| Hemington Wealth Management | 283 | $4.00K | 0.00% | +153+117.7% | Added |
| Crewe Advisors LLC | 210 | $3.66K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 200 | $3.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 200 | $3.49K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 198 | $3.45K | 0.00% | +6+3.1% | Added |
| Harbor Investment Advisory, LLC | 183 | $3.19K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 165 | $2.88K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $2.62K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 144 | $2.51K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 140 | $2.44K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 137 | $2.39K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 135 | $2.35K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 134 | $2.33K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 120 | $2.09K | 0.00% | +120 | New |
| MV Capital Management, Inc. | 118 | $2.06K | 0.00% | +18+18.0% | Added |
| Resources Management Corp | 96 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 106 | $1.85K | 0.00% | +106 | New |
| Dunhill Financial, LLC | 105 | $1.83K | 0.00% | +2+1.9% | Added |
| Cedar Mountain Advisors, LLC | 105 | $1.83K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 105 | $1.83K | 0.00% | +105 | New |
| Oarsman Capital, Inc. | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $1.74K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $1.74K | 0.00% | +100 | New |
| Raffa Wealth Management, LLC | 93 | $1.62K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 92 | $1.60K | 0.00% | +92 | New |
| DiNuzzo Private Wealth, Inc. | 84 | $1.47K | 0.00% | +19+29.2% | Added |
| Bell Investment Advisors, Inc | 83 | $1.45K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 83 | $1.45K | 0.00% | +83 | New |
| Central Trust Co | 80 | $1.40K | 0.00% | −27−25.2% | Reduced |
| LGT Financial Advisors LLC | 77 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $1.31K | 0.00% | −315−80.8% | Reduced |
| Principia Wealth Advisory, LLC | 73 | $1.27K | 0.00% | +73 | New |
| Toronto Dominion Bank | 69 | $1.20K | 0.00% | −1,667,470−100.0% | Reduced |
| Medallion Wealth Advisors, LLC | 65 | $1.13K | 0.00% | +65 | New |
| Pineridge Advisors LLC | 61 | $1.06K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 53 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 56 | $976 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $872 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $872 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $872 | 0.00% | +50 | New |
| Private Trust Co NA | 49 | $854 | 0.00% | −24−32.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 48 | $837 | 0.00% | +47+4,700.0% | Added |
| Old Second National Bank of Aurora | 48 | $837 | 0.00% | +48 | New |
| Highline Wealth Partners LLC | 47 | $819 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 45 | $785 | 0.00% | −211−82.4% | Reduced |
| Continuum Advisory, LLC | 42 | $732 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 42 | $732 | 0.00% | +42 | New |
| Asset Planning,Inc | 35 | $610 | 0.00% | +35 | New |
| Center for Financial Planning, Inc. | 30 | $523 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $523 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 30 | $523 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 26 | $454 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 26 | $454 | 0.00% | +26 | New |
| Chilton Capital Management LLC | 25 | $436 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $366 | 0.00% | +21 | New |
| Main Street Group, LTD | 20 | $349 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 18 | $314 | 0.01% | −43−70.5% | Reduced |
| NewSquare Capital LLC | 18 | $314 | 0.00% | +18 | New |
| Hurley Capital, LLC | 18 | $305 | 0.00% | +18 | New |
| Creative Financial Designs Inc | 17 | $296 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $261 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 15 | $261 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 14 | $245 | 0.00% | +14 | New |
| Winnow Wealth LLC | 12 | $205 | 0.00% | +12 | New |
| Salem Investment Counselors Inc | 11 | $192 | 0.00% | −25−69.4% | Reduced |
| WealthTrak Capital Management LLC | 10 | $175 | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $157 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $122 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 6 | $105 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $104 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $104 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $87 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $70 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3 | $52 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $35 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $35 | 0.00% | +2 | New |
| FLP Wealth Management, LLC | 2 | $35 | 0.00% | +2 | New |
| Security National Bank | 2 | $18 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $17 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 0 | $4 | 0.00% | 0 | New |
| Wood Tarver Financial Group, LLC | 14 | $0 | 0.00% | +14 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −1,115,424−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −1,035,790−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −633,650−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −570,900−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −508,468−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −490,382−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −455,113−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −434,385−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −375,128−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −251,233−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −190,900−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −174,537−100.0% | Sold out |