| Spire Wealth Management | 245 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 233 | $4.80K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 208 | $4.53K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 206 | $4.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 203 | $4.18K | 0.00% | +202+20,200.0% | Added |
| Morton Brown Family Wealth, LLC | 200 | $4.12K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 200 | $4.12K | 0.00% | +200 | New |
| BOK Financial Private Wealth, Inc. | 183 | $3.77K | 0.00% | +183 | New |
| IFP Advisors, Inc | 170 | $3.50K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 150 | $3.09K | 0.00% | +150 | New |
| Private Wealth Management Group, LLC | 148 | $3.05K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 138 | $2.85K | 0.00% | +1+0.7% | Added |
| Rakuten Securities, Inc. | 129 | $2.66K | 0.00% | +87+207.1% | Added |
| HM Payson & Co | 125 | $2.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 123 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $2.49K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 117 | $2.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 116 | $2.39K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 111 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $2.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 97 | $2.00K | 0.00% | +97 | New |
| Key Financial Inc | 94 | $1.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $1.67K | 0.00% | −1,013−92.6% | Reduced |
| SOA Wealth Advisors, LLC. | 79 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 75 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75 | $1.55K | 0.00% | +75 | New |
| DiNuzzo Private Wealth, Inc. | 70 | $1.44K | 0.00% | −2−2.8% | Reduced |
| Horizon Investments, LLC | 59 | $1.22K | 0.00% | +59 | New |
| Activest Wealth Management | 54 | $1.11K | 0.00% | +52+2,600.0% | Added |
| Continuum Advisory, LLC | 48 | $989 | 0.00% | −31−39.2% | Reduced |
| Global Financial Private Client, LLC | 44 | $907 | 0.00% | +22+100.0% | Added |
| Main Street Group, LTD | 40 | $820 | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 37 | $755 | 0.00% | +37 | New |
| Geneos Wealth Management Inc. | 35 | $721 | 0.00% | +35 | New |
| Hughes Financial Services, LLC | 25 | $531 | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 26 | $528 | 0.00% | +26 | New |
| Foster Dykema Cabot & Partners, LLC | 25 | $515 | 0.00% | −50−66.7% | Reduced |
| Bear Mountain Capital, Inc. | 23 | $500 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $495 | 0.00% | +24 | New |
| CVA Family Office, LLC | 22 | $453 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $413 | 0.00% | +10+100.0% | Added |
| Truvestments Capital LLC | 20 | $412 | 0.00% | −126−86.3% | Reduced |
| PayPay Securities Corp | 16 | $340 | 0.02% | +3+23.1% | Added |
| Valued Wealth Advisors LLC | 15 | $313 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 15 | $309 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 14 | $298 | 0.00% | +14 | New |
| Safe Harbor Fiduciary, LLC | 10 | $206 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $165 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 8 | $164 | 0.00% | +8 | New |
| Carolinas Wealth Consulting LLC | 7 | $148 | 0.00% | −1−12.5% | Reduced |
| Private Wealth Asset Management, LLC | 6 | $124 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 5 | $103 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $103 | 0.00% | +5 | New |
| Trust Co of Vermont | 5 | $103 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $103 | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 2 | $41 | 0.00% | −2,479−99.9% | Reduced |
| Tortoise Investment Management, LLC | 2 | $41 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $21 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 48 | $0 | 0.00% | +48 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −773,400−100.0% | Sold out |
| 12 West Capital Management LP | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −585,349−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −526,200−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −497,582−100.0% | Sold out |
| Fund 1 Investments, LLC | 0 | $0 | 0.00% | −410,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −206,800−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −135,409−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −131,150−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −129,423−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −109,735−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −102,081−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −78,237−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −77,189−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −75,694−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −71,209−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −69,728−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −66,220−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −65,900−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −51,726−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −50,043−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −47,629−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −47,395−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −46,881−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −39,465−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,050−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −35,486−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −35,417−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −34,808−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −31,795−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −31,499−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −31,390−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,826−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Oxford Financial Group Ltd | 0 | $0 | 0.00% | −29,447−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −28,418−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −26,307−100.0% | Sold out |