| Nalls Sherbakoff Group, LLC | 237 | $6.04K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 235 | $5.99K | 0.00% | +235 | New |
| REAP Financial Group, LLC | 211 | $5.37K | 0.00% | +2+1.0% | Added |
| First Horizon Corp | 210 | $5.36K | 0.00% | −78−27.1% | Reduced |
| Southern Michigan Bank & Trust | 200 | $5.10K | 0.00% | +200 | New |
| Solstein Capital, LLC | 200 | $5.10K | 0.00% | +200 | New |
| Bollard Group LLC | 209 | $5.00K | 0.00% | +1+0.5% | Added |
| Centerpoint Advisors, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 196 | $5.00K | 0.00% | +91+86.7% | Added |
| Bear Mountain Capital, Inc. | 200 | $4.82K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 172 | $4.39K | 0.00% | −38−18.1% | Reduced |
| LRI Investments, LLC | 172 | $4.39K | 0.00% | +172 | New |
| Colonial Trust Co | 166 | $4.23K | 0.00% | −3−1.8% | Reduced |
| First Command Advisory Services, Inc. | 163 | $4.16K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 158 | $4.03K | 0.00% | +35+28.5% | Added |
| Rossby Financial, LCC | 149 | $3.95K | 0.00% | +6+4.2% | Added |
| Kilter Group LLC | 147 | $3.75K | 0.00% | +147 | New |
| Gold Investment Management Ltd. | 146 | $3.72K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 145 | $3.70K | 0.00% | +145 | New |
| Strategic Investment Solutions, Inc. | 140 | $3.57K | 0.00% | −520−78.8% | Reduced |
| Clearstead Advisors, LLC | 136 | $3.47K | 0.00% | −771−85.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 135 | $3.44K | 0.00% | +135 | New |
| Truvestments Capital LLC | 132 | $3.37K | 0.00% | −100−43.1% | Reduced |
| Bell Investment Advisors, Inc | 122 | $3.11K | 0.00% | −47−27.8% | Reduced |
| Avion Wealth | 120 | $3.00K | 0.00% | −19−13.7% | Reduced |
| Washington Trust Advisors, Inc. | 116 | $2.96K | 0.00% | +116 | New |
| Cedar Mountain Advisors, LLC | 114 | $2.91K | 0.00% | +114 | New |
| Whittier Trust Co of Nevada Inc | 101 | $2.68K | 0.00% | +65+180.6% | Added |
| Costello Asset Management, INC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 100 | $2.55K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 96 | $2.45K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 95 | $2.42K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 93 | $2.37K | 0.00% | +93 | New |
| HighMark Wealth Management LLC | 86 | $2.19K | 0.00% | +1+1.2% | Added |
| Owl Creek Wealth Partners LLC | 85 | $2.17K | 0.00% | +85 | New |
| Arlington Trust Co LLC | 78 | $1.99K | 0.00% | +78 | New |
| Ritter Daniher Financial Advisory LLC | 76 | $1.93K | 0.00% | +1+1.3% | Added |
| Atlantic Trust, LLC | 75 | $1.91K | 0.00% | +45+150.0% | Added |
| Private Wealth Management Group, LLC | 72 | $1.84K | 0.00% | −6−7.7% | Reduced |
| TFC Financial Management | 64 | $1.63K | 0.00% | +59+1,180.0% | Added |
| Torren Management, LLC | 60 | $1.53K | 0.00% | −1,374−95.8% | Reduced |
| Clayton Financial Group LLC | 57 | $1.45K | 0.00% | +38+200.0% | Added |
| Lummis Asset Management, LP | 55 | $1.40K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 55 | $1.40K | 0.00% | −670−92.4% | Reduced |
| Rialto Wealth Management, LLC | 54 | $1.38K | 0.00% | −9−14.3% | Reduced |
| Raffa Wealth Management, LLC | 54 | $1.38K | 0.00% | +4+8.0% | Added |
| Bogart Wealth, LLC | 54 | $1.38K | 0.00% | +54 | New |
| Clear Street Markets LLC | 52 | $1.33K | 0.00% | −419−89.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 52 | $1.33K | 0.00% | +22+73.3% | Added |
| Key Financial Inc | 49 | $1.25K | 0.00% | −20−29.0% | Reduced |
| Valued Wealth Advisors LLC | 42 | $1.06K | 0.00% | −10−19.2% | Reduced |
| Cornerstone Financial Management LLC | 41 | $1.05K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 40 | $1.02K | 0.00% | +6+17.6% | Added |
| Winthrop Capital Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $984 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 37 | $982 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 37 | $944 | 0.00% | −16−30.2% | Reduced |
| Sound Income Strategies, LLC | 35 | $929 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $892 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 34 | $867 | 0.00% | −89−72.4% | Reduced |
| DecisionPoint Financial, LLC | 34 | $867 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $852 | 0.00% | +9+37.5% | Added |
| Merkkuri Wealth Advisors LLC | 33 | $833 | 0.00% | +33 | New |
| 1015 Capital Partners, LLC | 28 | $714 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 24 | $612 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $587 | 0.00% | +23 | New |
| Banque Pictet & Cie SA | 20 | $510 | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 21 | $489 | 0.00% | +13+162.5% | Added |
| UMA Financial Services, Inc. | 19 | $485 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $485 | 0.00% | +8+72.7% | Added |
| Financial Life Planners | 18 | $466 | 0.00% | +18 | New |
| Principia Wealth Advisory, LLC | 18 | $459 | 0.00% | −5−21.7% | Reduced |
| North Star Investment Management Corp. | 18 | $459 | 0.00% | +18 | New |
| Financial Management Professionals, Inc. | 16 | $408 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 15 | $379 | 0.00% | −29−65.9% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $332 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 11 | $281 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $281 | 0.00% | +11 | New |
| Strategic Wealth Partners, Ltd. | 11 | $276 | 0.00% | +11 | New |
| Aspect Partners, LLC | 10 | $255 | 0.00% | −1−9.1% | Reduced |
| Trust Co | 10 | $255 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $255 | 0.00% | +10 | New |
| Intentional Wealth Strategies, LLC | 10 | $255 | 0.00% | +10 | New |
| Curio Wealth, LLC | 9 | $230 | 0.00% | +9 | New |
| Distillate Capital Partners LLC | 8 | $204 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 8 | $204 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $153 | 0.00% | +6 | New |
| NVWM, LLC | 5 | $128 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 5 | $128 | 0.00% | +5 | New |
| Toth Financial Advisory Corp | 4 | $102 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $58 | 0.00% | −105−98.1% | Reduced |
| SOA Wealth Advisors, LLC. | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $51 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 1 | $26 | 0.00% | −2−66.7% | Reduced |
| Highline Wealth Partners LLC | 1 | $26 | 0.00% | +1 | New |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −855,286−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −732,290−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −707,343−100.0% | Sold out |
