| Fedenia Advisers LLC | 25 | $6.76K | 0.00% | +25 | New |
| CGC Financial Services, LLC | 24 | $6.49K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $6.49K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 24 | $6.46K | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 23 | $6.22K | 0.00% | +5+27.8% | Added |
| Sittner & Nelson, LLC | 23 | $6.22K | 0.00% | +8+53.3% | Added |
| Bellevue Asset Management, LLC | 22 | $6.02K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 22 | $5.95K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 20 | $5.49K | 0.00% | +2+11.1% | Added |
| Quaker Wealth Management, LLC | 20 | $5.41K | 0.00% | +6+42.9% | Added |
| Eukles Asset Management | 20 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 20 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 19 | $5.17K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 19 | $5.14K | 0.00% | −6−24.0% | Reduced |
| Virginia Estate & Retirement Planning Advisors Inc. | 19 | $5.14K | 0.01% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 18 | $4.87K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 17 | $4.60K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 17 | $4.60K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 17 | $4.60K | 0.00% | +2+13.3% | Added |
| Mosley Wealth Management | 16 | $4.40K | 0.00% | +1+6.7% | Added |
| HFM Investment Advisors, LLC | 16 | $4.33K | 0.00% | +8+100.0% | Added |
| Manning & Napier Advisors LLC | 16 | $4.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 15 | $4.06K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 15 | $4.06K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 15 | $4.06K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 15 | $4.06K | 0.00% | +15 | New |
| Evelyn Partners Group Ltd | 15 | $4.06K | 0.00% | +15 | New |
| Allied Private Wealth LLC | 14 | $3.71K | 0.00% | +14 | New |
| Burkett Financial Services, LLC | 13 | $3.65K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 14 | $3.62K | 0.00% | +14 | New |
| Arlington Trust Co LLC | 13 | $3.52K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 13 | $3.52K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 12 | $3.25K | 0.00% | −32−72.7% | Reduced |
| Cedar Mountain Advisors, LLC | 12 | $3.25K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 12 | $3.25K | 0.00% | +12 | New |
| Tripletail Wealth Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 11 | $2.98K | 0.00% | −22−66.7% | Reduced |
| NVWM, LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $2.71K | 0.00% | −143−93.5% | Reduced |
| First Financial Corp | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 9 | $2.43K | 0.00% | +9 | New |
| Highland Investment Advisors LLC | 8 | $2.23K | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $2.16K | 0.00% | 00.0% | Unchanged |
| Atomic Invest LLC | 7 | $1.90K | 0.00% | −4−36.4% | Reduced |
| PlanVest Financial, Inc | 7 | $1.89K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $1.89K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $1.88K | 0.00% | +4+133.3% | Added |
| Whipplewood Advisors, LLC | 6 | $1.62K | 0.00% | −45−88.2% | Reduced |
| MPWM Advisory Solutions, LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 6 | $1.62K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6 | $1.62K | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 5 | $1.35K | 0.00% | +5 | New |
| CWM Advisors, LLC | 4 | $1.13K | 0.00% | −6−60.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 4 | $1.09K | 0.00% | +4 | New |
| McGuire Capital Advisors Inc | 4 | $1.08K | 0.00% | −45−91.8% | Reduced |
| Networth Advisors, LLC | 4 | $1.08K | 0.00% | −1−20.0% | Reduced |
| Seneschal Advisors, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4 | $1.08K | 0.00% | +4 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| United Community Bank | 3 | $811 | 0.00% | −103−97.2% | Reduced |
| Vanguard Advisers Inc | 3 | $811 | 0.00% | −14−82.4% | Reduced |
| Southern Michigan Bank & Trust | 3 | $811 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $811 | 0.00% | +3 | New |
| Clark Wealth Partners | 2 | $545 | 0.00% | −11−84.6% | Reduced |
| Key Capital Management, INC | 2 | $541 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $379 | 0.00% | +1 | New |
| Financial Gravity Companies, Inc. | 1 | $270 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| BDF-Gestion | 4,055 | – | – | −456−10.1% | Reduced |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −99,653−100.0% | Sold out |
| Sage Capital Advisors,llc | 0 | $0 | 0.00% | −21,694−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −18,480−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −16,610−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,820−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −7,376−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −6,612−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,765−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −5,636−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −5,337−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,442−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −3,943−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,877−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| NLB Skladi, upravljanje premozenja, d.o.o. | 0 | $0 | 0.00% | −2,853−100.0% | Sold out |
| Goldenstone Wealth Management LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −2,591−100.0% | Sold out |