| Live Oak Investment Partners | – | $27.4K | 0.02% | – | – |
| WealthCollab, LLC | 370 | $27.0K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 379 | $27.0K | 0.01% | +66+21.1% | Added |
| Caitong International Asset Management Co., Ltd | 340 | $24.8K | 0.02% | +340 | New |
| Bullock Wealth Management Group | 337 | $24.6K | 0.01% | +205+155.3% | Added |
| Laurel Wealth Advisors LLC | 325 | $23.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 321 | $23.4K | 0.01% | −21−6.1% | Reduced |
| TD Private Client Wealth LLC | 317 | $23.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 310 | $22.6K | 0.00% | +4+1.3% | Added |
| Whittier Trust Co | 308 | $22.5K | 0.00% | +120+63.8% | Added |
| Whipplewood Advisors, LLC | 305 | $22.3K | 0.01% | +305 | New |
| True Wealth Design, LLC | 298 | $21.8K | 0.01% | +21+7.6% | Added |
| Northwest Capital Management Inc | 290 | $21.2K | 0.01% | 00.0% | Unchanged |
| R Squared Ltd | 280 | $20.4K | 0.02% | +280 | New |
| Coppell Advisory Solutions LLC | 266 | $19.4K | 0.00% | −384−59.1% | Reduced |
| Leonteq Securities AG | 265 | $19.4K | 0.00% | +18+7.3% | Added |
| Hollencrest Capital Management | 236 | $17.2K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 230 | $16.8K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $16.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 209 | $15.3K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 203 | $14.8K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 196 | $14.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 179 | $13.1K | 0.00% | −53−22.8% | Reduced |
| Armstrong Advisory Group, Inc | 167 | $12.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 150 | $11.0K | 0.01% | +150 | New |
| Kozak & Associates, Inc. | 138 | $10.1K | 0.00% | +1+0.7% | Added |
| Newton One Investments LLC | 135 | $9.84K | 0.00% | +135 | New |
| Atala Financial Inc | 124 | $9.06K | 0.01% | +124 | New |
| Centerpoint Advisors, LLC | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 117 | $8.55K | 0.00% | +117 | New |
| Horizon Investments, LLC | 113 | $8.21K | 0.00% | +2+1.8% | Added |
| Beacon Capital Management, LLC | 111 | $8.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 104 | $7.59K | 0.00% | +8+8.3% | Added |
| Pingora Partners LLC | 100 | $7.30K | 0.00% | −20−16.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 90 | $6.57K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $5.77K | 0.00% | +3+3.9% | Added |
| Raiffeisen Bank International AG | 78 | $5.64K | 0.00% | +78 | New |
| Park Square Financial Group, LLC | 75 | $5.48K | 0.00% | +75 | New |
| Farmers & Merchants Investments Inc | 70 | $5.11K | 0.00% | −5−6.7% | Reduced |
| Eagle Bay Advisors LLC | 69 | $5.04K | 0.00% | +8+13.1% | Added |
| Key Financial Inc | 64 | $4.67K | 0.00% | +64 | New |
| Sachetta, LLC | 63 | $4.60K | 0.00% | +2+3.3% | Added |
| Colonial Trust Co | 62 | $4.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 60 | $4.38K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 58 | $4.24K | 0.00% | −2,042−97.2% | Reduced |
| LRI Investments, LLC | 58 | $4.24K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 57 | $4.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 53 | $3.87K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $3.87K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 53 | $3.87K | 0.00% | +53 | New |
| Newbridge Financial Services Group, Inc. | 50 | $3.65K | 0.00% | −2,837−98.3% | Reduced |
| SJS Investment Consulting Inc. | 42 | $3.07K | 0.00% | −27−39.1% | Reduced |
| Spire Wealth Management | 42 | $3.07K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 41 | $2.99K | 0.00% | +41 | New |
| Bruce G. Allen Investments, LLC | 40 | $2.92K | 0.00% | −2−4.8% | Reduced |
| Hallmark Capital Management Inc | 40 | $2.92K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $2.92K | 0.00% | +40 | New |
| Grove Bank & Trust | 36 | $2.63K | 0.00% | +36 | New |
| Logan Capital Management Inc | 35 | $2.57K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 29 | $2.12K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 26 | $1.90K | 0.00% | +26 | New |
| Sierra Ocean, LLC | 21 | $1.53K | 0.00% | +21 | New |
| Raleigh Capital Management Inc. | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.33K | 0.00% | −2,840−99.4% | Reduced |
| Winch Advisory Services, LLC | 18 | $1.31K | 0.00% | +18 | New |
| Creekmur Asset Management LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +11+84.6% | Added |
| Global Financial Private Client, LLC | 12 | $876 | 0.00% | +12 | New |
| MPWM Advisory Solutions, LLC | 12 | $876 | 0.00% | +12 | New |
| Valued Wealth Advisors LLC | 11 | $807 | 0.00% | −11−50.0% | Reduced |
| UMA Financial Services, Inc. | 10 | $731 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 10 | $730 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 8 | $584 | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 6 | $438 | 0.00% | −8−57.1% | Reduced |
| Old Second National Bank of Aurora | 6 | $438 | 0.00% | +6 | New |
| Larson Financial Group LLC | 5 | $365 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 5 | $365 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 3 | $220 | 0.00% | +2+200.0% | Added |
| Kohmann Bosshard Financial Services, LLC | 3 | $219 | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $73 | 0.00% | +1 | New |
| Transce3nd, LLC | 1 | $73 | 0.00% | +1 | New |
| Gillson Capital LP | 0 | $0 | 0.00% | −315,070−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −313,872−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −274,406−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −192,608−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −165,249−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −103,737−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,480−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −46,300−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −39,058−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −34,627−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −33,208−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −32,741−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −29,778−100.0% | Sold out |
