| Cary Street Partner Investment Advisory LLC | 304 | $9.95K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $9.82K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 299 | $9.79K | 0.00% | +299 | New |
| Bare Financial Services, Inc | 284 | $9.30K | 0.00% | +111+64.2% | Added |
| Purpose Unlimited Inc. | 275 | $9.16K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 275 | $9.00K | 0.01% | +19+7.4% | Added |
| UMA Financial Services, Inc. | 251 | $8.22K | 0.00% | +15+6.4% | Added |
| Owl Creek Wealth Partners LLC | 245 | $8.02K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 237 | $7.77K | 0.00% | +1+0.4% | Added |
| MV Capital Management, Inc. | 237 | $7.76K | 0.00% | −1−0.4% | Reduced |
| Basecamp Wealth Advisors LLC | 225 | $7.37K | 0.00% | +124+122.8% | Added |
| CVA Family Office, LLC | 223 | $7.30K | 0.00% | +41+22.5% | Added |
| McMillan Office, Inc. | 200 | $6.55K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 179 | $5.86K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 144 | $4.71K | 0.00% | −720,290−100.0% | Reduced |
| Action Point Financial Planning, LLC | 142 | $4.62K | 0.00% | +142 | New |
| JFS Wealth Advisors, LLC | 134 | $4.39K | 0.00% | +34+34.0% | Added |
| Keating Financial Advisory Services, Inc. | 127 | $4.16K | 0.00% | −2−1.6% | Reduced |
| Valued Wealth Advisors LLC | 117 | $3.83K | 0.00% | +71+154.3% | Added |
| Fortitude Family Office, LLC | 101 | $3.31K | 0.00% | +2+2.0% | Added |
| Atlantic Union Bankshares Corp | 100 | $3.27K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $3.09K | 0.00% | −201−66.8% | Reduced |
| Prestige Wealth Management Group LLC | 92 | $3.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 91 | $2.98K | 0.00% | +42+85.7% | Added |
| Rialto Wealth Management, LLC | 78 | $2.55K | 0.00% | +4+5.4% | Added |
| Kilter Group LLC | 73 | $2.39K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $2.36K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 70 | $2.29K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 66 | $2.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 58 | $1.92K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 56 | $1.84K | 0.00% | +51+1,020.0% | Added |
| Assetmark, Inc | 51 | $1.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $1.56K | 0.00% | −43−49.4% | Reduced |
| Creative Capital Management Investments LLC | 46 | $1.51K | 0.00% | +46 | New |
| Quarry LP | 46 | $1.51K | 0.00% | +46 | New |
| TD Capital Management LLC | 40 | $1.29K | 0.00% | +1+2.6% | Added |
| AdvisorNet Financial, Inc | 39 | $1.28K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 36 | $1.18K | 0.00% | −105−74.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 34 | $1.11K | 0.00% | +34 | New |
| Country Trust Bank | 30 | $982 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $982 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 29 | $949 | 0.00% | +29 | New |
| Institute for Wealth Management, LLC. | 28 | $922 | 0.00% | +28 | New |
| Hughes Financial Services, LLC | 22 | $720 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 22 | $720 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 21 | $688 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $688 | 0.00% | +8+61.5% | Added |
| Torren Management, LLC | 20 | $639 | 0.00% | +1+5.3% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $623 | 0.00% | +2+11.8% | Added |
| Activest Wealth Management | 19 | $622 | 0.00% | +18+1,800.0% | Added |
| CWM Advisors, LLC | 17 | $554 | 0.00% | −31−64.6% | Reduced |
| Investors Portfolio Services LLC | 16 | $524 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 16 | $524 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $492 | 0.00% | +7+87.5% | Added |
| Clearstead Advisors, LLC | 15 | $492 | 0.00% | +15 | New |
| Harbour Investments, Inc. | 15 | $491 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 14 | $472 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 13 | $429 | 0.00% | +13 | New |
| Gilpin Wealth Management, LLC | 13 | $426 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $393 | 0.00% | +12 | New |
| Godfrey Financial Associates, Inc. | 9 | $295 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $197 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 5 | $164 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $124 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 2 | $66 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 14 | $0 | 0.00% | +14 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 25 | – | – | +25 | New |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −323,415−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −187,768−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −74,483−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −70,259−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −62,624−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −53,800−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −41,674−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −32,429−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −30,906−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −27,200−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −21,630−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −8,846−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −18,059−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −15,819−100.0% | Sold out |
| SCP Investment, LP | 0 | $0 | 0.00% | −14,800−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,571−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,047−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −9,171−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −7,839−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,802−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −7,231−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −6,476−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,367−100.0% | Sold out |
