| Bay Harbor Wealth Management, LLC | 100 | $9.12K | 0.00% | +18+22.0% | Added |
| VSM Wealth Advisory, LLC | 100 | $9.12K | 0.00% | −1,098−91.7% | Reduced |
| Montgomery Financial Services LLC | 100 | $9.12K | 0.01% | +100 | New |
| Basepoint Wealth LLC | 98 | $8.94K | 0.01% | −29−22.8% | Reduced |
| HighMark Wealth Management LLC | 98 | $8.94K | 0.00% | +5+5.4% | Added |
| Montag A & Associates Inc | 97 | $8.87K | 0.00% | −814−89.4% | Reduced |
| Cape Investment Advisory, Inc. | 95 | $8.66K | 0.00% | +95 | New |
| Hilton Head Capital Partners, LLC | 90 | $8.21K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 88 | $8.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 87 | $7.93K | 0.00% | −13−13.0% | Reduced |
| Toth Financial Advisory Corp | 85 | $7.75K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 84 | $7.66K | 0.00% | +84 | New |
| AdvisorNet Financial, Inc | 83 | $7.57K | 0.00% | −1−1.2% | Reduced |
| Mascoma Wealth Management LLC | 82 | $7.48K | 0.00% | +16+24.2% | Added |
| Aberdeen Wealth Management LLC | 80 | $7.30K | 0.00% | +80 | New |
| Park Square Financial Group, LLC | 73 | $6.66K | 0.06% | −44−37.6% | Reduced |
| Stone House Investment Management, LLC | 73 | $6.66K | 0.00% | +73 | New |
| Manning & Napier Advisors LLC | 64 | $5.70K | 0.00% | +64 | New |
| Prestige Wealth Management Group LLC | 60 | $5.47K | 0.00% | −10−14.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 60 | $5.47K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 60 | $5.47K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $5.38K | 0.00% | +1+1.7% | Added |
| Arlington Trust Co LLC | 58 | $5.29K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 58 | $5.29K | 0.00% | +20+52.6% | Added |
| Strengthening Families & Communities, LLC | 56 | $5.12K | 0.00% | +56 | New |
| DiNuzzo Private Wealth, Inc. | 53 | $4.83K | 0.00% | −1−1.9% | Reduced |
| HHM Wealth Advisors, LLC | 52 | $4.74K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 52 | $4.74K | 0.00% | +48+1,200.0% | Added |
| Geneos Wealth Management Inc. | 52 | $4.74K | 0.00% | −30−36.6% | Reduced |
| WealthCollab, LLC | 51 | $4.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 51 | $4.65K | 0.00% | +10+24.4% | Added |
| IMA Wealth, Inc. | 48 | $4.38K | 0.00% | +14+41.2% | Added |
| TFC Financial Management | 47 | $4.29K | 0.00% | +15+46.9% | Added |
| Vanguard National Trust Co | 47 | $4.29K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 47 | $4.29K | 0.00% | +8+20.5% | Added |
| West Paces Advisors Inc. | 47 | $4.29K | 0.00% | +47 | New |
| MB, Levis & Associates, LLC | 45 | $4.10K | 0.00% | +45 | New |
| Concord Wealth Partners | 44 | $4.01K | 0.00% | +44 | New |
| Creative Capital Management Investments LLC | 44 | $4.01K | 0.00% | +44 | New |
| Private Wealth Management Group, LLC | 43 | $3.92K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 43 | $3.92K | 0.00% | +43 | New |
| Gleason Group, Inc. | 43 | $3.92K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 40 | $3.72K | 0.00% | −4−9.1% | Reduced |
| Dogwood Wealth Management LLC | 40 | $3.65K | 0.00% | +2+5.3% | Added |
| McDonald Partners LLC | 40 | $3.65K | 0.00% | +40 | New |
| Granite FO LLC | 39 | $3.56K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 34 | $3.12K | 0.00% | +34 | New |
| Principia Wealth Advisory, LLC | 34 | $3.10K | 0.00% | +6+21.4% | Added |
| Highline Wealth Partners LLC | 32 | $2.92K | 0.00% | +21+190.9% | Added |
| Planning Strategies Inc. | 30 | $2.74K | 0.00% | +30 | New |
| HFM Investment Advisors, LLC | 28 | $2.55K | 0.00% | +12+75.0% | Added |
| Colonial Trust Co | 29 | $2.55K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 27 | $2.46K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 27 | $2.46K | 0.01% | −156−85.2% | Reduced |
| Hughes Financial Services, LLC | 27 | $2.46K | 0.00% | +16+145.5% | Added |
| Marshall Investment Management, LLC | 27 | $2.46K | 0.00% | +27 | New |
| Retirement Wealth Solutions LLC | 26 | $2.37K | 0.00% | +17+188.9% | Added |
| S&T Bank | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 26 | $2.37K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 22 | $2.01K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 22 | $2.01K | 0.00% | +22 | New |
| Horizon Bancorp Inc | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 21 | $1.93K | 0.00% | +4+23.5% | Added |
| NVWM, LLC | 20 | $1.82K | 0.00% | +5+33.3% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $1.37K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $1.28K | 0.00% | +10+250.0% | Added |
| Valued Wealth Advisors LLC | 12 | $1.12K | 0.00% | −1−7.7% | Reduced |
| Align Financial, LLC | 10 | $912 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $821 | 0.03% | −6−40.0% | Reduced |
| GHP Investment Advisors, Inc. | 9 | $821 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $821 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $821 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 8 | $730 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 7 | $638 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $547 | 0.00% | −425−98.6% | Reduced |
| DecisionPoint Financial, LLC | 6 | $533 | 0.00% | +6 | New |
| Halbert Hargrove Global Advisors, LLC | 6 | $510 | 0.00% | +6 | New |
| Country Trust Bank | 4 | $365 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 3 | $274 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 2 | $205 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 2 | $187 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $183 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $183 | 0.00% | +2 | New |
| Ankerstar Wealth, LLC | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 0 | $51 | 0.00% | 0 | Unchanged |
| Loomis Sayles & Co L P | 0 | $43 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Medallion Wealth Advisors, LLC | 8,638 | – | – | +8,550+9,715.9% | Added |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,323,949−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −1,550,440−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −580,796−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −557,040−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −528,573−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −334,480−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −262,747−100.0% | Sold out |
| Alphadyne Asset Management LP | 0 | $0 | 0.00% | −173,335−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −170,600−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −166,877−100.0% | Sold out |
