| Concord Wealth Partners | 89 | $7.43K | 0.00% | −11−11.0% | Reduced |
| Washington Trust Co | 89 | $7.43K | 0.00% | +89 | New |
| Retirement Group, LLC | 87 | $7.27K | 0.00% | +37+74.0% | Added |
| Pflug Koory, LLC | 85 | $7.10K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 85 | $7.10K | 0.00% | +85 | New |
| Park Place Capital Corp | 84 | $7.02K | 0.00% | −753−90.0% | Reduced |
| Tradition Wealth Management, LLC | 81 | $7.00K | 0.00% | −13−13.8% | Reduced |
| Thompson Investment Management, Inc. | 79 | $6.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $6.43K | 0.00% | +77 | New |
| Abound Wealth Management | 75 | $6.30K | 0.00% | −4−5.1% | Reduced |
| SRS Capital Advisors, Inc. | 74 | $6.18K | 0.00% | −93−55.7% | Reduced |
| FSA Wealth Management LLC | 73 | $6.00K | 0.00% | +73 | New |
| LGT Financial Advisors LLC | 69 | $5.76K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 66 | $5.51K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 64 | $5.35K | 0.00% | −11−14.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 64 | $5.35K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 59 | $4.93K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $4.59K | 0.00% | +55 | New |
| Kayne Anderson Rudnick Investment Management LLC | 55 | $4.59K | 0.00% | +7+14.6% | Added |
| Lee Financial Co | 54 | $4.51K | 0.00% | −26−32.5% | Reduced |
| Glen Eagle Advisors, LLC | 51 | $4.26K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 50 | $4.18K | 0.00% | +50 | New |
| Manchester Capital Management LLC | 48 | $4.01K | 0.00% | +47+4,700.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 42 | $3.51K | 0.00% | +42 | New |
| Larson Financial Group LLC | 40 | $3.34K | 0.00% | −614−93.9% | Reduced |
| Naples Money Management LLC | 40 | $3.34K | 0.00% | +40 | New |
| Gradient Investments LLC | 37 | $3.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $3.00K | 0.00% | −24−40.7% | Reduced |
| Clear Street Markets LLC | 35 | $3.00K | 0.00% | −13−27.1% | Reduced |
| Avion Wealth | 32 | $3.00K | 0.00% | −11−25.6% | Reduced |
| Long Island Wealth Management, Inc. | 38 | $3.00K | 0.00% | +38 | New |
| Beacon Capital Management, LLC | 32 | $2.97K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 32 | $2.67K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30 | $2.51K | 0.00% | −40−57.1% | Reduced |
| Dunhill Financial, LLC | 29 | $2.44K | 0.00% | +29 | New |
| Stone House Investment Management, LLC | 27 | $2.25K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 26 | $2.17K | 0.00% | −3,551−99.3% | Reduced |
| Macroview Investment Management LLC | 26 | $2.17K | 0.00% | −85−76.6% | Reduced |
| St Germain D J Co Inc | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $2.09K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Toth Financial Advisory Corp | 23 | $1.92K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 22 | $1.84K | 0.00% | +22 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20 | $1.67K | 0.00% | −25−55.6% | Reduced |
| Vima LLC | 20 | $1.67K | 0.00% | +20 | New |
| Versant Capital Management, Inc | 19 | $1.59K | 0.00% | +11+137.5% | Added |
| Clear Investment Research, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $1.42K | 0.00% | +17 | New |
| North Star Investment Management Corp. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.00K | 0.00% | +2+20.0% | Added |
| Perkins Coie Trust Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 11 | $919 | 0.00% | +11 | New |
| VisionPoint Advisory Group, LLC | 10 | $835 | 0.00% | −7−41.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $835 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $835 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 10 | $835 | 0.00% | +10 | New |
| Sofos Investments, Inc. | 8 | $693 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 8 | $668 | 0.00% | +8 | New |
| Hillsdale Investment Management Inc. | 8 | $668 | 0.00% | +8 | New |
| Tfo-TDC, LLC | 7 | $585 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 5 | $480 | 0.00% | +5 | New |
| Ibex Wealth Advisors | 5 | $437 | 0.09% | −50,526−100.0% | Reduced |
| ClariVest Asset Management LLC | 5 | $425 | 0.00% | −141,557−100.0% | Reduced |
| Trust Co of Vermont | 5 | $418 | 0.00% | −99−95.2% | Reduced |
| Wolff Wiese Magana LLC | 5 | $418 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $335 | 0.00% | −1,477−99.7% | Reduced |
| Evermay Wealth Management LLC | 4 | $335 | 0.00% | +4 | New |
| Aspect Partners, LLC | 4 | $334 | 0.00% | +4 | New |
| Colonial Trust Co | 3 | $255 | 0.00% | −724−99.6% | Reduced |
| Motco | 3 | $251 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $251 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $250 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −2,845,345−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −2,017,601−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −1,185,001−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −716,915−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −534,384−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −371,774−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −311,683−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −257,492−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −219,691−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −210,720−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −202,600−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −152,380−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −137,326−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −92,173−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −89,021−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −73,500−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −65,304−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −65,280−100.0% | Sold out |