| Tradewinds Capital Management, LLC | 50 | $13.1K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $13.1K | 0.01% | +50 | New |
| Ronald Blue Trust, Inc. | 50 | $13.1K | 0.00% | −77−60.6% | Reduced |
| Hanson & Doremus Investment Management | 50 | $13.0K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 47 | $12.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 45 | $11.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 41 | $10.7K | 0.01% | +41 | New |
| Zions Bancorporation, N.A. | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $9.14K | 0.01% | −12−25.5% | Reduced |
| Smithfield Trust Co | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $8.36K | 0.00% | −3−8.6% | Reduced |
| Golden State Wealth Management, LLC | 32 | $8.35K | 0.00% | +32 | New |
| West Branch Capital LLC | 31 | $8.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $7.83K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $7.31K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $7.05K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 27 | $7.05K | 0.00% | +11+68.8% | Added |
| Creekmur Asset Management LLC | 25 | $6.53K | 0.00% | −21−45.7% | Reduced |
| Meeder Asset Management Inc | 22 | $5.74K | 0.00% | −7−24.1% | Reduced |
| Centricity Wealth Management, LLC | 22 | $5.74K | 0.01% | +22 | New |
| Clark Wealth Partners | 22 | $5.74K | 0.00% | +22 | New |
| WealthCollab, LLC | 20 | $5.22K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $5.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 19 | $4.96K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 18 | $4.70K | 0.00% | +18 | New |
| Cornerstone Planning Group LLC | 17 | $4.69K | 0.00% | +2+13.3% | Added |
| Dunhill Financial, LLC | 18 | $4.66K | 0.00% | +4+28.6% | Added |
| Bangor Savings Bank | 17 | $4.44K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 15 | $3.92K | 0.00% | −331−95.7% | Reduced |
| Bank of Jackson Hole Trust | 15 | $3.92K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 15 | $3.92K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 15 | $3.82K | 0.00% | +4+36.4% | Added |
| Trust Co of Vermont | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 14 | $3.65K | 0.00% | +1+7.7% | Added |
| Abound Wealth Management | 14 | $3.53K | 0.00% | +6+75.0% | Added |
| CoreCap Advisors, LLC | 12 | $3.13K | 0.00% | +8+200.0% | Added |
| Morse Asset Management, Inc | 12 | $3.13K | 0.00% | +12 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $3.13K | 0.01% | +12 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $2.61K | 0.00% | +1+11.1% | Added |
| Prestige Wealth Management Group LLC | 10 | $2.61K | 0.00% | −23−69.7% | Reduced |
| J.Safra Asset Management Corp | 9 | $2.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $2.09K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $1.83K | 0.00% | +6+600.0% | Added |
| Montag A & Associates Inc | 7 | $1.78K | 0.00% | +1+16.7% | Added |
| MCF Advisors LLC | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.57K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.57K | 0.00% | +5+500.0% | Added |
| HHM Wealth Advisors, LLC | 6 | $1.57K | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 6 | $1.57K | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $1.30K | 0.00% | −5−50.0% | Reduced |
| NVWM, LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $1.30K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $784 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $784 | 0.00% | +2+200.0% | Added |
| UMA Financial Services, Inc. | 3 | $784 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $783 | 0.00% | +3 | New |
| WPG Advisers, LLC | 3 | $783 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 2 | $523 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $523 | 0.00% | +1+100.0% | Added |
| BOK Financial Private Wealth, Inc. | 2 | $523 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $522 | 0.00% | +1+100.0% | Added |
| Sugar Maple Asset Management, LLC | 2 | $522 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $522 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $261 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $261 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $261 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $261 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 1 | $261 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $261 | 0.00% | +1 | New |
| WR Wealth Planners, LLC | 1 | $261 | 0.00% | +1 | New |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −288,500−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −255,389−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −109,600−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −84,300−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −65,685−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −56,070−100.0% | Sold out |
| Braidwell LP | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −16,750−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −15,937−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,245−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −5,379−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −4,781−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,560−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −4,021−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |