| Spire Wealth Management | 360 | $17.1K | 0.00% | +34+10.4% | Added |
| Operose Advisors LLC | 322 | $15.4K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 319 | $15.0K | 0.01% | +319 | New |
| Denali Advisors LLC | 310 | $14.8K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 303 | $14.5K | 0.00% | +219+260.7% | Added |
| RFP Financial Group LLC | 300 | $14.3K | 0.01% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 291 | $13.9K | 0.01% | +291 | New |
| Glassman Wealth Services | 272 | $13.0K | 0.00% | −61−18.3% | Reduced |
| Private Wealth Management Group, LLC | 268 | $12.8K | 0.01% | +268 | New |
| HM Payson & Co | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 246 | $11.8K | 2.56% | 00.0% | Unchanged |
| Central Trust Co | 233 | $11.1K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 220 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $9.56K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 194 | $9.27K | 0.01% | +194 | New |
| Harbour Investments, Inc. | 191 | $9.15K | 0.00% | +3+1.6% | Added |
| Red Tortoise LLC | 188 | $8.98K | 0.01% | −44−19.0% | Reduced |
| Farmers & Merchants Investments Inc | 188 | $8.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 182 | $8.70K | 0.00% | +182 | New |
| Nemes Rush Group LLC | 180 | $8.60K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 173 | $8.27K | 0.01% | +173 | New |
| FinTrust Capital Advisors, LLC | 162 | $7.74K | 0.00% | −378−70.0% | Reduced |
| HighMark Wealth Management LLC | 157 | $7.51K | 0.01% | +1+0.6% | Added |
| JFS Wealth Advisors, LLC | 146 | $6.98K | 0.00% | −18−11.0% | Reduced |
| Assetmark, Inc | 142 | $6.79K | 0.00% | +142 | New |
| Valley National Advisers Inc | 135 | $6.00K | 0.00% | +110+440.0% | Added |
| EntryPoint Capital, LLC | 122 | $5.83K | 0.01% | +122 | New |
| Turtle Creek Wealth Advisors, LLC | 121 | $5.78K | 0.00% | +121 | New |
| Proequities, Inc. | 113 | $5.40K | 0.00% | +53+88.3% | Added |
| Eagle Bay Advisors LLC | 112 | $5.35K | 0.00% | +112 | New |
| AdvisorNet Financial, Inc | 108 | $5.16K | 0.00% | +68+170.0% | Added |
| Zions Bancorporation, N.A. | 103 | $4.92K | 0.00% | −91−46.9% | Reduced |
| ICA Group Wealth Management, LLC | 100 | $4.78K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 100 | $4.78K | 0.00% | +100 | New |
| Sunbelt Securities, Inc. | 97 | $4.64K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 96 | $4.61K | 0.00% | +91+1,820.0% | Added |
| Glen Eagle Advisors, LLC | 81 | $3.89K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 77 | $3.68K | 0.00% | +77 | New |
| Prestige Wealth Management Group LLC | 73 | $3.49K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 72 | $3.44K | 0.00% | −57−44.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $3.39K | 0.00% | +56+373.3% | Added |
| Key Financial Inc | 70 | $3.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 67 | $3.20K | 0.00% | +10+17.5% | Added |
| Tradition Wealth Management, LLC | 57 | $3.00K | 0.00% | −348−85.9% | Reduced |
| Bell Investment Advisors, Inc | 60 | $2.87K | 0.00% | +26+76.5% | Added |
| WealthCollab, LLC | 54 | $2.58K | 0.00% | +54 | New |
| Trifecta Capital Advisors, LLC | 49 | $2.34K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 47 | $2.25K | 0.00% | +11+30.6% | Added |
| Gradient Investments LLC | 44 | $2.10K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 43 | $2.06K | 0.00% | −867−95.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $1.91K | 0.00% | +40 | New |
| Raleigh Capital Management Inc. | 40 | $1.91K | 0.00% | +40 | New |
| Desjardins Global Asset Management Inc. | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 39 | $1.86K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $1.73K | 0.00% | +35 | New |
| SJS Investment Consulting Inc. | 34 | $1.63K | 0.00% | −4−10.5% | Reduced |
| Macroview Investment Management LLC | 32 | $1.51K | 0.00% | −35−52.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 31 | $1.48K | 0.00% | +31 | New |
| Bokf, NA | 31 | $1.48K | 0.00% | +25+416.7% | Added |
| Sound Income Strategies, LLC | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $1.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $1.20K | 0.00% | −25−50.0% | Reduced |
| Raffa Wealth Management, LLC | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 19 | $1.01K | 0.00% | +6+46.2% | Added |
| Versant Capital Management, Inc | 21 | $1.00K | 0.00% | +16+320.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $956 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $831 | 0.00% | +17 | New |
| Provenance Wealth Advisors, LLC | 17 | $812 | 0.00% | −1−5.6% | Reduced |
| Hexagon Capital Partners LLC | 16 | $765 | 0.00% | +16 | New |
| Manchester Capital Management LLC | 14 | $670 | 0.00% | +12+600.0% | Added |
| Tfo-TDC, LLC | 14 | $669 | 0.00% | −8−36.4% | Reduced |
| American National Bank | 13 | $621 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $621 | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 9 | $430 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 7 | $335 | 0.00% | −740−99.1% | Reduced |
| WestEnd Advisors, LLC | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 10 | $0 | 0.00% | +10 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,350,448−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −737,058−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −634,221−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −325,234−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −203,591−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −145,529−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −110,186−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −81,142−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −77,983−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −57,598−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,544−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −45,003−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −31,924−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −28,352−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,196−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −20,639−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −19,001−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |