| Financial Management Professionals, Inc. | 365 | $7.07K | 0.00% | +115+46.0% | Added |
| Cornerstone Planning Group LLC | 318 | $6.76K | 0.00% | +35+12.4% | Added |
| MTM Investment Management, LLC | 342 | $6.55K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 334 | $6.40K | 0.01% | +334 | New |
| Princeton Global Asset Management LLC | 327 | $6.26K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 321 | $6.21K | 0.00% | −26−7.5% | Reduced |
| Bryn Mawr Trust Co | 319 | $6.11K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 285 | $5.46K | 0.00% | +27+10.5% | Added |
| High Note Wealth, LLC | 278 | $5.33K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 273 | $5.23K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 256 | $4.91K | 0.00% | +44+20.8% | Added |
| Cornerstone Financial Management LLC | 246 | $4.71K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 241 | $4.62K | 0.00% | +134+125.2% | Added |
| Whipplewood Advisors, LLC | 209 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 198 | $3.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 194 | $3.72K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 193 | $3.70K | 0.00% | +14+7.8% | Added |
| Fortitude Family Office, LLC | 188 | $3.60K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 182 | $3.52K | 0.00% | −57−23.8% | Reduced |
| UMA Financial Services, Inc. | 168 | $3.22K | 0.00% | +87+107.4% | Added |
| Bell Investment Advisors, Inc | 160 | $3.07K | 0.00% | −67−29.5% | Reduced |
| Root Financial Partners, LLC | 151 | $2.89K | 0.00% | +25+19.8% | Added |
| Tidemark, LLC | 132 | $2.53K | 0.00% | +15+12.8% | Added |
| Prestige Wealth Management Group LLC | 130 | $2.49K | 0.00% | −173−57.1% | Reduced |
| Geneos Wealth Management Inc. | 128 | $2.45K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 159 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 125 | $2.40K | 0.00% | +125 | New |
| Adirondack Trust Co | 124 | $2.37K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 122 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 116 | $2.22K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 109 | $2.11K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 110 | $2.11K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 109 | $2.08K | 0.00% | +109 | New |
| Clear Street Markets LLC | 105 | $2.01K | 0.00% | −845−88.9% | Reduced |
| South State Corp. | 105 | $2.01K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 103 | $1.97K | 0.00% | −46−30.9% | Reduced |
| MV Capital Management, Inc. | 103 | $1.97K | 0.00% | +2+2.0% | Added |
| Grove Bank & Trust | 103 | $1.97K | 0.00% | −14−12.0% | Reduced |
| Sunrise Financial Services, LLC | 101 | $1.94K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $1.92K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 98 | $1.88K | 0.00% | +12+14.0% | Added |
| GHP Investment Advisors, Inc. | 97 | $1.86K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 97 | $1.86K | 0.00% | +97 | New |
| Greykasell Wealth Strategies, Inc. | 97 | $1.86K | 0.00% | +97 | New |
| JNBA Financial Advisors | 92 | $1.76K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 92 | $1.76K | 0.00% | +92 | New |
| Colonial Trust Co | 90 | $1.72K | 0.00% | +24+36.4% | Added |
| Synergy Investment Management, LLC | 90 | $1.72K | 0.00% | +90 | New |
| Kilter Group LLC | 88 | $1.69K | 0.00% | +5+6.0% | Added |
| Hughes Financial Services, LLC | 87 | $1.67K | 0.00% | +15+20.8% | Added |
| Dogwood Wealth Management LLC | 87 | $1.67K | 0.00% | +87 | New |
| SHP Wealth Management | 86 | $1.65K | 0.00% | +21+32.3% | Added |
| Arlington Trust Co LLC | 86 | $1.65K | 0.00% | +86 | New |
| Dunhill Financial, LLC | 80 | $1.54K | 0.00% | +16+25.0% | Added |
| LRI Investments, LLC | 80 | $1.53K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 79 | $1.51K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 68 | $1.30K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 67 | $1.28K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 64 | $1.23K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 62 | $1.18K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 61 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 56 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 73 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 52 | $996 | 0.00% | +30+136.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 48 | $921 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 46 | $882 | 0.00% | +4+9.5% | Added |
| Basepoint Wealth LLC | 45 | $867 | 0.00% | +1+2.3% | Added |
| ZRC Wealth Management, LLC | 40 | $767 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $728 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $690 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 34 | $652 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $614 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 32 | $614 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 31 | $594 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 23 | $441 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 22 | $422 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 20 | $383 | 0.00% | +20 | New |
| TopTier Wealth Management, LLC | 18 | $345 | 0.00% | +18 | New |
| CoreCap Advisors, LLC | 17 | $326 | 0.00% | +7+70.0% | Added |
| Ameriflex Group, Inc. | 16 | $307 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $288 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $287 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $268 | 0.00% | +14 | New |
| Atlantic Union Bankshares Corp | 12 | $230 | 0.00% | +12 | New |
| NVWM, LLC | 10 | $192 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $192 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $173 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 9 | $173 | 0.00% | +9 | New |
| MidFirst Bank | 7 | $134 | 0.00% | +7 | New |
| Abound Wealth Management | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Gillson Capital LP | 0 | $0 | 0.00% | −1,722,643−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −1,199,649−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −791,128−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −507,499−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −363,072−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −196,133−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −162,903−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −141,640−100.0% | Sold out |