| Global Retirement Partners, LLC | 344 | $34.6K | 0.00% | +344 | New |
| Signaturefd, LLC | 343 | $34.5K | 0.00% | +61+21.6% | Added |
| Spire Wealth Management | 337 | $34.0K | 0.00% | +2+0.6% | Added |
| Signature Equity Partners, LLC | 323 | $32.5K | 0.02% | +323 | New |
| Larson Financial Group LLC | 291 | $29.3K | 0.00% | +7+2.5% | Added |
| IFP Advisors, Inc | 263 | $26.5K | 0.00% | −860−76.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 260 | $26.2K | 0.00% | +215+477.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246 | $24.9K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 243 | $24.4K | 0.00% | −48−16.5% | Reduced |
| Financial Consulate, Inc | 239 | $24.0K | 0.00% | +1+0.4% | Added |
| Rakuten Securities, Inc. | 238 | $24.0K | 0.01% | −20−7.8% | Reduced |
| Los Angeles Capital Management LLC | 253 | $23.1K | 0.00% | +253 | New |
| CVA Family Office, LLC | 211 | $21.2K | 0.00% | +5+2.4% | Added |
| Capital Advisors, Ltd. LLC | 204 | $21.0K | 0.00% | −2−1.0% | Reduced |
| WPG Advisers, LLC | 201 | $20.2K | 0.02% | −46−18.6% | Reduced |
| AdvisorNet Financial, Inc | 200 | $20.1K | 0.00% | +54+37.0% | Added |
| LRI Investments, LLC | 192 | $19.3K | 0.00% | +64+50.0% | Added |
| Versant Capital Management, Inc | 178 | $17.9K | 0.00% | −794−81.7% | Reduced |
| Parkside Financial Bank & Trust | 158 | $15.9K | 0.00% | +8+5.3% | Added |
| Root Financial Partners, LLC | 151 | $15.2K | 0.00% | +52+52.5% | Added |
| Geneos Wealth Management Inc. | 144 | $14.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 142 | $14.3K | 0.00% | +66+86.8% | Added |
| Curio Wealth, LLC | 128 | $13.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 115 | $11.9K | 0.00% | +114+11,400.0% | Added |
| TD Waterhouse Canada Inc. | 109 | $11.0K | 0.00% | −48−30.6% | Reduced |
| Torren Management, LLC | 107 | $10.8K | 0.01% | +107 | New |
| Key Financial Inc | 103 | $10.4K | 0.00% | 00.0% | Unchanged |
| GGM Financials LLC | 97 | $9.74K | 0.00% | +1+1.0% | Added |
| ZRC Wealth Management, LLC | 89 | $8.96K | 0.00% | +82+1,171.4% | Added |
| Smartleaf Asset Management LLC | 87 | $8.92K | 0.00% | −5−5.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 88 | $8.86K | 0.00% | +78+780.0% | Added |
| Massmutual Trust Co FSB | 87 | $8.76K | 0.00% | −54−38.3% | Reduced |
| Medallion Wealth Advisors, LLC | 86 | $8.66K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 81 | $8.15K | 0.00% | +16+24.6% | Added |
| Employees Retirement System of Texas | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 77 | $7.75K | 0.00% | −218−73.9% | Reduced |
| Eastern Bank | 74 | $7.45K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 73 | $7.35K | 0.00% | −185−71.7% | Reduced |
| Brown Brothers Harriman & Co | 62 | $6.24K | 0.00% | +35+129.6% | Added |
| Keating Financial Advisory Services, Inc. | 62 | $6.24K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 54 | $5.44K | 0.00% | +6+12.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $5.03K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $5.01K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 38 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 37 | $3.73K | 0.00% | −6−14.0% | Reduced |
| Elyxium Wealth, LLC | 37 | $3.72K | 0.00% | +37 | New |
| SRS Capital Advisors, Inc. | 36 | $3.66K | 0.00% | −43,433−99.9% | Reduced |
| Assetmark, Inc | 33 | $3.33K | 0.00% | −112−77.2% | Reduced |
| NBC Securities, Inc. | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 28 | $2.82K | 0.00% | +28 | New |
| ORG Partners LLC | 27 | $2.72K | 0.00% | +6+28.6% | Added |
| Colonial Trust Co | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $2.62K | 0.00% | +26 | New |
| SageView Advisory Group, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Sachetta, LLC | 24 | $2.42K | 0.00% | −37−60.7% | Reduced |
| Sunbelt Securities, Inc. | 22 | $2.21K | 0.00% | −501−95.8% | Reduced |
| SBI Securities Co., Ltd. | 22 | $2.21K | 0.00% | −20−47.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 21 | $2.11K | 0.00% | +21 | New |
| Manchester Capital Management LLC | 19 | $1.91K | 0.00% | +19 | New |
| Park Square Financial Group, LLC | 16 | $1.79K | 0.01% | +16 | New |
| Basecamp Wealth Advisors LLC | 16 | $1.61K | 0.00% | +16 | New |
| Wealth Enhancement Trust Services, Inc. | 14 | $1.41K | 0.00% | +14 | New |
| Umb Bank N A | 12 | $1.21K | 0.00% | −757−98.4% | Reduced |
| Measured Wealth Private Client Group, LLC | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.11K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.01K | 0.00% | +9+900.0% | Added |
| Bogart Wealth, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Avion Wealth | 11 | $1.00K | 0.00% | +11 | New |
| Albion Financial Group | 9 | $906 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $806 | 0.00% | −4−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 8 | $805 | 0.00% | +8 | New |
| Cromwell Holdings LLC | 6 | $604 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $604 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $604 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $504 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $504 | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 5 | $503 | 0.00% | −11−68.8% | Reduced |
| Huntington National Bank | 5 | $503 | 0.00% | −5−50.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5 | $503 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $503 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $503 | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 5 | $503 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 4 | $410 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4 | $403 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 4 | $403 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $403 | 0.00% | +1+33.3% | Added |
| Toth Financial Advisory Corp | 4 | $403 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $403 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $302 | 0.00% | +1+50.0% | Added |
| Harbour Investments, Inc. | 3 | $302 | 0.00% | +3 | New |
| Bradley & Co. Private Wealth Management, LLC | 3 | $301 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $202 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $102 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $101 | 0.00% | −25−96.2% | Reduced |
| DecisionPoint Financial, LLC | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −170,800−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −92,887−100.0% | Sold out |
