| Thurston, Springer, Miller, Herd & Titak, Inc. | 43 | $11.6K | 0.00% | −109−71.7% | Reduced |
| EFG International AG | 42 | $11.4K | 0.00% | +42 | New |
| True Wealth Design, LLC | 41 | $11.1K | 0.00% | −55−57.3% | Reduced |
| Payden & Rygel | 40 | $11.0K | 0.00% | −700−94.6% | Reduced |
| Park Place Capital Corp | 40 | $10.8K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $10.8K | 0.00% | +5+14.3% | Added |
| Dogwood Wealth Management LLC | 40 | $10.8K | 0.00% | +21+110.5% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 39 | $10.6K | 0.00% | +38+3,800.0% | Added |
| Bell Investment Advisors, Inc | 38 | $10.3K | 0.00% | +5+15.2% | Added |
| Oakworth Capital, Inc. | 38 | $10.3K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $10.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $10.0K | 0.00% | +14+56.0% | Added |
| Financial Avengers, Inc. | 36 | $9.79K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 36 | $9.75K | 0.00% | +36 | New |
| Crewe Advisors LLC | 34 | $9.21K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 32 | $8.67K | 0.00% | +5+18.5% | Added |
| Operose Advisors LLC | 32 | $8.67K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 31 | $8.40K | 0.00% | +11+55.0% | Added |
| Ogorek Anthony Joseph | 32 | $8.00K | 0.00% | −1−3.0% | Reduced |
| 1620 Investment Advisors, Inc. | 29 | $7.86K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $7.33K | 0.00% | +21+350.0% | Added |
| Manitou Investment Management Ltd. | 27 | $7.31K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 27 | $7.31K | 0.00% | +27 | New |
| Clear Street Markets LLC | 26 | $7.04K | 0.00% | −208−88.9% | Reduced |
| Abound Wealth Management | 25 | $6.83K | 0.00% | +9+56.3% | Added |
| Trust Co | 25 | $6.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $6.77K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 24 | $6.63K | 0.00% | +24 | New |
| Vision Retirement, LLC | 24 | $6.50K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 24 | $6.50K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 23 | $6.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 22 | $5.96K | 0.01% | +8+57.1% | Added |
| Quest 10 Wealth Builders, Inc. | 21 | $5.69K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $5.42K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 20 | $5.42K | 0.00% | +16+400.0% | Added |
| Financial Management Professionals, Inc. | 18 | $4.88K | 0.00% | −3−14.3% | Reduced |
| Main Street Group, LTD | 18 | $4.81K | 0.00% | +18 | New |
| Anchor Investment Management, LLC | 17 | $4.61K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $4.61K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 17 | $4.61K | 0.00% | +17 | New |
| Aspect Partners, LLC | 16 | $4.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $3.79K | 0.00% | +8+133.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $3.52K | 0.00% | −2−13.3% | Reduced |
| Red Tortoise LLC | 13 | $3.52K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | −342−97.2% | Reduced |
| Essential Partners LLC | 11 | $2.98K | 0.00% | −187−94.4% | Reduced |
| DecisionPoint Financial, LLC | 11 | $2.98K | 0.00% | −30−73.2% | Reduced |
| Leonteq Securities AG | 11 | $2.98K | 0.00% | −8−42.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $2.98K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $2.98K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $2.91K | 0.00% | −9−47.4% | Reduced |
| Atlantic Trust, LLC | 10 | $2.71K | 0.00% | −1−9.1% | Reduced |
| Fortis Group Advisors, LLC | 10 | $2.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $2.44K | 0.00% | +9 | New |
| Legacy Bridge, LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $1.90K | 0.00% | +7 | New |
| TFC Financial Management | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.63K | 0.00% | +2+50.0% | Added |
| IMG Wealth Management, Inc. | 6 | $1.63K | 0.00% | −18−75.0% | Reduced |
| Albion Financial Group | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.35K | 0.00% | +4+400.0% | Added |
| Key Financial Inc | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $1.08K | 0.00% | +4 | New |
| Portus Wealth Advisors, LLC | 4 | $1.08K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $813 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $813 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $813 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 2 | $571 | 0.00% | −2−50.0% | Reduced |
| NVWM, LLC | 2 | $542 | 0.00% | −1−33.3% | Reduced |
| Country Trust Bank | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $542 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 2 | $542 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $542 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 349 | $299 | 0.00% | +349 | New |
| First Horizon Corp | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $271 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1 | $271 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $271 | 0.00% | +1 | New |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −259,181−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −73,418−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −61,489−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −56,746−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −47,200−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −16,235−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −15,142−100.0% | Sold out |
