| Retirement Wealth Solutions LLC | 22 | $6.82K | 0.00% | −3−12.0% | Reduced |
| Grove Bank & Trust | 20 | $6.20K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 19 | $5.89K | 0.00% | +16+533.3% | Added |
| Heritage Wealth Advisors | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 18 | $5.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $5.27K | 0.00% | +1+6.3% | Added |
| Larson Financial Group LLC | 17 | $5.27K | 0.00% | −10−37.0% | Reduced |
| Hughes Financial Services, LLC | 17 | $5.27K | 0.00% | +9+112.5% | Added |
| Creative Capital Management Investments LLC | 16 | $4.96K | 0.00% | +16 | New |
| UMA Financial Services, Inc. | 15 | $4.65K | 0.00% | −6−28.6% | Reduced |
| WealthCollab, LLC | 14 | $4.34K | 0.00% | −22−61.1% | Reduced |
| Highline Wealth Partners LLC | 14 | $4.34K | 0.00% | −14−50.0% | Reduced |
| Cromwell Holdings LLC | 14 | $4.34K | 0.00% | +6+75.0% | Added |
| Premier Financial Group | 14 | $4.34K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $3.72K | 0.00% | +8+200.0% | Added |
| Boreal Capital Management LLC | 12 | $3.72K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 12 | $3.72K | 0.00% | +6+100.0% | Added |
| Cedar Mountain Advisors, LLC | 11 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.41K | 0.00% | +2+22.2% | Added |
| Webster Bank, N. A. | 11 | $3.41K | 0.00% | +11 | New |
| HM Payson & Co | 10 | $3.10K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $3.10K | 0.00% | +5+100.0% | Added |
| WPG Advisers, LLC | 9 | $2.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 9 | $2.79K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 8 | $2.59K | 0.00% | +2+33.3% | Added |
| Cornerstone Financial Management LLC | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 8 | $2.48K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $2.18K | 0.00% | −2−22.2% | Reduced |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $2.00K | 0.00% | +3+75.0% | Added |
| SBI Securities Co., Ltd. | 6 | $1.86K | 0.00% | −2−25.0% | Reduced |
| Ares Financial Consulting, LLC | 6 | $1.86K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.55K | 0.00% | −5−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.55K | 0.00% | +2+66.7% | Added |
| Cape Investment Advisory, Inc. | 5 | $1.55K | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $1.55K | 0.00% | +5 | New |
| SHP Wealth Management | 4 | $1.24K | 0.00% | −4−50.0% | Reduced |
| TFC Financial Management | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 4 | $1.24K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $1.24K | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 4 | $1.24K | 0.00% | +4 | New |
| Navigoe, LLC | 4 | $1.00K | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $930 | 0.00% | −30−90.9% | Reduced |
| Financial Management Professionals, Inc. | 3 | $930 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $930 | 0.00% | +1+50.0% | Added |
| DecisionPoint Financial, LLC | 2 | $637 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $620 | 0.00% | −25−92.6% | Reduced |
| Addison Advisors LLC | 2 | $620 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $620 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 1 | $318 | 0.00% | −38−97.4% | Reduced |
| Activest Wealth Management | 1 | $310 | 0.00% | −69−98.6% | Reduced |
| Bogart Wealth, LLC | 1 | $310 | 0.00% | −2−66.7% | Reduced |
| AdvisorNet Financial, Inc | 1 | $310 | 0.00% | −1−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $310 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $310 | 0.00% | +1 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −101,368−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −49,755−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −29,276−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −21,319−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −19,892−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,805−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −14,903−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −14,514−100.0% | Sold out |
| Vestor Capital, LLC | 0 | $0 | 0.00% | −12,135−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −11,165−100.0% | Sold out |
| Basswood Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,388−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,891−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −7,043−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −5,022−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −2,981−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −2,702−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,096−100.0% | Sold out |
| Cygnus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Trajan Wealth LLC | 0 | $0 | 0.00% | −1,423−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −1,331−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −1,242−100.0% | Sold out |
| Krilogy Financial LLC | 0 | $0 | 0.00% | −1,125−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −1,026−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Beese Fulmer Investment Management, Inc. | 0 | $0 | 0.00% | −808−100.0% | Sold out |
