| EverSource Wealth Advisors, LLC | 149 | $21.4K | 0.00% | +10+7.2% | Added |
| Salomon & Ludwin, LLC | 144 | $20.7K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 112 | $16.1K | 0.00% | +15+15.5% | Added |
| Bartlett & Co. Wealth Management LLC | 100 | $15.9K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 98 | $15.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 107 | $15.0K | 0.01% | −34−24.1% | Reduced |
| Sunbelt Securities, Inc. | 100 | $14.4K | 0.00% | −25−20.0% | Reduced |
| GWM Advisors LLC | 98 | $14.1K | 0.00% | −130−57.0% | Reduced |
| Atlantic Union Bankshares Corp | 96 | $13.8K | 0.00% | +44+84.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 90 | $12.9K | 0.00% | −4−4.3% | Reduced |
| Private Wealth Asset Management, LLC | 87 | $12.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 77 | $11.1K | 0.00% | +5+6.9% | Added |
| Raiffeisen Bank International AG | 71 | $9.94K | 0.00% | +71 | New |
| Millstone Evans Group, LLC | 68 | $9.78K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 67 | $9.71K | 0.00% | −7−9.5% | Reduced |
| Johnson Financial Group, Inc. | 67 | $9.63K | 0.00% | −100−59.9% | Reduced |
| JFS Wealth Advisors, LLC | 64 | $9.20K | 0.00% | +2+3.2% | Added |
| First Command Advisory Services, Inc. | 60 | $8.63K | 0.00% | +60 | New |
| CVA Family Office, LLC | 60 | $8.63K | 0.00% | +60 | New |
| Cedar Mountain Advisors, LLC | 59 | $8.48K | 0.00% | +59 | New |
| Spire Wealth Management | 50 | $7.19K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $7.19K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 50 | $7.19K | 0.00% | +50 | New |
| Webster Bank, N. A. | 43 | $6.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $6.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $5.75K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 40 | $5.75K | 0.00% | +38+1,900.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $5.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 35 | $5.03K | 0.00% | +16+84.2% | Added |
| Caitlin John, LLC | 34 | $4.89K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 32 | $4.60K | 0.00% | +22+220.0% | Added |
| Manning & Napier Advisors LLC | 32 | $4.48K | 0.00% | −6−15.8% | Reduced |
| Cetera Trust Company, N.A | 31 | $4.46K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $4.31K | 0.00% | +30 | New |
| Westside Investment Management, Inc. | 28 | $4.03K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 28 | $4.03K | 0.00% | +28 | New |
| Legacy Wealth Managment, LLC | 26 | $3.74K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 26 | $3.74K | 0.00% | +26 | New |
| Keating Financial Advisory Services, Inc. | 21 | $3.02K | 0.00% | −19−47.5% | Reduced |
| Ronald Blue Trust, Inc. | 21 | $3.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $3.02K | 0.00% | +8+61.5% | Added |
| Sachetta, LLC | 20 | $2.88K | 0.00% | +20 | New |
| MidFirst Bank | 18 | $2.59K | 0.00% | −2,103−99.2% | Reduced |
| Bell Investment Advisors, Inc | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 17 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $2.16K | 0.00% | −3−16.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 15 | $2.16K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $2.16K | 0.00% | +1+7.1% | Added |
| Raffa Wealth Management, LLC | 13 | $1.87K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $1.79K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $1.73K | 0.00% | +3+33.3% | Added |
| CBIZ Investment Advisory Services, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 12 | $1.73K | 0.00% | +12 | New |
| Park Place Capital Corp | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.44K | 0.00% | +10 | New |
| Albion Financial Group | 9 | $1.29K | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.29K | 0.00% | +4+80.0% | Added |
| North Star Investment Management Corp. | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $863 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $719 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $719 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 4 | $576 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $576 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $575 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $486 | 0.00% | −2−40.0% | Reduced |
| Central Trust Co | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $432 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $431 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $288 | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1 | $144 | 0.00% | −79−98.8% | Reduced |
| Rothschild Investment LLC | 1 | $144 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $144 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $144 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $144 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $144 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $144 | 0.00% | +1 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −386,987−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −322,222−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −258,249−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −187,113−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −185,929−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −144,409−100.0% | Sold out |
| Nearwater Capital Markets, Ltd | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,169−100.0% | Sold out |
| Exor Capital LLP | 0 | $0 | 0.00% | −62,923−100.0% | Sold out |
| Worm Capital, LLC | 0 | $0 | 0.00% | −45,659−100.0% | Sold out |
| Argosy-Lionbridge Management, LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −17,963−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,436−100.0% | Sold out |