| Medallion Wealth Advisors, LLC | 150 | $7.78K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 135 | $7.00K | 0.00% | +135 | New |
| RMG Wealth Management LLC | 132 | $6.71K | 0.00% | −68−34.0% | Reduced |
| GWM Advisors LLC | 127 | $6.58K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 109 | $5.65K | 0.00% | +9+9.0% | Added |
| Danske Bank A/S | 100 | $5.18K | 0.00% | −1,400−93.3% | Reduced |
| Toth Financial Advisory Corp | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $5.18K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 99 | $5.13K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 98 | $5.08K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 94 | $4.87K | 0.00% | −222−70.3% | Reduced |
| Ares Financial Consulting, LLC | 89 | $4.76K | 0.00% | +89 | New |
| High Note Wealth, LLC | 84 | $4.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 77 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 78 | $4.04K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 72 | $3.73K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 72 | $3.73K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $3.63K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $3.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 63 | $3.27K | 0.00% | +27+75.0% | Added |
| Greykasell Wealth Strategies, Inc. | 60 | $3.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 60 | $3.11K | 0.00% | +11+22.4% | Added |
| JFS Wealth Advisors, LLC | 57 | $2.96K | 0.00% | −13−18.6% | Reduced |
| Private Trust Co NA | 55 | $2.85K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 46 | $2.38K | 0.00% | +14+43.8% | Added |
| Bell Investment Advisors, Inc | 44 | $2.28K | 0.00% | +10+29.4% | Added |
| Motco | 44 | $2.28K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $2.23K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 38 | $1.97K | 0.00% | +27+245.5% | Added |
| NVWM, LLC | 37 | $1.92K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $1.87K | 0.00% | +1+2.9% | Added |
| Ronald Blue Trust, Inc. | 28 | $1.45K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 27 | $1.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $1.09K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.04K | 0.00% | +11+122.2% | Added |
| Lloyd Advisory Services, LLC. | 20 | $1.04K | 0.00% | +20 | New |
| Kingdom Financial Group LLC. | 20 | $1.04K | 0.00% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 19 | $985 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 18 | $898 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $882 | 0.00% | +4+30.8% | Added |
| Raffa Wealth Management, LLC | 17 | $881 | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $881 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $778 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $726 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $696 | 0.00% | +11+550.0% | Added |
| TFC Financial Management | 13 | $675 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $674 | 0.00% | −258−95.2% | Reduced |
| Cromwell Holdings LLC | 13 | $674 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $674 | 0.00% | +4+44.4% | Added |
| Sunbelt Securities, Inc. | 12 | $622 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $570 | 0.00% | +11 | New |
| Prestige Wealth Management Group LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $519 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $467 | 0.00% | +2+28.6% | Added |
| WPG Advisers, LLC | 8 | $415 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 8 | $415 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $363 | 0.00% | +2+40.0% | Added |
| Vermillion Wealth Management, Inc. | 7 | $363 | 0.00% | +7 | New |
| JPL Wealth Management, LLC | 5 | $260 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $260 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 4 | $208 | 0.00% | −2−33.3% | Reduced |
| American Capital Advisory, LLC | 4 | $208 | 0.00% | +4 | New |
| Activest Wealth Management | 2 | $104 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −698,974−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −618,514−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −326,550−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −224,968−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −118,982−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −98,918−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −91,791−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −78,162−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −72,239−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −57,871−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −40,452−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −31,857−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −21,281−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −18,135−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −16,613−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −15,717−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,373−100.0% | Sold out |
| Stablepoint Partners, LLC | 0 | $0 | 0.00% | −10,153−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,646−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,435−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,208−100.0% | Sold out |
| Pinnacle Financial Partners, Inc. | 0 | $0 | 0.00% | −9,025−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,718−100.0% | Sold out |