| Marshall & Sterling Wealth Advisors Inc. | 38 | $8.16K | 0.01% | +38 | New |
| Fortitude Family Office, LLC | 37 | $7.94K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 35 | $7.51K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $6.87K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 33 | $6.68K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $6.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $6.22K | 0.00% | −5−14.7% | Reduced |
| Hemington Wealth Management | 29 | $6.00K | 0.00% | −3−9.4% | Reduced |
| Avion Wealth | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 28 | $5.95K | 0.00% | +2+7.7% | Added |
| CBIZ Investment Advisory Services, LLC | 27 | $5.84K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 27 | $5.79K | 0.00% | −5−15.6% | Reduced |
| Cornerstone Planning Group LLC | 28 | $5.78K | 0.00% | +4+16.7% | Added |
| Grove Bank & Trust | 26 | $5.58K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 26 | $5.58K | 0.00% | +26 | New |
| Minot DeBlois Advisors LLC | 25 | $5.37K | 0.01% | −10−28.6% | Reduced |
| Financial Management Professionals, Inc. | 25 | $5.37K | 0.00% | −3−10.7% | Reduced |
| Copia Wealth Management | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 24 | $5.15K | 0.00% | +24 | New |
| City Holding Co | 22 | $4.72K | 0.00% | +22 | New |
| Godsey & Gibb Associates | 21 | $4.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $4.51K | 0.00% | +21 | New |
| NBT Bank N A | 20 | $4.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $4.29K | 0.00% | +1+5.3% | Added |
| Golden State Wealth Management, LLC | 19 | $4.20K | 0.00% | −3−13.6% | Reduced |
| Dunhill Financial, LLC | 19 | $4.18K | 0.00% | −7−26.9% | Reduced |
| MCF Advisors LLC | 19 | $4.09K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 19 | $4.08K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 19 | $4.08K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 18 | $3.81K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $3.65K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $3.65K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 16 | $3.43K | 0.00% | +4+33.3% | Added |
| UMA Financial Services, Inc. | 15 | $3.22K | 0.00% | +5+50.0% | Added |
| Painted Porch Advisors LLC | 15 | $3.22K | 0.00% | −7−31.8% | Reduced |
| Sachetta, LLC | 14 | $3.01K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $2.79K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 13 | $2.79K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 12 | $2.58K | 0.00% | −1−7.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 9 | $1.93K | 0.00% | +9 | New |
| Sittner & Nelson, LLC | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 7 | $1.50K | 0.00% | +7 | New |
| Creative Financial Designs Inc | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $1.29K | 0.00% | −2−25.0% | Reduced |
| Albion Financial Group | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.29K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 6 | $1.29K | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $1.29K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $1.07K | 0.00% | +4+400.0% | Added |
| USA Financial Portformulas Corp | 5 | $1.07K | 0.00% | −4,965−99.9% | Reduced |
| Activest Wealth Management | 5 | $1.07K | 0.00% | +3+150.0% | Added |
| Horizon Financial Services, LLC | 5 | $1.07K | 0.00% | +5 | New |
| Iron Horse Wealth Management, LLC | 5 | $1.07K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Clearstead Advisors, LLC | 4 | $859 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $859 | 0.00% | +4 | New |
| Bokf, NA | 4 | $858 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 4 | $835 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $663 | 0.00% | +1+33.3% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $644 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 2 | $475 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $429 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $215 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $215 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $200 | 0.00% | −3−75.0% | Reduced |
| Values First Advisors, Inc. | 0 | $84 | 0.00% | −2−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −180,794−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −163,438−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −142,215−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −87,231−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −77,911−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −74,500−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −60,544−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −39,815−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,995−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −25,119−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −22,356−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −20,927−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −19,248−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,907−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −10,650−100.0% | Sold out |
| Ascent Group, LLC | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −9,474−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −5,884−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,292−100.0% | Sold out |