| Colonial Trust Co | 106 | $23.1K | 0.00% | −4−3.6% | Reduced |
| Ancora Advisors, LLC | 105 | $22.9K | 0.00% | +32+43.8% | Added |
| UMA Financial Services, Inc. | 99 | $21.6K | 0.00% | +2+2.1% | Added |
| South State Corp. | 96 | $20.9K | 0.00% | +50+108.7% | Added |
| Key Financial Inc | 87 | $19.0K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 87 | $19.0K | 0.01% | +75+625.0% | Added |
| Bell Investment Advisors, Inc | 84 | $18.3K | 0.00% | +4+5.0% | Added |
| Farmers & Merchants Investments Inc | 76 | $16.6K | 0.00% | −4−5.0% | Reduced |
| Clear Street Markets LLC | 72 | $15.7K | 0.01% | +72 | New |
| Rise Advisors, LLC | 69 | $15.1K | 0.01% | +4+6.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 65 | $15.0K | 0.00% | +65 | New |
| Anchor Investment Management, LLC | 63 | $13.7K | 0.00% | −35−35.7% | Reduced |
| Sachetta, LLC | 61 | $13.3K | 0.01% | +42+221.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 61 | $13.3K | 0.01% | −4−6.2% | Reduced |
| ZRC Wealth Management, LLC | 60 | $13.1K | 0.01% | 00.0% | Unchanged |
| BankPlus Trust Department | 59 | $12.9K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 58 | $12.7K | 0.00% | +2+3.6% | Added |
| Atlantic Trust, LLC | 57 | $12.4K | 0.00% | −12−17.4% | Reduced |
| WealthCollab, LLC | 57 | $12.4K | 0.01% | +11+23.9% | Added |
| Perritt Capital Management Inc | 50 | $10.9K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $10.9K | 0.01% | +50 | New |
| Sound Income Strategies, LLC | 46 | $10.0K | 0.00% | −348−88.3% | Reduced |
| True Wealth Design, LLC | 40 | $8.72K | 0.00% | −283−87.6% | Reduced |
| Fortitude Family Office, LLC | 40 | $8.72K | 0.00% | +40 | New |
| Harbour Investments, Inc. | 38 | $8.29K | 0.00% | +12+46.2% | Added |
| Cape Investment Advisory, Inc. | 37 | $8.07K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 20 | $7.71K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 34 | $7.42K | 0.00% | +22+183.3% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $7.20K | 0.00% | −2−5.7% | Reduced |
| Darwin Advisors, LLC | 32 | $7.06K | 0.00% | −1,820−98.3% | Reduced |
| Decker Retirement Planning Inc. | 32 | $6.98K | 0.00% | +32 | New |
| Valued Wealth Advisors LLC | 29 | $6.37K | 0.00% | −13−31.0% | Reduced |
| Abound Wealth Management | 29 | $6.34K | 0.00% | −2−6.5% | Reduced |
| Kilter Group LLC | 28 | $6.11K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | −61−69.3% | Reduced |
| Avion Wealth | 31 | $6.00K | 0.00% | +1+3.3% | Added |
| Rialto Wealth Management, LLC | 27 | $5.89K | 0.00% | +13+92.9% | Added |
| Beaird Harris Wealth Management, LLC | 24 | $5.24K | 0.00% | +8+50.0% | Added |
| Howard Hughes Medical Institute | 23 | $5.02K | 0.00% | +23 | New |
| Legacy Wealth Managment, LLC | 22 | $4.80K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 22 | $4.80K | 0.00% | +22 | New |
| Dogwood Wealth Management LLC | 21 | $4.66K | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 21 | $4.58K | 0.00% | 00.0% | Unchanged |
| Motco | 20 | $4.46K | 0.00% | +20 | New |
| Garde Capital, Inc. | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $4.36K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $4.14K | 0.00% | +8+72.7% | Added |
| Grove Bank & Trust | 18 | $3.93K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $3.71K | 0.00% | −13−43.3% | Reduced |
| Kestra Investment Management, LLC | 27 | $3.67K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $3.51K | 0.00% | +2+14.3% | Added |
| Sierra Ocean, LLC | 16 | $3.49K | 0.00% | −38−70.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 25 | $3.40K | 0.00% | +25 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $3.27K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 15 | $3.00K | 0.00% | +11+275.0% | Added |
| WealthTrak Capital Management LLC | 13 | $2.84K | 0.00% | +1+8.3% | Added |
| Parkworth Wealth Management, Inc. | 12 | $2.62K | 0.00% | +6+100.0% | Added |
| AdvisorNet Financial, Inc | 11 | $2.40K | 0.00% | −52−82.5% | Reduced |
| Golden State Wealth Management, LLC | 11 | $2.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 10 | $2.22K | 0.00% | +10 | New |
| NVWM, LLC | 10 | $2.18K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.18K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.96K | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 8 | $1.75K | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.74K | 0.00% | +6+300.0% | Added |
| Horizon Financial Services, LLC | 6 | $1.31K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $1.09K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 4 | $883 | 0.00% | −1−20.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $873 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $873 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $872 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $649 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $489 | 0.00% | −18−90.0% | Reduced |
| American Capital Advisory, LLC | 2 | $437 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $436 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $436 | 0.00% | +2 | New |
| Mount Yale Investment Advisors, LLC | 2 | $436 | 0.00% | +2 | New |
| ORG Partners LLC | 2 | $432 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 0 | $22 | 0.00% | 0 | Unchanged |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −260,953−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −117,000−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −58,979−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −26,592−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,781−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −31,439−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −30,174−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −27,842−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −25,245−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −24,775−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −21,752−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,945−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,411−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −16,789−100.0% | Sold out |
| UNICOM Systems, Inc. | 0 | $0 | 0.00% | −15,099−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −14,993−100.0% | Sold out |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −14,640−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −13,893−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −11,511−100.0% | Sold out |
