| Byrne Asset Management LLC | 28 | $4.86K | 0.00% | −2−6.7% | Reduced |
| First Horizon Corp | 27 | $4.68K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 26 | $4.51K | 0.00% | +2+8.3% | Added |
| First United Bank Trust | 25 | $4.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $4.33K | 0.00% | +16+177.8% | Added |
| NBC Securities, Inc. | 25 | $4.33K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 24 | $4.16K | 0.00% | −11−31.4% | Reduced |
| Kerr Financial Planning Corp | 18 | $4.01K | 0.00% | +1+5.9% | Added |
| J.Safra Asset Management Corp | 22 | $3.81K | 0.00% | +12+120.0% | Added |
| Clear Street Markets LLC | 20 | $3.47K | 0.00% | −536−96.4% | Reduced |
| Burk Holdings LLC | 20 | $3.47K | 0.00% | +20 | New |
| Intentional Wealth Strategies, LLC | 20 | $3.47K | 0.00% | +20 | New |
| Salem Investment Counselors Inc | 19 | $3.31K | 0.00% | +19 | New |
| First Command Advisory Services, Inc. | 19 | $3.30K | 0.00% | +9+90.0% | Added |
| Cherry Tree Wealth Management, LLC | 19 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 17 | $3.01K | 0.00% | +7+70.0% | Added |
| Bank & Trust Co | 17 | $2.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $2.77K | 0.00% | +2+14.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $2.77K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $2.60K | 0.00% | −8−34.8% | Reduced |
| Darwin Advisors, LLC | 15 | $2.60K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $2.44K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 12 | $2.08K | 0.00% | +12 | New |
| Washington Trust Advisors, Inc. | 12 | $2.08K | 0.00% | +12 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | −4−22.2% | Reduced |
| Fairman Group, LLC | 11 | $1.92K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.91K | 0.00% | −5−31.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 11 | $1.91K | 0.00% | +11 | New |
| Whittier Trust Co of Nevada Inc | 10 | $1.83K | 0.00% | +8+400.0% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $1.73K | 0.00% | −350−97.2% | Reduced |
| Westside Investment Management, Inc. | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.73K | 0.00% | +2+25.0% | Added |
| Marquette Asset Management, LLC | 10 | $1.73K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $1.64K | 0.00% | −2−18.2% | Reduced |
| Corsicana & Co. | 6 | $1.59K | 0.00% | +6 | New |
| Kilter Group LLC | 9 | $1.56K | 0.00% | −13−59.1% | Reduced |
| Kimelman & Baird, LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 9 | $1.56K | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 8 | $1.39K | 0.00% | +6+300.0% | Added |
| Wall Street Financial Group, Inc. | 8 | $1.39K | 0.00% | +8 | New |
| PayPay Securities Corp | 6 | $1.21K | 0.04% | +6 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $1.05K | 0.00% | −24−80.0% | Reduced |
| Golden State Equity Partners | 6 | $1.05K | 0.00% | +6 | New |
| Clark Wealth Partners | 6 | $1.05K | 0.00% | +6 | New |
| Essential Partners LLC | 6 | $1.04K | 0.00% | −46−88.5% | Reduced |
| WPG Advisers, LLC | 6 | $1.04K | 0.00% | −14−70.0% | Reduced |
| Signature Resources Capital Management, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.04K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 5 | $867 | 0.00% | −13−72.2% | Reduced |
| Hughes Financial Services, LLC | 5 | $867 | 0.00% | −7−58.3% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $867 | 0.00% | −1−16.7% | Reduced |
| American Capital Advisory, LLC | 5 | $867 | 0.00% | +2+66.7% | Added |
| NBT Bank N A | 5 | $867 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 4 | $694 | 0.00% | −46−92.0% | Reduced |
| South State Corp. | 4 | $694 | 0.00% | −17−81.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 4 | $694 | 0.00% | −10−71.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 4 | $671 | 0.00% | +1+33.3% | Added |
| JFS Wealth Advisors, LLC | 3 | $522 | 0.00% | −34−91.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $521 | 0.00% | −4−57.1% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $521 | 0.00% | −3−50.0% | Reduced |
| Addison Advisors LLC | 3 | $521 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $520 | 0.00% | −5−62.5% | Reduced |
| WestEnd Advisors, LLC | 3 | $520 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 3 | $520 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $520 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $403 | 0.00% | −2−50.0% | Reduced |
| Valued Wealth Advisors LLC | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $347 | 0.00% | −1−33.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $347 | 0.00% | +1+100.0% | Added |
| Vermillion Wealth Management, Inc. | 2 | $347 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $174 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 1 | $173 | 0.00% | −16−94.1% | Reduced |
| Creative Financial Designs Inc | 1 | $173 | 0.00% | −2−66.7% | Reduced |
| Trust Co | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $173 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 0 | $54 | 0.00% | 0 | New |
| Sound Income Strategies, LLC | 0 | $10 | 0.00% | −6−100.0% | Reduced |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −684,778−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −611,897−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −112,501−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −110,723−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −94,610−100.0% | Sold out |
| Ariel Investments, LLC | 0 | $0 | 0.00% | −82,807−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −65,015−100.0% | Sold out |
| Cobalt Capital Management, Inc. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Crake Asset Management LLP | 0 | $0 | 0.00% | −34,310−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −33,672−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −32,462−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −23,640−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,213−100.0% | Sold out |