| JFS Wealth Advisors, LLC | 56 | $5.96K | 0.00% | −64−53.3% | Reduced |
| Kemnay Advisory Services Inc. | 56 | $5.92K | 0.00% | +56 | New |
| Silver Grove Financial Group, Inc. | 56 | $5.92K | 0.00% | +56 | New |
| Entrust Financial LLC | 55 | $5.82K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 52 | $5.50K | 0.00% | +52 | New |
| Financial Freedom, LLC | 51 | $5.34K | 0.00% | +51 | New |
| Pacific Center for Financial Services | 50 | $5.29K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 50 | $5.29K | 0.00% | +50 | New |
| Webster Bank, N. A. | 48 | $5.08K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 48 | $5.08K | 0.00% | +48 | New |
| Pin Oak Investment Advisors Inc | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 46 | $4.87K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 46 | $4.87K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 45 | $4.76K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 44 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 44 | $4.65K | 0.00% | +44 | New |
| Wealth Enhancement Trust Services, Inc. | 41 | $4.34K | 0.00% | −6,068−99.3% | Reduced |
| Proffitt & Goodson Inc | 41 | $4.34K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 39 | $4.10K | 0.00% | −555−93.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 38 | $4.06K | 0.00% | +2+5.6% | Added |
| Fairman Group, LLC | 38 | $4.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 38 | $4.02K | 0.00% | −13−25.5% | Reduced |
| ORG Wealth Partners, LLC | 38 | $4.02K | 0.00% | −12−24.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $3.97K | 0.00% | −132−78.1% | Reduced |
| JNBA Financial Advisors | 37 | $3.91K | 0.00% | −10−21.3% | Reduced |
| Bayban | 37 | $3.91K | 0.00% | +37 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $3.81K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 35 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $3.34K | 0.00% | −10−23.3% | Reduced |
| Greykasell Wealth Strategies, Inc. | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $3.07K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 29 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $2.78K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 26 | $2.75K | 0.00% | −2−7.1% | Reduced |
| Financial Network Wealth Advisors LLC | 26 | $2.75K | 0.00% | +6+30.0% | Added |
| Private Wealth Management Group, LLC | 25 | $2.64K | 0.00% | −85−77.3% | Reduced |
| Highline Wealth Partners LLC | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 23 | $2.43K | 0.00% | −183−88.8% | Reduced |
| Key Capital Management, INC | 23 | $2.43K | 0.00% | +11+91.7% | Added |
| Spire Wealth Management | 22 | $2.33K | 0.00% | −15−40.5% | Reduced |
| Trust Co | 22 | $2.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $2.22K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 21 | $2.22K | 0.00% | +1+5.0% | Added |
| Sachetta, LLC | 21 | $2.22K | 0.00% | +8+61.5% | Added |
| Bullock Wealth Management Group | 21 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $2.01K | 0.00% | +10+111.1% | Added |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | +6+46.2% | Added |
| Rosenberg Matthew Hamilton | 17 | $1.80K | 0.00% | −16−48.5% | Reduced |
| Bare Financial Services, Inc | 17 | $1.80K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.69K | 0.00% | −27−62.8% | Reduced |
| Kilter Group LLC | 16 | $1.69K | 0.00% | −6−27.3% | Reduced |
| Red Tortoise LLC | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 14 | $1.48K | 0.00% | +14 | New |
| Aspect Partners, LLC | 14 | $1.48K | 0.00% | −2−12.5% | Reduced |
| Salem Investment Counselors Inc | 13 | $1.39K | 0.00% | +13 | New |
| Crewe Advisors LLC | 13 | $1.38K | 0.00% | +10+333.3% | Added |
| Raffa Wealth Management, LLC | 12 | $1.27K | 0.00% | +2+20.0% | Added |
| Caitlin John, LLC | 12 | $1.25K | 0.00% | +2+20.0% | Added |
| Rialto Wealth Management, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $1.16K | 0.00% | −78−87.6% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $1.16K | 0.00% | −2−15.4% | Reduced |
| Millstone Evans Group, LLC | 11 | $1.16K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10 | $1.06K | 0.00% | −103,266−100.0% | Reduced |
| MV Capital Management, Inc. | 10 | $1.06K | 0.00% | −30−75.0% | Reduced |
| Networth Advisors, LLC | 9 | $952 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 8 | $846 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8 | $846 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $740 | 0.00% | −2−22.2% | Reduced |
| 1015 Capital Partners, LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $740 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $529 | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $529 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 3 | $358 | 0.00% | −3−50.0% | Reduced |
| American Capital Advisory, LLC | 3 | $318 | 0.00% | −9−75.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $318 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $317 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $317 | 0.00% | +3 | New |
| BOK Financial Private Wealth, Inc. | 0 | $148 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 0 | $8 | 0.00% | −7−100.0% | Reduced |
| NVWM, LLC | 0 | $2 | 0.00% | −2−100.0% | Reduced |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −426,279−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −246,390−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −148,500−100.0% | Sold out |
| Willis Investment Counsel | 0 | $0 | 0.00% | −139,019−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −82,249−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −77,881−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −47,406−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −52,427−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −47,404−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −36,898−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −30,755−100.0% | Sold out |
| Opal Capital LLC | 0 | $0 | 0.00% | −30,690−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −30,307−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −23,645−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −18,063−100.0% | Sold out |