| Van Hulzen Asset Management, LLC | 140 | $13.4K | 0.00% | +140 | New |
| Hemington Wealth Management | 139 | $13.0K | 0.00% | +12+9.4% | Added |
| Tradewinds Capital Management, LLC | 135 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 141 | $12.5K | 0.00% | −46−24.6% | Reduced |
| South State Corp. | 128 | $12.2K | 0.00% | +128 | New |
| Rise Advisors, LLC | 124 | $11.9K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 120 | $11.5K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 116 | $11.0K | 0.00% | −16−12.1% | Reduced |
| Allworth Financial LP | 115 | $10.9K | 0.00% | +27+30.7% | Added |
| Bell Investment Advisors, Inc | 112 | $10.7K | 0.00% | −6−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $10.0K | 0.00% | −4−3.8% | Reduced |
| TD Waterhouse Canada Inc. | 100 | $9.56K | 0.00% | −2,471−96.1% | Reduced |
| Webster Bank, N. A. | 96 | $9.18K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $8.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 93 | $8.90K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 86 | $8.23K | 0.00% | +86 | New |
| Fortitude Family Office, LLC | 83 | $7.94K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 81 | $7.75K | 0.00% | −91−52.9% | Reduced |
| Colonial Trust Advisors | 81 | $7.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 80 | $7.65K | 0.00% | −8−9.1% | Reduced |
| Transce3nd, LLC | 77 | $7.37K | 0.00% | +77 | New |
| TSFG, LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 61 | $6.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $5.93K | 0.00% | −17−21.5% | Reduced |
| Grove Bank & Trust | 62 | $5.93K | 0.00% | +26+72.2% | Added |
| Stephens Consulting, LLC | 54 | $5.17K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 54 | $5.17K | 0.00% | −11,771−99.5% | Reduced |
| Abound Wealth Management | 53 | $5.07K | 0.00% | −10−15.9% | Reduced |
| CVA Family Office, LLC | 53 | $5.07K | 0.00% | −10−15.9% | Reduced |
| Innovative Advisory Group, LLC | 50 | $4.78K | 0.00% | +50 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $4.69K | 0.00% | −1−2.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 47 | $4.50K | 0.00% | 00.0% | Unchanged |
| FLP Wealth Management, LLC | 47 | $4.50K | 0.01% | +47 | New |
| High Note Wealth, LLC | 46 | $4.40K | 0.00% | +46 | New |
| DT Investment Partners, LLC | 44 | $4.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $3.83K | 0.00% | +7+21.2% | Added |
| Kestra Investment Management, LLC | 40 | $3.83K | 0.00% | +40 | New |
| Pinney & Scofield, Inc. | 40 | $3.83K | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 42 | $3.74K | 0.00% | +42 | New |
| Harbour Investments, Inc. | 35 | $3.35K | 0.00% | +2+6.1% | Added |
| UMA Financial Services, Inc. | 33 | $3.16K | 0.00% | +33 | New |
| C M Bidwell & Associates Ltd | 32 | $3.06K | 0.00% | −1,494−97.9% | Reduced |
| Close Asset Management Ltd | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 31 | $2.96K | 0.00% | +31 | New |
| Harbor Investment Advisory, LLC | 30 | $2.87K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $2.60K | 0.00% | −7−21.2% | Reduced |
| REAP Financial Group, LLC | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 22 | $2.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $2.01K | 0.00% | −4−16.0% | Reduced |
| Financial Connections Group, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Red Tortoise LLC | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.72K | 0.00% | −7−28.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 18 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $1.53K | 0.00% | −7−30.4% | Reduced |
| Central Trust Co | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.44K | 0.00% | +4+36.4% | Added |
| Minot DeBlois Advisors LLC | 15 | $1.44K | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 14 | $1.34K | 0.00% | +14 | New |
| Clean Yield Group | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 11 | $1.05K | 0.00% | +1+10.0% | Added |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $958 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $766 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $670 | 0.00% | −4−36.4% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $479 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 5 | $478 | 0.00% | +5 | New |
| Quest 10 Wealth Builders, Inc. | 5 | $478 | 0.00% | +5 | New |
| NewSquare Capital LLC | 4 | $383 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $383 | 0.00% | +4 | New |
| SWAN Capital LLC | 3 | $287 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $287 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $274 | 0.00% | +3 | New |
| Trust Co of Vermont | 2 | $191 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $191 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $96 | 0.00% | −45−97.8% | Reduced |
| Coppell Advisory Solutions LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $96 | 0.00% | +1 | New |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −505,500−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −257,895−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −193,610−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −89,127−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −26,244−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −24,585−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −21,761−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −21,386−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −18,758−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −17,750−100.0% | Sold out |
| Tower Bridge Advisors | 0 | $0 | 0.00% | −16,792−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Dai-Ichi Life Insurance Company, Ltd | 0 | $0 | 0.00% | −13,329−100.0% | Sold out |