| Private Wealth Management Group, LLC | 106 | $5.79K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $5.46K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 100 | $5.46K | 0.00% | +100 | New |
| LRI Investments, LLC | 94 | $5.13K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $5.08K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $4.91K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 88 | $4.80K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 86 | $4.70K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 82 | $4.48K | 0.00% | +82 | New |
| Tompkins Financial Corp | 77 | $4.20K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 76 | $4.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 71 | $3.88K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 70 | $3.80K | 0.00% | +70 | New |
| AdvisorNet Financial, Inc | 68 | $3.71K | 0.00% | +8+13.3% | Added |
| Curio Wealth, LLC | 65 | $3.57K | 0.00% | +1+1.6% | Added |
| Delta Asset Management LLC | 65 | $3.55K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $3.44K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $3.38K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 60 | $3.27K | 0.00% | +56+1,400.0% | Added |
| RMG Wealth Management LLC | 60 | $3.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 58 | $3.17K | 0.00% | +2+3.6% | Added |
| Sunrise Financial Services, LLC | 52 | $2.84K | 0.00% | +52 | New |
| Sachetta, LLC | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 48 | $2.62K | 0.00% | +48 | New |
| MV Capital Management, Inc. | 47 | $2.57K | 0.00% | +35+291.7% | Added |
| Cromwell Holdings LLC | 46 | $2.51K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.45K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.29K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 42 | $2.29K | 0.00% | +42 | New |
| South State Corp. | 41 | $2.24K | 0.00% | −5−10.9% | Reduced |
| Vermillion Wealth Management, Inc. | 40 | $2.19K | 0.00% | +39+3,900.0% | Added |
| Newbridge Financial Services Group, Inc. | 40 | $2.18K | 0.00% | −18−31.0% | Reduced |
| Scarborough Advisors, LLC | 38 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 33 | $1.80K | 0.00% | +33 | New |
| Bay Harbor Wealth Management, LLC | 32 | $1.75K | 0.00% | +13+68.4% | Added |
| Key Financial Inc | 30 | $1.64K | 0.00% | −46−60.5% | Reduced |
| Aspect Partners, LLC | 28 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $1.47K | 0.00% | +9+50.0% | Added |
| ORG Partners LLC | 25 | $1.36K | 0.00% | +25 | New |
| Millstone Evans Group, LLC | 24 | $1.31K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.26K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 23 | $1.26K | 0.00% | +20+666.7% | Added |
| Ronald Blue Trust, Inc. | 21 | $1.15K | 0.00% | −528−96.2% | Reduced |
| WPG Advisers, LLC | 21 | $1.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.09K | 0.00% | −9−31.0% | Reduced |
| Rosenberg Matthew Hamilton | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | −4−23.5% | Reduced |
| HFM Investment Advisors, LLC | 18 | $983 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $968 | 0.00% | +13+260.0% | Added |
| Abound Wealth Management | 17 | $936 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $928 | 0.00% | +2+13.3% | Added |
| Financial Consulate, Inc | 16 | $874 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 16 | $873 | 0.00% | +16 | New |
| 1015 Capital Partners, LLC | 16 | $873 | 0.00% | +16 | New |
| CVA Family Office, LLC | 15 | $819 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 13 | $710 | 0.00% | +13 | New |
| Lloyd Advisory Services, LLC. | 12 | $674 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $655 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $655 | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 11 | $604 | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 10 | $546 | 0.00% | +10 | New |
| Elyxium Wealth, LLC | 9 | $491 | 0.00% | +9 | New |
| Strive Financial Group ,LLC | 9 | $491 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 7 | $383 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $273 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $273 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $219 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $158 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $55 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $55 | 0.00% | +1 | New |
| Optima Capital LLC | 1 | $55 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 0 | $27 | 0.00% | 0 | New |
| Avion Wealth | 14 | $0 | 0.00% | −9−39.1% | Reduced |
| Virtue Capital Management, LLC | 299 | – | – | +299 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −223,286−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −221,818−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −218,349−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −208,824−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −85,900−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −83,367−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −72,233−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −46,500−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −43,500−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −36,645−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −34,575−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −29,362−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| ZWJ Investment Counsel Inc | 0 | $0 | 0.00% | −19,640−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −19,103−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −15,558−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −13,550−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −12,951−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |