| Avion Wealth | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $6.86K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $6.86K | 0.00% | +2+14.3% | Added |
| South Plains Financial, Inc. | 16 | $6.86K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $6.52K | 0.00% | −2−11.8% | Reduced |
| Kestra Investment Management, LLC | 15 | $6.43K | 0.00% | −136−90.1% | Reduced |
| Heritage Wealth Advisors | 14 | $6.00K | 0.00% | −4−22.2% | Reduced |
| FSA Wealth Management LLC | 14 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 14 | $6.00K | 0.00% | +14 | New |
| First PREMIER Bank | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 13 | $5.58K | 0.00% | −429−97.1% | Reduced |
| United Community Bank | 13 | $5.58K | 0.00% | +13 | New |
| Your Advocates Ltd., LLP | 12 | $5.15K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 12 | $5.15K | 0.00% | +12 | New |
| Greenline Partners, LLC | 12 | $5.15K | 0.00% | +12 | New |
| Princeton Global Asset Management LLC | 11 | $4.72K | 0.00% | −14−56.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 11 | $4.72K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 11 | $4.72K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 11 | $4.72K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $4.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $4.29K | 0.00% | +1+11.1% | Added |
| Stonebridge Financial Group, LLC | 10 | $4.29K | 0.00% | +3+42.9% | Added |
| Financial Network Wealth Advisors LLC | 10 | $4.29K | 0.01% | +6+150.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 10 | $4.29K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 9 | $3.86K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $3.86K | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 9 | $3.86K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 8 | $3.49K | 0.00% | +8 | New |
| Aspect Partners, LLC | 8 | $3.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $3.43K | 0.00% | +4+100.0% | Added |
| Kozak & Associates, Inc. | 8 | $3.38K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $3.25K | 0.00% | +1+14.3% | Added |
| Pacific Center for Financial Services | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $2.32K | 0.00% | +1+25.0% | Added |
| North Star Investment Management Corp. | 5 | $2.14K | 0.00% | −4−44.4% | Reduced |
| Hollencrest Capital Management | 5 | $2.14K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 5 | $2.14K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $2.14K | 0.00% | +4+400.0% | Added |
| Brown, Lisle/Cummings, Inc. | 5 | $2.14K | 0.00% | +5 | New |
| Tobam | 5 | $2.00K | 0.00% | −160−97.0% | Reduced |
| PayPay Securities Corp | 4 | $1.78K | 0.10% | −1−20.0% | Reduced |
| Winnow Wealth LLC | 5 | $1.75K | 0.00% | +2+66.7% | Added |
| WealthTrak Capital Management LLC | 4 | $1.72K | 0.00% | −1−20.0% | Reduced |
| Tradewinds Capital Management, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.72K | 0.00% | +4 | New |
| Clean Yield Group | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 4 | $1.72K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $1.72K | 0.00% | +4 | New |
| Archer Investment Corp | 4 | $1.72K | 0.00% | +4 | New |
| Albion Financial Group | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 3 | $1.29K | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $1.29K | 0.00% | +3 | New |
| First Pacific Financial | 3 | $1.29K | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $1.29K | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $1.29K | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $1.29K | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $1.26K | 0.00% | +3 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| Darwin Advisors, LLC | 2 | $970 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $895 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $858 | 0.00% | −8−80.0% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $858 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 2 | $858 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $857 | 0.00% | +2 | New |
| Logan Capital Management Inc | 1 | $429 | 0.00% | −169−99.4% | Reduced |
| Horizon Financial Services, LLC | 1 | $429 | 0.00% | −1−50.0% | Reduced |
| Redwood Park Advisors LLC | 1 | $429 | 0.00% | −1−50.0% | Reduced |
| TD Capital Management LLC | 1 | $429 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $429 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $429 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $429 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $429 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $429 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $428 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $369 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −844−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −90,013−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −81,111−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −54,521−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −44,742−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −37,773−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,657−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −31,600−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −21,709−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −18,863−100.0% | Sold out |
| CMH Wealth Management LLC | 0 | $0 | 0.00% | −14,261−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −14,140−100.0% | Sold out |