| WealthCollab, LLC | 185 | $5.28K | 0.00% | −1,864−91.0% | Reduced |
| Key Financial Inc | 183 | $5.22K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 178 | $5.08K | 0.00% | +178 | New |
| AdvisorNet Financial, Inc | 162 | $4.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 161 | $4.60K | 0.00% | +161 | New |
| Parkside Financial Bank & Trust | 151 | $4.31K | 0.00% | −267−63.9% | Reduced |
| Bogart Wealth, LLC | 150 | $4.28K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 128 | $3.65K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 123 | $3.51K | 0.00% | +123 | New |
| Van Hulzen Asset Management, LLC | 121 | $3.46K | 0.00% | +121 | New |
| Medallion Wealth Advisors, LLC | 125 | $3.39K | 0.00% | +125 | New |
| Addison Advisors LLC | 109 | $3.11K | 0.00% | −1,173−91.5% | Reduced |
| Versant Capital Management, Inc | 107 | $3.06K | 0.00% | +107 | New |
| Clearstead Advisors, LLC | 100 | $2.85K | 0.00% | −100−50.0% | Reduced |
| TruNorth Capital Management, LLC | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.85K | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 100 | $2.85K | 0.00% | +100 | New |
| North Star Investment Management Corp. | 97 | $2.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $2.59K | 0.00% | −29−24.4% | Reduced |
| WR Wealth Planners, LLC | 84 | $2.40K | 0.00% | +16+23.5% | Added |
| True Wealth Design, LLC | 78 | $2.23K | 0.00% | −7−8.2% | Reduced |
| TD Private Client Wealth LLC | 72 | $2.06K | 0.00% | +20+38.5% | Added |
| Glass Jacobson Investment Advisors llc | 72 | $2.06K | 0.00% | +72 | New |
| Hazlett, Burt & Watson, Inc. | 79 | $2.00K | 0.00% | +79 | New |
| Darwin Advisors, LLC | 67 | $1.91K | 0.00% | +67 | New |
| Harbor Investment Advisory, LLC | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 64 | $1.83K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 62 | $1.77K | 0.00% | +62 | New |
| Friedenthal Financial | 52 | $1.49K | 0.00% | +52 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 43 | $1.23K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 37 | $1.06K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 36 | $1.03K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $999 | 0.00% | +35 | New |
| Truvestments Capital LLC | 35 | $999 | 0.00% | +35 | New |
| Salomon & Ludwin, LLC | 34 | $971 | 0.00% | +34 | New |
| Larson Financial Group LLC | 30 | $857 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $742 | 0.00% | +26 | New |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $657 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $486 | 0.00% | +14+466.7% | Added |
| NBC Securities, Inc. | 13 | $377 | 0.03% | −11,315−99.9% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 13 | $371 | 0.00% | +13 | New |
| Decker Retirement Planning Inc. | 12 | $343 | 0.00% | +12 | New |
| RE Dickinson Investment Advisors, LLC | 12 | $300 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 9 | $257 | 0.00% | +9 | New |
| Robinswood Financial LLC | 6 | $171 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6 | $171 | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 1 | $36 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 0 | $8 | 0.00% | −99−100.0% | Reduced |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 8 | – | – | −3,461−99.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 1,273 | – | – | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,211,489−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −193,712−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −138,615−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −138,539−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −120,429−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −96,600−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −81,724−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −74,214−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −65,501−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −44,269−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −40,485−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −35,313−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −33,148−100.0% | Sold out |
| Lester Murray Antman dba SimplyRich | 0 | $0 | 0.00% | −31,069−100.0% | Sold out |
| Sierra Summit Advisors LLC | 0 | $0 | 0.00% | −22,253−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −20,415−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −11,157−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −11,135−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −10,623−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −10,381−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −10,099−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −9,085−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −8,673−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −8,271−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −7,913−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Five Oceans Advisors | 0 | $0 | 0.00% | −7,803−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −7,268−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| Sym Financial Corp | 0 | $0 | 0.00% | −7,061−100.0% | Sold out |
| Swisher Financial Concepts, Inc. | 0 | $0 | 0.00% | −6,953−100.0% | Sold out |
| Wealth Effects LLC | 0 | $0 | 0.00% | −6,724−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −6,683−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −6,480−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −6,341−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2,884−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −363−100.0% | Sold out |