| First Command Advisory Services, Inc. | 35 | $12.4K | 0.00% | +35 | New |
| Hilton Head Capital Partners, LLC | 33 | $11.7K | 0.01% | +33 | New |
| Grove Bank & Trust | 32 | $11.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $11.3K | 0.00% | +32 | New |
| Park Square Financial Group, LLC | 48 | $11.1K | 0.07% | +20+71.4% | Added |
| Farmers & Merchants Investments Inc | 31 | $11.0K | 0.00% | −1−3.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 28 | $9.90K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 28 | $9.90K | 0.01% | −2−6.7% | Reduced |
| ZRC Wealth Management, LLC | 26 | $9.19K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 25 | $9.00K | 0.00% | +1+4.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $8.84K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 25 | $8.84K | 0.01% | 00.0% | Unchanged |
| PEAK6 LLC | 25 | $8.84K | 0.00% | −7,098−99.6% | Reduced |
| Signature Equity Partners, LLC | 22 | $7.88K | 0.00% | +22 | New |
| Cherry Tree Wealth Management, LLC | 22 | $7.78K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 20 | $7.07K | 0.01% | +20 | New |
| Cornerstone Planning Group LLC | 20 | $7.06K | 0.00% | +7+53.8% | Added |
| DekaBank Deutsche Girozentrale | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 19 | $6.72K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 18 | $6.37K | 0.00% | +18 | New |
| Westfuller Advisors, LLC | 17 | $6.04K | 0.00% | +4+30.8% | Added |
| Clark Wealth Partners | 16 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $5.66K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 15 | $5.32K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $5.30K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $5.30K | 0.00% | +15 | New |
| Fairman Group, LLC | 14 | $4.96K | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 14 | $4.95K | 0.00% | −1−6.7% | Reduced |
| Kilter Group LLC | 14 | $4.95K | 0.00% | +1+7.7% | Added |
| South State Corp. | 14 | $4.95K | 0.00% | +5+55.6% | Added |
| Marquette Asset Management, LLC | 13 | $4.60K | 0.00% | +8+160.0% | Added |
| MAI Capital Management | 12 | $4.24K | 0.00% | −96−88.9% | Reduced |
| Private Wealth Management Group, LLC | 12 | $4.24K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $3.89K | 0.00% | +11 | New |
| FWL Investment Management, LLC | 11 | $3.89K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $3.63K | 0.00% | +1+11.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 10 | $3.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $3.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $3.18K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $2.84K | 0.00% | +8 | New |
| Howard Hughes Medical Institute | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $2.48K | 0.00% | +3+75.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $2.48K | 0.00% | +1+16.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 7 | $2.48K | 0.00% | +7 | New |
| International Assets Investment Management, LLC | 7 | $2.48K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $2.48K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $2.48K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $2.12K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $2.12K | 0.00% | +2+50.0% | Added |
| Carolina Wealth Advisors, LLC | 6 | $2.12K | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Sachetta, LLC | 5 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $1.77K | 0.00% | −5−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.77K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $1.42K | 0.00% | +1+33.3% | Added |
| Harbour Investments, Inc. | 4 | $1.41K | 0.00% | −1−20.0% | Reduced |
| WPG Advisers, LLC | 4 | $1.41K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $1.41K | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 3 | $1.16K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 3 | $1.06K | 0.03% | 00.0% | Unchanged |
| Asset Dedication, LLC | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $1.06K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 3 | $1.06K | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 3 | $1.06K | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $1.06K | 0.00% | +3 | New |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $1.06K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $708 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $355 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $354 | 0.00% | −2,309−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $354 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 1 | $354 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $241 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 0 | $94 | 0.00% | 0 | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −60,726−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −39,929−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −15,690−100.0% | Sold out |
| Infusive Asset Management Inc. | 0 | $0 | 0.00% | −10,086−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,067−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −9,145−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,776−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −4,605−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −3,806−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −3,788−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,670−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −3,591−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −2,329−100.0% | Sold out |