| Riverview Trust Co | 130 | $11.0K | 0.01% | +130 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 112 | $9.81K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 110 | $9.64K | 0.00% | +6+5.8% | Added |
| Raffa Wealth Management, LLC | 108 | $9.46K | 0.00% | −9−7.7% | Reduced |
| Parkside Financial Bank & Trust | 105 | $9.20K | 0.00% | −88−45.6% | Reduced |
| Distillate Capital Partners LLC | 104 | $9.11K | 0.85% | +104 | New |
| Capital Analysts, LLC | 100 | $9.00K | 0.00% | −30−23.1% | Reduced |
| Tyler-Stone Wealth Management | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $8.76K | 0.00% | −30−23.1% | Reduced |
| Cornerstone Management, Inc. | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $8.76K | 0.00% | +100 | New |
| MCF Advisors LLC | 93 | $8.15K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 88 | $8.00K | 0.00% | −8−8.3% | Reduced |
| Farmers & Merchants Investments Inc | 91 | $7.97K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 90 | $7.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $7.62K | 0.00% | +59+210.7% | Added |
| TCI Wealth Advisors, Inc. | 84 | $7.36K | 0.00% | −56−40.0% | Reduced |
| City State Bank | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 73 | $6.39K | 0.00% | +73 | New |
| Operose Advisors LLC | 72 | $6.31K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 68 | $5.96K | 0.00% | +9+15.3% | Added |
| BOK Financial Private Wealth, Inc. | 64 | $5.61K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 64 | $5.61K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 64 | $5.61K | 0.00% | +64 | New |
| Zions Bancorporation, N.A. | 61 | $5.34K | 0.00% | −72−54.1% | Reduced |
| Massmutual Trust Co FSB | 52 | $5.00K | 0.00% | −79−60.3% | Reduced |
| Dark Forest Capital Management LP | 56 | $4.91K | 0.00% | +56 | New |
| West Paces Advisors Inc. | 55 | $4.82K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 55 | $4.82K | 0.00% | +55 | New |
| Raleigh Capital Management Inc. | 54 | $4.73K | 0.00% | +18+50.0% | Added |
| Earnest Partners LLC | 53 | $4.64K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $4.29K | 0.00% | −16−24.6% | Reduced |
| Kozak & Associates, Inc. | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 45 | $3.94K | 0.00% | +45 | New |
| MV Capital Management, Inc. | 44 | $3.85K | 0.00% | −90−67.2% | Reduced |
| Trustcore Financial Services, LLC | 41 | $3.59K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 38 | $3.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $3.07K | 0.00% | +25+250.0% | Added |
| Colonial Trust Advisors | 35 | $3.07K | 0.00% | +35 | New |
| Smithfield Trust Co | 39 | $3.00K | 0.00% | −19−32.8% | Reduced |
| Coston, McIsaac & Partners | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 32 | $2.83K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 30 | $2.63K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $2.19K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,422 | $1.96K | 0.00% | +10,553+88.9% | Added |
| Hoey Investments, Inc | 20 | $1.75K | 0.00% | −12,404−99.8% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $1.66K | 0.00% | −7−26.9% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $1.58K | 0.00% | +18 | New |
| Investors Research Corp | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $1.49K | 0.00% | +11+183.3% | Added |
| Abound Wealth Management | 16 | $1.40K | 0.00% | +5+45.5% | Added |
| RWM Asset Management, LLC | 16 | $1.40K | 0.00% | +16 | New |
| Colonial Trust Co | 15 | $1.31K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 13 | $1.14K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 10 | $876 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $701 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 8 | $701 | 0.00% | +8 | New |
| Schubert & Co | 7 | $613 | 0.00% | −3−30.0% | Reduced |
| North Star Investment Management Corp. | 7 | $613 | 0.00% | +7 | New |
| First Horizon Advisors, Inc. | 6 | $526 | 0.00% | −87−93.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4 | $369 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 4 | $350 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $350 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 4 | $350 | 0.00% | −1−20.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $350 | 0.00% | −1−20.0% | Reduced |
| Baker Avenue Asset Management, LP | 4 | $350 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 4 | $349 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $263 | 0.00% | −100−97.1% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 3 | $263 | 0.00% | +3 | New |
| Eagle Bay Advisors LLC | 2 | $175 | 0.00% | −16−88.9% | Reduced |
| Sound Income Strategies, LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1 | $88 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $88 | 0.00% | +1 | New |
| M&R Capital Management Inc | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | −16−84.2% | Reduced |
| Highlander Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 5 | $0 | 0.00% | +5 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −951,687−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −499,234−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −416,000−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −365,174−100.0% | Sold out |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −290,643−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −271,400−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −238,915−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −159,587−100.0% | Sold out |