| UMA Financial Services, Inc. | 44 | $9.55K | 0.00% | +15+51.7% | Added |
| Rocky Mountain Advisers, LLC | 42 | $9.11K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $9.11K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 41 | $8.90K | 0.00% | −35−46.1% | Reduced |
| Rational Advisors LLC | 41 | $8.90K | 0.00% | +8+24.2% | Added |
| Colonial Trust Co | 38 | $8.30K | 0.00% | +14+58.3% | Added |
| Transamerica Financial Advisors, Inc. | 35 | $7.62K | 0.00% | +1+2.9% | Added |
| DAGCO, Inc. | 35 | $7.59K | 0.00% | −5−12.5% | Reduced |
| First Financial Corp | 35 | $7.59K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $7.38K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 34 | $7.29K | 0.00% | −21−38.2% | Reduced |
| Millstone Evans Group, LLC | 33 | $7.16K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33 | $7.16K | 0.00% | +6+22.2% | Added |
| WPG Advisers, LLC | 32 | $6.94K | 0.01% | −1−3.0% | Reduced |
| Sankala Group LLC | 32 | $6.69K | 0.01% | +32 | New |
| Creative Financial Designs Inc | 30 | $6.51K | 0.00% | −2−6.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 30 | $6.51K | 0.00% | +30 | New |
| Luken Investment Analytics, LLC | 29 | $6.29K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 28 | $6.08K | 0.00% | −9−24.3% | Reduced |
| Howard Hughes Medical Institute | 26 | $5.64K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $5.51K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 25 | $5.42K | 0.00% | −3−10.7% | Reduced |
| Asset Dedication, LLC | 24 | $5.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $5.21K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $5.21K | 0.00% | +3+14.3% | Added |
| Transce3nd, LLC | 25 | $5.20K | 0.04% | +25 | New |
| Sound Income Strategies, LLC | 23 | $5.05K | 0.00% | +23 | New |
| Leonteq Securities AG | 23 | $4.99K | 0.00% | +2+9.5% | Added |
| United Community Bank | 23 | $4.99K | 0.00% | +17+283.3% | Added |
| Nemes Rush Group LLC | 22 | $4.82K | 0.00% | +1+4.8% | Added |
| Truvestments Capital LLC | 22 | $4.77K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 21 | $4.58K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $4.56K | 0.00% | +9+75.0% | Added |
| Bell Investment Advisors, Inc | 20 | $4.34K | 0.00% | −44−68.8% | Reduced |
| Tompkins Financial Corp | 19 | $4.12K | 0.00% | +19 | New |
| Avion Wealth | 22 | $4.00K | 0.00% | −4−15.4% | Reduced |
| Central Trust Co | 18 | $3.91K | 0.00% | +3+20.0% | Added |
| Cornerstone Planning Group LLC | 18 | $3.70K | 0.00% | −7−28.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $3.69K | 0.01% | 00.0% | Unchanged |
| Motco | 17 | $3.69K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $3.47K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $3.47K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $3.47K | 0.00% | +4+33.3% | Added |
| NBC Securities, Inc. | 16 | $3.47K | 0.00% | +3+23.1% | Added |
| Dogwood Wealth Management LLC | 15 | $3.25K | 0.00% | +11+275.0% | Added |
| Abound Wealth Management | 14 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $3.04K | 0.00% | −665−97.9% | Reduced |
| Signature Equity Partners, LLC | 13 | $2.92K | 0.00% | +13 | New |
| Legacy Wealth Managment, LLC | 13 | $2.82K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $2.39K | 0.00% | −2−15.4% | Reduced |
| J.Safra Asset Management Corp | 11 | $2.39K | 0.00% | +11 | New |
| Bruce G. Allen Investments, LLC | 10 | $2.17K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.17K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $2.07K | 0.00% | +1+11.1% | Added |
| Kilter Group LLC | 9 | $1.95K | 0.00% | −4−30.8% | Reduced |
| Sachetta, LLC | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.95K | 0.00% | +2+28.6% | Added |
| Aspect Partners, LLC | 8 | $1.74K | 0.00% | −5−38.5% | Reduced |
| First United Bank Trust | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.74K | 0.00% | +3+60.0% | Added |
| Wealth Watch Advisors, INC | 8 | $1.74K | 0.00% | +4+100.0% | Added |
| Clayton Financial Group LLC | 8 | $1.74K | 0.00% | +8 | New |
| Reyes Financial Architecture, Inc. | 8 | $1.74K | 0.00% | +8 | New |
| TFC Financial Management | 7 | $1.52K | 0.00% | −2−22.2% | Reduced |
| Imprint Wealth LLC | 7 | $1.52K | 0.01% | −19−73.1% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 7 | $1.52K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 6 | $1.30K | 0.00% | −4−40.0% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 5 | $1.08K | 0.00% | +5 | New |
| Tucker Asset Management LLC | 5 | $1.08K | 0.00% | +5 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $873 | 0.00% | −2−33.3% | Reduced |
| Rialto Wealth Management, LLC | 4 | $868 | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $868 | 0.00% | +1+33.3% | Added |
| North Star Investment Management Corp. | 4 | $868 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $868 | 0.00% | +4 | New |
| Turning Point Benefit Group, Inc. | 4 | $867 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 3 | $651 | 0.00% | −18−85.7% | Reduced |
| Valued Wealth Advisors LLC | 3 | $651 | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 3 | $651 | 0.00% | +3 | New |
| 1015 Capital Partners, LLC | 3 | $651 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $434 | 0.00% | −2−50.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $434 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $434 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $434 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $434 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $282 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $217 | 0.00% | −2−66.7% | Reduced |
| Davis Capital Management | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $217 | 0.00% | +1 | New |
| Legacy Bridge, LLC | 1 | $217 | 0.00% | +1 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Kensico Capital Management Corp | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −303,587−100.0% | Sold out |
| Spear Holdings RSC Ltd | 0 | $0 | 0.00% | −299,200−100.0% | Sold out |