| Holos Integrated Wealth LLC | 48 | $12.2K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $11.4K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 43 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $10.2K | 0.00% | +2+5.3% | Added |
| Capital Analysts, LLC | 40 | $10.0K | 0.00% | −25−38.5% | Reduced |
| Cranbrook Wealth Management, LLC | 37 | $9.40K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 35 | $8.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 35 | $8.90K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 35 | $8.90K | 0.01% | +35 | New |
| Asset Dedication, LLC | 34 | $8.64K | 0.00% | −2−5.6% | Reduced |
| Key Financial Inc | 34 | $8.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 32 | $8.26K | 0.00% | −3−8.6% | Reduced |
| Anchor Investment Management, LLC | 30 | $7.63K | 0.00% | −45−60.0% | Reduced |
| Solstein Capital, LLC | 28 | $7.12K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $7.12K | 0.00% | +28 | New |
| Ogorek Anthony Joseph | 29 | $7.00K | 0.00% | +29 | New |
| SOA Wealth Advisors, LLC. | 27 | $6.86K | 0.00% | +26+2,600.0% | Added |
| Raffa Wealth Management, LLC | 27 | $6.86K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 25 | $6.36K | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 25 | $6.35K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 24 | $6.10K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $6.10K | 0.00% | +9+60.0% | Added |
| Avion Wealth | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 21 | $5.00K | 0.00% | +21 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $4.83K | 0.01% | −3−13.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 18 | $4.58K | 0.00% | +18 | New |
| REAP Financial Group, LLC | 18 | $4.58K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 17 | $4.32K | 0.00% | +2+13.3% | Added |
| Chesapeake Asset Management LLC | 17 | $4.32K | 0.00% | +16+1,600.0% | Added |
| Cornerstone Planning Group LLC | 15 | $4.12K | 0.00% | +10+200.0% | Added |
| Abound Wealth Management | 16 | $4.07K | 0.00% | −5−23.8% | Reduced |
| Kings Path Partners LLC | 16 | $4.07K | 0.00% | −14−46.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $4.00K | 0.00% | +15 | New |
| Aspect Partners, LLC | 15 | $3.81K | 0.00% | −2−11.8% | Reduced |
| Piscataqua Savings Bank | 15 | $3.81K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 14 | $3.56K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 14 | $3.56K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 14 | $3.56K | 0.01% | +14 | New |
| Bangor Savings Bank | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 13 | $3.30K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $3.05K | 0.00% | −1−7.7% | Reduced |
| SJS Investment Consulting Inc. | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | −374−96.9% | Reduced |
| Glen Eagle Advisors, LLC | 11 | $2.80K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $2.80K | 0.00% | +5+83.3% | Added |
| N.E.W. Advisory Services LLC | 11 | $2.80K | 0.00% | +11 | New |
| Copia Wealth Management | 11 | $2.80K | 0.00% | +11 | New |
| Lagoda Investment Management, L.P. | 10 | $2.54K | 0.00% | −1,095−99.1% | Reduced |
| HighMark Wealth Management LLC | 9 | $2.29K | 0.00% | −1−10.0% | Reduced |
| Davis Capital Management | 8 | $2.03K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $2.03K | 0.00% | +8 | New |
| Greenline Partners, LLC | 8 | $2.03K | 0.00% | +8 | New |
| Reyes Financial Architecture, Inc. | 8 | $2.03K | 0.00% | +8 | New |
| Binnacle Investments Inc | 8 | $2.03K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 6 | $1.55K | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $1.53K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 6 | $1.52K | 0.00% | +3+100.0% | Added |
| American National Bank | 6 | $1.52K | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 5 | $1.35K | 0.00% | +1+25.0% | Added |
| Pineridge Advisors LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $1.27K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $1.27K | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 5 | $1.27K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $1.02K | 0.00% | −3−42.9% | Reduced |
| Aventura Private Wealth, LLC | 4 | $1.02K | 0.00% | −2−33.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 4 | $1.02K | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $972 | 0.00% | +1+33.3% | Added |
| Parkworth Wealth Management, Inc. | 3 | $763 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 3 | $763 | 0.00% | +1+50.0% | Added |
| Bear Mountain Capital, Inc. | 2 | $586 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $509 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $508 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $508 | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $508 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $508 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $333 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $255 | 0.00% | +1 | New |
| Horizon Financial Services, LLC | 1 | $254 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $254 | 0.00% | +1 | New |
| Pin Oak Investment Advisors Inc | 40 | – | – | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −2,161,266−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −218,695−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −134,911−100.0% | Sold out |
| Renaissance Group LLC | 0 | $0 | 0.00% | −113,491−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −39,884−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −39,777−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −32,974−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −31,959−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −27,797−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −26,010−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −25,800−100.0% | Sold out |
| Elevatus Welath Management | 0 | $0 | 0.00% | −21,815−100.0% | Sold out |
| Soros Capital Management LLC | 0 | $0 | 0.00% | −18,825−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −17,589−100.0% | Sold out |