| Manning & Napier Advisors LLC | 38 | $4.33K | 0.00% | +38 | New |
| EFG International AG | 35 | $3.98K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 34 | $3.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $3.64K | 0.00% | −174−84.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 29 | $3.29K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 27 | $3.23K | 0.00% | −20−42.6% | Reduced |
| Clear Street Markets LLC | 27 | $3.07K | 0.00% | +8+42.1% | Added |
| Webster Bank, N. A. | 27 | $3.07K | 0.00% | +27 | New |
| Strengthening Families & Communities, LLC | 27 | $3.07K | 0.00% | +27 | New |
| Avion Wealth | 29 | $3.00K | 0.00% | +4+16.0% | Added |
| Strive Financial Group ,LLC | 26 | $2.95K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 26 | $2.95K | 0.00% | +13+100.0% | Added |
| TD Waterhouse Canada Inc. | 20 | $2.40K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 20 | $2.27K | 0.00% | −16−44.4% | Reduced |
| Creative Capital Management Investments LLC | 20 | $2.27K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $2.16K | 0.00% | −1−5.0% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | −96−83.5% | Reduced |
| Bogart Wealth, LLC | 17 | $1.93K | 0.00% | +13+325.0% | Added |
| Marquette Asset Management, LLC | 16 | $1.82K | 0.00% | −57−78.1% | Reduced |
| Financial Consulate, Inc | 15 | $1.71K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 15 | $1.70K | 0.00% | −2−11.8% | Reduced |
| Phillip James Consulting Co. | 15 | $1.70K | 0.00% | +15 | New |
| Armstrong Advisory Group, Inc | 14 | $1.59K | 0.00% | −26−65.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.59K | 0.00% | −3−17.6% | Reduced |
| Spire Wealth Management | 13 | $1.48K | 0.00% | +1+8.3% | Added |
| South State Corp. | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 12 | $1.36K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $1.36K | 0.00% | +12 | New |
| Montgomery Financial Services LLC | 12 | $1.36K | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 11 | $1.25K | 0.00% | +8+266.7% | Added |
| Cape Investment Advisory, Inc. | 11 | $1.25K | 0.00% | +11 | New |
| American Capital Advisory, LLC | 10 | $1.14K | 0.00% | +9+900.0% | Added |
| Signature Equity Partners, LLC | 10 | $1.14K | 0.00% | −7−41.2% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.14K | 0.00% | −1−9.1% | Reduced |
| NVWM, LLC | 10 | $1.14K | 0.00% | +5+100.0% | Added |
| Bartlett & Co. Wealth Management LLC | 10 | $1.14K | 0.00% | +5+100.0% | Added |
| Stone House Investment Management, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Mosley Wealth Management | 10 | $1.14K | 0.00% | +10 | New |
| Silver Grove Financial Group, Inc. | 10 | $1.14K | 0.00% | +10 | New |
| Compass Financial Management LLC | 10 | $1.14K | 0.00% | +10 | New |
| Retirement Wealth Solutions LLC | 9 | $1.02K | 0.00% | −23−71.9% | Reduced |
| Financial Management Professionals, Inc. | 9 | $1.02K | 0.00% | −5−35.7% | Reduced |
| Basepoint Wealth LLC | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.02K | 0.00% | −12−57.1% | Reduced |
| Rialto Wealth Management, LLC | 8 | $909 | 0.00% | −9−52.9% | Reduced |
| Activest Wealth Management | 8 | $909 | 0.00% | +8 | New |
| Washington Trust Advisors, Inc. | 8 | $909 | 0.00% | +8 | New |
| Planning Strategies Inc. | 8 | $909 | 0.00% | +8 | New |
| Elevated Capital Advisors, LLC | 7 | $795 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $795 | 0.00% | +7 | New |
| Networth Advisors, LLC | 7 | $795 | 0.00% | +7 | New |
| Triumph Capital Management | 6 | $682 | 0.00% | −19−76.0% | Reduced |
| Tidemark, LLC | 6 | $682 | 0.00% | +4+200.0% | Added |
| TFC Financial Management | 6 | $682 | 0.00% | +5+500.0% | Added |
| DecisionPoint Financial, LLC | 5 | $599 | 0.00% | +3+150.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $568 | 0.00% | −2−28.6% | Reduced |
| TD Capital Management LLC | 5 | $568 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $568 | 0.00% | +5 | New |
| Key Capital Management, INC | 5 | $568 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $567 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 4 | $454 | 0.00% | −7−63.6% | Reduced |
| AdvisorNet Financial, Inc | 4 | $454 | 0.00% | −1−20.0% | Reduced |
| North Star Investment Management Corp. | 4 | $454 | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 3 | $397 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $341 | 0.00% | −12−80.0% | Reduced |
| Kilter Group LLC | 3 | $341 | 0.00% | −9−75.0% | Reduced |
| Essential Partners LLC | 3 | $341 | 0.00% | −3−50.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $341 | 0.00% | −2−40.0% | Reduced |
| Ameriflex Group, Inc. | 3 | $341 | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $341 | 0.00% | +3 | New |
| Birchbrook, Inc. | 3 | $307 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $228 | 0.00% | −2−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $227 | 0.00% | −1−33.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $227 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 2 | $227 | 0.00% | +2 | New |
| Ameritas Advisory Services, LLC | 1 | $142 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $114 | 0.00% | −10−90.9% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $114 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 241 | $92 | 0.00% | +241 | New |
| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| GFS Advisors, LLC | 18 | – | – | +18 | New |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −890,595−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −225,208−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −172,771−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −61,400−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −33,788−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −31,316−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −27,069−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −23,050−100.0% | Sold out |
| Campbell Newman Asset Management Inc | 0 | $0 | 0.00% | −11,912−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −11,151−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −9,830−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,399−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −8,210−100.0% | Sold out |
