc. | 10 | $5.21K | 0.00% | +10 | New |
| WealthCollab, LLC | 9 | $4.69K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 9 | $4.69K | 0.00% | +1+12.5% | Added |
| Bogart Wealth, LLC | 9 | $4.69K | 0.00% | +1+12.5% | Added |
| Bare Financial Services, Inc | 9 | $4.69K | 0.00% | +3+50.0% | Added |
| SJS Investment Consulting Inc. | 9 | $4.69K | 0.00% | +5+125.0% | Added |
| UMA Financial Services, Inc. | 8 | $4.17K | 0.00% | +2+33.3% | Added |
| Leonteq Securities AG | 8 | $4.17K | 0.00% | −8−50.0% | Reduced |
| Glen Eagle Advisors, LLC | 8 | $4.17K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 8 | $4.17K | 0.00% | +8 | New |
| Colonial Trust Co | 8 | $3.95K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $3.75K | 0.00% | −7−50.0% | Reduced |
| Clearstead Advisors, LLC | 7 | $3.65K | 0.00% | −524−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $3.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $3.65K | 0.00% | +1+16.7% | Added |
| North Star Investment Management Corp. | 7 | $3.65K | 0.00% | +6+600.0% | Added |
| Westfuller Advisors, LLC | 7 | $3.39K | 0.00% | −1−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $3.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $3.13K | 0.00% | +3+100.0% | Added |
| Capital Advisors, Ltd. LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $3.00K | 0.00% | −1−14.3% | Reduced |
| Retirement Wealth Solutions LLC | 5 | $2.61K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $2.61K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $2.61K | 0.00% | +2+66.7% | Added |
| Raffa Wealth Management, LLC | 5 | $2.61K | 0.00% | +3+150.0% | Added |
| First Horizon Corp | 5 | $2.61K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $2.61K | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $2.61K | 0.00% | −2−28.6% | Reduced |
| Investors Portfolio Services LLC | 4 | $2.46K | 0.00% | +2+100.0% | Added |
| Chilton Capital Management LLC | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $2.09K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 4 | $2.09K | 0.00% | +1+33.3% | Added |
| Vermillion Wealth Management, Inc. | 4 | $2.09K | 0.00% | +4 | New |
| South State Corp. | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.56K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $1.41K | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $1.04K | 0.00% | +2 | New |
| Ancora Advisors, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $1.04K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 2 | $1.04K | 0.00% | +2 | New |
| TFC Financial Management | 1 | $522 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $522 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $522 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $522 | 0.00% | +1 | New |
| Owl Creek Wealth Partners LLC | 1 | $522 | 0.00% | +1 | New |
| Golden State Equity Partners | 1 | $521 | 0.00% | +1 | New |
| Abound Wealth Management | 0 | $246 | 0.00% | 0 | Unchanged |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −141,220−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −116,290−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −114,371−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −53,742−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −40,240−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −37,620−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −36,398−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −13,117−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −12,637−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −11,058−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,615−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −2,609−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,598−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −2,495−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,341−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −1,011−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −987−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −880−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −663−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −526−100.0% | Sold out |