| Versant Capital Management, Inc | 36 | $25.3K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 35 | $24.6K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 33 | $23.2K | 0.01% | +33 | New |
| Cornerstone Planning Group LLC | 33 | $23.0K | 0.00% | −1−2.9% | Reduced |
| GGM Financials LLC | 31 | $21.5K | 0.01% | −58−65.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 30 | $21.1K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 28 | $19.7K | 0.04% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 27 | $19.0K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $17.6K | 0.00% | −11−30.6% | Reduced |
| Bullseye Investment Management, LLC | 25 | $17.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $17.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $17.6K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 24 | $16.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 23 | $16.2K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 23 | $16.0K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 20 | $14.1K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 18 | $12.7K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 18 | $12.7K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 17 | $12.5K | 0.00% | −8−32.0% | Reduced |
| Valley National Advisers Inc | 17 | $12.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $11.7K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 16 | $11.3K | 0.01% | 00.0% | Unchanged |
| Kentucky Trust Co | 16 | $11.3K | 0.01% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 14 | $9.85K | 0.01% | 00.0% | Unchanged |
| Downshift Financial, LLC | 14 | $9.85K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 14 | $9.85K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 12 | $8.44K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 11 | $7.67K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $7.03K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $7.03K | 0.00% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 9 | $6.19K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 8 | $5.64K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $4.92K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $3.52K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 2 | $1.41K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2 | $1.41K | 0.00% | +2 | New |
| Byrne Asset Management LLC | 2 | $1.41K | 0.00% | +2 | New |
| Tower Research Capital LLC (TRC) | 1 | $703 | 0.00% | −52−98.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 1 | $703 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,391−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −1,298−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −1,241−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −1,004−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −836−100.0% | Sold out |
| Vista Investment Partners II, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −773−100.0% | Sold out |
| Breachway Investments LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| Neumann Capital Management, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −678−100.0% | Sold out |
| Steelhead Wealth Management LLC | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| 49 Wealth Management, LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Bank of Jackson Hole Trust | 0 | $0 | 0.00% | −521−100.0% | Sold out |
| Good Harbor Advisors, Inc. | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −489−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −442−100.0% | Sold out |
| Alexander Randolph Advisory, Inc. | 0 | $0 | 0.00% | −404−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Vivaldi Capital Management, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| First Commonwealth Financial Corp | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Legend Capital Advisors LLC | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Forum Finance Group S.A. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| POM Investment Strategies, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Ballast Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Atomic Invest LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| TSG Advice Partners, LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Mill Creek Capital Advisors, LLC | – | – | – | – | Not filed |
| U.S. Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| GM Advisory Group, Inc. | – | – | – | – | Not filed |
| Evanson Asset Management, LLC | – | – | – | – | Not filed |
| TruWealth Advisors, LLC | – | – | – | – | Not filed |
| Capital Planning Advisors, LLC | – | – | – | – | Not filed |
| Exencial Wealth Advisors, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Coordinated Financial Services, Inc. | – | – | – | – | Not filed |