| Geneos Wealth Management Inc. | 103 | $21.1K | 0.00% | +103 | New |
| Acumen Wealth Advisors, LLC | 98 | $20.1K | 0.01% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 93 | $19.1K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 75 | $15.4K | 0.01% | +75 | New |
| Massmutual Trust Co FSB | 72 | $14.8K | 0.00% | +9+14.3% | Added |
| Transce3nd, LLC | 71 | $14.6K | 0.13% | −32−31.1% | Reduced |
| Quarry LP | 65 | $13.3K | 0.00% | +65 | New |
| Aster Capital Management (DIFC) Ltd | 105 | $12.7K | 0.00% | +105 | New |
| Wealth Preservation Advisors, LLC | 60 | $12.3K | 0.01% | +60 | New |
| Activest Wealth Management | 56 | $11.5K | 0.00% | +1+1.8% | Added |
| Bell Investment Advisors, Inc | 52 | $10.7K | 0.00% | +3+6.1% | Added |
| Wall Street Financial Group, Inc. | 51 | $10.5K | 0.01% | +51 | New |
| CVA Family Office, LLC | 50 | $10.3K | 0.00% | +50 | New |
| Bullock Wealth Management Group | 47 | $9.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $9.43K | 0.00% | +5+12.2% | Added |
| Farmers & Merchants Investments Inc | 43 | $8.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 38 | $7.82K | 0.00% | −17−30.9% | Reduced |
| Assetmark, Inc | 38 | $7.79K | 0.00% | −8−17.4% | Reduced |
| SJS Investment Consulting Inc. | 38 | $7.79K | 0.00% | +9+31.0% | Added |
| Bruce G. Allen Investments, LLC | 34 | $6.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $6.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $6.15K | 0.00% | +30 | New |
| Owl Creek Wealth Partners LLC | 30 | $6.15K | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 30 | $6.15K | 0.00% | +22+275.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 29 | $5.95K | 0.00% | +29 | New |
| Rakuten Securities, Inc. | 28 | $5.74K | 0.00% | +17+154.5% | Added |
| Crewe Advisors LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $5.13K | 0.00% | +25 | New |
| Keating Financial Advisory Services, Inc. | 24 | $4.92K | 0.00% | +7+41.2% | Added |
| Cassaday & Co Wealth Management LLC | 23 | $4.72K | 0.00% | +23 | New |
| Creative Financial Designs Inc | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $4.10K | 0.00% | +20 | New |
| Sunbelt Securities, Inc. | 17 | $3.49K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 17 | $3.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $3.35K | 0.00% | +3+37.5% | Added |
| Key Financial Inc | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 16 | $3.28K | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 13 | $2.67K | 0.00% | −872−98.5% | Reduced |
| IFM Investors Pty Ltd | 13 | $2.67K | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 11 | $2.26K | 0.00% | +3+37.5% | Added |
| South State Corp. | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 9 | $1.85K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.85K | 0.00% | +1+12.5% | Added |
| Cromwell Holdings LLC | 9 | $1.85K | 0.00% | +3+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.44K | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $1.44K | 0.00% | +7 | New |
| International Assets Investment Management, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 6 | $1.23K | 0.00% | +6 | New |
| Montag A & Associates Inc | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 5 | $1.02K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $821 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $820 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $820 | 0.00% | +4 | New |
| TIAA Wealth Investment Management LLC | 4 | $820 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $791 | 0.00% | +2+200.0% | Added |
| DecisionPoint Financial, LLC | 3 | $616 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $615 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $615 | 0.00% | +3 | New |
| Tredje AP-fonden | 2 | $410 | 0.00% | −89,998−100.0% | Reduced |
| Financial Management Professionals, Inc. | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $212 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $206 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $206 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $205 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $205 | 0.00% | +1 | New |
| Intentional Wealth Strategies, LLC | 1 | $205 | 0.00% | +1 | New |
| Innovative Asset Advisors Group, LLC | 1 | $205 | 0.00% | +1 | New |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −78,101−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −21,900−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −12,933−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −12,563−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −12,001−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −10,328−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −6,171−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −4,311−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −4,087−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,916−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,654−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Cedar Wealth Management, LLC | 0 | $0 | 0.00% | −2,277−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |