| Steward Partners Investment Advisory, LLC | 425 | $9.09K | 0.00% | −60−12.4% | Reduced |
| Hemington Wealth Management | 458 | $9.00K | 0.00% | +37+8.8% | Added |
| Fortitude Family Office, LLC | 403 | $8.62K | 0.00% | −49−10.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 351 | $7.58K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 327 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 303 | $6.48K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 268 | $5.73K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 265 | $5.72K | 0.00% | +265 | New |
| Private Trust Co NA | 248 | $5.30K | 0.00% | −768−75.6% | Reduced |
| Winnow Wealth LLC | 241 | $5.30K | 0.00% | +241 | New |
| Cetera Trust Company, N.A | 233 | $4.98K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 208 | $4.45K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 206 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 201 | $4.30K | 0.00% | −44−18.0% | Reduced |
| North Capital, Inc. | 201 | $4.30K | 0.00% | +1+0.5% | Added |
| Grey Fox Wealth Advisors, LLC | 186 | $3.98K | 0.00% | +186 | New |
| Financial Management Professionals, Inc. | 174 | $3.73K | 0.00% | +1+0.6% | Added |
| Rakuten Securities, Inc. | 151 | $3.23K | 0.00% | −2,518−94.3% | Reduced |
| Salomon & Ludwin, LLC | 149 | $3.22K | 0.00% | +149 | New |
| Private Wealth Management Group, LLC | 148 | $3.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 145 | $3.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 135 | $2.89K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 131 | $2.80K | 0.00% | +131 | New |
| Caption Management, LLC | 124 | $2.65K | 0.00% | +124 | New |
| JDM Financial Group LLC | 124 | $2.65K | 0.00% | +124 | New |
| Bruce G. Allen Investments, LLC | 121 | $2.59K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 120 | $2.57K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 112 | $2.40K | 0.00% | +112 | New |
| Sunbelt Securities, Inc. | 102 | $2.18K | 0.00% | +102 | New |
| Sound Income Strategies, LLC | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 94 | $2.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $1.99K | 0.00% | +25+36.8% | Added |
| SOA Wealth Advisors, LLC. | 80 | $1.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75 | $1.60K | 0.00% | −17−18.5% | Reduced |
| Pacific Center for Financial Services | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 71 | $1.56K | 0.00% | +3+4.4% | Added |
| Stone House Investment Management, LLC | 61 | $1.30K | 0.00% | +61 | New |
| Rialto Wealth Management, LLC | 57 | $1.22K | 0.00% | +8+16.3% | Added |
| Ronald Blue Trust, Inc. | 52 | $1.11K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 50 | $1.07K | 0.00% | +50 | New |
| Ogorek Anthony Joseph | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 47 | $995 | 0.04% | +32+213.3% | Added |
| Heartwood Wealth Advisors LLC | 46 | $984 | 0.00% | +46 | New |
| Rossby Financial, LCC | 45 | $974 | 0.00% | +45 | New |
| Westfuller Advisors, LLC | 38 | $815 | 0.00% | +38 | New |
| Huntington National Bank | 33 | $705 | 0.00% | −426−92.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 31 | $663 | 0.00% | −459−93.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 27 | $577 | 0.00% | +13+92.9% | Added |
| Bare Financial Services, Inc | 26 | $556 | 0.00% | −24−48.0% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 25 | $535 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $535 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $535 | 0.00% | +25 | New |
| Cromwell Holdings LLC | 24 | $514 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $510 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $428 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $330 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 13 | $278 | 0.00% | +13 | New |
| Turning Point Benefit Group, Inc. | 11 | $238 | 0.00% | +11 | New |
| AdvisorNet Financial, Inc | 11 | $235 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $150 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $107 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | −37−100.0% | Reduced |
| Cloud Capital Management, LLC | 37 | $0 | 0.00% | +37 | New |
| Distillate Capital Partners LLC | 1 | – | – | +1 | New |
| Hook Mill Capital Partners, LP | 0 | $0 | 0.00% | −875,298−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −790,300−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −550,410−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −439,491−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −217,456−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −207,333−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −202,384−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −194,157−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −156,206−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −153,007−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −151,526−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −148,747−100.0% | Sold out |
| Raymond James Financial Inc | 0 | $0 | 0.00% | −138,695−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −124,214−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −119,700−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −115,263−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −111,673−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −100,261−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −98,152−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −95,813−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −84,824−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −80,403−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −80,200−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −65,916−100.0% | Sold out |
| Peak Retirement Planning, Inc. | 0 | $0 | 0.00% | −65,762−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −60,024−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −51,746−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −49,719−100.0% | Sold out |