| ORG Partners LLC | 396 | $22.8K | 0.00% | +396 | New |
| Kozak & Associates, Inc. | 404 | $22.4K | 0.01% | −579−58.9% | Reduced |
| Glassman Wealth Services | 365 | $21.0K | 0.00% | −147−28.7% | Reduced |
| First Horizon Advisors, Inc. | 359 | $20.6K | 0.00% | −246−40.7% | Reduced |
| Plato Investment Management Ltd | 309 | $17.8K | 0.02% | +309 | New |
| Rocky Mountain Advisers, LLC | 300 | $17.3K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $17.3K | 0.01% | +300 | New |
| Coppell Advisory Solutions LLC | 295 | $17.0K | 0.00% | +295 | New |
| Farther Finance Advisors, LLC | 283 | $16.3K | 0.00% | +34+13.7% | Added |
| Harbour Investments, Inc. | 274 | $15.8K | 0.00% | +9+3.4% | Added |
| Rosenberg Matthew Hamilton | 253 | $14.6K | 0.00% | +253 | New |
| Turtle Creek Wealth Advisors, LLC | 241 | $13.9K | 0.00% | +241 | New |
| Itau Unibanco Holding S.A. | 215 | $12.4K | 0.00% | −207−49.1% | Reduced |
| Rothschild Investment LLC | 215 | $12.4K | 0.00% | +215 | New |
| Farmers & Merchants Investments Inc | 210 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 205 | $11.8K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 202 | $11.6K | 0.00% | +86+74.1% | Added |
| Trust Co of Vermont | 202 | $11.6K | 0.00% | +202 | New |
| Quarry LP | 186 | $10.7K | 0.01% | +186 | New |
| West Paces Advisors Inc. | 176 | $10.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 175 | $10.1K | 0.00% | +92+110.8% | Added |
| Bell Investment Advisors, Inc | 163 | $9.38K | 0.00% | −32−16.4% | Reduced |
| RFP Financial Group LLC | 163 | $9.38K | 0.00% | +163 | New |
| MV Capital Management, Inc. | 159 | $9.15K | 0.00% | −56−26.0% | Reduced |
| Venturi Wealth Management, LLC | 151 | $8.69K | 0.00% | −11−6.8% | Reduced |
| HighMark Wealth Management LLC | 151 | $8.69K | 0.01% | +39+34.8% | Added |
| Global Retirement Partners, LLC | 155 | $8.62K | 0.00% | −96−38.2% | Reduced |
| Quent Capital, LLC | 145 | $8.34K | 0.00% | +12+9.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $8.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 141 | $8.11K | 0.00% | +141 | New |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 141 | $8.00K | 0.00% | +135+2,250.0% | Added |
| Prestige Wealth Management Group LLC | 139 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 124 | $7.16K | 0.00% | −12−8.8% | Reduced |
| Bruce G. Allen Investments, LLC | 116 | $6.67K | 0.01% | +116 | New |
| Colonial Trust Advisors | 115 | $6.62K | 0.00% | −109−48.7% | Reduced |
| Umb Bank N A | 113 | $6.50K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 110 | $6.33K | 0.00% | +110 | New |
| Capital Advisors, Ltd. LLC | 108 | $6.00K | 0.00% | −9−7.7% | Reduced |
| TSFG, LLC | 100 | $6.00K | 0.00% | −14−12.3% | Reduced |
| Asset Dedication, LLC | 96 | $6.00K | 0.00% | +96 | New |
| EverSource Wealth Advisors, LLC | 104 | $5.98K | 0.00% | −130−55.6% | Reduced |
| Park Place Capital Corp | 101 | $5.81K | 0.00% | −86−46.0% | Reduced |
| MCF Advisors LLC | 100 | $5.75K | 0.00% | +40+66.7% | Added |
| Tortoise Investment Management, LLC | 98 | $5.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 93 | $5.35K | 0.00% | −119−56.1% | Reduced |
| AdvisorNet Financial, Inc | 87 | $5.00K | 0.00% | +24+38.1% | Added |
| Raffa Wealth Management, LLC | 85 | $4.89K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $4.60K | 0.00% | +80 | New |
| Frazier Financial Advisors, LLC | 78 | $4.49K | 0.00% | +78 | New |
| Barrett & Company, Inc. | 75 | $4.31K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 75 | $4.31K | 0.00% | +75 | New |
| Cherry Tree Wealth Management, LLC | 74 | $4.26K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $4.20K | 0.00% | −22−23.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 67 | $4.00K | 0.00% | +5+8.1% | Added |
| Sachetta, LLC | 63 | $3.62K | 0.00% | +63 | New |
| Abound Wealth Management | 57 | $3.28K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $2.70K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 42 | $2.42K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 41 | $2.36K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 40 | $2.30K | 0.00% | −1,600−97.6% | Reduced |
| SJS Investment Consulting Inc. | 39 | $2.24K | 0.00% | −1−2.5% | Reduced |
| IFP Advisors, Inc | 38 | $2.19K | 0.00% | +8+26.7% | Added |
| Smartleaf Asset Management LLC | 3,421 | $2.09K | 0.00% | +3,421 | New |
| Valley National Advisers Inc | 48 | $2.00K | 0.00% | +30+166.7% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $1.84K | 0.00% | +32 | New |
| Livelsberger Financial Advisory | 27 | $1.58K | 0.00% | +27 | New |
| TFC Financial Management | 25 | $1.44K | 0.00% | −1−3.8% | Reduced |
| USA Financial Portformulas Corp | 22 | $1.26K | 0.00% | −52−70.3% | Reduced |
| Dunhill Financial, LLC | 21 | $1.20K | 0.00% | +21 | New |
| Aspire Private Capital, LLC | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $1.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 17 | $978 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $978 | 0.00% | +17 | New |
| Harbor Investment Advisory, LLC | 7 | $403 | 0.00% | −57−89.1% | Reduced |
| Fairfield, Bush & Co. | 6 | $352 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 2 | $116 | 0.00% | −3−60.0% | Reduced |
| Aspect Partners, LLC | 2 | $115 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 0 | $3 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| NZS Capital, LLC | 0 | $0 | 0.00% | −658,101−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −139,729−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −119,635−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −114,965−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −86,673−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −85,284−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −62,309−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −55,500−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −54,909−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −51,041−100.0% | Sold out |
| Bluegrass Capital Partners LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −33,798−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
