| Robinswood Financial LLC | 60 | $4.82K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 58 | $4.66K | 0.01% | +1+1.8% | Added |
| Quent Capital, LLC | 56 | $4.50K | 0.00% | +2+3.7% | Added |
| Grove Bank & Trust | 56 | $4.50K | 0.00% | +25+80.6% | Added |
| TCTC Holdings, LLC | 54 | $4.34K | 0.00% | +54 | New |
| Pacifica Partners Inc. | 54 | $4.31K | 0.00% | +54 | New |
| Creative Financial Designs Inc | 52 | $4.17K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $4.01K | 0.00% | +50 | New |
| Sachetta, LLC | 46 | $3.69K | 0.00% | −50−52.1% | Reduced |
| TD Private Client Wealth LLC | 46 | $3.69K | 0.00% | −3,860−98.8% | Reduced |
| Compass Financial Services Inc | 44 | $3.56K | 0.00% | +44 | New |
| Mascoma Wealth Management LLC | 43 | $3.43K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $3.28K | 0.00% | +8+24.2% | Added |
| Cullen/Frost Bankers, Inc. | 39 | $3.13K | 0.00% | +27+225.0% | Added |
| Wood Tarver Financial Group, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Cornerstone Planning Group LLC | 31 | $2.80K | 0.00% | −17−35.4% | Reduced |
| Red Tortoise LLC | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 34 | $2.73K | 0.00% | +34 | New |
| Newbridge Financial Services Group, Inc. | 33 | $2.67K | 0.00% | +33 | New |
| CGC Financial Services, LLC | 33 | $2.65K | 0.00% | −93−73.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $2.65K | 0.00% | +33 | New |
| NVWM, LLC | 32 | $2.59K | 0.00% | −5−13.5% | Reduced |
| Abound Wealth Management | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 32 | $2.57K | 0.00% | +32 | New |
| Westside Investment Management, Inc. | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $2.17K | 0.00% | +6+28.6% | Added |
| Bell Investment Advisors, Inc | 26 | $2.09K | 0.00% | −5−16.1% | Reduced |
| Golden State Wealth Management, LLC | 26 | $2.09K | 0.00% | +26 | New |
| SJS Investment Consulting Inc. | 25 | $2.01K | 0.00% | −1−3.8% | Reduced |
| Raleigh Capital Management Inc. | 25 | $2.01K | 0.00% | −5−16.7% | Reduced |
| Darwin Advisors, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 24 | $1.92K | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 23 | $1.89K | 0.00% | −137−85.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $1.85K | 0.00% | +23 | New |
| HHM Wealth Advisors, LLC | 21 | $1.70K | 0.00% | +21 | New |
| Ancora Advisors, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13 | $1.04K | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 12 | $964 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $963 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 11 | $955 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 11 | $896 | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 11 | $883 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11 | $883 | 0.00% | +11 | New |
| TFC Financial Management | 10 | $803 | 0.00% | −8−44.4% | Reduced |
| Valued Wealth Advisors LLC | 7 | $563 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $562 | 0.00% | +7 | New |
| Brown Brothers Harriman & Co | 6 | $482 | 0.00% | +4+200.0% | Added |
| Caitlin John, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $402 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $402 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $401 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $401 | 0.00% | +5 | New |
| Winnow Wealth LLC | 4 | $246 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 3 | $241 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $241 | 0.00% | +3 | New |
| Glen Eagle Advisors, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $201 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $80 | 0.00% | +1 | New |
| Truvestments Capital LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 0 | $21 | 0.00% | 0 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −344,697−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −203,062−100.0% | Sold out |
| Sasco Capital Inc | 0 | $0 | 0.00% | −136,310−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −66,604−100.0% | Sold out |
| First Financial Bankshares Inc | 0 | $0 | 0.00% | −63,636−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −59,878−100.0% | Sold out |
| Founders Capital Management, LLC | 0 | $0 | 0.00% | −49,793−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −48,128−100.0% | Sold out |
| Lincoln Capital Corp | 0 | $0 | 0.00% | −32,745−100.0% | Sold out |
| Strategic Advisors LLC | 0 | $0 | 0.00% | −29,964−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −22,554−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −22,549−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −21,852−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −17,798−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −16,769−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −16,743−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −15,919−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,608−100.0% | Sold out |
| Steinberg Asset Management LLC | 0 | $0 | 0.00% | −13,266−100.0% | Sold out |
| Ferguson Wellman Capital Management, Inc | 0 | $0 | 0.00% | −10,512−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −9,340−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −8,531−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −7,945−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −7,879−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −7,771−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,558−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −7,160−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −7,034−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,561−100.0% | Sold out |
| Guyasuta Investment Advisors Inc | 0 | $0 | 0.00% | −5,880−100.0% | Sold out |
| Evergreen Wealth Solutions, LLC | 0 | $0 | 0.00% | −5,736−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,684−100.0% | Sold out |