| Federated Hermes, Inc. | 74 | $10.2K | 0.00% | −82−52.6% | Reduced |
| JFS Wealth Advisors, LLC | 74 | $10.2K | 0.00% | −58−43.9% | Reduced |
| Archer Investment Corp | 72 | $9.94K | 0.00% | −2−2.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 69 | $9.48K | 0.00% | +62+885.7% | Added |
| Sachetta, LLC | 68 | $9.34K | 0.00% | +12+21.4% | Added |
| Winch Advisory Services, LLC | 67 | $9.25K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 67 | $9.20K | 0.01% | +14+26.4% | Added |
| Westside Investment Management, Inc. | 63 | $8.83K | 0.00% | +63 | New |
| BFSG, LLC | 64 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 64 | $8.79K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 63 | $8.66K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 61 | $8.38K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $8.38K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 60 | $8.24K | 0.00% | −10−14.3% | Reduced |
| Legacy Wealth Managment, LLC | 60 | $8.24K | 0.00% | +7+13.2% | Added |
| Legacy Investment Solutions, LLC | 60 | $8.24K | 0.00% | +60 | New |
| Boreal Capital Management LLC | 60 | $8.24K | 0.01% | +60 | New |
| Bell Investment Advisors, Inc | 59 | $8.11K | 0.00% | −1−1.7% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 56 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $7.14K | 0.00% | −51−49.5% | Reduced |
| True Wealth Design, LLC | 52 | $7.14K | 0.00% | +32+160.0% | Added |
| United Community Bank | 50 | $6.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $6.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $6.87K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 49 | $6.76K | 0.00% | +22+81.5% | Added |
| North Capital, Inc. | 48 | $6.59K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $5.95K | 0.00% | −50−53.8% | Reduced |
| WealthTrak Capital Management LLC | 42 | $5.77K | 0.00% | +32+320.0% | Added |
| Heritage Wealth Advisors | 41 | $5.63K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 40 | $5.50K | 0.00% | +40 | New |
| LGT Financial Advisors LLC | 39 | $5.37K | 0.01% | −220−84.9% | Reduced |
| Asset Dedication, LLC | 34 | $4.67K | 0.00% | −4−10.5% | Reduced |
| Ossiam | 34 | $4.67K | 0.00% | +3+9.7% | Added |
| Kilter Group LLC | 33 | $4.54K | 0.00% | +33 | New |
| Bogart Wealth, LLC | 32 | $4.40K | 0.00% | +4+14.3% | Added |
| Aspect Partners, LLC | 31 | $4.26K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $4.00K | 0.00% | +14+73.7% | Added |
| Ogorek Anthony Joseph | 32 | $4.00K | 0.00% | +17+113.3% | Added |
| AdvisorNet Financial, Inc | 29 | $3.98K | 0.00% | +3+11.5% | Added |
| Fortitude Family Office, LLC | 28 | $3.85K | 0.00% | −53−65.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 28 | $3.85K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $3.71K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 27 | $3.70K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $3.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 25 | $3.44K | 0.00% | +25 | New |
| Wealth Preservation Advisors, LLC | 24 | $3.30K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 23 | $3.16K | 0.00% | −145−86.3% | Reduced |
| Activest Wealth Management | 23 | $3.16K | 0.00% | +16+228.6% | Added |
| Solstein Capital, LLC | 23 | $3.16K | 0.00% | +23 | New |
| Highline Wealth Partners LLC | 21 | $2.92K | 0.00% | +4+23.5% | Added |
| FSA Wealth Management LLC | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $2.75K | 0.00% | +3+17.6% | Added |
| Pineridge Advisors LLC | 19 | $2.67K | 0.00% | +3+18.8% | Added |
| TFC Financial Management | 19 | $2.64K | 0.00% | −170−89.9% | Reduced |
| Valued Wealth Advisors LLC | 19 | $2.62K | 0.00% | −35−64.8% | Reduced |
| Team Financial Group, LLC | 19 | $2.61K | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 18 | $2.47K | 0.00% | +13+260.0% | Added |
| Financial Network Wealth Advisors LLC | 17 | $2.34K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 16 | $2.20K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 15 | $2.06K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $2.06K | 0.00% | +12+400.0% | Added |
| Wolff Wiese Magana LLC | 15 | $2.06K | 0.00% | +15 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 14 | $1.93K | 0.00% | +10+250.0% | Added |
| Vermillion Wealth Management, Inc. | 14 | $1.92K | 0.00% | +14 | New |
| Cornerstone Planning Group LLC | 13 | $1.89K | 0.00% | −2−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $1.79K | 0.00% | −37−74.0% | Reduced |
| Essential Partners LLC | 12 | $1.65K | 0.00% | +12 | New |
| Pflug Koory, LLC | 10 | $1.43K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 10 | $1.37K | 0.00% | −7−41.2% | Reduced |
| Garde Capital, Inc. | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $1.24K | 0.00% | −11−55.0% | Reduced |
| NVWM, LLC | 9 | $1.24K | 0.00% | +8+800.0% | Added |
| Raffa Wealth Management, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $1.10K | 0.00% | +8 | New |
| Roble, Belko & Company, Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $962 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $962 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $962 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 6 | $907 | 0.00% | −30−83.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $824 | 0.00% | +4+200.0% | Added |
| Tortoise Investment Management, LLC | 6 | $824 | 0.00% | +6 | New |
| Kestra Investment Management, LLC | 5 | $800 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $687 | 0.00% | −54−91.5% | Reduced |
| Stephens Consulting, LLC | 4 | $550 | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 4 | $495 | 0.00% | +1+33.3% | Added |
| Washington Trust Advisors, Inc. | 4 | $494 | 0.00% | −14−77.8% | Reduced |
| DecisionPoint Financial, LLC | 3 | $421 | 0.00% | +3 | New |
| Webster Bank, N. A. | 3 | $412 | 0.00% | +3 | New |
| Traub Capital Management LLC | 3 | $412 | 0.00% | +3 | New |
| Point72 (DIFC) Ltd | 2 | $322 | 0.00% | −81,088−100.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 2 | $275 | 0.00% | +2 | New |
| Westend Capital Management, LLC | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $64 | 0.00% | −1−50.0% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −485,503−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −471,944−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −288,815−100.0% | Sold out |
