| Clearstead Advisors, LLC | 315 | $26.6K | 0.00% | −1,636−83.9% | Reduced |
| Golden State Wealth Management, LLC | 301 | $25.4K | 0.00% | +301 | New |
| Matrix Trust Co | 292 | $25.0K | 0.00% | +6+2.1% | Added |
| LGT Financial Advisors LLC | 287 | $24.2K | 0.05% | −8−2.7% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 273 | $23.0K | 0.00% | −33−10.8% | Reduced |
| Johnson Financial Group, Inc. | 264 | $22.3K | 0.00% | +12+4.8% | Added |
| Global Retirement Partners, LLC | 261 | $22.0K | 0.00% | +171+190.0% | Added |
| MAI Capital Management | 237 | $19.9K | 0.00% | +237 | New |
| Riverview Trust Co | 224 | $18.9K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 210 | $17.7K | 0.00% | −1,619−88.5% | Reduced |
| CoreCap Advisors, LLC | 200 | $16.9K | 0.00% | +200 | New |
| WR Wealth Planners, LLC | 196 | $16.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 186 | $15.7K | 0.00% | +24+14.8% | Added |
| JFS Wealth Advisors, LLC | 184 | $15.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 180 | $15.2K | 0.01% | +180 | New |
| Quent Capital, LLC | 179 | $15.1K | 0.00% | −56−23.8% | Reduced |
| Laurel Wealth Advisors LLC | 178 | $15.0K | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 163 | $13.7K | 0.00% | +163 | New |
| C M Bidwell & Associates Ltd | 144 | $12.1K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 118 | $9.95K | 0.00% | +7+6.3% | Added |
| West Branch Capital LLC | 115 | $9.69K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 108 | $9.10K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 107 | $9.02K | 0.00% | +9+9.2% | Added |
| Northwest Bank & Trust Co | 97 | $8.83K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $8.35K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 96 | $8.09K | 0.00% | +96 | New |
| Hemington Wealth Management | 102 | $8.00K | 0.00% | +45+78.9% | Added |
| Parkside Financial Bank & Trust | 93 | $7.84K | 0.00% | +12+14.8% | Added |
| Accredited Wealth Management, LLC | 93 | $7.84K | 0.01% | +93 | New |
| Holos Integrated Wealth LLC | 90 | $7.59K | 0.01% | +90 | New |
| Capital Advisors, Ltd. LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 78 | $6.58K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 74 | $6.24K | 0.00% | +74 | New |
| Chilton Capital Management LLC | 69 | $5.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $5.82K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 69 | $5.82K | 0.00% | +16+30.2% | Added |
| Farmers & Merchants Investments Inc | 68 | $5.73K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 54 | $4.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 52 | $4.38K | 0.00% | +52 | New |
| Bogart Wealth, LLC | 49 | $4.13K | 0.00% | +6+14.0% | Added |
| Geneos Wealth Management Inc. | 46 | $3.88K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 43 | $3.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $3.46K | 0.00% | +11+36.7% | Added |
| Crowley Wealth Management, Inc. | 34 | $2.87K | 0.00% | +34 | New |
| First Pacific Financial | 33 | $2.78K | 0.00% | +1+3.1% | Added |
| Bryn Mawr Trust Co | 33 | $2.78K | 0.00% | +4+13.8% | Added |
| SJS Investment Consulting Inc. | 30 | $2.53K | 0.00% | −12−28.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 29 | $2.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $2.36K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $2.28K | 0.00% | −34−55.7% | Reduced |
| TFC Financial Management | 27 | $2.28K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 25 | $2.11K | 0.00% | +22+733.3% | Added |
| Beacon Capital Management, LLC | 22 | $1.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.77K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $1.60K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $1.44K | 0.00% | +17 | New |
| HHM Wealth Advisors, LLC | 17 | $1.43K | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 15 | $1.26K | 0.00% | +15 | New |
| Center for Financial Planning, Inc. | 14 | $1.18K | 0.00% | +14 | New |
| West Paces Advisors Inc. | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.10K | 0.00% | +13 | New |
| FSC Wealth Advisors, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 11 | $927 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $927 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 11 | $921 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $843 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $843 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $843 | 0.00% | +1+11.1% | Added |
| Truvestments Capital LLC | 7 | $590 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $590 | 0.00% | +7 | New |
| Capital A Wealth Management, LLC | 7 | $590 | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 6 | $506 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $506 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $421 | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 5 | $421 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $338 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $337 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $337 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $287 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 3 | $253 | 0.00% | −38−92.7% | Reduced |
| Crewe Advisors LLC | 3 | $253 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 3 | $253 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $169 | 0.00% | +2 | New |
| Quest Partners LLC | 1 | $84 | 0.00% | −29,825−100.0% | Reduced |
| Activest Wealth Management | 1 | $84 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −214,314−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −99,205−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −74,737−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −70,219−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −58,909−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −50,891−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −42,842−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −36,459−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −20,188−100.0% | Sold out |