| Provenance Wealth Advisors, LLC | 60 | $5.68K | 0.00% | +43+252.9% | Added |
| HighMark Wealth Management LLC | 59 | $5.61K | 0.00% | +11+22.9% | Added |
| Parkside Financial Bank & Trust | 59 | $5.59K | 0.00% | +59 | New |
| Archer Investment Corp | 57 | $5.40K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 53 | $5.02K | 0.00% | +53 | New |
| Wetzel Investment Advisors, Inc. | 52 | $5.00K | 0.00% | +52 | New |
| Tompkins Financial Corp | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $4.64K | 0.00% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 49 | $4.64K | 0.00% | +9+22.5% | Added |
| Caitlin John, LLC | 49 | $4.64K | 0.00% | +49 | New |
| Rockbridge Investment Management, LCC | 46 | $4.36K | 0.00% | +46 | New |
| Dividend Assets Capital, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 40 | $3.79K | 0.00% | +40 | New |
| SOA Wealth Advisors, LLC. | 38 | $3.60K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 37 | $3.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $3.24K | 0.00% | −18−34.6% | Reduced |
| True Wealth Design, LLC | 34 | $3.22K | 0.00% | +2+6.3% | Added |
| CoreFirst Bank & Trust | 34 | $3.22K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 34 | $3.22K | 0.00% | +32+1,600.0% | Added |
| Wiser Advisor Group LLC | 33 | $3.13K | 0.01% | +33 | New |
| DecisionPoint Financial, LLC | 32 | $3.03K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $2.94K | 0.00% | −103−76.9% | Reduced |
| Gradient Investments LLC | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 29 | $2.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $2.46K | 0.00% | +26 | New |
| Sanctuary Wealth Management, L.L.C. | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 24 | $2.27K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 24 | $2.27K | 0.00% | +24 | New |
| Abound Wealth Management | 22 | $2.08K | 0.00% | +3+15.8% | Added |
| Johnson Financial Group, Inc. | 22 | $2.08K | 0.00% | +22 | New |
| Motco | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 21 | $1.99K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 20 | $1.89K | 0.00% | −27−57.4% | Reduced |
| Sittner & Nelson, LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.80K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 17 | $1.61K | 0.00% | +17 | New |
| Byrne Asset Management LLC | 16 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 10 | $947 | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 8 | $758 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 8 | $758 | 0.00% | +8 | New |
| New Millennium Group LLC | 6 | $576 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 5 | $474 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $95 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $95 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −323,160−100.0% | Sold out |
| Alua Capital Management LP | 0 | $0 | 0.00% | −234,251−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −210,110−100.0% | Sold out |
| Alliancebernstein L.P. | 0 | $0 | 0.00% | −162,817−100.0% | Sold out |
| Rovida Advisors Inc. | 0 | $0 | 0.00% | −53,800−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −40,439−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −39,486−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −21,777−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −16,778−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −16,635−100.0% | Sold out |
| Deuterium Capital Management, LLC | 0 | $0 | 0.00% | −16,248−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| XY Capital Ltd | 0 | $0 | 0.00% | −10,625−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −7,976−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −5,661−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −5,553−100.0% | Sold out |
| Cable Hill Partners, LLC | 0 | $0 | 0.00% | −4,909−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −4,073−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,937−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −3,587−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,058−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −2,760−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,614−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,060−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,185−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −1,165−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −881−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −315−100.0% | Sold out |
| Portland Hill Asset Management Ltd | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Adirondack Trust Co | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −69−100.0% | Sold out |