| First Command Advisory Services, Inc. | 228 | $14.3K | 0.00% | +228 | New |
| Financial Perspectives, Inc | 223 | $14.0K | 0.01% | +75+50.7% | Added |
| Nordwand Advisors, LLC | 215 | $13.5K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 208 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 200 | $12.6K | 0.00% | −6,700−97.1% | Reduced |
| Intelligent Financial Strategies | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 198 | $12.5K | 0.01% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 198 | $12.5K | 0.01% | +198 | New |
| Horizons Wealth Management | 194 | $12.2K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $12.0K | 0.00% | +1+0.5% | Added |
| Insight Financial Services | 177 | $11.1K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 169 | $11.0K | 0.00% | +6+3.7% | Added |
| Atwood & Palmer Inc | 160 | $10.1K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 156 | $10.0K | 0.00% | +1+0.6% | Added |
| Level Financial Advisors, Inc. | 157 | $9.88K | 0.01% | −32−16.9% | Reduced |
| RFP Financial Group LLC | 153 | $9.63K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 150 | $9.44K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 145 | $9.12K | 0.00% | +145 | New |
| Rosenberg Matthew Hamilton | 143 | $9.00K | 0.00% | −128−47.2% | Reduced |
| Rock Creek Group, LP | 143 | $9.00K | 0.00% | +143 | New |
| GHP Investment Advisors, Inc. | 138 | $8.56K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 136 | $8.56K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 135 | $8.49K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 134 | $8.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 131 | $8.22K | 0.00% | +57+77.0% | Added |
| Manchester Capital Management LLC | 129 | $8.12K | 0.00% | −51−28.3% | Reduced |
| Headinvest, LLC | 124 | $7.65K | 0.00% | +124 | New |
| Prestige Wealth Management Group LLC | 120 | $7.55K | 0.00% | +3+2.6% | Added |
| Sound Income Strategies, LLC | 120 | $7.55K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 119 | $7.49K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 118 | $7.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 116 | $7.32K | 0.00% | −19−14.1% | Reduced |
| Baker Avenue Asset Management, LP | 115 | $7.23K | 0.00% | −2−1.7% | Reduced |
| CGC Financial Services, LLC | 114 | $7.17K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 113 | $7.11K | 0.00% | −6−5.0% | Reduced |
| First Personal Financial Services | 112 | $7.05K | 0.00% | +25+28.7% | Added |
| Nemes Rush Group LLC | 105 | $6.61K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $6.29K | 0.00% | −13−11.5% | Reduced |
| Fortis Group Advisors, LLC | 100 | $6.29K | 0.00% | +100 | New |
| Kenfarb & Co. | 100 | $6.29K | 0.01% | +100 | New |
| Providence Capital Advisors, LLC | 96 | $6.04K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 91 | $6.00K | 0.00% | +8+9.6% | Added |
| GoalVest Advisory LLC | 87 | $5.47K | 0.00% | +87 | New |
| Bellevue Asset Management, LLC | 85 | $5.35K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 84 | $5.28K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 80 | $5.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $5.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 76 | $4.78K | 0.00% | −77−50.3% | Reduced |
| Bourgeon Capital Management LLC | 75 | $4.72K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $4.40K | 0.00% | 00.0% | Unchanged |
| Stilwell Value LLC | 60 | $3.77K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 59 | $3.71K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 59 | $3.71K | 0.00% | +59 | New |
| Princeton Global Asset Management LLC | 58 | $3.65K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 57 | $3.59K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 57 | $3.59K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 55 | $3.46K | 0.00% | +35+175.0% | Added |
| Tyler-Stone Wealth Management | 50 | $3.00K | 0.00% | +27+117.4% | Added |
| Private Ocean, LLC | 42 | $2.64K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 40 | $2.52K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 35 | $2.20K | 0.00% | +35 | New |
| Mendota Financial Group, LLC | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Motco | 30 | $1.89K | 0.00% | −201−87.0% | Reduced |
| Lowe Wealth Advisors, LLC | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 25 | $1.57K | 0.00% | −13−34.2% | Reduced |
| Park Place Capital Corp | 23 | $1.45K | 0.00% | −103−81.7% | Reduced |
| Clean Yield Group | 22 | $1.38K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 20 | $1.26K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 18 | $1.08K | 0.00% | +18 | New |
| Wolff Wiese Magana LLC | 15 | $944 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 12 | $755 | 0.00% | −34−73.9% | Reduced |
| Provence Wealth Management Group | 8 | $503 | 0.00% | +8 | New |
| Crewe Advisors LLC | 7 | $441 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $339 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $189 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 0 | $4 | 0.00% | −57−100.0% | Reduced |
| Briaud Financial Planning, Inc | 15 | $0 | 0.00% | +15 | New |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −5,612−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −1,581,471−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −698,030−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Algebris (UK) Ltd | 0 | $0 | 0.00% | −337,107−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −318,164−100.0% | Sold out |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −316,867−100.0% | Sold out |
| Nuance Investments, LLC | 0 | $0 | 0.00% | −253,005−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −144,593−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −121,486−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −95,394−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −95,130−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −86,900−100.0% | Sold out |
