| Concord Wealth Partners | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $19.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 104 | $19.0K | 0.00% | −6−5.5% | Reduced |
| GW&K Investment Management, LLC | 93 | $18.0K | 0.00% | +18+24.0% | Added |
| Matrix Trust Co | 95 | $18.0K | 0.00% | +95 | New |
| Rise Advisors, LLC | 94 | $18.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 91 | $17.5K | 0.00% | +91 | New |
| Iron Horse Wealth Management, LLC | 90 | $17.3K | 0.01% | +45+100.0% | Added |
| Raelipskie Partnership | 90 | $17.3K | 0.01% | +90 | New |
| Aspire Private Capital, LLC | 89 | $17.1K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 87 | $16.7K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 83 | $15.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 81 | $15.5K | 0.00% | +2+2.5% | Added |
| Sound Income Strategies, LLC | 80 | $15.3K | 0.00% | +8+11.1% | Added |
| SRS Capital Advisors, Inc. | 79 | $15.1K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 75 | $14.4K | 0.00% | +75 | New |
| Venturi Wealth Management, LLC | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 71 | $13.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 71 | $13.6K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 69 | $13.2K | 0.00% | +69 | New |
| TSFG, LLC | 70 | $13.0K | 0.00% | +20+40.0% | Added |
| Winch Advisory Services, LLC | 66 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 66 | $12.7K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 65 | $12.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $12.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 63 | $12.0K | 0.00% | +63 | New |
| Delta Asset Management LLC | 60 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 60 | $11.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $10.2K | 0.01% | −9−14.5% | Reduced |
| Valley National Advisers Inc | 57 | $10.0K | 0.00% | −17−23.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 52 | $9.97K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 50 | $9.59K | 0.00% | −18−26.5% | Reduced |
| Cetera Trust Company, N.A | 50 | $9.59K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 50 | $9.59K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 47 | $9.51K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 49 | $9.40K | 0.01% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 47 | $9.01K | 0.00% | +47 | New |
| Solstein Capital, LLC | 46 | $8.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $8.05K | 0.00% | −698−94.3% | Reduced |
| Mascoma Wealth Management LLC | 39 | $7.48K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 36 | $6.90K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $6.33K | 0.00% | −64−66.0% | Reduced |
| Capital Performance Advisors LLP | 32 | $6.14K | 0.00% | +32 | New |
| Sunbelt Securities, Inc. | 32 | $6.06K | 0.00% | −15−31.9% | Reduced |
| CVA Family Office, LLC | 30 | $5.75K | 0.00% | −3−9.1% | Reduced |
| Tortoise Investment Management, LLC | 30 | $5.75K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 30 | $5.75K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 30 | $5.72K | 0.00% | +15+100.0% | Added |
| Laurel Wealth Advisors LLC | 28 | $5.37K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 27 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $4.99K | 0.00% | −9−25.7% | Reduced |
| Raleigh Capital Management Inc. | 26 | $4.99K | 0.00% | +13+100.0% | Added |
| Ruedi Wealth Management, Inc. | 20 | $3.83K | 0.00% | −21−51.2% | Reduced |
| SJS Investment Consulting Inc. | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 20 | $3.83K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $3.64K | 0.00% | −4−17.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $3.45K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 17 | $3.31K | 0.00% | +17 | New |
| Mattson Financial Services, LLC | 17 | $3.07K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 16 | $3.07K | 0.00% | +16 | New |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | −2−11.1% | Reduced |
| Highline Wealth Partners LLC | 15 | $2.88K | 0.00% | +8+114.3% | Added |
| Wolff Wiese Magana LLC | 14 | $2.69K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.68K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 14 | $2.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.30K | 0.00% | +3+33.3% | Added |
| Boyd Watterson Asset Management LLC | 12 | $2.30K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $2.30K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 10 | $1.92K | 0.00% | +6+150.0% | Added |
| Olistico Wealth, LLC | 10 | $1.92K | 0.00% | +10 | New |
| Union Savings Bank | 10 | $1.92K | 0.00% | +10 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.73K | 0.00% | −14−60.9% | Reduced |
| True Wealth Design, LLC | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 9 | $1.73K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 9 | $1.73K | 0.00% | +9 | New |
| Provenance Wealth Advisors, LLC | 8 | $1.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.53K | 0.00% | +1+14.3% | Added |
| Valued Wealth Advisors LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 5 | $964 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $959 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $958 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $958 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4 | $808 | 0.00% | −1−20.0% | Reduced |
| NFJ Investment Group, LLC | 4 | $767 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 4 | $767 | 0.00% | +4 | New |
| Claris Advisors, LLC | 4 | $767 | 0.00% | +4 | New |
| TFC Financial Management | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $384 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $57 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −97,700−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −16,130−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −13,972−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −8,443−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −8,181−100.0% | Sold out |
| LMCG Investments, LLC | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −6,968−100.0% | Sold out |