| PFS Partners, LLC | 21 | $1.87K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 20 | $1.80K | 0.00% | +20 | New |
| Barrett & Company, Inc. | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 20 | $1.80K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 19 | $1.71K | 0.00% | +8+72.7% | Added |
| Caldwell Sutter Capital, Inc. | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $1.62K | 0.00% | +18 | New |
| Gilpin Wealth Management, LLC | 17 | $1.53K | 0.00% | +17 | New |
| Principia Wealth Advisory, LLC | 15 | $1.35K | 0.00% | +2+15.4% | Added |
| Kilter Group LLC | 14 | $1.26K | 0.00% | +1+7.7% | Added |
| MidFirst Bank | 13 | $1.17K | 0.00% | +13 | New |
| Optima Capital LLC | 12 | $1.08K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $1.03K | 0.00% | +12 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 11 | $992 | 0.00% | +11 | New |
| Sachetta, LLC | 10 | $902 | 0.00% | −42−80.8% | Reduced |
| Bullseye Investment Management, LLC | 10 | $899 | 0.00% | +10 | New |
| Quattro Advisors LLC | 9 | $813 | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 9 | $809 | 0.00% | −2−18.2% | Reduced |
| Horizon Financial Services, LLC | 8 | $719 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $630 | 0.00% | −7−50.0% | Reduced |
| Dunhill Financial, LLC | 6 | $578 | 0.00% | +2+50.0% | Added |
| WestEnd Advisors, LLC | 6 | $540 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $540 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 6 | $540 | 0.00% | +6 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $451 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $450 | 0.00% | −19−79.2% | Reduced |
| Ares Financial Consulting, LLC | 4 | $366 | 0.00% | +4 | New |
| Collier Financial | 4 | $361 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $360 | 0.00% | −354−98.9% | Reduced |
| Strengthening Families & Communities, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $360 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 4 | $360 | 0.00% | +4 | New |
| Elevated Capital Advisors, LLC | 4 | $360 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $270 | 0.00% | −1−25.0% | Reduced |
| American Capital Advisory, LLC | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $270 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 3 | $257 | 0.00% | −162−98.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $180 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $179 | 0.00% | −6−75.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $90 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $90 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −925,937−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −194,446−100.0% | Sold out |
| ARGA Investment Management, LP | 0 | $0 | 0.00% | −154,539−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −124,830−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −121,800−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −98,306−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −68,969−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −67,192−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −50,430−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −45,215−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −39,377−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −27,096−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −25,984−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −22,154−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −20,742−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −19,905−100.0% | Sold out |
| Mattson Financial Services, LLC | 0 | $0 | 0.00% | −19,455−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −12,445−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −11,428−100.0% | Sold out |
| Brown Financial Advisors | 0 | $0 | 0.00% | −10,919−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −9,718−100.0% | Sold out |
| Humankind Investments LLC | 0 | $0 | 0.00% | −8,949−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −464,250−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −6,647−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Paladin Wealth, LLC | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −5,841−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,778−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −5,442−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −5,336−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| King Wealth | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −4,395−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,324−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −4,209−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −4,173−100.0% | Sold out |
| Applied Finance Capital Management, LLC | 0 | $0 | 0.00% | −4,040−100.0% | Sold out |
| Jacobs & Co | 0 | $0 | 0.00% | −4,009−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −3,685−100.0% | Sold out |
| McMorgan & Co LLC | 0 | $0 | 0.00% | −3,648−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −3,174−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −3,111−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,992−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −2,928−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |