| Triad Wealth Partners, LLC | 34 | $22.0K | 0.01% | +34 | New |
| First Financial Corp | 34 | $22.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 33 | $21.7K | 0.02% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 30 | $19.4K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 29 | $19.0K | 0.00% | +3+11.5% | Added |
| Family Firm, Inc. | 29 | $18.5K | 0.00% | +29 | New |
| Bruce G. Allen Investments, LLC | 28 | $18.1K | 0.02% | −7−20.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 25 | $16.2K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $16.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 24 | $15.5K | 0.00% | +19+380.0% | Added |
| Hexagon Capital Partners LLC | 23 | $14.9K | 0.00% | +7+43.8% | Added |
| Raffa Wealth Management, LLC | 22 | $14.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 21 | $13.6K | 0.00% | +21 | New |
| Caldwell Sutter Capital, Inc. | 21 | $13.6K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $13.6K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 20 | $13.2K | 0.01% | +20 | New |
| TSFG, LLC | 18 | $12.0K | 0.00% | −4−18.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $11.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 15 | $10.8K | 0.01% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 15 | $10.8K | 0.01% | +15 | New |
| Strategic Investment Solutions, Inc. | 12 | $9.09K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $9.05K | 0.00% | +2+16.7% | Added |
| Aspire Private Capital, LLC | 14 | $9.05K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $9.00K | 0.00% | +1+7.1% | Added |
| Delos Wealth Advisors, LLC | 13 | $8.41K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $8.41K | 0.00% | +5+62.5% | Added |
| Tucker Asset Management LLC | 13 | $8.41K | 0.00% | +13 | New |
| Frazier Financial Advisors, LLC | 12 | $7.76K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 12 | $7.76K | 0.00% | +4+50.0% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 11 | $7.11K | 0.00% | −2−15.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 11 | $7.11K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $7.11K | 0.00% | +11 | New |
| BOK Financial Private Wealth, Inc. | 10 | $6.47K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 10 | $6.47K | 0.01% | 00.0% | Unchanged |
| Security National Bank | 10 | $6.47K | 0.00% | +10 | New |
| Ulland Investment Advisors, LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $5.82K | 0.00% | +4+80.0% | Added |
| Abound Wealth Management | 9 | $5.70K | 0.00% | −1−10.0% | Reduced |
| Dunhill Financial, LLC | 8 | $5.06K | 0.00% | +2+33.3% | Added |
| Addison Advisors LLC | 7 | $4.53K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $4.36K | 0.00% | +1+16.7% | Added |
| Avion Wealth | 7 | $4.00K | 0.00% | +1+16.7% | Added |
| Jamison Private Wealth Management, Inc. | 6 | $3.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $3.88K | 0.00% | +1+20.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $3.88K | 0.00% | −200−97.1% | Reduced |
| Sachetta, LLC | 5 | $3.69K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $3.34K | 0.00% | +4+400.0% | Added |
| Sound Income Strategies, LLC | 5 | $3.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $3.23K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $3.23K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $3.23K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $3.23K | 0.00% | +1+25.0% | Added |
| Private Ocean, LLC | 5 | $3.23K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 4 | $2.59K | 0.00% | −4−50.0% | Reduced |
| JJJ Advisors Inc. | 4 | $2.59K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $2.59K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.59K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $2.59K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $2.59K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 4 | $2.59K | 0.00% | +4 | New |
| First Pacific Financial | 4 | $2.59K | 0.00% | +4 | New |
| SWAN Capital LLC | 4 | $2.59K | 0.00% | +4 | New |
| VitalStone Financial, LLC | 3 | $1.94K | 0.00% | −477−99.4% | Reduced |
| Richardson Financial Services Inc. | 3 | $1.94K | 0.00% | −1−25.0% | Reduced |
| Lummis Asset Management, LP | 3 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 3 | $1.94K | 0.00% | +3 | New |
| West Paces Advisors Inc. | 2 | $1.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.29K | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $647 | 0.00% | −8−88.9% | Reduced |
| Twin Tree Management, LP | 1 | $647 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $647 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $646 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −194,101−100.0% | Sold out |
| Stockbridge Partners LLC | 0 | $0 | 0.00% | −100,580−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −18,345−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −13,890−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −12,569−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −10,077−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −9,015−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,827−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −5,897−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −5,737−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −5,621−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −5,182−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −4,049−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −3,697−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |