| ZRC Wealth Management, LLC | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $4.11K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 28 | $4.11K | 0.00% | −2−6.7% | Reduced |
| Hantz Financial Services, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Tower View Investment Management & Research LLC | 29 | $3.97K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 29 | $3.97K | 0.00% | +29 | New |
| Sachetta, LLC | 28 | $3.83K | 0.00% | −1−3.4% | Reduced |
| Bangor Savings Bank | 28 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 28 | $3.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $3.69K | 0.00% | +27 | New |
| Bartlett & Co. Wealth Management LLC | 26 | $3.56K | 0.00% | −114−81.4% | Reduced |
| True Wealth Design, LLC | 25 | $3.42K | 0.00% | −49−66.2% | Reduced |
| Consultiva Wealth Management, Corp. | 25 | $3.42K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 23 | $3.15K | 0.00% | +23 | New |
| Roble, Belko & Company, Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $2.87K | 0.00% | −4−16.0% | Reduced |
| Compagnie Lombard Odier SCmA | 20 | $2.74K | 0.00% | −400−95.2% | Reduced |
| Indiana Trust & Investment Management CO | 20 | $2.74K | 0.00% | −25−55.6% | Reduced |
| Minot DeBlois Advisors LLC | 20 | $2.74K | 0.00% | −12−37.5% | Reduced |
| First United Bank Trust | 20 | $2.74K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $2.74K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 19 | $2.60K | 0.00% | −18−48.6% | Reduced |
| Abound Wealth Management | 18 | $2.46K | 0.00% | −3−14.3% | Reduced |
| Harbor Investment Advisory, LLC | 18 | $2.46K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $2.46K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 16 | $2.19K | 0.00% | +16 | New |
| Winch Advisory Services, LLC | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $2.11K | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 15 | $2.05K | 0.00% | −47−75.8% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 13 | $1.78K | 0.00% | −50−79.4% | Reduced |
| Red Tortoise LLC | 13 | $1.78K | 0.00% | −35−72.9% | Reduced |
| Hollencrest Capital Management | 13 | $1.78K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $1.78K | 0.00% | +9+225.0% | Added |
| Cornerstone Planning Group LLC | 14 | $1.65K | 0.00% | −9−39.1% | Reduced |
| Addison Advisors LLC | 12 | $1.64K | 0.00% | −74−86.0% | Reduced |
| TD Private Client Wealth LLC | 12 | $1.64K | 0.00% | −40−76.9% | Reduced |
| Bernard Wealth Management Corp. | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 11 | $1.50K | 0.00% | +1+10.0% | Added |
| Park Place Capital Corp | 11 | $1.50K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 10 | $1.39K | 0.00% | −142−93.4% | Reduced |
| Cromwell Holdings LLC | 10 | $1.37K | 0.00% | −333−97.1% | Reduced |
| Strategic Investment Solutions, Inc. | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $1.37K | 0.00% | +10 | New |
| 1 North Wealth Services LLC | 10 | $1.37K | 0.00% | +10 | New |
| Wealth Preservation Advisors, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 8 | $1.09K | 0.00% | +3+60.0% | Added |
| WealthTrak Capital Management LLC | 8 | $1.09K | 0.00% | +7+700.0% | Added |
| Beutel, Goodman & Co Ltd. | 10 | $1.00K | 0.00% | −1,746,467−100.0% | Reduced |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −370−96.9% | Reduced |
| Cape Investment Advisory, Inc. | 7 | $958 | 0.00% | −6−46.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $958 | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 7 | $958 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $918 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 6 | $822 | 0.00% | −6−50.0% | Reduced |
| Albion Financial Group | 6 | $822 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $821 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $821 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $821 | 0.00% | +4+200.0% | Added |
| Atwood & Palmer Inc | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $684 | 0.00% | −183−97.3% | Reduced |
| Winnow Wealth LLC | 4 | $539 | 0.00% | +1+33.3% | Added |
| WPG Advisers, LLC | 3 | $411 | 0.00% | −6−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 3 | $411 | 0.00% | −3−50.0% | Reduced |
| Gould Capital, LLC | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 3 | $411 | 0.00% | +3 | New |
| Curio Wealth, LLC | 1 | $306 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 2 | $282 | 0.00% | +2 | Added |
| MPWM Advisory Solutions, LLC | 2 | $274 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $137 | 0.00% | −2−66.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 1 | $137 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $137 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $136 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $107 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −509,100−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −249,800−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −179,191−100.0% | Sold out |
| Krensavage Asset Management, LLC | 0 | $0 | 0.00% | −108,923−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −79,516−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −70,033−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 0 | $0 | 0.00% | −54,585−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −39,405−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −34,922−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −33,180−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −22,926−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −22,171−100.0% | Sold out |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 0 | $0 | 0.00% | −18,715−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −13,875−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,357−100.0% | Sold out |