| PSI Advisors, LLC | 27 | $7.20K | 0.00% | +27 | New |
| Atlantic Edge Private Wealth Management, LLC | 26 | $6.93K | 0.00% | +26 | New |
| HFM Investment Advisors, LLC | 26 | $6.93K | 0.00% | +26 | New |
| Insight Financial Services | 26 | $6.93K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 25 | $6.67K | 0.00% | −15−37.5% | Reduced |
| Fairway Wealth LLC | 25 | $6.67K | 0.00% | +10+66.7% | Added |
| Crews Bank & Trust | 24 | $6.40K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 24 | $6.40K | 0.01% | +24 | New |
| Eq Wealth Advisors, LLC | 23 | $6.13K | 0.00% | +23 | New |
| Coston, McIsaac & Partners | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 22 | $5.87K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $5.87K | 0.00% | +17+340.0% | Added |
| Beacon Capital Management, LLC | 22 | $5.87K | 0.00% | +22 | New |
| Winnow Wealth LLC | 22 | $5.69K | 0.01% | +7+46.7% | Added |
| SOA Wealth Advisors, LLC. | 21 | $5.61K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $5.35K | 0.01% | +9+75.0% | Added |
| City State Bank | 20 | $5.33K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 19 | $5.07K | 0.00% | +19 | New |
| Kimelman & Baird, LLC | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 18 | $4.80K | 0.00% | +18 | New |
| Global Wealth Strategies & Associates | 17 | $4.53K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $4.00K | 0.00% | +15 | New |
| Reyes Financial Architecture, Inc. | 15 | $4.00K | 0.00% | +15 | New |
| Minot DeBlois Advisors LLC | 14 | $3.73K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 13 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 13 | $3.47K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 13 | $3.47K | 0.00% | +13 | New |
| PayPay Securities Corp | 11 | $3.04K | 0.17% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 11 | $3.00K | 0.00% | −4−26.7% | Reduced |
| Bare Financial Services, Inc | 11 | $2.93K | 0.00% | +11 | New |
| Pineridge Advisors LLC | 10 | $2.70K | 0.00% | −15−60.0% | Reduced |
| Kozak & Associates, Inc. | 10 | $2.69K | 0.00% | −53−84.1% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $2.67K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $2.13K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $1.87K | 0.00% | +7 | New |
| Glass Jacobson Investment Advisors llc | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 6 | $1.60K | 0.00% | −9−60.0% | Reduced |
| Consultiva Wealth Management, Corp. | 6 | $1.60K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 6 | $1.47K | 0.00% | +6 | New |
| Strategic Investment Solutions, Inc. | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $1.34K | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $1.33K | 0.00% | −472−99.0% | Reduced |
| Osterweis Capital Management Inc | 5 | $1.33K | 0.00% | +5 | New |
| Greenline Partners, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $1.33K | 0.00% | +5 | New |
| Comprehensive Financial Planning, Inc. | 5 | $1.33K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $1.33K | 0.00% | +1+25.0% | Added |
| Gen-Wealth Partners Inc | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 4 | $1.07K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.07K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $1.07K | 0.00% | +4 | New |
| PrairieView Partners, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $801 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $801 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $801 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $800 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $800 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 3 | $800 | 0.00% | +3 | New |
| Evelyn Partners Investment Management Services Ltd | 2 | $533 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 220 | $156 | 0.00% | −197−47.2% | Reduced |
| Innovative Advisory Group, LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −11,068−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −265,335−100.0% | Sold out |
| Fernbridge Capital Management LP | 0 | $0 | 0.00% | −260,275−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −135,000−100.0% | Sold out |
| GCM Grosvenor Holdings, LLC | 0 | $0 | 0.00% | −120,719−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −68,110−100.0% | Sold out |
| Black Creek Investment Management Inc. | 0 | $0 | 0.00% | −47,207−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −47,003−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −28,264−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −22,043−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −19,746−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −18,533−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −17,379−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −15,462−100.0% | Sold out |
| Napa Wealth Management | 0 | $0 | 0.00% | −13,031−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −12,853−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −11,278−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −9,119−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −7,569−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −7,165−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −6,118−100.0% | Sold out |
| Worth Asset Management, LLC | 0 | $0 | 0.00% | −6,068−100.0% | Sold out |
| HighVista Strategies LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Kize Capital LP | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Grand Jean Capital Management Inc | 0 | $0 | 0.00% | −5,153−100.0% | Sold out |
| Optimize Financial Inc | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| MMBG Investment Advisors Co. | 0 | $0 | 0.00% | −4,895−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,803−100.0% | Sold out |
