| Signature Equity Partners, LLC | 75 | $5.87K | 0.00% | −45−37.5% | Reduced |
| Cypress Capital Management LLC (WY) | 75 | $5.87K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 76 | $5.79K | 0.00% | +76 | New |
| Natixis | 73 | $5.71K | 0.00% | −1,143−94.0% | Reduced |
| Private Wealth Management Group, LLC | 73 | $5.71K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 72 | $5.63K | 0.00% | +39+118.2% | Added |
| Colonial Trust Co | 70 | $5.48K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 67 | $5.22K | 0.00% | +67 | New |
| Concord Wealth Partners | 66 | $5.17K | 0.00% | +66 | New |
| Atlantic Trust, LLC | 65 | $5.09K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 64 | $5.01K | 0.00% | +21+48.8% | Added |
| Sachetta, LLC | 62 | $4.85K | 0.00% | +62 | New |
| Webster Bank, N. A. | 60 | $4.70K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 58 | $4.54K | 0.00% | +18+45.0% | Added |
| Bogart Wealth, LLC | 52 | $4.07K | 0.00% | +52 | New |
| WealthCollab, LLC | 51 | $3.99K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 48 | $3.76K | 0.00% | +6+14.3% | Added |
| Zions Bancorporation, National Association | 45 | $3.52K | 0.00% | +29+181.3% | Added |
| Allied Private Wealth LLC | 42 | $3.38K | 0.00% | +42 | New |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $3.21K | 0.00% | +3+7.9% | Added |
| Hazlett, Burt & Watson, Inc. | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $3.00K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 38 | $2.97K | 0.00% | +38 | New |
| Westside Investment Management, Inc. | 35 | $2.74K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $2.74K | 0.00% | +13+59.1% | Added |
| Rialto Wealth Management, LLC | 33 | $2.58K | 0.00% | +19+135.7% | Added |
| Manning & Napier Advisors LLC | 32 | $2.47K | 0.00% | +32 | New |
| Essential Partners LLC | 30 | $2.35K | 0.00% | −16−34.8% | Reduced |
| ZRC Wealth Management, LLC | 28 | $2.19K | 0.00% | +28 | New |
| Albion Financial Group | 26 | $2.04K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 25 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $1.96K | 0.00% | +6+31.6% | Added |
| Retirement Wealth Solutions LLC | 23 | $1.80K | 0.00% | +3+15.0% | Added |
| Financial Network Wealth Advisors LLC | 23 | $1.80K | 0.00% | −2−8.0% | Reduced |
| Creative Capital Management Investments LLC | 23 | $1.80K | 0.00% | +23 | New |
| Montag A & Associates Inc | 19 | $1.46K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $1.25K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.17K | 0.00% | −55−78.6% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 15 | $1.17K | 0.00% | +6+66.7% | Added |
| Prestige Wealth Management Group LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.02K | 0.00% | −1−7.1% | Reduced |
| HFM Investment Advisors, LLC | 13 | $1.02K | 0.00% | +6+85.7% | Added |
| Tounjian Advisory Partners, LLC | 13 | $1.02K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $939 | 0.00% | 00.0% | Unchanged |
| Point Nemo Capital, LLC | 12 | $939 | 0.00% | +12 | New |
| Silver Grove Financial Group, Inc. | 11 | $861 | 0.00% | +11 | New |
| Financial Management Professionals, Inc. | 10 | $783 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 10 | $783 | 0.00% | +10 | New |
| Motco | 9 | $704 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $704 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $704 | 0.00% | +9 | New |
| South State Corp. | 8 | $627 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 6 | $470 | 0.00% | +3+100.0% | Added |
| Dunhill Financial, LLC | 5 | $468 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $391 | 0.00% | −2−28.6% | Reduced |
| Hughes Financial Services, LLC | 5 | $391 | 0.00% | +2+66.7% | Added |
| MV Capital Management, Inc. | 4 | $314 | 0.00% | +2+100.0% | Added |
| GHP Investment Advisors, Inc. | 3 | $235 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $235 | 0.00% | +3 | New |
| Quarry LP | 3 | $235 | 0.00% | +3 | New |
| Planning Strategies Inc. | 3 | $235 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $232 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $157 | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $79 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $78 | 0.00% | +1 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Capital World Investors | 0 | $0 | 0.00% | −871,902−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −310,515−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −57,443−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −54,445−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −51,831−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −37,599−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −31,075−100.0% | Sold out |
| California First Leasing Corp | 0 | $0 | 0.00% | −30,300−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −25,853−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −25,822−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −24,499−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −20,592−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −15,357−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −15,064−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −15,041−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −14,460−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −13,550−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,072−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,923−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −11,355−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −10,507−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,778−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Corsair Capital Management, L.P. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,269−100.0% | Sold out |
