| Kestra Investment Management, LLC | 190 | $9.34K | 0.00% | +123+183.6% | Added |
| Ogorek Anthony Joseph | 191 | $8.00K | 0.00% | −39−17.0% | Reduced |
| Costello Asset Management, INC | 164 | $7.68K | 0.00% | +2+1.2% | Added |
| Promus Capital, LLC | 163 | $7.65K | 0.00% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 162 | $7.59K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 162 | $7.59K | 0.00% | −168−50.9% | Reduced |
| Aventura Private Wealth, LLC | 156 | $7.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 151 | $7.07K | 0.00% | −184−54.9% | Reduced |
| Bank of Jackson Hole Trust | 151 | $7.07K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 149 | $6.95K | 0.00% | +64+75.3% | Added |
| UMA Financial Services, Inc. | 142 | $6.65K | 0.00% | +8+6.0% | Added |
| Country Trust Bank | 140 | $6.56K | 0.00% | +140 | New |
| HM Payson & Co | 137 | $6.42K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 133 | $6.23K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 132 | $6.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 130 | $6.09K | 0.00% | −23−15.0% | Reduced |
| ORG Partners LLC | 119 | $5.89K | 0.00% | +90+310.3% | Added |
| Zions Bancorporation, National Association | 122 | $5.71K | 0.00% | −510−80.7% | Reduced |
| AdvisorNet Financial, Inc | 122 | $5.71K | 0.00% | +12+10.9% | Added |
| McIlrath & Eck, LLC | 116 | $5.43K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 113 | $5.29K | 0.00% | −240−68.0% | Reduced |
| Howard Hughes Medical Institute | 113 | $5.29K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 112 | $5.25K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 103 | $4.82K | 0.00% | −21−16.9% | Reduced |
| GHP Investment Advisors, Inc. | 103 | $4.82K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.68K | 0.00% | −150−60.0% | Reduced |
| Indiana Trust & Investment Management CO | 100 | $4.68K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $4.68K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 100 | $4.68K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $4.64K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 99 | $4.62K | 0.00% | +1+1.0% | Added |
| Clear Investment Research, LLC | 95 | $4.45K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 90 | $4.21K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 90 | $4.20K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 87 | $4.07K | 0.00% | +87 | New |
| Nemes Rush Group LLC | 83 | $3.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 82 | $3.84K | 0.00% | +23+39.0% | Added |
| High Note Wealth, LLC | 81 | $3.79K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 81 | $3.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $3.72K | 0.00% | −20−19.8% | Reduced |
| Spire Wealth Management | 76 | $3.56K | 0.00% | −1,537−95.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 72 | $3.35K | 0.00% | +51+242.9% | Added |
| Sachetta, LLC | 65 | $3.04K | 0.00% | +37+132.1% | Added |
| Centennial Bank | 65 | $3.04K | 0.00% | +65 | New |
| Pflug Koory, LLC | 60 | $2.81K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 59 | $2.76K | 0.00% | −78−56.9% | Reduced |
| AllSquare Wealth Management LLC | 58 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 57 | $2.67K | 0.00% | −3−5.0% | Reduced |
| True Wealth Design, LLC | 57 | $2.67K | 0.00% | +24+72.7% | Added |
| Caitong International Asset Management Co., Ltd | 57 | $2.67K | 0.00% | +18+46.2% | Added |
| Raffa Wealth Management, LLC | 54 | $2.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 51 | $2.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $2.35K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $2.20K | 0.00% | +47 | New |
| Cranbrook Wealth Management, LLC | 41 | $1.92K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 39 | $1.83K | 0.00% | −11−22.0% | Reduced |
| Beacon Capital Management, LLC | 39 | $1.81K | 0.00% | +1+2.6% | Added |
| New Millennium Group LLC | 34 | $1.59K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 34 | $1.57K | 0.00% | +1+3.0% | Added |
| Dunhill Financial, LLC | 33 | $1.56K | 0.00% | −42−56.0% | Reduced |
| CoreCap Advisors, LLC | 33 | $1.54K | 0.00% | −515−94.0% | Reduced |
| Tortoise Investment Management, LLC | 30 | $1.41K | 0.00% | +30 | New |
| Valued Wealth Advisors LLC | 30 | $1.39K | 0.00% | −12−28.6% | Reduced |
| TFC Financial Management | 29 | $1.37K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.31K | 0.00% | +19+211.1% | Added |
| West Branch Capital LLC | 27 | $1.26K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 26 | $1.22K | 0.00% | +26 | New |
| Stephens Consulting, LLC | 25 | $1.17K | 0.00% | +25 | New |
| Total Investment Management Inc | 23 | $1.08K | 0.00% | +23 | New |
| Clark Wealth Partners | 20 | $937 | 0.00% | −3−13.0% | Reduced |
| Trifecta Capital Advisors, LLC | 20 | $937 | 0.00% | +1+5.3% | Added |
| Rialto Wealth Management, LLC | 19 | $890 | 0.00% | +9+90.0% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $889 | 0.00% | +13+216.7% | Added |
| Washington Trust Advisors, Inc. | 18 | $843 | 0.00% | −122−87.1% | Reduced |
| Whipplewood Advisors, LLC | 18 | $843 | 0.00% | −15−45.5% | Reduced |
| Colonial Trust Co | 18 | $843 | 0.00% | +4+28.6% | Added |
| Wolff Wiese Magana LLC | 17 | $802 | 0.00% | +17 | New |
| CBIZ Investment Advisory Services, LLC | 17 | $796 | 0.00% | +17 | New |
| Activest Wealth Management | 16 | $749 | 0.00% | −20−55.6% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $702 | 0.00% | −7−31.8% | Reduced |
| Parkworth Wealth Management, Inc. | 15 | $702 | 0.00% | +7+87.5% | Added |
| Highline Wealth Partners LLC | 14 | $656 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $609 | 0.00% | +6+85.7% | Added |
| ZRC Wealth Management, LLC | 12 | $562 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $515 | 0.00% | +9+450.0% | Added |
| Atwood & Palmer Inc | 10 | $469 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $422 | 0.00% | +9 | New |
| Dogwood Wealth Management LLC | 7 | $354 | 0.00% | +7 | New |
| Aspect Partners, LLC | 7 | $328 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 7 | $328 | 0.00% | +7 | New |
| LGT Financial Advisors LLC | 7 | $328 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 6 | $261 | 0.00% | −927−99.4% | Reduced |
| NVWM, LLC | 5 | $234 | 0.00% | −5−50.0% | Reduced |
| Ancora Advisors, LLC | 4 | $187 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 3 | $140 | 0.00% | +3 | New |
| Meeder Asset Management Inc | 1 | $47 | 0.00% | −196−99.5% | Reduced |
| Vestor Capital, LLC | 771 | – | – | −2,078−72.9% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −758,125−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −556,104−100.0% | Sold out |
