| Private Wealth Management Group, LLC | 85 | $10.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 84 | $10.2K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 84 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 79 | $9.58K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 70 | $8.49K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 69 | $8.37K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 67 | $8.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 65 | $7.88K | 0.00% | +65 | New |
| Action Point Financial Planning, LLC | 66 | $7.64K | 0.00% | +66 | New |
| Activest Wealth Management | 62 | $7.52K | 0.00% | +51+463.6% | Added |
| Duncker Streett & Co Inc | 60 | $7.28K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 58 | $7.04K | 0.00% | +47+427.3% | Added |
| Avion Wealth | 65 | $7.00K | 0.00% | +32+97.0% | Added |
| Central Pacific Bank - Trust Division | 56 | $6.79K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 55 | $6.67K | 0.00% | +55 | New |
| Rialto Wealth Management, LLC | 53 | $6.43K | 0.00% | +21+65.6% | Added |
| J.Safra Asset Management Corp | 53 | $6.43K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 52 | $6.31K | 0.00% | +15+40.5% | Added |
| Park Square Financial Group, LLC | 50 | $6.07K | 0.05% | −11−18.0% | Reduced |
| Carolina Wealth Advisors, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 50 | $6.07K | 0.00% | +50 | New |
| Fedenia Advisers LLC | 47 | $5.70K | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 45 | $5.46K | 0.00% | +9+25.0% | Added |
| Icon Advisers Inc | 45 | $5.46K | 0.00% | +45 | New |
| Joseph Group Capital Management | 44 | $5.34K | 0.00% | +44 | New |
| Bay Harbor Wealth Management, LLC | 43 | $5.21K | 0.00% | +16+59.3% | Added |
| Westfuller Advisors, LLC | 41 | $4.97K | 0.00% | −23−35.9% | Reduced |
| Creative Capital Management Investments LLC | 41 | $4.97K | 0.00% | +41 | New |
| Wolff Wiese Magana LLC | 40 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $4.85K | 0.00% | +34+566.7% | Added |
| Pension & Wealth Management Advisors, Inc. | 36 | $4.45K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 31 | $3.76K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $3.76K | 0.00% | +2+6.9% | Added |
| RMG Wealth Management LLC | 32 | $3.67K | 0.00% | +32 | New |
| LRI Investments, LLC | 30 | $3.64K | 0.00% | −426−93.4% | Reduced |
| Financial Management Professionals, Inc. | 29 | $3.52K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 28 | $3.40K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 27 | $3.27K | 0.00% | +12+80.0% | Added |
| Bayban | 26 | $3.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $3.03K | 0.00% | +2+8.7% | Added |
| MCF Advisors LLC | 24 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $2.91K | 0.00% | +9+60.0% | Added |
| Greykasell Wealth Strategies, Inc. | 23 | $2.79K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $2.67K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 21 | $2.55K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 20 | $2.43K | 0.00% | +10+100.0% | Added |
| HFM Investment Advisors, LLC | 20 | $2.43K | 0.00% | +11+122.2% | Added |
| Fulcrum Asset Management LLP | 20 | $2.42K | 0.00% | +20 | New |
| IFG Advisory, LLC | 17 | $2.06K | 0.00% | +17 | New |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 16 | $1.91K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 15 | $1.82K | 0.00% | +4+36.4% | Added |
| PFS Partners, LLC | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 14 | $1.70K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 14 | $1.70K | 0.00% | +14 | New |
| Prestige Wealth Management Group LLC | 13 | $1.58K | 0.00% | −24−64.9% | Reduced |
| WestEnd Advisors, LLC | 13 | $1.58K | 0.00% | +13 | New |
| Fortis Group Advisors, LLC | 13 | $1.58K | 0.00% | +13 | New |
| Addison Advisors LLC | 12 | $1.46K | 0.00% | −264−95.7% | Reduced |
| Sunrise Financial Services, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 11 | $1.33K | 0.00% | +6+120.0% | Added |
| Clark Wealth Partners | 11 | $1.33K | 0.00% | +11 | New |
| Heritage Wealth Advisors | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $1.33K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $1.33K | 0.00% | +4+57.1% | Added |
| Monetary Solutions, Ltd | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.21K | 0.00% | +5+100.0% | Added |
| Quaker Wealth Management, LLC | 9 | $1.09K | 0.00% | +5+125.0% | Added |
| Global Trust Asset Management, LLC | 9 | $1.09K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Valley National Advisers Inc | 7 | $850 | 0.00% | +7 | New |
| Fairman Group, LLC | 6 | $728 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $699 | 0.00% | −2−28.6% | Reduced |
| DecisionPoint Financial, LLC | 5 | $614 | 0.00% | +5 | New |
| United Community Bank | 5 | $606 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 4 | $485 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 3 | $364 | 0.00% | −5−62.5% | Reduced |
| Tidemark, LLC | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 3 | $364 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 3 | $364 | 0.00% | +3 | New |
| Trifecta Capital Advisors, LLC | 3 | $364 | 0.00% | +3 | New |
| Kozak & Associates, Inc. | 2 | $245 | 0.00% | +2 | New |
| Financial Consulate, Inc | 2 | $243 | 0.00% | −1−33.3% | Reduced |
| Redwood Park Advisors LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $243 | 0.00% | +2 | New |
| Kentucky Trust Co | 2 | $243 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 1 | $121 | 0.00% | −160−99.4% | Reduced |
| Rakuten Securities, Inc. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $121 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $121 | 0.00% | +1 | New |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −235,430−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −86,615−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −83,653−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |