| PFS Partners, LLC | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| First National Bank | 25 | $1.93K | 0.00% | +25 | New |
| Union Savings Bank | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 23 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 23 | $1.77K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $1.77K | 0.00% | +12+109.1% | Added |
| Action Point Financial Planning, LLC | 24 | $1.77K | 0.00% | +24 | New |
| Oakmont Advisory Group, LLC | 23 | $1.74K | 0.00% | +23 | New |
| Ares Financial Consulting, LLC | 22 | $1.70K | 0.00% | −195−89.9% | Reduced |
| Alerus Financial NA | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 20 | $1.54K | 0.00% | −40−66.7% | Reduced |
| Trust Co | 20 | $1.54K | 0.00% | −18−47.4% | Reduced |
| Elevated Capital Advisors, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 20 | $1.54K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 19 | $1.47K | 0.00% | +19 | New |
| Wall Street Access Asset Management, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 17 | $1.31K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 17 | $1.31K | 0.00% | +17 | New |
| Holos Integrated Wealth LLC | 17 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $1.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 16 | $1.24K | 0.00% | +16 | New |
| Hilton Head Capital Partners, LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 16 | $1.23K | 0.00% | +1+6.7% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 15 | $1.16K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 14 | $1.08K | 0.00% | +7+100.0% | Added |
| Dunhill Financial, LLC | 13 | $1.00K | 0.00% | +2+18.2% | Added |
| William B. Walkup & Associates, Inc. | 13 | $1.00K | 0.00% | −6−31.6% | Reduced |
| Centerpoint Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $955 | 0.00% | −36−75.0% | Reduced |
| Winch Advisory Services, LLC | 12 | $926 | 0.00% | −327−96.5% | Reduced |
| Citizens National Bank Trust Department | 12 | $926 | 0.00% | −55−82.1% | Reduced |
| Whipplewood Advisors, LLC | 12 | $926 | 0.00% | −12−50.0% | Reduced |
| Stone House Investment Management, LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 12 | $926 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 12 | $926 | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 12 | $926 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 11 | $849 | 0.00% | 00.0% | Unchanged |
| Premier Financial Group | 11 | $849 | 0.00% | +11 | New |
| Rakuten Securities, Inc. | 10 | $772 | 0.00% | −73−88.0% | Reduced |
| Raelipskie Partnership | 10 | $772 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $772 | 0.00% | +10 | New |
| Centennial Bank | 9 | $694 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 9 | $694 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 9 | $694 | 0.00% | +9 | New |
| RMG Wealth Management LLC | 8 | $682 | 0.00% | +8 | New |
| Accordant Advisory Group Inc | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $618 | 0.00% | +8 | New |
| Nalls Sherbakoff Group, LLC | 8 | $617 | 0.00% | −13−61.9% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $617 | 0.00% | −4−33.3% | Reduced |
| Activest Wealth Management | 8 | $617 | 0.00% | +8 | New |
| West Paces Advisors Inc. | 8 | $617 | 0.00% | +8 | New |
| Nvest Wealth Strategies, Inc. | 7 | $541 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $541 | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 7 | $540 | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7 | $540 | 0.00% | +7 | New |
| Compass Financial Management LLC | 7 | $540 | 0.00% | +7 | New |
| Caitlin John, LLC | 6 | $463 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $386 | 0.00% | +3+150.0% | Added |
| Quarry LP | 5 | $386 | 0.00% | +5 | New |
| Evelyn Partners Group Ltd | 5 | $386 | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $309 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 3 | $232 | 0.00% | −3−50.0% | Reduced |
| Robinswood Financial LLC | 3 | $231 | 0.00% | −14−82.4% | Reduced |
| Financial Management Professionals, Inc. | 3 | $231 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $231 | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 3 | $231 | 0.00% | +3 | New |
| Fortis Group Advisors, LLC | 2 | $154 | 0.00% | −35−94.6% | Reduced |
| Morse Asset Management, Inc | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $154 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $79 | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 1 | $77 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −429,092−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −401,156−100.0% | Sold out |
| Philosophy Capital Management LLC | 0 | $0 | 0.00% | −356,997−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −163,837−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −131,281−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −118,930−100.0% | Sold out |
| Strong Tower Advisory Services | 0 | $0 | 0.00% | −112,703−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −91,343−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −86,615−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −84,365−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −80,133−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −71,414−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −67,991−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −55,651−100.0% | Sold out |