| Parallel Advisors, LLC | 67 | $21.7K | 0.00% | +17+34.0% | Added |
| Central Trust Co | 66 | $21.1K | 0.00% | +56+560.0% | Added |
| Harvest Fund Management Co., Ltd | 61 | $19.0K | 0.00% | −1,044−94.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 55 | $18.0K | 0.00% | +4+7.8% | Added |
| Grove Bank & Trust | 54 | $17.2K | 0.00% | −29−34.9% | Reduced |
| Versant Capital Management, Inc | 54 | $17.2K | 0.00% | +28+107.7% | Added |
| Resources Management Corp | 51 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 48 | $15.3K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 46 | $14.7K | 0.00% | −10,996−99.6% | Reduced |
| Cary Street Partner Investment Advisory LLC | 46 | $14.7K | 0.00% | +23+100.0% | Added |
| TD Waterhouse Canada Inc. | 44 | $14.4K | 0.00% | +27+158.8% | Added |
| SBI Securities Co., Ltd. | 45 | $14.4K | 0.00% | −173−79.4% | Reduced |
| RWM Asset Management, LLC | 45 | $14.4K | 0.00% | +45 | New |
| Quent Capital, LLC | 43 | $13.7K | 0.00% | +41+2,050.0% | Added |
| Matrix Trust Co | 42 | $13.0K | 0.00% | +2+5.0% | Added |
| Farmers & Merchants Investments Inc | 40 | $12.8K | 0.00% | +1+2.6% | Added |
| Larson Financial Group LLC | 38 | $12.1K | 0.00% | +38 | New |
| Signature Equity Partners, LLC | 37 | $11.8K | 0.01% | −1−2.6% | Reduced |
| Parkside Financial Bank & Trust | 37 | $11.8K | 0.00% | +20+117.6% | Added |
| Colonial Trust Advisors | 37 | $11.8K | 0.00% | +37 | New |
| Innovative Asset Advisors Group, LLC | 33 | $10.5K | 0.01% | +33 | New |
| Dunhill Financial, LLC | 30 | $9.62K | 0.00% | +29+2,900.0% | Added |
| Massmutual Trust Co FSB | 29 | $9.26K | 0.00% | −7−19.4% | Reduced |
| Covestor Ltd | 27 | $9.00K | 0.01% | −17−38.6% | Reduced |
| Bell Investment Advisors, Inc | 28 | $8.94K | 0.00% | −10−26.3% | Reduced |
| Kennebec Savings Bank | 27 | $8.62K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 25 | $7.98K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 24 | $7.66K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 24 | $7.66K | 0.00% | +24 | New |
| Bayforest Capital Ltd | 23 | $7.34K | 0.01% | +23 | New |
| CoreCap Advisors, LLC | 21 | $6.83K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 21 | $6.70K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 20 | $6.56K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $6.38K | 0.00% | +20 | New |
| Mosley Wealth Management | 15 | $6.38K | 0.00% | +15 | New |
| Valley National Advisers Inc | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 18 | $5.75K | 0.00% | +18 | New |
| Retirement Wealth Solutions LLC | 16 | $5.11K | 0.00% | −1−5.9% | Reduced |
| Nisa Investment Advisors, LLC | 16 | $5.11K | 0.00% | +1+6.7% | Added |
| Millstone Evans Group, LLC | 15 | $4.79K | 0.00% | +15 | New |
| Aspect Partners, LLC | 13 | $4.15K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 13 | $4.15K | 0.00% | +13 | New |
| Global Trust Asset Management, LLC | 11 | $3.51K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $3.46K | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 10 | $3.19K | 0.00% | −1−9.1% | Reduced |
| Pittenger & Anderson Inc | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $3.19K | 0.00% | +10 | New |
| Barrett & Company, Inc. | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.19K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 9 | $2.87K | 0.00% | −827−98.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $2.55K | 0.00% | +8 | New |
| WealthCollab, LLC | 8 | $2.55K | 0.00% | +8 | New |
| CVA Family Office, LLC | 7 | $2.23K | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 6 | $1.92K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 6 | $1.92K | 0.00% | +3+100.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 6 | $1.92K | 0.00% | +6 | New |
| MCF Advisors LLC | 5 | $1.60K | 0.00% | +5 | New |
| Rosenberg Matthew Hamilton | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.60K | 0.00% | +5 | New |
| Kilter Group LLC | 4 | $1.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 4 | $1.28K | 0.00% | +1+33.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 4 | $1.28K | 0.00% | +4 | New |
| Wall Street Financial Group, Inc. | 4 | $1.28K | 0.00% | +4 | New |
| Avion Wealth | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| South State Corp. | 3 | $958 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $958 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $958 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $958 | 0.00% | +2+200.0% | Added |
| Axiom Investment Management LLC | 3 | $958 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $958 | 0.00% | +3 | New |
| True Wealth Design, LLC | 2 | $639 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $638 | 0.00% | +1+100.0% | Added |
| Vermillion Wealth Management, Inc. | 2 | $638 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $638 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $320 | 0.00% | −14−93.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1 | $319 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $319 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $319 | 0.00% | +1 | New |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −140,991−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −135,870−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −120,225−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −109,456−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −109,000−100.0% | Sold out |
| Progeny 3, Inc. | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Forest Avenue Capital Management LP | 0 | $0 | 0.00% | −66,880−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −51,001−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −48,954−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −43,761−100.0% | Sold out |
| Genoa Capital Gestora de Recursos Ltda. | 0 | $0 | 0.00% | −35,126−100.0% | Sold out |
| Sourcerock Group LLC | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Dilation Capital Management LP | 0 | $0 | 0.00% | −27,632−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −23,908−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −23,125−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,467−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −15,122−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −14,261−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −13,981−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −12,100−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |