| Advisory Services Network, LLC | 1.28M | $44.5M | — | Held |
| Menard Financial Group LLC | 794.5K | $27.6M | — | Held |
| CreativeOne Wealth, LLC | 476.7K | $16.6M | — | Held |
| GeoWealth Management, LLC | 342.8K | $11.9M | — | Held |
| Koshinski Asset Management, Inc. | 284.8K | $9.9M | — | Held |
| CONTINENTAL INVESTORS SERVICES, INC. | 265.2K | $9.67M | — | Held |
| TRUE Private Wealth Advisors | 253.8K | $8.82M | — | Held |
| Strategic Blueprint, LLC | 173.4K | $6.03M | — | Held |
| Balboa Wealth Partners | 166.1K | $5.77M | — | Held |
| Navigation Wealth Management, Inc. | 159.5K | $5.55M | — | Held |
| M1 Capital Management LLC | 158.1K | $5.49M | — | Held |
| AXXCESS WEALTH MANAGEMENT, LLC | 135.7K | $4.72M | — | Held |
| EJMK Ventures LLC | 132K | $4.59M | — | Held |
| Virtue Capital Management, LLC | 130.6K | $4.56M | $160.8K | Added$264.6K |
| Creative Planning | 102.8K | $3.57M | — | Held |
| Advyzon Investment Management, LLC | 93.6K | $3.25M | — | Held |
| Strive Financial Group ,LLC | 80.7K | $2.81M | — | Held |
| Alteri Wealth LLC | 78.2K | $2.72M | — | Held |
| Paragon Private Wealth Management, LLC | 77.4K | $2.69M | — | Held |
| Ignite Planners, LLC | 64.3K | $2.27M | — | Held |
| Private Advisor Group, LLC | 63.1K | $2.19M | — | Held |
| Discipline Wealth Solutions, LLC | 58.3K | $2.03M | — | Held |
| COMMONWEALTH EQUITY SERVICES, LLC | 54K | $1.88M | — | Held |
| Simplicity Wealth,LLC | 49.5K | $1.72M | — | Held |
| Stirlingshire Investments, Inc. | 48.2K | $1.69M | — | Held |
| Faithward Advisors, LLC | 44.8K | $1.56M | — | Held |
| Advisory Advocates, LLC | 40.1K | $1.39M | — | Held |
| Carter Financial Group, INC. | 37.5K | $1.32M | — | Held |
| UNIQUE WEALTH, LLC | 37.7K | $1.31M | — | Held |
| GTS SECURITIES LLC | 35.4K | $1.23M | — | Held |
| Rossby Financial, LCC | 27.4K | $951.8K | — | Held |
| Summit Financial, LLC | 24.7K | $864.2K | — | Held |
| Atria Investments, Inc | 24.5K | $850.8K | — | Held |
| VICTORY FINANCIAL GROUP, LLC | 22.5K | $783.8K | — | Held |
| Vise Technologies, Inc. | 22.4K | $776.9K | — | Held |
| Vantus Wealth LLC | 22.2K | $770.7K | — | Held |
| INDEPENDENT FINANCIAL GROUP, LLC | 21.8K | $757.9K | $23.2K | Added$72.4K |
| Axim Planning & Wealth | 21.6K | $751.3K | — | Held |
| LPL Financial LLC | 21.5K | $745.8K | — | Held |
| Axiom Financial Strategies, LLC | 20.9K | $725.5K | — | Held |
| Citadel | 17.8K | $620.4K | — | Held |
| Empirical Asset Management, LLC | 15.9K | $554.3K | — | Held |
| IHT Wealth Management, LLC | 15K | $521.9K | — | Held |
| Independent Wealth Network Inc. | 14.2K | $494.9K | — | Held |
| Ethos Financial Group, LLC | 13.6K | $475.4K | — | Held |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 13.6K | $472.8K | — | Held |
| Onyx Bridge Wealth Group LLC | 13.4K | $464.1K | — | Held |
| Security Financial Services, INC. | 12.1K | $420.6K | — | Held |
| Latitude Advisors, LLC | 11.9K | $412.3K | — | Held |
| Garden State Investment Advisory Services LLC | 10.8K | $379.3K | — | Held |
| Arax Advisory Partners | 10.4K | $361.3K | — | Held |
| Arista Wealth Management, LLC | 10.4K | $360.6K | — | Held |
| MGO ONE SEVEN LLC | 7.29K | $253.3K | — | Held |
| BDFS Capital LLC | 7.08K | $247.9K | — | Held |
| OMNI 360 Wealth, Inc. | 5.96K | $211.6K | — | Held |
| Focus Partners Advisor Solutions, LLC | 5.96K | $207K | — | Held |
| CoreCap Advisors, LLC | 5.01K | $174.1K | — | Held |
| Kestra Advisory Services, LLC | 4.65K | $161.8K | — | Held |
| HARBOUR INVESTMENTS, INC. | 3.5K | $121.5K | — | Held |
| Cornerstone Planning Group LLC | 1.79K | $63.3K | — | Held |
| Retirement Wealth Solutions LLC | 1.35K | $47.1K | — | Held |
| UBS Group AG | 1.31K | $45.6K | — | Held |
| IFP Advisors, Inc | 264 | $9.18K | $301 | Added$301 |
| Arete Wealth Advisors, LLC | 224.6K | $7.81K | — | Held |
| Wayfinding Financial, LLC | 162.7K | $5.7K | — | Held |
| Cambridge Investment Research Advisors, Inc. | 67.9K | $2.36K | — | Held |
| DHJJ Financial Advisors, Ltd. | 50 | $1.74K | — | Held |
| MORGAN STANLEY | 2 | $94 | −$10 | Added$37 |