| Global Wealth Strategies & Associates | 145 | $13.0K | 0.00% | −198−57.7% | Reduced |
| Principia Wealth Advisory, LLC | 143 | $12.8K | 0.01% | +12+9.2% | Added |
| Cranbrook Wealth Management, LLC | 142 | $12.7K | 0.00% | +93+189.8% | Added |
| Midwest Capital Advisors, LLC | 142 | $12.7K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 132 | $12.5K | 0.00% | −14−9.6% | Reduced |
| Banque Transatlantique SA | 137 | $12.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 136 | $12.2K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 136 | $12.2K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 133 | $11.9K | 0.00% | +133 | New |
| ZRC Wealth Management, LLC | 130 | $11.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 127 | $11.4K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 126 | $11.3K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 122 | $10.9K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 118 | $10.6K | 0.01% | +1+0.9% | Added |
| Anfield Capital Management, LLC | 117 | $10.5K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 117 | $10.5K | 0.00% | +4+3.5% | Added |
| Hughes Financial Services, LLC | 112 | $10.4K | 0.00% | −45−28.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 114 | $10.2K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 114 | $10.2K | 0.01% | +1+0.9% | Added |
| Hartford Financial Management Inc. | 111 | $9.95K | 0.00% | −118−51.5% | Reduced |
| RMG Wealth Management LLC | 107 | $9.79K | 0.00% | +107 | New |
| Bellevue Asset Management, LLC | 108 | $9.76K | 0.00% | +1+0.9% | Added |
| Cherry Tree Wealth Management, LLC | 108 | $9.69K | 0.00% | −114−51.4% | Reduced |
| Harbor Asset Planning, Inc. | 106 | $9.49K | 0.01% | +106 | New |
| CBIZ Investment Advisory Services, LLC | 105 | $9.42K | 0.00% | −49−31.8% | Reduced |
| Aspect Partners, LLC | 104 | $9.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 102 | $9.15K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 102 | $9.00K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 100 | $8.97K | 0.00% | −14−12.3% | Reduced |
| 1 North Wealth Services LLC | 100 | $8.97K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $8.97K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 100 | $8.97K | 0.00% | 00.0% | Unchanged |
| Marshall & Sullivan Inc | 100 | $8.97K | 0.00% | +100 | New |
| GFG Capital, LLC | 99 | $8.88K | 0.00% | −2,355−96.0% | Reduced |
| Provenance Wealth Advisors, LLC | 97 | $8.71K | 0.00% | −21−17.8% | Reduced |
| Frazier Financial Advisors, LLC | 97 | $8.67K | 0.01% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 95 | $8.53K | 0.00% | −38−28.6% | Reduced |
| Accent Capital Management, LLC | 95 | $8.53K | 0.00% | +95 | New |
| Riggs Asset Managment Co. Inc. | 91 | $8.17K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 91 | $8.17K | 0.00% | −348−79.3% | Reduced |
| S&T Bank | 86 | $7.72K | 0.00% | +70+437.5% | Added |
| Maryland Capital Advisors Inc. | 85 | $7.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 85 | $7.63K | 0.00% | +2+2.4% | Added |
| Y.D. More Investments Ltd | 81 | $7.30K | 0.00% | −264−76.5% | Reduced |
| Carolina Wealth Advisors, LLC | 81 | $7.27K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 80 | $7.18K | 0.01% | +80 | New |
| Capital A Wealth Management, LLC | 61 | $7.08K | 0.08% | −49−44.5% | Reduced |
| Tidemark, LLC | 77 | $6.91K | 0.00% | −15−16.3% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 75 | $6.73K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 73 | $6.64K | 0.00% | −1−1.4% | Reduced |
| Rossby Financial, LCC | 72 | $6.46K | 0.00% | +66+1,100.0% | Added |
| Copia Wealth Management | 70 | $6.28K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 70 | $6.28K | 0.00% | +70 | New |
| WealthTrak Capital Management LLC | 65 | $5.83K | 0.00% | −13−16.7% | Reduced |
| Redmont Wealth Advisors LLC | 65 | $5.83K | 0.01% | +65 | New |
| Clark Wealth Partners | 64 | $5.74K | 0.00% | +64 | New |
| Silicon Valley Capital Partners | 62 | $5.60K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 61 | $5.47K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 61 | $5.47K | 0.01% | +61 | New |
| Horizon Financial Services, LLC | 61 | $5.45K | 0.00% | +17+38.6% | Added |
| Curio Wealth, LLC | 56 | $5.03K | 0.00% | +55+5,500.0% | Added |
| Ogorek Anthony Joseph | 65 | $5.00K | 0.00% | −111−63.1% | Reduced |
| Kathleen S. Wright Associates Inc. | 53 | $4.76K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 50 | $4.49K | 0.00% | +15+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 49 | $4.40K | 0.00% | +20+69.0% | Added |
| Reyes Financial Architecture, Inc. | 45 | $4.04K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 48 | $4.00K | 0.00% | +1+2.1% | Added |
| Ulland Investment Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 44 | $3.95K | 0.00% | −14−24.1% | Reduced |
| Vision Financial Markets LLC | 44 | $3.91K | 0.00% | +1+2.3% | Added |
| Darwin Advisors, LLC | 34 | $3.10K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 28 | $2.78K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $2.69K | 0.13% | −2−6.3% | Reduced |
| DAGCO, Inc. | 29 | $2.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $2.24K | 0.00% | +13+108.3% | Added |
| Parkworth Wealth Management, Inc. | 24 | $2.19K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 24 | $2.15K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $2.09K | 0.00% | +23 | New |
| Glass Jacobson Investment Advisors llc | 22 | $1.98K | 0.00% | −378−94.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 22 | $1.98K | 0.00% | −42−65.6% | Reduced |
| Evelyn Partners Asset Management Ltd | 22 | $1.97K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 20 | $1.79K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 15 | $1.35K | 0.00% | +15 | New |
| Iron Horse Wealth Management, LLC | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $1.17K | 0.00% | −58−81.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 11 | $987 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 10 | $897 | 0.00% | −119−92.2% | Reduced |
| Luminist Capital LLC | 6 | $552 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $359 | 0.01% | 00.0% | Unchanged |
| Soundwatch Capital LLC | 525 | – | – | +525 | New |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,675,130−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −529,637−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −448,516−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −435,159−100.0% | Sold out |
| Financial Counselors Inc | 0 | $0 | 0.00% | −406,073−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −311,135−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −284,563−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −203,221−100.0% | Sold out |
