| Beacon Investment Advisory Services, Inc. | 31 | $4.18K | 0.00% | +31 | New |
| Rogco, LP | 31 | $4.17K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.04K | 0.00% | −63−67.7% | Reduced |
| Dunhill Financial, LLC | 29 | $3.98K | 0.00% | −7−19.4% | Reduced |
| Kilter Group LLC | 29 | $3.91K | 0.00% | −3−9.4% | Reduced |
| Vision Retirement, LLC | 28 | $3.77K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 28 | $3.77K | 0.00% | +28 | New |
| Eastern Bank | 27 | $3.64K | 0.00% | −262−90.7% | Reduced |
| TD Capital Management LLC | 27 | $3.64K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | $3.64K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 27 | $3.64K | 0.00% | +27 | New |
| Beaird Harris Wealth Management, LLC | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $3.23K | 0.00% | +12+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 23 | $3.10K | 0.00% | +1+4.5% | Added |
| CBIZ Investment Advisory Services, LLC | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 21 | $2.83K | 0.00% | +21 | New |
| Armstrong Advisory Group, Inc | 20 | $2.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 19 | $2.56K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 18 | $2.42K | 0.00% | +9+100.0% | Added |
| ZRC Wealth Management, LLC | 17 | $2.29K | 0.00% | −1−5.6% | Reduced |
| Independence Bank of Kentucky | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 15 | $2.02K | 0.00% | −13−46.4% | Reduced |
| American Capital Advisory, LLC | 15 | $2.02K | 0.00% | +6+66.7% | Added |
| Trifecta Capital Advisors, LLC | 15 | $2.02K | 0.00% | +15 | New |
| Ameriflex Group, Inc. | 15 | $2.02K | 0.00% | −33−68.8% | Reduced |
| RMG Wealth Management LLC | 13 | $1.92K | 0.00% | −17−56.7% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $1.89K | 0.00% | −12−46.2% | Reduced |
| Mascoma Wealth Management LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $1.62K | 0.00% | +12 | New |
| Stone House Investment Management, LLC | 11 | $1.48K | 0.00% | +1+10.0% | Added |
| Westside Investment Management, Inc. | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $1.35K | 0.00% | +1+11.1% | Added |
| Valley National Advisers Inc | 10 | $1.35K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 9 | $1.21K | 0.00% | −3−25.0% | Reduced |
| Phillip James Consulting Co. | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $1.21K | 0.00% | +5+125.0% | Added |
| Gilpin Wealth Management, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.08K | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 8 | $1.04K | 0.00% | +1+14.3% | Added |
| Brooklyn FI, LLC | 7 | $960 | 0.00% | +7 | New |
| Golden State Wealth Management, LLC | 7 | $943 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $943 | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 7 | $943 | 0.00% | +7 | New |
| Planning Strategies Inc. | 7 | $943 | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 6 | $809 | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $808 | 0.00% | −49−89.1% | Reduced |
| Davis Capital Management | 6 | $808 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 6 | $808 | 0.00% | 00.0% | Unchanged |
| NBH Bank | 6 | $808 | 0.00% | +6 | New |
| Halbert Hargrove Global Advisors, LLC | 6 | $807 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 5 | $673 | 0.00% | −1,381−99.6% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $673 | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 5 | $673 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $649 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $554 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $539 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $539 | 0.00% | +1+33.3% | Added |
| Tidemark, LLC | 4 | $539 | 0.00% | +4 | New |
| Mosley Wealth Management | 4 | $539 | 0.00% | +4 | New |
| Downshift Financial, LLC | 4 | $539 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $405 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 3 | $404 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $404 | 0.00% | +3 | New |
| Triumph Capital Management | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 1 | $172 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $135 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $135 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $135 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,458 | – | – | +1,458 | New |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −1,235,262−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −654,465−100.0% | Sold out |
| XN LP | 0 | $0 | 0.00% | −400,221−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −290,485−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −262,730−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −211,727−100.0% | Sold out |
| BSN Capital Partners Ltd | 0 | $0 | 0.00% | −123,000−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −126,878−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −115,610−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −111,375−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −94,400−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −59,149−100.0% | Sold out |
| Brummer Multi-Strategy AB | 0 | $0 | 0.00% | −49,817−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −36,379−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −24,107−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −21,159−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −21,090−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,071−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −13,862−100.0% | Sold out |
| Emmett Investment Management, LP | 0 | $0 | 0.00% | −13,025−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −12,320−100.0% | Sold out |