| Highline Wealth Partners LLC | 70 | $4.65K | 0.00% | +70 | New |
| Salomon & Ludwin, LLC | 66 | $4.39K | 0.00% | −2,544−97.5% | Reduced |
| VisionPoint Advisory Group, LLC | 64 | $4.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 63 | $4.20K | 0.00% | +12+23.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $4.20K | 0.00% | +58+1,160.0% | Added |
| Albion Financial Group | 63 | $4.19K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 60 | $3.99K | 0.00% | +60 | New |
| Proffitt & Goodson Inc | 56 | $3.72K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 55 | $3.67K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 55 | $3.59K | 0.00% | +55 | New |
| Kayne Anderson Rudnick Investment Management LLC | 52 | $3.46K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 50 | $3.32K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $3.32K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 48 | $3.21K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $3.08K | 0.00% | −354−88.5% | Reduced |
| Strategic Investment Solutions, Inc. | 51 | $3.04K | 0.00% | +51 | New |
| Wolff Wiese Magana LLC | 44 | $2.92K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 43 | $2.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $2.86K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 43 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 41 | $2.73K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 37 | $2.46K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 36 | $2.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $2.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $2.33K | 0.00% | +35 | New |
| New Millennium Group LLC | 34 | $2.23K | 0.00% | +34 | New |
| Bogart Wealth, LLC | 33 | $2.19K | 0.00% | −200−85.8% | Reduced |
| St. Johns Investment Management Company, LLC | 33 | $2.19K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 31 | $2.06K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 31 | $2.06K | 0.00% | +27+675.0% | Added |
| Core Alternative Capital | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 30 | $1.97K | 0.00% | −142−82.6% | Reduced |
| Providence Capital Advisors, LLC | 27 | $1.79K | 0.00% | −94,900−100.0% | Reduced |
| Ruedi Wealth Management, Inc. | 26 | $1.73K | 0.00% | +26 | New |
| Caitlin John, LLC | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $1.66K | 0.00% | −101−80.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 21 | $1.40K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $1.40K | 0.00% | +6+40.0% | Added |
| Lazard Asset Management LLC | 17 | $1.00K | 0.00% | −388,452−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $998 | 0.00% | +15 | New |
| TFC Financial Management | 14 | $931 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 13 | $864 | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 10 | $665 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 9 | $598 | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 7 | $465 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $266 | 0.00% | +4 | New |
| Scarborough Advisors, LLC | 3 | $199 | 0.00% | +3 | New |
| Legend Financial Advisors, Inc. | 1 | $66 | 0.00% | +1 | New |
| American International Group, Inc. | 0 | $0 | 0.00% | −172,610−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −150,348−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −140,880−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −106,664−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −84,397−100.0% | Sold out |
| Sienna Gestion | 0 | $0 | 0.00% | −67,328−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −56,430−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −48,258−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −44,749−100.0% | Sold out |
| Kempner Capital Management Inc. | 0 | $0 | 0.00% | −35,634−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −33,806−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −27,485−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| First Business Financial Services, Inc. | 0 | $0 | 0.00% | −18,878−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −17,723−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −17,567−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −14,536−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −14,266−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −9,105−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −10,002−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −6,017−100.0% | Sold out |
| Passumpsic Savings Bank | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,303−100.0% | Sold out |
| Central Valley Advisors, LLC | 0 | $0 | 0.00% | −5,018−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −4,932−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −4,692−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −4,327−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Archetype Wealth Partners | 0 | $0 | 0.00% | −3,961−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −3,737−100.0% | Sold out |
| Canandaigua National Bank & Trust Co | 0 | $0 | 0.00% | −3,717−100.0% | Sold out |
| First National Bank & Trust Co of Newtown | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −3,609−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −3,410−100.0% | Sold out |
| Fidelis Capital Partners, LLC | 0 | $0 | 0.00% | −3,392−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −3,169−100.0% | Sold out |
| Keudell/Morrison Wealth Management | 0 | $0 | 0.00% | −3,106−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −3,078−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| McGlone Suttner Wealth Management, Inc. | 0 | $0 | 0.00% | −3,073−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |