| Cornerstone Financial Management LLC | 103 | $6.18K | 0.01% | +103 | New |
| Highline Wealth Partners LLC | 102 | $6.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 102 | $6.12K | 0.00% | +37+56.9% | Added |
| Marquette Asset Management, LLC | 101 | $6.06K | 0.00% | +15+17.4% | Added |
| Avion Wealth | 110 | $6.00K | 0.00% | +15+15.8% | Added |
| Wolff Wiese Magana LLC | 96 | $5.76K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 93 | $5.60K | 0.01% | +93 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 90 | $5.40K | 0.00% | +14+18.4% | Added |
| Valued Wealth Advisors LLC | 88 | $5.31K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 88 | $5.28K | 0.00% | +88 | New |
| Webster Bank, N. A. | 79 | $4.74K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $4.50K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 72 | $4.32K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 71 | $4.26K | 0.00% | +71 | New |
| Altshuler Shaham Ltd | 68 | $4.08K | 0.00% | −7−9.3% | Reduced |
| Kilter Group LLC | 67 | $4.02K | 0.00% | +10+17.5% | Added |
| NBC Securities, Inc. | 65 | $3.90K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 63 | $3.78K | 0.00% | +3+5.0% | Added |
| Adirondack Trust Co | 62 | $3.72K | 0.00% | +62 | New |
| Abound Wealth Management | 60 | $3.60K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $3.60K | 0.00% | +60 | New |
| Wealth Watch Advisors, INC | 55 | $3.30K | 0.00% | +55 | New |
| Addison Advisors LLC | 53 | $3.18K | 0.00% | +53 | New |
| Strategic Wealth Partners, Ltd. | 53 | $3.18K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 16,823 | $3.17K | 0.00% | +16,823 | New |
| Signature Equity Partners, LLC | 52 | $3.10K | 0.00% | +52 | New |
| Country Trust Bank | 51 | $3.06K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $3.06K | 0.00% | +42+466.7% | Added |
| Horizon Financial Services, LLC | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 44 | $2.64K | 0.00% | +44 | New |
| Manchester Capital Management LLC | 43 | $2.58K | 0.00% | +27+168.8% | Added |
| DiNuzzo Private Wealth, Inc. | 42 | $2.52K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 41 | $2.46K | 0.00% | −16−28.1% | Reduced |
| Rialto Wealth Management, LLC | 40 | $2.40K | 0.00% | +6+17.6% | Added |
| Bay Harbor Wealth Management, LLC | 39 | $2.34K | 0.00% | +16+69.6% | Added |
| First United Bank Trust | 38 | $2.28K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 35 | $2.10K | 0.00% | −17−32.7% | Reduced |
| Optima Capital LLC | 35 | $2.10K | 0.00% | +35 | New |
| Penserra Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 29 | $1.74K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $1.68K | 0.00% | +6+27.3% | Added |
| ZRC Wealth Management, LLC | 27 | $1.62K | 0.00% | +13+92.9% | Added |
| SHP Wealth Management | 27 | $1.62K | 0.00% | +27 | New |
| Hughes Financial Services, LLC | 23 | $1.38K | 0.00% | +4+21.1% | Added |
| Turning Point Benefit Group, Inc. | 20 | $1.20K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.20K | 0.00% | +3+17.6% | Added |
| Principia Wealth Advisory, LLC | 19 | $1.14K | 0.00% | −2−9.5% | Reduced |
| 1015 Capital Partners, LLC | 19 | $1.14K | 0.00% | +19 | New |
| HFM Investment Advisors, LLC | 16 | $961 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 14 | $840 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $783 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $721 | 0.00% | −1−7.7% | Reduced |
| Concord Wealth Partners | 12 | $720 | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 11 | $660 | 0.00% | +11 | New |
| Financial Consulate, Inc | 10 | $601 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $600 | 0.00% | +10 | New |
| Breakwater Investment Management | 9 | $541 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 9 | $541 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $540 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 9 | $540 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $522 | 0.00% | −29−76.3% | Reduced |
| Seneschal Advisors, LLC | 7 | $421 | 0.00% | +3+75.0% | Added |
| Davis Capital Management | 7 | $420 | 0.00% | −8−53.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $380 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $360 | 0.00% | +6 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $317 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $301 | 0.00% | +3+150.0% | Added |
| Financial Management Professionals, Inc. | 5 | $300 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $300 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $300 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $300 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 4 | $241 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $61 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −189,342−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −86,184−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −61,100−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −52,859−100.0% | Sold out |
| Gallo Partners, LP | 0 | $0 | 0.00% | −43,890−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −43,713−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −43,316−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −35,840−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −35,338−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −28,874−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −27,339−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −23,293−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,834−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −19,172−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −18,603−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −18,273−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −17,127−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,784−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −13,923−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −13,880−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −13,169−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −12,984−100.0% | Sold out |