| Financial Management Professionals, Inc. | 48 | $10.8K | 0.00% | +8+20.0% | Added |
| Raleigh Capital Management Inc. | 48 | $10.8K | 0.00% | −85−63.9% | Reduced |
| Beacon Capital Management, LLC | 47 | $10.6K | 0.00% | −13−21.7% | Reduced |
| WealthCollab, LLC | 46 | $10.3K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 45 | $10.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $9.85K | 0.00% | +1+2.3% | Added |
| Anchor Investment Management, LLC | 40 | $8.95K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 40 | $8.95K | 0.00% | +40 | New |
| Anfield Capital Management, LLC | 36 | $8.06K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 36 | $8.04K | 0.00% | −2−5.3% | Reduced |
| Pacific Center for Financial Services | 34 | $7.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 33 | $7.39K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $7.39K | 0.00% | −11−25.0% | Reduced |
| Golden State Wealth Management, LLC | 33 | $7.39K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $7.39K | 0.00% | +6+22.2% | Added |
| DT Investment Partners, LLC | 32 | $7.16K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 32 | $7.16K | 0.00% | +32 | New |
| Avion Wealth | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $6.72K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $6.00K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $5.61K | 0.01% | −3−10.7% | Reduced |
| Inlight Wealth Management, LLC | 23 | $5.15K | 0.00% | +23 | New |
| Caldwell Trust Co | 22 | $4.92K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $4.92K | 0.00% | +21+2,100.0% | Added |
| Private Wealth Asset Management, LLC | 22 | $4.92K | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 22 | $4.72K | 0.00% | +8+57.1% | Added |
| Clearstead Advisors, LLC | 20 | $4.48K | 0.00% | −236−92.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $4.25K | 0.00% | +6+46.2% | Added |
| First Pacific Financial | 18 | $4.03K | 0.00% | +1+5.9% | Added |
| AdvisorNet Financial, Inc | 17 | $3.81K | 0.00% | +2+13.3% | Added |
| Altshuler Shaham Ltd | 17 | $3.81K | 0.00% | +17 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $3.65K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.58K | 0.00% | −6−27.3% | Reduced |
| Cary Street Partners Financial LLC | 15 | $3.36K | 0.00% | −34−69.4% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $3.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.91K | 0.00% | +1+8.3% | Added |
| Eastern Bank | 13 | $2.91K | 0.00% | −1−7.1% | Reduced |
| Sierra Ocean, LLC | 12 | $2.69K | 0.00% | +8+200.0% | Added |
| Whipplewood Advisors, LLC | 14 | $2.69K | 0.00% | +2+16.7% | Added |
| Valued Wealth Advisors LLC | 10 | $2.24K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $2.22K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 9 | $2.02K | 0.00% | −5−35.7% | Reduced |
| Dogwood Wealth Management LLC | 9 | $2.02K | 0.00% | +9 | New |
| Harvest Fund Management Co., Ltd | 10 | $2.00K | 0.00% | −1,646−99.4% | Reduced |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | −372−96.9% | Reduced |
| Longfellow Investment Management Co LLC | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 8 | $1.79K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.79K | 0.00% | +4+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 8 | $1.79K | 0.00% | −101−92.7% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $1.57K | 0.00% | +7 | New |
| NVWM, LLC | 6 | $1.34K | 0.00% | +1+20.0% | Added |
| WestEnd Advisors, LLC | 6 | $1.34K | 0.00% | +4+200.0% | Added |
| Highline Wealth Partners LLC | 6 | $1.34K | 0.00% | +6 | New |
| TFC Financial Management | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 5 | $1.12K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $1.12K | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $1.12K | 0.00% | −101−95.3% | Reduced |
| Activest Wealth Management | 5 | $1.12K | 0.00% | +4+400.0% | Added |
| ORG Partners LLC | 5 | $1.11K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $1.10K | 0.00% | −122−96.1% | Reduced |
| 1620 Investment Advisors, Inc. | 4 | $864 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $672 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $672 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $578 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 2 | $479 | 0.00% | +2 | New |
| Core Alternative Capital | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $448 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $448 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $448 | 0.00% | +2 | New |
| CBIZ Investment Advisory Services, LLC | 2 | $448 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $448 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $407 | 0.00% | +2 | New |
| Ancora Advisors, LLC | 1 | $224 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 1 | $224 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $224 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $224 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −345−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −216,127−100.0% | Sold out |
| Altium Capital Management LP | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −21,500−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −20,130−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −17,841−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −15,848−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −12,362−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −11,537−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −7,724−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −7,324−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −6,726−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |