| Abound Wealth Management | 60 | $11.9K | 0.00% | −8−11.8% | Reduced |
| City State Bank | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 60 | $11.8K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 60 | $11.8K | 0.00% | +29+93.5% | Added |
| Hallmark Capital Management Inc | 60 | $11.8K | 0.00% | +60 | New |
| Pacific Capital Wealth Advisors, Inc | 58 | $11.4K | 0.00% | +37+176.2% | Added |
| Key Financial Inc | 56 | $11.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 53 | $10.4K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 53 | $10.4K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 52 | $10.2K | 0.01% | +13+33.3% | Added |
| GoalVest Advisory LLC | 50 | $9.83K | 0.00% | −85−63.0% | Reduced |
| Lowe Wealth Advisors, LLC | 50 | $9.83K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 50 | $9.83K | 0.01% | +50 | New |
| Cetera Trust Company, N.A | 49 | $9.63K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 44 | $8.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $8.68K | 0.00% | +10+29.4% | Added |
| Red Tortoise LLC | 44 | $8.65K | 0.00% | −3−6.4% | Reduced |
| Dunhill Financial, LLC | 43 | $8.37K | 0.01% | +1+2.4% | Added |
| Silicon Valley Capital Partners | 42 | $8.30K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 42 | $8.26K | 0.00% | +42 | New |
| Sound Income Strategies, LLC | 40 | $7.86K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 38 | $7.47K | 0.00% | +38 | New |
| Anfield Capital Management, LLC | 38 | $7.47K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 36 | $7.13K | 0.00% | −2−5.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 35 | $7.00K | 0.00% | +30+600.0% | Added |
| Atwood & Palmer Inc | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| SWS Partners | 35 | $6.88K | 0.00% | +35 | New |
| JDM Financial Group LLC | 35 | $6.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $6.00K | 0.00% | −4−11.8% | Reduced |
| Capital Analysts, LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $6.00K | 0.00% | +24+266.7% | Added |
| Raleigh Capital Management Inc. | 30 | $5.96K | 0.00% | −15−33.3% | Reduced |
| Tyler-Stone Wealth Management | 30 | $5.90K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 29 | $5.70K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $5.70K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $5.70K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $5.50K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 28 | $5.50K | 0.00% | +12+75.0% | Added |
| ICA Group Wealth Management, LLC | 27 | $5.31K | 0.00% | −278−91.1% | Reduced |
| Strategic Investment Solutions, Inc. | 27 | $5.22K | 0.00% | +27 | New |
| Valued Wealth Advisors LLC | 25 | $4.92K | 0.00% | +5+25.0% | Added |
| ZRC Wealth Management, LLC | 25 | $4.92K | 0.00% | −1−3.8% | Reduced |
| Register Financial Advisors LLC | 25 | $4.92K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 23 | $4.52K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 22 | $4.38K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 21 | $4.13K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 21 | $4.13K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 21 | $4.13K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.13K | 0.00% | +3+16.7% | Added |
| Avion Wealth | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 20 | $3.93K | 0.00% | +20 | New |
| Opal Wealth Advisors, LLC | 20 | $3.93K | 0.00% | +20 | New |
| Aspire Private Capital, LLC | 19 | $3.73K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 19 | $3.73K | 0.00% | +6+46.2% | Added |
| SJS Investment Consulting Inc. | 17 | $3.34K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 14 | $3.01K | 0.00% | +14 | New |
| Iron Horse Wealth Management, LLC | 15 | $2.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.56K | 0.00% | +13 | New |
| FPC Investment Advisory, Inc. | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $2.36K | 0.00% | −65−84.4% | Reduced |
| Tacita Capital Inc | 12 | $2.36K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 11 | $2.16K | 0.00% | +11 | New |
| Toth Financial Advisory Corp | 9 | $1.77K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.57K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $1.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 6 | $1.18K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $1.18K | 0.00% | +5+500.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $1.18K | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 6 | $1.18K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Chilton Capital Management LLC | 5 | $983 | 0.00% | −83−94.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $983 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $590 | 0.00% | −1−25.0% | Reduced |
| Lummis Asset Management, LP | 3 | $590 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 2 | $394 | 0.00% | −7−77.8% | Reduced |
| ClariVest Asset Management LLC | 2 | $391 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $197 | 0.00% | −8−88.9% | Reduced |
| Scarborough Advisors, LLC | 1 | $197 | 0.00% | +1 | New |
| Redwood Wealth Management Group, LLC | 1 | $197 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 184 | $96 | 0.00% | +184 | New |
| McClarren Financial Advisors, Inc. | 196 | $23 | 0.02% | +78+66.1% | Added |
| TCTC Holdings, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −471,812−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −117,666−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −112,017−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −82,876−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −60,972−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −47,300−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −42,608−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −35,580−100.0% | Sold out |
| Forge First Asset Management Inc. | 0 | $0 | 0.00% | −31,500−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −26,382−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −25,793−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −24,586−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −14,520−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
