| WPG Advisers, LLC | 108 | $5.04K | 0.00% | −12−10.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.82K | 0.00% | +100 | New |
| TD Capital Management LLC | 103 | $4.81K | 0.00% | +1+1.0% | Added |
| MV Capital Management, Inc. | 102 | $4.76K | 0.00% | +2+2.0% | Added |
| JDM Financial Group LLC | 101 | $4.71K | 0.00% | +101 | New |
| Triumph Capital Management | 100 | $4.67K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 99 | $4.62K | 0.00% | +99 | New |
| True Wealth Design, LLC | 95 | $4.43K | 0.00% | −8−7.8% | Reduced |
| Golden State Wealth Management, LLC | 92 | $4.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 90 | $4.20K | 0.00% | +1+1.1% | Added |
| Reyes Financial Architecture, Inc. | 90 | $4.20K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 85 | $3.97K | 0.00% | +7+9.0% | Added |
| Clear Street Markets LLC | 79 | $3.69K | 0.00% | −629−88.8% | Reduced |
| Greykasell Wealth Strategies, Inc. | 79 | $3.69K | 0.00% | +79 | New |
| Marquette Asset Management, LLC | 78 | $3.64K | 0.00% | +78 | New |
| Evolution Wealth Management Inc. | 78 | $3.64K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $3.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 74 | $3.45K | 0.00% | +46+164.3% | Added |
| Dogwood Wealth Management LLC | 73 | $3.41K | 0.00% | −5,976−98.8% | Reduced |
| Tradewinds Capital Management, LLC | 69 | $3.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $3.22K | 0.00% | +12+21.1% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $3.17K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $3.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 62 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 60 | $2.80K | 0.00% | +16+36.4% | Added |
| Principia Wealth Advisory, LLC | 53 | $2.47K | 0.00% | +25+89.3% | Added |
| Investors Portfolio Services LLC | 51 | $2.40K | 0.00% | −1−1.9% | Reduced |
| Hilton Head Capital Partners, LLC | 51 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 50 | $2.37K | 0.00% | +7+16.3% | Added |
| Darwin Advisors, LLC | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 50 | $2.33K | 0.00% | +50 | New |
| SOA Wealth Advisors, LLC. | 49 | $2.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 48 | $2.24K | 0.00% | +48 | New |
| Signature Resources Capital Management, LLC | 46 | $2.15K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 43 | $2.01K | 0.00% | +26+152.9% | Added |
| Raffa Wealth Management, LLC | 40 | $1.87K | 0.00% | +5+14.3% | Added |
| Sunrise Financial Services, LLC | 39 | $1.82K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 35 | $1.63K | 0.00% | +35 | New |
| Arlington Trust Co LLC | 35 | $1.63K | 0.00% | +35 | New |
| Hughes Financial Services, LLC | 33 | $1.54K | 0.00% | +10+43.5% | Added |
| Vermillion Wealth Management, Inc. | 33 | $1.54K | 0.00% | +33 | New |
| Atlas Capital Advisors LLC | 31 | $1.45K | 0.00% | +31 | New |
| Millstone Evans Group, LLC | 27 | $1.26K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 26 | $1.21K | 0.00% | +26 | New |
| Clayton Financial Group LLC | 25 | $1.17K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 16 | $1.00K | 0.00% | +16 | New |
| TFC Financial Management | 21 | $988 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $934 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 20 | $933 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 20 | $933 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $933 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $887 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 19 | $887 | 0.00% | +19 | New |
| Torren Management, LLC | 19 | $882 | 0.00% | −3,111−99.4% | Reduced |
| Key Capital Management, INC | 18 | $840 | 0.00% | +18 | New |
| American Capital Advisory, LLC | 16 | $747 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $700 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $700 | 0.00% | +15 | New |
| Bogart Wealth, LLC | 13 | $607 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $513 | 0.00% | +11 | New |
| TopTier Wealth Management, LLC | 10 | $467 | 0.00% | +10 | New |
| Colonial Trust Co | 9 | $420 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $420 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 9 | $420 | 0.00% | +9 | New |
| Clark Wealth Partners | 7 | $327 | 0.00% | +6+600.0% | Added |
| Private Wealth Management Group, LLC | 6 | $280 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $234 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $233 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $187 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $187 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3 | $140 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $93 | 0.00% | −2,729−99.9% | Reduced |
| Walleye Capital LLC | 1 | $47 | 0.00% | −32,677−100.0% | Reduced |
| Meeder Asset Management Inc | 1 | $47 | 0.00% | −206−99.5% | Reduced |
| Davis Capital Management | 1 | $47 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $47 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $47 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −1,214,570−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −221,332−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −180,476−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −140,084−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −132,992−100.0% | Sold out |
| Vennlight Capital Management, LP | 0 | $0 | 0.00% | −91,024−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −85,445−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −85,036−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −49,203−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −46,534−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −44,029−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −40,095−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −38,313−100.0% | Sold out |