| Harbour Investments, Inc. | 660 | $5.08K | 0.00% | −14−2.1% | Reduced |
| Richardson Financial Services Inc. | 630 | $4.85K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 614 | $4.73K | 0.00% | +145+30.9% | Added |
| Oakworth Capital, Inc. | 600 | $4.62K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 600 | $4.62K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 597 | $4.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 571 | $4.40K | 0.00% | +571 | New |
| Medallion Wealth Advisors, LLC | 550 | $4.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 542 | $4.17K | 0.00% | +542 | New |
| Cullen/Frost Bankers, Inc. | 525 | $4.04K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 500 | $3.92K | 0.00% | −475−48.7% | Reduced |
| True Wealth Design, LLC | 502 | $3.87K | 0.00% | −520−50.9% | Reduced |
| City State Bank | 495 | $3.81K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 434 | $3.34K | 0.00% | +13+3.1% | Added |
| RMG Wealth Management LLC | 465 | $3.32K | 0.00% | +465 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 429 | $3.30K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 424 | $3.27K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 341 | $2.63K | 0.00% | −2,112−86.1% | Reduced |
| Signature Resources Capital Management, LLC | 332 | $2.56K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 313 | $2.41K | 0.00% | −42−11.8% | Reduced |
| Cornerstone Planning Group LLC | 280 | $2.38K | 0.00% | +43+18.1% | Added |
| Gables Capital Management Inc. | 300 | $2.31K | 0.00% | −1,609−84.3% | Reduced |
| Mosley Wealth Management | 300 | $2.31K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 299 | $2.30K | 0.00% | +299 | New |
| Umb Bank N A | 280 | $2.16K | 0.00% | −1,986−87.6% | Reduced |
| Colonial Trust Advisors | 250 | $1.93K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 245 | $1.88K | 0.00% | +8+3.4% | Added |
| Quarry LP | 244 | $1.88K | 0.00% | −8,947−97.3% | Reduced |
| Signature Equity Partners, LLC | 238 | $1.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 213 | $1.64K | 0.00% | −36−14.5% | Reduced |
| Webster Bank, N. A. | 200 | $1.54K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 198 | $1.52K | 0.00% | +198 | New |
| Darwin Advisors, LLC | 197 | $1.52K | 0.00% | +5+2.6% | Added |
| Caldwell Sutter Capital, Inc. | 175 | $1.35K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 176 | $1.34K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 170 | $1.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 152 | $1.17K | 0.00% | −89−36.9% | Reduced |
| Parkside Financial Bank & Trust | 137 | $1.05K | 0.00% | −2,048−93.7% | Reduced |
| Basepoint Wealth LLC | 126 | $970 | 0.00% | +4+3.3% | Added |
| Retirement Wealth Solutions LLC | 117 | $901 | 0.00% | −45−27.8% | Reduced |
| First Command Advisory Services, Inc. | 111 | $855 | 0.00% | +111 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $770 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 99 | $762 | 0.00% | +99 | New |
| Action Point Financial Planning, LLC | 94 | $717 | 0.00% | +94 | New |
| Prestige Wealth Management Group LLC | 81 | $624 | 0.00% | +57+237.5% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 80 | $610 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 76 | $585 | 0.00% | −2,584−97.1% | Reduced |
| Highline Wealth Partners LLC | 76 | $585 | 0.00% | −697−90.2% | Reduced |
| Rossby Financial, LCC | 70 | $539 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 70 | $539 | 0.00% | +70 | New |
| Fortitude Family Office, LLC | 69 | $531 | 0.00% | −310−81.8% | Reduced |
| Hilton Head Capital Partners, LLC | 67 | $516 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $501 | 0.00% | −407−86.2% | Reduced |
| Breakwater Investment Management | 64 | $493 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 63 | $486 | 0.00% | +63 | New |
| Tounjian Advisory Partners, LLC | 63 | $484 | 0.00% | +63 | New |
| Bay Harbor Wealth Management, LLC | 62 | $477 | 0.00% | +4+6.9% | Added |
| MV Capital Management, Inc. | 59 | $455 | 0.00% | −359−85.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 40 | $308 | 0.00% | −26−39.4% | Reduced |
| Rialto Wealth Management, LLC | 36 | $278 | 0.00% | −121−77.1% | Reduced |
| HFM Investment Advisors, LLC | 34 | $262 | 0.00% | +12+54.5% | Added |
| Gilpin Wealth Management, LLC | 33 | $255 | 0.00% | −20−37.7% | Reduced |
| CVA Family Office, LLC | 32 | $246 | 0.00% | −361−91.9% | Reduced |
| Assetmark, Inc | 32 | $246 | 0.00% | −157−83.1% | Reduced |
| Bruce G. Allen Investments, LLC | 32 | $246 | 0.00% | −73−69.5% | Reduced |
| Cromwell Holdings LLC | 28 | $216 | 0.00% | −28−50.0% | Reduced |
| AdvisorNet Financial, Inc | 20 | $154 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 20 | $154 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $146 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 17 | $131 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 16 | $123 | 0.00% | −67−80.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 12 | $92 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 10 | $77 | 0.00% | −33−76.7% | Reduced |
| DecisionPoint Financial, LLC | 9 | $71 | 0.00% | +9 | New |
| Compass Financial Management LLC | 9 | $66 | 0.00% | +9 | New |
| Maryland Capital Advisors Inc. | 4 | $31 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 2 | $15 | 0.00% | −172−98.9% | Reduced |
| Raffa Wealth Management, LLC | 1 | $8 | 0.00% | −3−75.0% | Reduced |
| Napier Financial, LLC | 1 | $8 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 62 | $0 | 0.00% | −127−67.2% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $0 | 0.00% | −39−72.2% | Reduced |
| Evolution Advisers, Inc. | 34 | $0 | 0.00% | +34 | New |
| Coppell Advisory Solutions LLC | 62 | – | – | +62 | New |
| Ranmore Fund Management Ltd | 0 | $0 | 0.00% | −5,000,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −2,254,146−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −1,364,400−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −589,739−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −258,339−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −161,900−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −161,621−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −148,203−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −122,541−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −116,256−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −107,172−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −45,595−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −87,989−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −85,824−100.0% | Sold out |
