| Provenance Wealth Advisors, LLC | 47 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 46 | $3.52K | 0.00% | +46 | New |
| Wealth Watch Advisors, INC | 44 | $3.37K | 0.00% | +44 | New |
| Brown, Lisle/Cummings, Inc. | 44 | $3.36K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $2.61K | 0.00% | −1−2.9% | Reduced |
| Rossby Financial, LCC | 34 | $2.56K | 0.00% | +34 | New |
| Private Wealth Management Group, LLC | 32 | $2.45K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 31 | $2.38K | 0.00% | +7+29.2% | Added |
| Sellwood Investment Partners LLC | 30 | $2.30K | 0.00% | +30 | New |
| Financial Consulate, Inc | 25 | $1.92K | 0.00% | +25 | New |
| Golden State Wealth Management, LLC | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $1.61K | 0.00% | −5−19.2% | Reduced |
| Aventura Private Wealth, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.61K | 0.00% | +2+10.5% | Added |
| Binnacle Investments Inc | 19 | $1.46K | 0.00% | +11+137.5% | Added |
| Montag A & Associates Inc | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.38K | 0.00% | +18 | New |
| UMA Financial Services, Inc. | 16 | $1.23K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $1.15K | 0.00% | +4+36.4% | Added |
| AdvisorNet Financial, Inc | 15 | $1.15K | 0.00% | +15 | New |
| Abich Financial Wealth Management LLC | 15 | $1.15K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.07K | 0.00% | +2+16.7% | Added |
| Palisade Asset Management, LLC | 13 | $997 | 0.00% | +13 | New |
| Sachetta, LLC | 12 | $920 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 12 | $919 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11 | $843 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $767 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $766 | 0.00% | +10 | New |
| Key Financial Inc | 10 | $753 | 0.00% | +10 | New |
| Activest Wealth Management | 9 | $690 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 8 | $602 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $486 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $460 | 0.00% | −10−62.5% | Reduced |
| Quaker Wealth Management, LLC | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $460 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $384 | 0.00% | +1+25.0% | Added |
| Seneschal Advisors, LLC | 5 | $384 | 0.00% | +5 | New |
| Davis Capital Management | 4 | $306 | 0.00% | +4 | New |
| West Branch Capital LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $152 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | −10−62.5% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Sachem Head Capital Management LP | 0 | $0 | 0.00% | −1,490,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −833,917−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −573,567−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −207,952−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −113,259−100.0% | Sold out |
| Rivermont Capital Management LP | 0 | $0 | 0.00% | −106,179−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −94,397−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −77,315−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −59,199−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −45,921−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −32,835−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −26,868−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Silver Oak Securities, Inc | 0 | $0 | 0.00% | −17,082−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −16,604−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −15,512−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −15,087−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,420−100.0% | Sold out |
| Duncan Williams Asset Management, LLC | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,868−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −10,469−100.0% | Sold out |
| Norden Group LLC | 0 | $0 | 0.00% | −9,994−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −9,133−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,904−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −6,260−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −6,061−100.0% | Sold out |
| Severin Investments, LLC | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,032−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −4,413−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,371−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Legacy Wealth Asset Management, LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −4,114−100.0% | Sold out |
| Portside Wealth Group, LLC | 0 | $0 | 0.00% | −4,015−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −3,866−100.0% | Sold out |
| Polymer Capital Management (HK) LTD | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,597−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −3,068−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −1,078−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Park Place Capital Corp | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| J.Safra Asset Management Corp | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −205−100.0% | Sold out |