| Quent Capital, LLC | 353 | $6.83K | 0.00% | +55+18.5% | Added |
| Bradley & Co. Private Wealth Management, LLC | 348 | $6.74K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 319 | $6.18K | 0.00% | +319 | New |
| UMA Financial Services, Inc. | 314 | $6.08K | 0.00% | +205+188.1% | Added |
| GoalVest Advisory LLC | 314 | $6.08K | 0.00% | +314 | New |
| Triumph Capital Management | 300 | $5.81K | 0.00% | +300 | New |
| Trust Co of Vermont | 294 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 288 | $5.58K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 275 | $5.32K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 275 | $5.32K | 0.00% | +275 | New |
| Ares Financial Consulting, LLC | 250 | $4.84K | 0.00% | +250 | New |
| CVA Family Office, LLC | 222 | $4.30K | 0.00% | +144+184.6% | Added |
| Quaker Wealth Management, LLC | 222 | $4.30K | 0.00% | +222 | New |
| Newbridge Financial Services Group, Inc. | 200 | $3.87K | 0.00% | −1,750−89.7% | Reduced |
| Scarborough Advisors, LLC | 200 | $3.87K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 200 | $3.87K | 0.00% | +200 | New |
| Rothschild Investment LLC | 192 | $3.72K | 0.00% | +70+57.4% | Added |
| Transamerica Financial Advisors, Inc. | 190 | $3.68K | 0.00% | +190 | New |
| Meeder Asset Management Inc | 187 | $3.62K | 0.00% | +187 | New |
| Red Tortoise LLC | 185 | $3.58K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 176 | $3.41K | 0.00% | +176 | New |
| Turning Point Benefit Group, Inc. | 176 | $3.41K | 0.00% | +176 | New |
| Legacy Wealth Managment, LLC | 175 | $3.39K | 0.00% | +175 | New |
| Glen Eagle Advisors, LLC | 172 | $3.33K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 163 | $3.16K | 0.00% | +163 | New |
| Kilter Group LLC | 143 | $2.77K | 0.00% | +142+14,200.0% | Added |
| MV Capital Management, Inc. | 132 | $2.56K | 0.00% | −9−6.4% | Reduced |
| Godfrey Financial Associates, Inc. | 132 | $2.56K | 0.00% | +132 | New |
| Bell Investment Advisors, Inc | 125 | $2.42K | 0.00% | +125 | New |
| Cromwell Holdings LLC | 121 | $2.34K | 0.00% | +121 | New |
| Cornerstone Planning Group LLC | 104 | $2.16K | 0.00% | +93+845.5% | Added |
| True Wealth Design, LLC | 111 | $2.15K | 0.00% | +44+65.7% | Added |
| Financial Consulate, Inc | 111 | $2.15K | 0.00% | +111 | New |
| HM Payson & Co | 110 | $2.13K | 0.00% | +110 | New |
| NVWM, LLC | 105 | $2.03K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 104 | $2.00K | 0.00% | +104 | New |
| Clarity Asset Management, Inc. | 100 | $1.94K | 0.00% | −5−4.8% | Reduced |
| Golden State Wealth Management, LLC | 100 | $1.94K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $1.94K | 0.00% | +100 | New |
| Root Financial Partners, LLC | 99 | $1.92K | 0.00% | +36+57.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 99 | $1.92K | 0.00% | +99 | New |
| Aspect Partners, LLC | 94 | $1.82K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 80 | $1.55K | 0.00% | +44+122.2% | Added |
| Global Wealth Strategies & Associates | 73 | $1.41K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 66 | $1.28K | 0.00% | +66 | New |
| Strategic Investment Solutions, Inc. | 60 | $1.16K | 0.00% | −500−89.3% | Reduced |
| Cornerstone Financial Management LLC | 60 | $1.16K | 0.00% | +60 | New |
| GHP Investment Advisors, Inc. | 57 | $1.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $1.08K | 0.00% | +26+86.7% | Added |
| ORG Wealth Partners, LLC | 55 | $1.06K | 0.00% | +55 | New |
| Bullock Wealth Management Group | 52 | $1.01K | 0.00% | +52 | New |
| Principia Wealth Advisory, LLC | 47 | $910 | 0.00% | +47 | New |
| Pillar Financial Advisors, LLC | 44 | $852 | 0.00% | +44 | New |
| JFS Wealth Advisors, LLC | 42 | $814 | 0.00% | +31+281.8% | Added |
| Whipplewood Advisors, LLC | 38 | $736 | 0.00% | +38 | New |
| American Capital Advisory, LLC | 29 | $562 | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 29 | $562 | 0.00% | +29 | New |
| North Star Investment Management Corp. | 29 | $561 | 0.00% | +29 | New |
| Optima Capital LLC | 29 | $561 | 0.00% | +29 | New |
| NorthAvenue LLC | 26 | $504 | 0.00% | +26 | New |
| Proathlete Wealth Management LLC | 25 | $484 | 0.00% | +10+66.7% | Added |
| Pacer Advisors, Inc. | 25 | $484 | 0.00% | +25 | New |
| WealthCollab, LLC | 23 | $446 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 22 | $441 | 0.00% | −2−8.3% | Reduced |
| Trust Co | 22 | $426 | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 22 | $426 | 0.00% | +22 | New |
| Essential Partners LLC | 22 | $426 | 0.00% | +22 | New |
| Fideuram Asset Management (Ireland) dac | 14 | $267 | 0.00% | +14 | New |
| Davis Capital Management | 13 | $252 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 12 | $232 | 0.00% | +9+300.0% | Added |
| Curio Wealth, LLC | 11 | $214 | 0.00% | +11 | New |
| Hilltop National Bank | 11 | $213 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $194 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $194 | 0.00% | +10 | New |
| McGuire Capital Advisors Inc | 8 | $155 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 7 | $136 | 0.00% | +7 | New |
| Estate Planners Group, LLC | 7 | $136 | 0.00% | +7 | New |
| Nemes Rush Group LLC | 6 | $116 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 5 | $97 | 0.00% | −114−95.8% | Reduced |
| SJS Investment Consulting Inc. | 4 | $79 | 0.00% | +3+300.0% | Added |
| Wealth Watch Advisors, INC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2 | $39 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $39 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $19 | 0.00% | +1 | New |
| Investment Research & Advisory Group, Inc. | 11 | – | – | +11 | New |
| Kerr Financial Planning Corp | 8 | – | – | +8 | New |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,000,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,431,394−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,486,569−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,300,000−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −738,285−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −379,038−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −357,726−100.0% | Sold out |
| MYDA Advisors LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −191,614−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −135,248−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −95,728−100.0% | Sold out |
