| Quadrant Capital Group LLC | 131 | $44.9K | 0.00% | −8−5.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 120 | $41.1K | 0.00% | +120 | New |
| Concord Wealth Partners | 116 | $39.7K | 0.01% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 114 | $39.0K | 0.00% | +114 | New |
| Ameritas Advisory Services, LLC | 103 | $35.3K | 0.00% | +103 | New |
| Allworth Financial LP | 102 | $34.9K | 0.00% | +57+126.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $34.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 88 | $30.1K | 0.00% | −7−7.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 87 | $30.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 87 | $29.8K | 0.00% | +10+13.0% | Added |
| SRS Capital Advisors, Inc. | 85 | $29.1K | 0.00% | −4−4.5% | Reduced |
| Ruedi Wealth Management, Inc. | 80 | $27.4K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $27.1K | 0.00% | −3−3.7% | Reduced |
| Smithfield Trust Co | 80 | $27.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 76 | $26.0K | 0.01% | +37+94.9% | Added |
| AdvisorNet Financial, Inc | 69 | $23.6K | 0.00% | −15−17.9% | Reduced |
| Ancora Advisors, LLC | 62 | $21.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 62 | $21.2K | 0.00% | +36+138.5% | Added |
| IFP Advisors, Inc | 499 | $20.8K | 0.00% | −828−62.4% | Reduced |
| Johnson Financial Group, Inc. | 54 | $18.5K | 0.00% | +54 | New |
| Farther Finance Advisors, LLC | 52 | $17.8K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 52 | $17.8K | 0.00% | +52 | New |
| Anchor Investment Management, LLC | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $17.1K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 49 | $16.8K | 0.00% | −6−10.9% | Reduced |
| IMA Wealth, Inc. | 49 | $16.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 48 | $16.5K | 0.00% | −9−15.8% | Reduced |
| TD Waterhouse Canada Inc. | 35 | $15.9K | 0.00% | −13−27.1% | Reduced |
| Abound Wealth Management | 45 | $15.4K | 0.01% | 00.0% | Unchanged |
| HWG Holdings LP | 44 | $15.1K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 44 | $15.0K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 43 | $14.7K | 0.00% | −20−31.7% | Reduced |
| Huntington National Bank | 42 | $14.4K | 0.00% | +23+121.1% | Added |
| Osterweis Capital Management Inc | 41 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $13.7K | 0.00% | −4−9.1% | Reduced |
| CVA Family Office, LLC | 36 | $12.3K | 0.00% | −65−64.4% | Reduced |
| Umb Bank N A | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $11.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 39 | $11.0K | 0.00% | −6−13.3% | Reduced |
| West Branch Capital LLC | 30 | $10.3K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 29 | $10.0K | 0.00% | +20+222.2% | Added |
| Core Alternative Capital | 28 | $9.59K | 0.00% | −189−87.1% | Reduced |
| Lumature Wealth Partners, LLC | 27 | $9.25K | 0.01% | −3−10.0% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $9.25K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 26 | $8.90K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $8.56K | 0.00% | −2−7.4% | Reduced |
| Webster Bank, N. A. | 25 | $8.56K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 25 | $8.56K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 25 | $8.56K | 0.00% | +25 | New |
| Manchester Capital Management LLC | 24 | $8.22K | 0.00% | −2−7.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 22 | $7.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $7.19K | 0.00% | +19+950.0% | Added |
| TCI Wealth Advisors, Inc. | 19 | $6.51K | 0.00% | +1+5.6% | Added |
| Schubert & Co | 19 | $6.51K | 0.01% | +5+35.7% | Added |
| Milestone Investment Advisors LLC | 19 | $6.51K | 0.00% | +19 | New |
| Thomas J. Herzfeld Advisors, Inc. | 19 | $6.51K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $6.18K | 0.00% | +18 | New |
| Capital Advisors, Ltd. LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $5.48K | 0.00% | +8+100.0% | Added |
| Steward Financial Group LLC | 17 | $5.00K | 0.00% | +13+325.0% | Added |
| Orion Capital Management LLC | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 14 | $4.79K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $4.79K | 0.00% | +11+366.7% | Added |
| Parkside Financial Bank & Trust | 13 | $4.45K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 13 | $4.36K | 0.00% | +13 | New |
| Pension & Wealth Management Advisors, Inc. | 11 | $3.77K | 0.00% | +11 | New |
| Western Pacific Wealth Management, LP | 11 | $3.77K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $3.08K | 0.00% | −950−99.1% | Reduced |
| Ahrens Investment Partners LLC | 9 | $3.08K | 0.00% | +9 | New |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Your Advocates Ltd., LLP | 8 | $2.74K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 7 | $2.40K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $2.40K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.40K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 3 | $1.03K | 0.00% | +3 | New |
| Lazard Asset Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $685 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 2 | $685 | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $343 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $343 | 0.00% | +1 | New |
| JJJ Advisors Inc. | 1 | $331 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 342 | $276 | 0.01% | +40+13.2% | Added |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −302,202−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −129,277−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −16,780−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −11,750−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −8,495−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,665−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −7,628−100.0% | Sold out |