| Fortitude Family Office, LLC | 89 | $12.1K | 0.00% | −53−37.3% | Reduced |
| WealthCollab, LLC | 83 | $11.3K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 82 | $11.1K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 81 | $11.0K | 0.00% | +81 | New |
| CoreCap Advisors, LLC | 80 | $10.8K | 0.00% | +58+263.6% | Added |
| Bellwether Advisors, LLC | 78 | $10.6K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 75 | $10.3K | 0.01% | +75 | New |
| JFS Wealth Advisors, LLC | 74 | $10.0K | 0.00% | +13+21.3% | Added |
| True Wealth Design, LLC | 74 | $10.0K | 0.00% | +18+32.1% | Added |
| Toronto Dominion Bank | 70 | $10.0K | 0.00% | +70 | New |
| Golden State Wealth Management, LLC | 72 | $9.77K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $9.49K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 70 | $9.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 67 | $9.09K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 64 | $8.76K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 63 | $8.54K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63 | $8.54K | 0.00% | +31+96.9% | Added |
| Atlantic Trust, LLC | 62 | $8.41K | 0.00% | +37+148.0% | Added |
| Westside Investment Management, Inc. | 57 | $7.80K | 0.00% | +57 | New |
| Private Trust Co NA | 56 | $7.59K | 0.00% | −4−6.7% | Reduced |
| Whipplewood Advisors, LLC | 55 | $7.46K | 0.00% | −372−87.1% | Reduced |
| Creative Financial Designs Inc | 50 | $6.78K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 50 | $6.78K | 0.00% | +50 | New |
| CoreFirst Bank & Trust | 50 | $6.78K | 0.00% | +50 | New |
| Operose Advisors LLC | 50 | $6.78K | 0.00% | +50 | New |
| Bare Financial Services, Inc | 47 | $6.37K | 0.00% | +41+683.3% | Added |
| Prestige Wealth Management Group LLC | 46 | $6.24K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 46 | $6.24K | 0.00% | +6+15.0% | Added |
| Piscataqua Savings Bank | 42 | $5.70K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 41 | $5.56K | 0.00% | −1−2.4% | Reduced |
| JNBA Financial Advisors | 40 | $5.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $4.75K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 34 | $4.61K | 0.00% | +9+36.0% | Added |
| ORG Partners LLC | 33 | $4.52K | 0.00% | +33 | New |
| Rothschild Investment LLC | 33 | $4.47K | 0.00% | +32+3,200.0% | Added |
| Park Square Financial Group, LLC | 31 | $4.20K | 0.00% | −6−16.2% | Reduced |
| Grove Bank & Trust | 27 | $3.66K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 26 | $3.53K | 0.00% | +26 | New |
| Boreal Capital Management LLC | 21 | $2.85K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $2.29K | 0.00% | −20−52.6% | Reduced |
| SBI Securities Co., Ltd. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | −4−18.2% | Reduced |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 14 | $1.90K | 0.00% | +7+100.0% | Added |
| Financial Network Wealth Advisors LLC | 14 | $1.90K | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 13 | $1.76K | 0.00% | +8+160.0% | Added |
| Sound Income Strategies, LLC | 13 | $1.76K | 0.00% | −53−80.3% | Reduced |
| Harbor Investment Advisory, LLC | 13 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $1.63K | 0.00% | +9+300.0% | Added |
| SJS Investment Consulting Inc. | 10 | $1.36K | 0.00% | −8−44.4% | Reduced |
| Sachetta, LLC | 10 | $1.36K | 0.00% | +10 | New |
| Twin Peaks Wealth Advisors, LLC | 8 | $1.01K | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $678 | 0.00% | +3+150.0% | Added |
| Arlington Trust Co LLC | 5 | $678 | 0.00% | +5 | New |
| Beaird Harris Wealth Management, LLC | 4 | $543 | 0.00% | +4 | New |
| Bayforest Capital Ltd | 4 | $542 | 0.00% | −1,295−99.7% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $542 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 4 | $542 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $501 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $407 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $407 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $407 | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $407 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $406 | 0.00% | +1+50.0% | Added |
| Valued Wealth Advisors LLC | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $271 | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 1 | $138 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 1 | $136 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $136 | 0.00% | +1 | New |
| Paradiem, LLC | 0 | $0 | 0.00% | −82,169−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −71,250−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −35,584−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −32,732−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −16,672−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −12,600−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −11,086−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −10,869−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −7,209−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −7,106−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,785−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −4,780−100.0% | Sold out |
| Alamea Verwaltungs GmbH | 0 | $0 | 0.00% | −4,534−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −4,267−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −4,169−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,729−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −3,671−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,531−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |