| Cullen/Frost Bankers, Inc. | 25 | $5.25K | 0.00% | +23+1,150.0% | Added |
| Financial Consulate, Inc | 24 | $5.04K | 0.00% | +1+4.3% | Added |
| Avion Wealth | 27 | $5.00K | 0.00% | +1+3.8% | Added |
| Cedar Mountain Advisors, LLC | 23 | $4.83K | 0.00% | +14+155.6% | Added |
| RMG Wealth Management LLC | 30 | $4.63K | 0.00% | +20+200.0% | Added |
| City Holding Co | 22 | $4.62K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 26 | $4.46K | 0.00% | −24−48.0% | Reduced |
| Johnson Financial Group, Inc. | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $4.20K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 19 | $3.99K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $3.57K | 0.00% | −10−37.0% | Reduced |
| ZRC Wealth Management, LLC | 17 | $3.57K | 0.00% | −3−15.0% | Reduced |
| Bangor Savings Bank | 17 | $3.57K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 17 | $3.57K | 0.00% | +17 | New |
| Burk Holdings LLC | 16 | $3.36K | 0.00% | +16 | New |
| Morse Asset Management, Inc | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 15 | $3.15K | 0.00% | +15 | New |
| American National Bank | 15 | $3.15K | 0.00% | +15 | New |
| Rossby Financial, LCC | 15 | $3.11K | 0.00% | −1−6.3% | Reduced |
| UMA Financial Services, Inc. | 14 | $2.94K | 0.00% | +5+55.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 14 | $2.94K | 0.00% | +14 | New |
| Ameriflex Group, Inc. | 13 | $2.73K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $2.73K | 0.00% | +2+18.2% | Added |
| Clear Street Markets LLC | 12 | $2.52K | 0.00% | −92−88.5% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 12 | $2.52K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $2.31K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $2.10K | 0.00% | −17−63.0% | Reduced |
| Prestige Wealth Management Group LLC | 10 | $2.10K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 10 | $2.10K | 0.00% | −1−9.1% | Reduced |
| Phillip James Consulting Co. | 5 | $2.00K | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 9 | $1.89K | 0.00% | −1−10.0% | Reduced |
| Abound Wealth Management | 9 | $1.89K | 0.00% | −1−10.0% | Reduced |
| Sachetta, LLC | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.68K | 0.00% | +2+33.3% | Added |
| Lloyd Advisory Services, LLC. | 8 | $1.68K | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 8 | $1.68K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 10 | $1.68K | 0.00% | −2−16.7% | Reduced |
| Montag A & Associates Inc | 7 | $1.48K | 0.00% | −2−22.2% | Reduced |
| First Command Advisory Services, Inc. | 7 | $1.47K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $1.47K | 0.00% | +2+40.0% | Added |
| TFC Financial Management | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.26K | 0.00% | +4+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.05K | 0.00% | −2−28.6% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.05K | 0.00% | +1+25.0% | Added |
| RWM Asset Management, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Intentional Wealth Strategies, LLC | 5 | $1.05K | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $840 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $839 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $839 | 0.00% | +1+33.3% | Added |
| Portus Wealth Advisors, LLC | 4 | $839 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $680 | 0.00% | −5−62.5% | Reduced |
| Washington Trust Advisors, Inc. | 3 | $634 | 0.00% | −12−80.0% | Reduced |
| Bare Financial Services, Inc | 3 | $630 | 0.00% | −4−57.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 3 | $630 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $630 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $630 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $630 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $630 | 0.00% | +2+200.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $630 | 0.00% | +3 | New |
| Wall Street Financial Group, Inc. | 3 | $630 | 0.00% | +3 | New |
| Toth Financial Advisory Corp | 2 | $420 | 0.00% | −1,000−99.8% | Reduced |
| 1015 Capital Partners, LLC | 2 | $420 | 0.00% | −1−33.3% | Reduced |
| Prosperity Bancshares Inc | 2 | $420 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2 | $420 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $420 | 0.00% | +1+100.0% | Added |
| GHP Investment Advisors, Inc. | 2 | $420 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $420 | 0.00% | +2 | New |
| Central Trust Co | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $210 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $210 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $210 | 0.00% | +1 | New |
| RTW Investments, LP | 0 | $0 | 0.00% | −324,600−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −148,299−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −87,380−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −80,957−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −66,687−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −66,083−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −49,372−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −41,538−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −38,616−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −31,950−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −26,470−100.0% | Sold out |
| Katamaran Capital LLP | 0 | $0 | 0.00% | −18,260−100.0% | Sold out |