| Global Wealth Strategies & Associates | 340 | $26.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 341 | $26.0K | 0.00% | +200+141.8% | Added |
| Global Retirement Partners, LLC | 302 | $23.2K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 274 | $21.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 270 | $20.8K | 0.00% | −79−22.6% | Reduced |
| Parallel Advisors, LLC | 263 | $20.2K | 0.00% | −40−13.2% | Reduced |
| Versant Capital Management, Inc | 262 | $20.1K | 0.00% | −56−17.6% | Reduced |
| Allworth Financial LP | 257 | $19.8K | 0.00% | +33+14.7% | Added |
| Clearstead Advisors, LLC | 242 | $18.6K | 0.00% | −78−24.4% | Reduced |
| IFP Advisors, Inc | 238 | $18.3K | 0.00% | +150+170.5% | Added |
| Rise Advisors, LLC | 226 | $17.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 223 | $17.1K | 0.00% | −376−62.8% | Reduced |
| Ronald Blue Trust, Inc. | 217 | $16.7K | 0.00% | +46+26.9% | Added |
| City State Bank | 212 | $16.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 200 | $15.4K | 0.00% | +200 | New |
| Crews Bank & Trust | 194 | $14.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 187 | $14.4K | 0.00% | +187 | New |
| Dakota Community Bank & Trust NA | 185 | $14.2K | 0.06% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 183 | $14.1K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 174 | $13.4K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 192 | $13.3K | 0.02% | +192 | New |
| Chilton Capital Management LLC | 168 | $12.9K | 0.00% | +168 | New |
| Grey Fox Wealth Advisors, LLC | 163 | $12.5K | 0.00% | +163 | New |
| Pinnacle Bancorp, Inc. | 158 | $12.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 140 | $11.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $10.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 134 | $10.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 133 | $10.2K | 0.00% | −20−13.1% | Reduced |
| Wealthspire Advisors, LLC | 127 | $9.76K | 0.00% | +127 | New |
| Central Trust Co | 125 | $9.61K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 122 | $9.38K | 0.00% | +122 | New |
| Signaturefd, LLC | 121 | $9.30K | 0.00% | −2−1.6% | Reduced |
| Root Financial Partners, LLC | 110 | $8.46K | 0.00% | +110 | New |
| Bullock Wealth Management Group | 102 | $7.41K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 96 | $7.38K | 0.00% | +96 | New |
| Capital Advisors, Ltd. LLC | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 103 | $7.00K | 0.00% | +13+14.4% | Added |
| Corsicana & Co. | 90 | $6.92K | 0.00% | +90 | New |
| LRI Investments, LLC | 83 | $6.42K | 0.00% | +9+12.2% | Added |
| Copia Wealth Management | 79 | $6.07K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $5.76K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 74 | $5.69K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 73 | $5.61K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 72 | $5.54K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 67 | $5.15K | 0.00% | +30+81.1% | Added |
| Archer Investment Corp | 67 | $5.15K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 68 | $4.94K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 63 | $4.84K | 0.00% | +63 | New |
| Rothschild Investment LLC | 52 | $4.00K | 0.00% | −23−30.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 50 | $3.84K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 47 | $3.61K | 0.00% | +1+2.2% | Added |
| Private Wealth Management Group, LLC | 45 | $3.46K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $2.08K | 0.00% | −7−20.6% | Reduced |
| Simplex Trading, LLC | 39 | $2.00K | 0.00% | +39 | New |
| CoreFirst Bank & Trust | 25 | $1.92K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 23 | $1.77K | 0.00% | −221−90.6% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $1.77K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $1.77K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $1.54K | 0.00% | +8+66.7% | Added |
| Massmutual Trust Co FSB | 18 | $1.38K | 0.00% | −15−45.5% | Reduced |
| Westfuller Advisors, LLC | 18 | $1.37K | 0.00% | +18 | New |
| ORG Partners LLC | 16 | $1.23K | 0.00% | +6+60.0% | Added |
| Red Tortoise LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 12 | $922 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $846 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $810 | 0.00% | +1+11.1% | Added |
| Prestige Wealth Management Group LLC | 10 | $769 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 10 | $769 | 0.00% | +10 | New |
| Thompson Investment Management, Inc. | 9 | $718 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 9 | $692 | 0.00% | −8−47.1% | Reduced |
| Creative Financial Designs Inc | 9 | $692 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $654 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $615 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $615 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 7 | $538 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $462 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 6 | $461 | 0.00% | −42−87.5% | Reduced |
| Binnacle Investments Inc | 6 | $461 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 4 | $308 | 0.00% | −4−50.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $307 | 0.00% | +1+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $307 | 0.00% | +2+100.0% | Added |
| Advisory Services Network, LLC | 2 | $154 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $154 | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $154 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 10 | $0 | 0.00% | +10 | New |
| Summit Wealth Group LLC | 5,468 | – | – | +5,468 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −540,385−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −516,866−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −98,840−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −69,921−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −69,400−100.0% | Sold out |