| Lloyd Advisory Services, LLC. | 31 | $7.54K | 0.00% | −59−65.6% | Reduced |
| Scarborough Advisors, LLC | 31 | $7.54K | 0.00% | −13−29.5% | Reduced |
| Kingdom Financial Group LLC. | 31 | $7.54K | 0.00% | −3−8.8% | Reduced |
| Clean Yield Group | 30 | $7.29K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 30 | $7.29K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 29 | $7.05K | 0.00% | −588−95.3% | Reduced |
| United Financial Planning Group LLC | 29 | $7.05K | 0.00% | +19+190.0% | Added |
| Hara Capital LLC | 28 | $6.81K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 28 | $6.81K | 0.03% | +28 | New |
| Sherman Asset Management, Inc. | 27 | $6.56K | 0.01% | −2,000−98.7% | Reduced |
| Lodestone Wealth Management LLC | 27 | $6.56K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $6.32K | 0.00% | −4−13.3% | Reduced |
| Gables Capital Management Inc. | 25 | $6.08K | 0.00% | −990−97.5% | Reduced |
| Valued Wealth Advisors LLC | 25 | $6.08K | 0.00% | −3−10.7% | Reduced |
| Cranbrook Wealth Management, LLC | 25 | $6.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 25 | $6.03K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 24 | $5.83K | 0.00% | −1−4.0% | Reduced |
| Cedar Mountain Advisors, LLC | 24 | $5.83K | 0.00% | +21+700.0% | Added |
| Maseco LLP | 24 | $5.83K | 0.00% | −10−29.4% | Reduced |
| Legacy Wealth Managment, LLC | 23 | $5.59K | 0.00% | −42−64.6% | Reduced |
| Barrett & Company, Inc. | 23 | $5.59K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $5.59K | 0.00% | −40−63.5% | Reduced |
| N.E.W. Advisory Services LLC | 22 | $5.35K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 22 | $5.31K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 21 | $5.22K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 1,247 | $5.13K | 0.10% | −676−35.2% | Reduced |
| First Financial Corp | 21 | $5.11K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 20 | $4.86K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 20 | $4.86K | 0.00% | +20 | New |
| Torren Management, LLC | 19 | $4.62K | 0.00% | −168−89.8% | Reduced |
| BFSG, LLC | 19 | $4.62K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 19 | $4.62K | 0.00% | +19 | New |
| Synergy Investment Management, LLC | 19 | $4.62K | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 18 | $4.38K | 0.00% | −285−94.1% | Reduced |
| Strategic Investment Solutions, Inc. | 18 | $4.38K | 0.00% | −100−84.7% | Reduced |
| Signature Resources Capital Management, LLC | 17 | $4.13K | 0.00% | −2−10.5% | Reduced |
| 1 North Wealth Services LLC | 17 | $4.13K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 17 | $4.13K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $4.13K | 0.00% | +17 | New |
| Roble, Belko & Company, Inc | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $3.89K | 0.00% | −5−23.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 15 | $3.65K | 0.00% | −65−81.3% | Reduced |
| Align Financial, LLC | 15 | $3.65K | 0.00% | −5,235−99.7% | Reduced |
| Vermillion Wealth Management, Inc. | 15 | $3.65K | 0.00% | +5+50.0% | Added |
| Magnolia Wealth Management, LLC | 15 | $3.65K | 0.00% | +15 | New |
| Wellington-Altus USA Inc. | 17 | $3.48K | 0.00% | −27−61.4% | Reduced |
| TFC Financial Management | 14 | $3.40K | 0.00% | −8−36.4% | Reduced |
| Napier Financial, LLC | 13 | $3.16K | 0.00% | +13 | New |
| Merrithew & Thorsten Inc | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 12 | $2.92K | 0.00% | −308−96.3% | Reduced |
| IMA Wealth, Inc. | 12 | $2.92K | 0.00% | −5,395−99.8% | Reduced |
| Rosenberg Matthew Hamilton | 11 | $2.67K | 0.00% | −234−95.5% | Reduced |
| American Capital Advisory, LLC | 11 | $2.67K | 0.00% | −1−8.3% | Reduced |
| Bare Financial Services, Inc | 11 | $2.67K | 0.00% | −4−26.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 10 | $2.43K | 0.00% | −2,818−99.6% | Reduced |
| Financial Management Professionals, Inc. | 10 | $2.43K | 0.00% | −23−69.7% | Reduced |
| Marshall Investment Management, LLC | 10 | $2.43K | 0.00% | +10 | New |
| Park Square Financial Group, LLC | 10 | $2.43K | 0.02% | +10 | New |
| Imprint Wealth LLC | 9 | $2.19K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 9 | $2.19K | 0.00% | +9 | New |
| Beaird Harris Wealth Management, LLC | 8 | $1.95K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 8 | $1.95K | 0.00% | +5+166.7% | Added |
| Clayton Financial Group LLC | 8 | $1.95K | 0.00% | +8 | New |
| PayPay Securities Corp | 7 | $1.74K | 0.06% | −20−74.1% | Reduced |
| 1015 Capital Partners, LLC | 7 | $1.70K | 0.00% | −304−97.7% | Reduced |
| Pacific Center for Financial Services | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 7 | $1.70K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.46K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $1.46K | 0.00% | −95−94.1% | Reduced |
| Global Wealth Strategies & Associates | 6 | $1.46K | 0.00% | −7−53.8% | Reduced |
| Twin Lakes Capital Management, LLC | 6 | $1.46K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 6 | $1.46K | 0.00% | +6 | New |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $1.22K | 0.00% | −16−76.2% | Reduced |
| Proathlete Wealth Management LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $1.22K | 0.00% | +5 | New |
| McGuire Capital Advisors Inc | 4 | $972 | 0.00% | −39−90.7% | Reduced |
| Pinney & Scofield, Inc. | 4 | $972 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 4 | $972 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 4 | $972 | 0.00% | +1+33.3% | Added |
| TopTier Wealth Management, LLC | 4 | $972 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 4 | $918 | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 4 | $901 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $730 | 0.00% | −4−57.1% | Reduced |
| Rachor Investment Advisory Services, LLC | 3 | $730 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3 | $729 | 0.00% | −54−94.7% | Reduced |
| Morton Brown Family Wealth, LLC | 3 | $729 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $729 | 0.00% | +3 | New |
| Manning & Napier Advisors LLC | 3 | $723 | 0.00% | −17−85.0% | Reduced |
| USA Financial Portformulas Corp | 2 | $486 | 0.00% | 00.0% | Unchanged |
| Retiremitten Financial LLC | 2 | $486 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 1 | $244 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $243 | 0.00% | −908−99.9% | Reduced |
| Comprehensive Financial Planning, Inc. | 1 | $243 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $243 | 0.00% | +1 | New |
| Measured Wealth Private Client Group, LLC | 1 | $210 | 0.00% | −70−98.6% | Reduced |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,668,528−100.0% | Sold out |
