| CVA Family Office, LLC | 196 | $13.8K | 0.00% | +13+7.1% | Added |
| TD Private Client Wealth LLC | 193 | $13.6K | 0.00% | −91−32.0% | Reduced |
| Cheviot Value Management, LLC | 172 | $12.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 163 | $12.0K | 0.01% | +12+7.9% | Added |
| Larson Financial Group LLC | 165 | $11.7K | 0.00% | +100+153.8% | Added |
| Manchester Capital Management LLC | 163 | $11.5K | 0.00% | +2+1.2% | Added |
| Clear Street Markets LLC | 157 | $11.1K | 0.00% | +131+503.8% | Added |
| American Capital Advisory, LLC | 155 | $11.0K | 0.00% | −1−0.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 149 | $10.5K | 0.00% | −71−32.3% | Reduced |
| Anchor Investment Management, LLC | 144 | $10.2K | 0.00% | +144 | New |
| Assetmark, Inc | 142 | $10.0K | 0.00% | −998−87.5% | Reduced |
| Smithfield Trust Co | 148 | $10.0K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 140 | $9.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 128 | $9.04K | 0.00% | +118+1,180.0% | Added |
| GW&K Investment Management, LLC | 125 | $9.00K | 0.00% | −25−16.7% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 124 | $8.76K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 118 | $8.34K | 0.00% | −38−24.4% | Reduced |
| Whittier Trust Co | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $7.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $6.64K | 0.00% | −40−29.9% | Reduced |
| Fortitude Family Office, LLC | 82 | $5.79K | 0.00% | −65−44.2% | Reduced |
| Quent Capital, LLC | 76 | $5.37K | 0.00% | −297−79.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 76 | $5.37K | 0.00% | +76 | New |
| Oakworth Capital, Inc. | 74 | $5.25K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 73 | $5.16K | 0.00% | +29+65.9% | Added |
| LRI Investments, LLC | 67 | $4.73K | 0.00% | −95−58.6% | Reduced |
| PFS Partners, LLC | 67 | $4.73K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 63 | $4.45K | 0.07% | 00.0% | Unchanged |
| MidFirst Bank | 61 | $4.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 57 | $4.03K | 0.00% | −73−56.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 57 | $4.03K | 0.00% | +19+50.0% | Added |
| JFS Wealth Advisors, LLC | 55 | $3.89K | 0.00% | +15+37.5% | Added |
| Bayforest Capital Ltd | 54 | $3.81K | 0.00% | −100−64.9% | Reduced |
| Manning & Napier Advisors LLC | 52 | $3.69K | 0.00% | +52 | New |
| UMA Financial Services, Inc. | 52 | $3.67K | 0.00% | −6−10.3% | Reduced |
| Rocky Mountain Advisers, LLC | 52 | $3.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 51 | $3.60K | 0.00% | −27−34.6% | Reduced |
| SBI Securities Co., Ltd. | 51 | $3.60K | 0.00% | −23−31.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 51 | $3.60K | 0.00% | +41+410.0% | Added |
| Colonial Trust Co | 45 | $3.14K | 0.00% | +2+4.7% | Added |
| Concord Wealth Partners | 44 | $3.11K | 0.00% | +44 | New |
| Bartlett & Co. Wealth Management LLC | 42 | $2.97K | 0.00% | −7−14.3% | Reduced |
| First Pacific Financial | 41 | $2.92K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 43 | $2.90K | 0.00% | +43 | New |
| CoreCap Advisors, LLC | 36 | $2.54K | 0.00% | −2−5.3% | Reduced |
| South State Corp. | 35 | $2.47K | 0.00% | −10−22.2% | Reduced |
| Bogart Wealth, LLC | 35 | $2.47K | 0.00% | −1−2.8% | Reduced |
| Eastern Bank | 35 | $2.47K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $2.40K | 0.00% | +6+21.4% | Added |
| Raffa Wealth Management, LLC | 33 | $2.33K | 0.00% | −2−5.7% | Reduced |
| Clearstead Advisors, LLC | 31 | $2.19K | 0.00% | +4+14.8% | Added |
| First Horizon Corp | 30 | $2.12K | 0.00% | −32−51.6% | Reduced |
| SHP Wealth Management | 27 | $1.91K | 0.00% | +18+200.0% | Added |
| Creative Capital Management Investments LLC | 26 | $1.84K | 0.00% | +26 | New |
| Cornerstone Planning Group LLC | 23 | $1.65K | 0.00% | −64−73.6% | Reduced |
| True Wealth Design, LLC | 23 | $1.63K | 0.00% | −309−93.1% | Reduced |
| Rialto Wealth Management, LLC | 22 | $1.55K | 0.00% | +6+37.5% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.55K | 0.00% | −4−15.4% | Reduced |
| Bell Investment Advisors, Inc | 21 | $1.48K | 0.00% | −20−48.8% | Reduced |
| Private Trust Co NA | 21 | $1.48K | 0.00% | +21 | New |
| Marquette Asset Management, LLC | 21 | $1.48K | 0.00% | +21 | New |
| Montag A & Associates Inc | 21 | $1.47K | 0.00% | −7−25.0% | Reduced |
| Rossby Financial, LCC | 20 | $1.41K | 0.00% | +13+185.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 16 | $1.13K | 0.00% | −452−96.6% | Reduced |
| Activest Wealth Management | 15 | $1.06K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 13 | $919 | 0.00% | −329−96.2% | Reduced |
| HFM Investment Advisors, LLC | 13 | $919 | 0.00% | +4+44.4% | Added |
| Valley National Advisers Inc | 13 | $919 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 12 | $848 | 0.00% | +12 | New |
| Dunhill Financial, LLC | 11 | $838 | 0.00% | +6+120.0% | Added |
| Kilter Group LLC | 10 | $707 | 0.00% | −20−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $707 | 0.00% | −10−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $707 | 0.00% | +10 | New |
| Tidemark, LLC | 10 | $707 | 0.00% | +10 | New |
| Washington Trust Advisors, Inc. | 9 | $665 | 0.00% | −18−66.7% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $495 | 0.00% | −35−83.3% | Reduced |
| WestEnd Advisors, LLC | 7 | $495 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $424 | 0.00% | −1−14.3% | Reduced |
| Leonteq Securities AG | 6 | $424 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $354 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 5 | $354 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $353 | 0.00% | −35−87.5% | Reduced |
| Signature Equity Partners, LLC | 4 | $286 | 0.00% | −26−86.7% | Reduced |
| Bokf, NA | 4 | $283 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $213 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $212 | 0.00% | −1−25.0% | Reduced |
| Buck Wealth Strategies, LLC | 3 | $212 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $142 | 0.00% | −1−33.3% | Reduced |
| Planning Strategies Inc. | 2 | $141 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $71 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| Avion Wealth | 11 | $0 | 0.00% | −30−73.2% | Reduced |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| SG Capital Management LLC | 0 | $0 | 0.00% | −1,218,299−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −1,150,339−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −856,043−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −820,072−100.0% | Sold out |
