| Activest Wealth Management | 21 | $5.13K | 0.00% | +9+75.0% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $5.00K | 0.00% | +11+100.0% | Added |
| WPG Advisers, LLC | 20 | $4.89K | 0.00% | −12−37.5% | Reduced |
| Archer Investment Corp | 20 | $4.89K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $4.89K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $4.65K | 0.00% | −8−29.6% | Reduced |
| Whipplewood Advisors, LLC | 19 | $4.64K | 0.00% | −151−88.8% | Reduced |
| Red Tortoise LLC | 19 | $4.64K | 0.00% | +19 | New |
| Clean Yield Group | 18 | $4.40K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 18 | $4.40K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 17 | $4.16K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $4.12K | 0.00% | +15 | New |
| Darwin Advisors, LLC | 15 | $3.67K | 0.00% | −56−78.9% | Reduced |
| Hughes Financial Services, LLC | 14 | $3.59K | 0.00% | +6+75.0% | Added |
| South State Corp. | 14 | $3.42K | 0.00% | −27−65.9% | Reduced |
| S&T Bank | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $3.42K | 0.00% | +6+75.0% | Added |
| Cornerstone Planning Group LLC | 13 | $3.31K | 0.00% | −6−31.6% | Reduced |
| Kestra Investment Management, LLC | 12 | $3.18K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.93K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $2.69K | 0.00% | −3−21.4% | Reduced |
| AdvisorNet Financial, Inc | 11 | $2.69K | 0.00% | +1+10.0% | Added |
| Financial Management Professionals, Inc. | 10 | $2.45K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 10 | $2.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 10 | $2.44K | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $2.44K | 0.00% | +10 | New |
| Kimelman & Baird, LLC | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 8 | $2.02K | 0.00% | +5+166.7% | Added |
| NVWM, LLC | 8 | $1.96K | 0.00% | −1−11.1% | Reduced |
| Delta Asset Management LLC | 8 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $1.96K | 0.00% | +3+60.0% | Added |
| TFC Financial Management | 7 | $1.71K | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $1.47K | 0.00% | −1−14.3% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.47K | 0.00% | +2+50.0% | Added |
| Signature Resources Capital Management, LLC | 6 | $1.47K | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $1.47K | 0.00% | +6 | New |
| Evelyn Partners Asset Management Ltd | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 5 | $1.22K | 0.00% | +5 | New |
| Princeton Global Asset Management LLC | 5 | $1.22K | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $1.08K | 0.00% | −18−81.8% | Reduced |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $981 | 0.00% | −5−55.6% | Reduced |
| Atlantic Trust, LLC | 4 | $978 | 0.00% | −31−88.6% | Reduced |
| Core Alternative Capital | 4 | $978 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $978 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $978 | 0.00% | +1+33.3% | Added |
| Bokf, NA | 4 | $978 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $978 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $978 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 4 | $978 | 0.00% | +4 | New |
| Rossby Financial, LCC | 4 | $978 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 3 | $751 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $750 | 0.00% | +2+200.0% | Added |
| Valued Wealth Advisors LLC | 3 | $740 | 0.00% | −13−81.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 3 | $734 | 0.00% | −12−80.0% | Reduced |
| WealthTrak Capital Management LLC | 3 | $734 | 0.00% | −6−66.7% | Reduced |
| Rialto Wealth Management, LLC | 3 | $734 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3 | $734 | 0.00% | +3 | New |
| Bellwether Advisors, LLC | 3 | $733 | 0.00% | −8,729−100.0% | Reduced |
| Sierra Ocean, LLC | 3 | $733 | 0.00% | −10−76.9% | Reduced |
| Nemes Rush Group LLC | 3 | $733 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $733 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $733 | 0.00% | +1+50.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $733 | 0.00% | +2+200.0% | Added |
| Bare Financial Services, Inc | 3 | $733 | 0.00% | +3 | New |
| PEAK6 LLC | 2 | $588 | 0.00% | −27,157−100.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $489 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $489 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $489 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $253 | 0.00% | −5−83.3% | Reduced |
| SJS Investment Consulting Inc. | 1 | $245 | 0.00% | −4−80.0% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $244 | 0.00% | −7−87.5% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 0 | $14 | 0.00% | −2−100.0% | Reduced |
| Sanders Capital, LLC | 0 | $0 | 0.00% | −1,191,951−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −253,098−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −199,331−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −140,252−100.0% | Sold out |
| SRS Investment Management, LLC | 0 | $0 | 0.00% | −123,293−100.0% | Sold out |
| BloombergSen Inc. | 0 | $0 | 0.00% | −119,708−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −59,651−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −56,023−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −48,163−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −46,830−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −43,560−100.0% | Sold out |
| Thunderbird Partners LLP | 0 | $0 | 0.00% | −36,921−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −29,529−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,663−100.0% | Sold out |
| Sixth Street Partners Management Company, L.P. | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Factory Mutual Insurance Co | 0 | $0 | 0.00% | −21,600−100.0% | Sold out |
| Welch Capital Partners LLC | 0 | $0 | 0.00% | −21,203−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,158−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −16,810−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −15,278−100.0% | Sold out |