| Hexagon Capital Partners LLC | 165 | $14.6K | 0.00% | −429−72.2% | Reduced |
| Spire Wealth Management | 155 | $14.0K | 0.00% | +1+0.6% | Added |
| RWM Asset Management, LLC | 150 | $13.3K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 141 | $12.5K | 0.00% | −7−4.7% | Reduced |
| TD Waterhouse Canada Inc. | 99 | $12.2K | 0.00% | +99 | New |
| My Personal CFO, LLC | 130 | $11.5K | 0.01% | +130 | New |
| Tilia Fiduciary Partners, Inc. | 129 | $11.4K | 0.01% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 124 | $11.0K | 0.00% | +124 | New |
| Delos Wealth Advisors, LLC | 122 | $10.8K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 116 | $10.2K | 0.00% | +65+127.5% | Added |
| Ruedi Wealth Management, Inc. | 107 | $9.47K | 0.01% | +107 | New |
| Old Second National Bank of Aurora | 103 | $9.11K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $8.85K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 99 | $8.76K | 0.01% | +99 | New |
| Cornerstone Planning Group LLC | 95 | $8.59K | 0.00% | +95 | New |
| Boyd Watterson Asset Management LLC | 95 | $8.41K | 0.00% | +95 | New |
| New Millennium Group LLC | 94 | $8.32K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 91 | $8.05K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 85 | $7.58K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 85 | $7.52K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 83 | $7.34K | 0.00% | +83 | New |
| TCTC Holdings, LLC | 82 | $7.26K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 81 | $7.17K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 86 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 75 | $7.00K | 0.01% | +75 | New |
| Crewe Advisors LLC | 68 | $6.02K | 0.00% | −2−2.9% | Reduced |
| Tradition Wealth Management, LLC | 66 | $6.00K | 0.00% | +1+1.5% | Added |
| Private Trust Co NA | 65 | $6.00K | 0.00% | +15+30.0% | Added |
| Core Alternative Capital | 67 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $5.31K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 60 | $5.31K | 0.00% | +60 | New |
| JFS Wealth Advisors, LLC | 58 | $5.13K | 0.00% | +19+48.7% | Added |
| AdvisorNet Financial, Inc | 57 | $5.04K | 0.00% | +23+67.6% | Added |
| Manchester Capital Management LLC | 52 | $4.60K | 0.00% | +21+67.7% | Added |
| Prestige Wealth Management Group LLC | 51 | $4.55K | 0.00% | −19−27.1% | Reduced |
| Lee Financial Co | 49 | $4.34K | 0.00% | −20−29.0% | Reduced |
| Washington Trust Advisors, Inc. | 47 | $4.16K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 41 | $3.68K | 0.00% | −101−71.1% | Reduced |
| Rosenberg Matthew Hamilton | 40 | $3.54K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 39 | $3.45K | 0.00% | −9−18.8% | Reduced |
| Bell Investment Advisors, Inc | 38 | $3.36K | 0.00% | +3+8.6% | Added |
| Eagle Bay Advisors LLC | 35 | $3.10K | 0.00% | +1+2.9% | Added |
| Abound Wealth Management | 34 | $3.01K | 0.00% | +20+142.9% | Added |
| EWG Elevate Inc. | 34 | $3.01K | 0.00% | +34 | New |
| Arrow Financial Corp | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 33 | $2.92K | 0.00% | −94−74.0% | Reduced |
| Red Tortoise LLC | 32 | $2.83K | 0.00% | +32 | New |
| Gradient Investments LLC | 30 | $2.65K | 0.00% | +3+11.1% | Added |
| Raffa Wealth Management, LLC | 29 | $2.57K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 28 | $2.48K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 24 | $2.12K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 28 | $2.00K | 0.00% | −18−39.1% | Reduced |
| SJS Investment Consulting Inc. | 22 | $1.95K | 0.00% | +9+69.2% | Added |
| Sargent Bickham Lagudis LLC | 20 | $1.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 20 | $1.77K | 0.00% | +6+42.9% | Added |
| Schubert & Co | 19 | $1.68K | 0.00% | −11−36.7% | Reduced |
| CIBC Private Wealth Group, LLC | 14,729 | $1.30K | 0.00% | −706−4.6% | Reduced |
| Horan Securities, Inc. | 14 | $1.24K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | +14 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 10 | $892 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 10 | $885 | 0.00% | +10 | New |
| TCI Wealth Advisors, Inc. | 9 | $796 | 0.00% | −155−94.5% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $796 | 0.00% | +9 | New |
| Toth Financial Advisory Corp | 8 | $708 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 8 | $708 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $619 | 0.00% | −16−69.6% | Reduced |
| Hollencrest Capital Management | 7 | $619 | 0.00% | +7 | New |
| Ten Capital Wealth Advisors, LLC | 7 | $619 | 0.00% | +7 | New |
| JJJ Advisors Inc. | 6 | $584 | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 6 | $531 | 0.00% | +6 | New |
| Accurate Wealth Management, LLC | 5 | $478 | 0.00% | +5 | New |
| Spartan Planning & Wealth Management | 5 | $442 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 4 | $366 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $265 | 0.00% | −57−95.0% | Reduced |
| Addison Advisors LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2 | $177 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 1 | $52 | 0.00% | −153−99.4% | Reduced |
| Private Ocean, LLC | 1 | $41 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 31 | $0 | 0.00% | +31 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −179,867−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −140,843−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −135,120−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −134,881−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −61,283−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −60,801−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −59,709−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −46,507−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −43,160−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −42,926−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −32,615−100.0% | Sold out |