| Bogart Wealth, LLC | 93 | $6.67K | 0.00% | +86+1,228.6% | Added |
| Action Point Financial Planning, LLC | 95 | $6.60K | 0.00% | +95 | New |
| Marquette Asset Management, LLC | 85 | $6.10K | 0.00% | +56+193.1% | Added |
| Smithfield Trust Co | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $5.95K | 0.00% | −7−7.8% | Reduced |
| Kemnay Advisory Services Inc. | 82 | $5.88K | 0.00% | −197−70.6% | Reduced |
| Financial Management Professionals, Inc. | 76 | $5.45K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 76 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 75 | $5.38K | 0.01% | −37−33.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 74 | $5.31K | 0.00% | +74 | New |
| Pacific Center for Financial Services | 68 | $4.88K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 66 | $4.74K | 0.00% | −3−4.3% | Reduced |
| JPL Wealth Management, LLC | 61 | $4.38K | 0.00% | −136−69.0% | Reduced |
| Wolff Wiese Magana LLC | 60 | $4.30K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $3.94K | 0.00% | +55 | New |
| Asset Dedication, LLC | 53 | $3.80K | 0.00% | +53 | New |
| MCF Advisors LLC | 53 | $3.80K | 0.00% | +53 | New |
| Cromwell Holdings LLC | 48 | $3.44K | 0.00% | −419−89.7% | Reduced |
| Rossby Financial, LCC | 47 | $3.37K | 0.00% | −7−13.0% | Reduced |
| Signature Equity Partners, LLC | 47 | $3.37K | 0.00% | +47 | New |
| Planning Strategies Inc. | 47 | $3.37K | 0.00% | +47 | New |
| New Age Alpha Advisors, LLC | 46 | $3.30K | 0.00% | +23+100.0% | Added |
| Creative Capital Management Investments LLC | 46 | $3.30K | 0.00% | +46 | New |
| Clear Street Markets LLC | 45 | $3.23K | 0.00% | +13+40.6% | Added |
| Webster Bank, N. A. | 45 | $3.23K | 0.00% | +45 | New |
| Principia Wealth Advisory, LLC | 42 | $3.01K | 0.00% | +11+35.5% | Added |
| Cedar Mountain Advisors, LLC | 40 | $2.87K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 40 | $2.87K | 0.00% | +40 | New |
| North Star Investment Management Corp. | 39 | $2.80K | 0.00% | +30+333.3% | Added |
| Private Wealth Management Group, LLC | 37 | $2.65K | 0.00% | +20+117.6% | Added |
| Imprint Wealth LLC | 34 | $2.44K | 0.01% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $2.44K | 0.00% | +9+36.0% | Added |
| SHP Wealth Management | 34 | $2.44K | 0.00% | +30+750.0% | Added |
| MV Capital Management, Inc. | 32 | $2.29K | 0.00% | −24−42.9% | Reduced |
| First Command Advisory Services, Inc. | 30 | $2.15K | 0.00% | +14+87.5% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $1.94K | 0.00% | +3+12.5% | Added |
| Quaker Wealth Management, LLC | 26 | $1.86K | 0.00% | +12+85.7% | Added |
| Kilter Group LLC | 25 | $1.79K | 0.00% | +20+400.0% | Added |
| American Capital Advisory, LLC | 25 | $1.79K | 0.00% | +23+1,150.0% | Added |
| Ameriflex Group, Inc. | 24 | $1.72K | 0.00% | +24 | New |
| HFM Investment Advisors, LLC | 22 | $1.58K | 0.00% | +14+175.0% | Added |
| Raffa Wealth Management, LLC | 20 | $1.43K | 0.00% | +4+25.0% | Added |
| Proathlete Wealth Management LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $1.36K | 0.00% | +2+11.8% | Added |
| Horizon Financial Services, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $1.00K | 0.00% | −293−95.4% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | −37−71.2% | Reduced |
| Buck Wealth Strategies, LLC | 13 | $932 | 0.00% | +13 | New |
| LRI Investments, LLC | 12 | $861 | 0.00% | −74−86.0% | Reduced |
| Sachetta, LLC | 12 | $861 | 0.00% | −50−80.6% | Reduced |
| Stone House Investment Management, LLC | 9 | $645 | 0.00% | +5+125.0% | Added |
| Ares Financial Consulting, LLC | 9 | $645 | 0.00% | +9 | New |
| Whipplewood Advisors, LLC | 8 | $574 | 0.00% | −64−88.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 8 | $574 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $574 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $574 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $574 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $502 | 0.00% | −4−36.4% | Reduced |
| Valley National Advisers Inc | 7 | $502 | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 6 | $430 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $391 | 0.00% | −45−90.0% | Reduced |
| DecisionPoint Financial, LLC | 5 | $360 | 0.00% | +5 | New |
| Redwood Park Advisors LLC | 5 | $359 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 5 | $359 | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 5 | $359 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $359 | 0.00% | +5 | New |
| Medallion Wealth Advisors, LLC | 5 | $359 | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 4 | $287 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $215 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $215 | 0.00% | +3 | New |
| Clark Wealth Partners | 2 | $144 | 0.00% | −5−71.4% | Reduced |
| TFC Financial Management | 2 | $144 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $144 | 0.00% | +2 | New |
| Ogorek Anthony Joseph | 5 | $0 | 0.00% | +1+25.0% | Added |
| Penserra Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −573,202−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −194,910−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −168,200−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −134,041−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −116,940−100.0% | Sold out |
| Capital International Ltd | 0 | $0 | 0.00% | −104,052−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −98,188−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −89,883−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −68,152−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −51,250−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −48,004−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −45,507−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −37,278−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −32,937−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −28,268−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −29,085−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −24,943−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −22,731−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −21,286−100.0% | Sold out |