| Institute for Wealth Management, LLC. | 306 | $4.12K | 0.00% | +306 | New |
| Flagship Wealth Advisors, LLC | 300 | $4.04K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $4.04K | 0.00% | +300 | New |
| Hazlett, Burt & Watson, Inc. | 328 | $4.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 296 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 337 | $4.00K | 0.00% | +223+195.6% | Added |
| Golden State Wealth Management, LLC | 296 | $3.98K | 0.00% | −19−6.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 280 | $3.77K | 0.00% | −53−15.9% | Reduced |
| Prestige Wealth Management Group LLC | 278 | $3.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 274 | $3.69K | 0.00% | +23+9.2% | Added |
| Talon Private Wealth, LLC | 257 | $3.46K | 0.00% | +257 | New |
| Compass Financial Management LLC | 232 | $3.42K | 0.00% | +232 | New |
| J.Safra Asset Management Corp | 242 | $3.26K | 0.00% | +242 | New |
| Cornerstone Planning Group LLC | 215 | $3.19K | 0.00% | +121+128.7% | Added |
| Stone House Investment Management, LLC | 233 | $3.14K | 0.00% | +135+137.8% | Added |
| Cornerstone Financial Management LLC | 229 | $3.08K | 0.00% | −67−22.6% | Reduced |
| Ronald Blue Trust, Inc. | 216 | $2.91K | 0.00% | −51−19.1% | Reduced |
| Front Row Advisors LLC | 191 | $2.85K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 165 | $2.22K | 0.00% | −3,198−95.1% | Reduced |
| LifeSteps Financial, Inc. | 153 | $2.06K | 0.00% | +153 | New |
| Hilton Head Capital Partners, LLC | 152 | $2.05K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 167 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 148 | $1.99K | 0.00% | −6,101−97.6% | Reduced |
| Oakworth Capital, Inc. | 145 | $1.95K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 145 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 138 | $1.86K | 0.00% | +80+137.9% | Added |
| Macquarie Group Ltd | 135 | $1.80K | 0.00% | −15,648−99.1% | Reduced |
| Montgomery Financial Services LLC | 133 | $1.79K | 0.00% | +133 | New |
| Key Capital Management, INC | 126 | $1.70K | 0.00% | −221−63.7% | Reduced |
| Raffa Wealth Management, LLC | 121 | $1.63K | 0.00% | −4−3.2% | Reduced |
| DT Investment Partners, LLC | 120 | $1.62K | 0.00% | −70−36.8% | Reduced |
| HM Payson & Co | 118 | $1.59K | 0.00% | +3+2.6% | Added |
| West Branch Capital LLC | 115 | $1.55K | 0.00% | −600−83.9% | Reduced |
| Mosley Wealth Management | 114 | $1.54K | 0.00% | +7+6.5% | Added |
| Evermay Wealth Management LLC | 109 | $1.47K | 0.00% | +109 | New |
| South State Corp. | 105 | $1.41K | 0.00% | +73+228.1% | Added |
| Allied Private Wealth LLC | 100 | $1.38K | 0.00% | +100 | New |
| Eastern Bank | 100 | $1.35K | 0.00% | −500−83.3% | Reduced |
| Kimelman & Baird, LLC | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $1.35K | 0.00% | +100 | New |
| Corsicana & Co. | 100 | $1.35K | 0.00% | +100 | New |
| Rossby Financial, LCC | 90 | $1.21K | 0.00% | −404−81.8% | Reduced |
| Millstone Evans Group, LLC | 81 | $1.09K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 80 | $1.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 77 | $1.04K | 0.00% | +77 | New |
| Rialto Wealth Management, LLC | 76 | $1.02K | 0.00% | +43+130.3% | Added |
| Capital Advisors, Ltd. LLC | 100 | $1.00K | 0.00% | −66−39.8% | Reduced |
| Anchor Bay Capital, Inc. | 63 | $940 | 0.00% | +63 | New |
| Highline Wealth Partners LLC | 67 | $897 | 0.00% | +39+139.3% | Added |
| Plante Moran Financial Advisors, LLC | 64 | $861 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 62 | $835 | 0.00% | +62 | New |
| Bare Financial Services, Inc | 61 | $822 | 0.00% | −111−64.5% | Reduced |
| Quest 10 Wealth Builders, Inc. | 57 | $767 | 0.00% | +57 | New |
| JFS Wealth Advisors, LLC | 56 | $754 | 0.00% | −113−66.9% | Reduced |
| Abound Wealth Management | 55 | $741 | 0.00% | +55 | New |
| First Community Trust NA | 51 | $686 | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 50 | $673 | 0.00% | +50 | New |
| Tounjian Advisory Partners, LLC | 49 | $656 | 0.00% | −51,061−99.9% | Reduced |
| Dunhill Financial, LLC | 47 | $638 | 0.00% | −14−23.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $633 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 46 | $619 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 46 | $619 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 43 | $579 | 0.00% | +43 | New |
| Sankala Group LLC | 35 | $550 | 0.00% | +35 | New |
| Frazier Financial Advisors, LLC | 40 | $542 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 39 | $524 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $499 | 0.00% | −43−53.8% | Reduced |
| HFM Investment Advisors, LLC | 36 | $485 | 0.00% | +10+38.5% | Added |
| Benson Wealth Management INC | 36 | $485 | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $458 | 0.00% | −22−39.3% | Reduced |
| Godfrey Financial Associates, Inc. | 34 | $458 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 32 | $431 | 0.00% | +32 | New |
| Whipplewood Advisors, LLC | 25 | $337 | 0.00% | −1−3.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 20 | $269 | 0.00% | −25−55.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 18 | $242 | 0.00% | −249−93.3% | Reduced |
| GHP Investment Advisors, Inc. | 16 | $216 | 0.00% | +16 | New |
| Planning Strategies Inc. | 15 | $202 | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 10 | $143 | 0.00% | +10 | New |
| Caitong International Asset Management Co., Ltd | 8 | $108 | 0.00% | −35−81.4% | Reduced |
| Raleigh Capital Management Inc. | 7 | $99 | 0.00% | −3−30.0% | Reduced |
| Hughes Financial Services, LLC | 5 | $67 | 0.00% | +2+66.7% | Added |
| Maryland Capital Advisors Inc. | 4 | $54 | 0.00% | +4 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $40 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 2 | $27 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 16 | $0 | 0.00% | +16 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Oakmont Advisory Group, LLC | 0 | $0 | 0.00% | −17,338−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −2,097,233−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −934,938−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −854,223−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −657,717−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −484,859−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −426,845−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −349,856−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −237,036−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −236,865−100.0% | Sold out |
| Thrive Capital Management, LLC | 0 | $0 | 0.00% | −236,192−100.0% | Sold out |
