| Heritage Wealth Management, LLC | 170 | $19.0K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 175 | $19.0K | 0.00% | +25+16.7% | Added |
| PrairieView Partners, LLC | 166 | $19.0K | 0.00% | +66+66.0% | Added |
| Cornerstone Management, Inc. | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 157 | $18.0K | 0.01% | −14−8.2% | Reduced |
| Ten Capital Wealth Advisors, LLC | 160 | $18.0K | 0.01% | +35+28.0% | Added |
| Western Pacific Wealth Management, LP | 156 | $17.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 151 | $17.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 144 | $16.0K | 0.00% | −330−69.6% | Reduced |
| Norway Savings Bank | 145 | $16.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $16.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 143 | $16.0K | 0.00% | +30+26.5% | Added |
| Hazlett, Burt & Watson, Inc. | 130 | $15.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 126 | $14.0K | 0.00% | −45,063−99.7% | Reduced |
| Pacific Center for Financial Services | 125 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bromfield Sneider Wealth Advisors | 121 | $14.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 121 | $14.0K | 0.00% | +30+33.0% | Added |
| Rise Advisors, LLC | 110 | $12.0K | 0.01% | +1+0.9% | Added |
| Asset Dedication, LLC | 103 | $12.0K | 0.00% | +103 | New |
| Annapolis Financial Services, LLC | 107 | $12.0K | 0.00% | +107 | New |
| Raffa Wealth Management, LLC | 99 | $11.1K | 0.00% | −13−11.6% | Reduced |
| Norwood Financial Corp | 100 | $11.0K | 0.02% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 101 | $11.0K | 0.00% | +1+1.0% | Added |
| Centerpoint Advisors, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 98 | $11.0K | 0.04% | 00.0% | Unchanged |
| Crewe Advisors LLC | 102 | $11.0K | 0.00% | +43+72.9% | Added |
| Fairfield Financial Advisors, LTD | 95 | $10.7K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 98 | $10.0K | 0.01% | −7,543−98.7% | Reduced |
| Cribstone Capital Management, LLC | 93 | $10.0K | 0.01% | −17−15.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 93 | $10.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 85 | $9.55K | 0.01% | +1+1.2% | Added |
| Macroview Investment Management LLC | 78 | $9.00K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 78 | $9.00K | 0.00% | +1+1.3% | Added |
| Perkins Coie Trust Co | 73 | $8.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 75 | $8.00K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 66 | $7.00K | 0.00% | −5−7.0% | Reduced |
| Founders Capital Management | 65 | $7.00K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 62 | $7.00K | 0.00% | +60+3,000.0% | Added |
| Worth Asset Management, LLC | 55 | $6.00K | 0.00% | −47−46.1% | Reduced |
| Global Trust Asset Management, LLC | 53 | $6.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 53 | $6.00K | 0.00% | +53 | New |
| Kelly Financial Services LLC | 46 | $5.18K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 45 | $5.11K | 0.00% | +45 | New |
| EdgeRock Capital LLC | 40 | $5.00K | 0.00% | +40 | New |
| Stephens Consulting, LLC | 42 | $4.73K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 38 | $4.28K | 0.00% | +38 | New |
| Pin Oak Investment Advisors Inc | 35 | $4.00K | 0.01% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 36 | $4.00K | 0.00% | −1−2.7% | Reduced |
| Sierra Capital LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $3.38K | 0.00% | +30 | New |
| PFG Private Wealth Management, LLC | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $3.00K | 0.00% | +22 | New |
| Absolute Capital Management, LLC | 24 | $2.79K | 0.00% | +24 | New |
| Barrett & Company, Inc. | 15 | $2.10K | 0.00% | +15 | New |
| Core Alternative Capital | 16 | $2.00K | 0.00% | −145−90.1% | Reduced |
| Disciplined Investments, LLC | 20 | $2.00K | 0.00% | −5−20.0% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 15 | $2.00K | 0.00% | +15 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 15 | $2.00K | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 16 | $1.80K | 0.00% | −33−67.3% | Reduced |
| Laffer Tengler Investments | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $1.00K | 0.00% | −125−96.2% | Reduced |
| Bell Investment Advisors, Inc | 12 | $1.00K | 0.00% | −46−79.3% | Reduced |
| KB Financial Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.00K | 0.00% | +11 | New |
| JJJ Advisors Inc. | 4 | $0 | 0.00% | −41−91.1% | Reduced |
| Siena Capital LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 678 | – | – | −132−16.3% | Reduced |
| Kehrs Ridge Capital,LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −49,688−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −25,704−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −20,592−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −20,528−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −19,837−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −19,114−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −18,065−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −16,735−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −13,917−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −11,680−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −8,087−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −7,373−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −7,044−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |
| Next Level Private LLC | 0 | $0 | 0.00% | −5,632−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,285−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,635−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −4,562−100.0% | Sold out |
| Loudon Investment Management, LLC | 0 | $0 | 0.00% | −3,081−100.0% | Sold out |
| Cadence Bank NA | 0 | $0 | 0.00% | −2,989−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −2,679−100.0% | Sold out |
