| Clear Street Markets LLC | 10 | $2.92K | 0.00% | +3+42.9% | Added |
| Continuum Advisory, LLC | 10 | $2.92K | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $2.63K | 0.00% | +2+28.6% | Added |
| Heritage Wealth Advisors | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 9 | $2.63K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $2.63K | 0.00% | +2+28.6% | Added |
| Cromwell Holdings LLC | 8 | $2.34K | 0.00% | −66−89.2% | Reduced |
| West Paces Advisors Inc. | 8 | $2.34K | 0.00% | +8 | New |
| Activest Wealth Management | 7 | $2.05K | 0.00% | −2−22.2% | Reduced |
| Country Trust Bank | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $2.05K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 6 | $1.75K | 0.00% | −8−57.1% | Reduced |
| Marquette Asset Management, LLC | 6 | $1.75K | 0.00% | −4−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 6 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $1.46K | 0.00% | −2−28.6% | Reduced |
| Toth Financial Advisory Corp | 5 | $1.46K | 0.00% | +5 | New |
| Spire Wealth Management | 5 | $1.46K | 0.00% | −10−66.7% | Reduced |
| SHP Wealth Management | 5 | $1.46K | 0.00% | −8−61.5% | Reduced |
| Mascoma Wealth Management LLC | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.46K | 0.00% | +3+150.0% | Added |
| Principia Wealth Advisory, LLC | 5 | $1.46K | 0.00% | +3+150.0% | Added |
| Prestige Wealth Management Group LLC | 4 | $1.17K | 0.00% | −12−75.0% | Reduced |
| South State Corp. | 4 | $1.17K | 0.00% | −4−50.0% | Reduced |
| UMA Financial Services, Inc. | 4 | $1.17K | 0.00% | −1−20.0% | Reduced |
| Orion Capital Management LLC | 4 | $1.17K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.17K | 0.00% | +1+33.3% | Added |
| Washington Trust Advisors, Inc. | 4 | $1.17K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $1.17K | 0.00% | +3+300.0% | Added |
| Compass Financial Management LLC | 4 | $1.17K | 0.00% | +4 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −68−97.1% | Reduced |
| Avion Wealth | 4 | $1.00K | 0.00% | −4−50.0% | Reduced |
| Financial Consulate, Inc | 3 | $878 | 0.00% | −222−98.7% | Reduced |
| Clark Wealth Partners | 3 | $878 | 0.00% | −30−90.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $878 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $878 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $877 | 0.00% | −6−66.7% | Reduced |
| MidFirst Bank | 3 | $877 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 2 | $585 | 0.00% | −10−83.3% | Reduced |
| Hughes Financial Services, LLC | 2 | $585 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $585 | 0.00% | −1−33.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $585 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $585 | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 2 | $585 | 0.00% | +2 | New |
| Elequin Capital LP | 2 | $585 | 0.00% | +2 | New |
| Creative Capital Management Investments LLC | 2 | $585 | 0.00% | +2 | New |
| Provenance Wealth Advisors, LLC | 2 | $585 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $416 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 1 | $334 | 0.00% | −1−50.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $328 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $293 | 0.00% | −43−97.7% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1 | $292 | 0.00% | −179−99.4% | Reduced |
| Triumph Capital Management | 1 | $292 | 0.00% | −22−95.7% | Reduced |
| LRI Investments, LLC | 1 | $292 | 0.00% | −15−93.8% | Reduced |
| Signature Equity Partners, LLC | 1 | $292 | 0.00% | −6−85.7% | Reduced |
| Delta Asset Management LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $292 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 1 | $292 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $292 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 88 | $86 | 0.00% | +88 | New |
| Penserra Capital Management LLC | 3 | $0 | 0.00% | −239−98.8% | Reduced |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 6 | – | – | +6 | New |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −215,748−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −91,158−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −35,170−100.0% | Sold out |
| Montanaro Asset Management Ltd | 0 | $0 | 0.00% | −27,325−100.0% | Sold out |
| McCollum Christoferson Group LLC | 0 | $0 | 0.00% | −21,815−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,436−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −11,348−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −11,204−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −10,890−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −8,623−100.0% | Sold out |
| Connors Investor Services Inc | 0 | $0 | 0.00% | −8,157−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −8,041−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,001−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −7,988−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −7,522−100.0% | Sold out |
| Tsai Capital Corp | 0 | $0 | 0.00% | −6,943−100.0% | Sold out |
| Bouvel Investment Partners, LLC | 0 | $0 | 0.00% | −5,192−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −5,085−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −1,618−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −1,519−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,470−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Prosperity Planning, Inc. | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| Spence Asset Management | 0 | $0 | 0.00% | −1,212−100.0% | Sold out |
| BNP Paribas | 0 | $0 | 0.00% | −1,130−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,114−100.0% | Sold out |