| JFS Wealth Advisors, LLC | 78 | $17.2K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $16.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 75 | $16.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 75 | $16.5K | 0.01% | +5+7.1% | Added |
| Trifecta Capital Advisors, LLC | 70 | $15.4K | 0.00% | +1+1.4% | Added |
| GPS Wealth Strategies Group, LLC | 69 | $15.3K | 0.00% | +1+1.5% | Added |
| Fortitude Family Office, LLC | 69 | $15.2K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 67 | $14.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 64 | $14.2K | 0.00% | +4+6.7% | Added |
| Hallmark Capital Management Inc | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 60 | $13.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 59 | $13.0K | 0.00% | −31−34.4% | Reduced |
| Key Financial Inc | 58 | $12.8K | 0.00% | +2+3.6% | Added |
| Westside Investment Management, Inc. | 60 | $12.5K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 55 | $12.1K | 0.00% | +55 | New |
| Byrne Asset Management LLC | 55 | $12.1K | 0.01% | +55 | New |
| Stone House Investment Management, LLC | 53 | $11.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 49 | $10.8K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 46 | $10.2K | 0.01% | +46 | New |
| Princeton Global Asset Management LLC | 44 | $9.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 43 | $9.77K | 0.00% | −1−2.3% | Reduced |
| Red Tortoise LLC | 44 | $9.71K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 43 | $9.57K | 0.00% | −44−50.6% | Reduced |
| Raleigh Capital Management Inc. | 43 | $9.49K | 0.00% | +13+43.3% | Added |
| Highline Wealth Partners LLC | 43 | $9.49K | 0.00% | +30+230.8% | Added |
| Silicon Valley Capital Partners | 42 | $9.36K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 42 | $9.27K | 0.00% | +42 | New |
| JDM Financial Group LLC | 40 | $8.83K | 0.00% | +5+14.3% | Added |
| Legacy Investment Solutions, LLC | 37 | $8.44K | 0.01% | +37 | New |
| Legacy Wealth Managment, LLC | 37 | $8.44K | 0.01% | +37 | New |
| Kimelman & Baird, LLC | 38 | $8.38K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 38 | $8.38K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 36 | $8.01K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 35 | $7.72K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 35 | $7.72K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 35 | $7.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $7.50K | 0.00% | −71−67.6% | Reduced |
| Asset Dedication, LLC | 33 | $7.28K | 0.00% | −170−83.7% | Reduced |
| Financial Management Professionals, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 30 | $6.62K | 0.01% | −22−42.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 29 | $6.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $6.40K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 29 | $6.40K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27 | $6.20K | 0.00% | +27 | New |
| Addison Advisors LLC | 28 | $6.18K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $6.18K | 0.00% | +28 | New |
| Stuart Chaussee & Associates, Inc. | 28 | $6.18K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 27 | $5.96K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $5.52K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 23 | $5.08K | 0.00% | +4+21.1% | Added |
| Adirondack Trust Co | 23 | $5.07K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 23 | $5.05K | 0.00% | +6+35.3% | Added |
| Creative Financial Designs Inc | 22 | $4.94K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 22 | $4.86K | 0.00% | −3−12.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 21 | $4.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.63K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 20 | $4.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $3.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 17 | $3.75K | 0.00% | +17 | New |
| Copley Financial Group, Inc. | 17 | $3.75K | 0.00% | +17 | New |
| Iron Horse Wealth Management, LLC | 15 | $3.31K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 13 | $2.86K | 0.00% | −82−86.3% | Reduced |
| FPC Investment Advisory, Inc. | 12 | $2.66K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 12 | $2.65K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 10 | $2.21K | 0.00% | +2+25.0% | Added |
| Toth Financial Advisory Corp | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 7 | $1.54K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $1.54K | 0.00% | +1+16.7% | Added |
| Studio Investment Management LLC | 7 | $1.54K | 0.00% | +7 | New |
| Talon Private Wealth, LLC | 7 | $1.54K | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 6 | $1.32K | 0.00% | −200−97.1% | Reduced |
| Chilton Capital Management LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 5 | $1.10K | 0.00% | +5 | New |
| Strengthening Families & Communities, LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 5 | $1.10K | 0.00% | +5 | New |
| 1620 Investment Advisors, Inc. | 5 | $1.02K | 0.00% | +5 | New |
| Pacific Capital Wealth Advisors, Inc | 4 | $883 | 0.00% | −54−93.1% | Reduced |
| Sound Income Strategies, LLC | 4 | $883 | 0.00% | −36−90.0% | Reduced |
| Rakuten Securities, Inc. | 3 | $662 | 0.00% | −3−50.0% | Reduced |
| Lummis Asset Management, LP | 3 | $662 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 3 | $662 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $565 | 0.00% | +3 | New |
| Riggs Asset Managment Co. Inc. | 2 | $442 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $441 | 0.00% | −1−33.3% | Reduced |
| ClariVest Asset Management LLC | 2 | $391 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $221 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $221 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 193 | $115 | 0.00% | +9+4.9% | Added |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −232,200−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −144,433−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −70,880−100.0% | Sold out |
