| Steward Partners Investment Advisory, LLC | 210 | $33.7K | 0.00% | −636−75.2% | Reduced |
| Parkside Financial Bank & Trust | 200 | $32.1K | 0.00% | +10+5.3% | Added |
| Tower Research Capital LLC (TRC) | 199 | $31.9K | 0.00% | −399−66.7% | Reduced |
| Essential Partners LLC | 196 | $31.4K | 0.01% | −1,708−89.7% | Reduced |
| Quent Capital, LLC | 182 | $29.2K | 0.00% | −31−14.6% | Reduced |
| True Wealth Design, LLC | 176 | $28.2K | 0.01% | −106−37.6% | Reduced |
| Private Trust Co NA | 171 | $27.4K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 156 | $25.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 150 | $24.1K | 0.00% | +150 | New |
| Bare Financial Services, Inc | 141 | $22.6K | 0.01% | +62+78.5% | Added |
| Golden State Wealth Management, LLC | 140 | $22.6K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 134 | $21.5K | 0.00% | +4+3.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $20.7K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 128 | $20.5K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 122 | $19.6K | 0.02% | +31+34.1% | Added |
| TD Waterhouse Canada Inc. | 103 | $16.3K | 0.00% | −38−27.0% | Reduced |
| CoreCap Advisors, LLC | 86 | $13.8K | 0.00% | +38+79.2% | Added |
| Signature Equity Partners, LLC | 83 | $13.4K | 0.01% | −4−4.6% | Reduced |
| Assetmark, Inc | 82 | $13.2K | 0.00% | −9−9.9% | Reduced |
| Larson Financial Group LLC | 76 | $12.2K | 0.00% | −132−63.5% | Reduced |
| Clearstead Advisors, LLC | 75 | $12.0K | 0.00% | +5+7.1% | Added |
| Dogwood Wealth Management LLC | 69 | $11.1K | 0.00% | −46−40.0% | Reduced |
| SJS Investment Consulting Inc. | 67 | $10.7K | 0.00% | −17−20.2% | Reduced |
| LRI Investments, LLC | 57 | $9.14K | 0.00% | +3+5.6% | Added |
| Cedar Mountain Advisors, LLC | 54 | $8.66K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 53 | $8.50K | 0.00% | +51+2,550.0% | Added |
| JFS Wealth Advisors, LLC | 52 | $8.34K | 0.00% | +8+18.2% | Added |
| First Pacific Financial | 50 | $8.08K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 50 | $8.02K | 0.00% | −48−49.0% | Reduced |
| Massmutual Trust Co FSB | 48 | $7.70K | 0.00% | −305−86.4% | Reduced |
| Itau Unibanco Holding S.A. | 47 | $7.54K | 0.00% | +15+46.9% | Added |
| First Horizon Corp | 45 | $7.22K | 0.00% | +35+350.0% | Added |
| CVA Family Office, LLC | 42 | $6.74K | 0.00% | +16+61.5% | Added |
| Entrust Financial LLC | 40 | $6.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 36 | $5.78K | 0.00% | +34+1,700.0% | Added |
| TD Capital Management LLC | 32 | $5.20K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 30 | $4.81K | 0.00% | +30 | New |
| Altshuler Shaham Ltd | 28 | $4.49K | 0.00% | +28 | New |
| MPWM Advisory Solutions, LLC | 27 | $4.33K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 23 | $3.69K | 0.00% | −2−8.0% | Reduced |
| JPL Wealth Management, LLC | 20 | $3.21K | 0.00% | −3−13.0% | Reduced |
| HM Payson & Co | 20 | $3.21K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 16 | $2.57K | 0.00% | +16 | New |
| Rossby Financial, LCC | 15 | $2.41K | 0.00% | −3−16.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 15 | $2.41K | 0.00% | +15 | New |
| Bruce G. Allen Investments, LLC | 12 | $1.93K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 11 | $1.83K | 0.00% | −1,411−99.2% | Reduced |
| Raleigh Capital Management Inc. | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.76K | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 10 | $1.60K | 0.00% | +3+42.9% | Added |
| First Command Advisory Services, Inc. | 9 | $1.44K | 0.00% | +9 | New |
| Optiver Holding B.V. | 9 | $1.44K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $1.28K | 0.00% | +5+166.7% | Added |
| POM Investment Strategies, LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.12K | 0.00% | +3+75.0% | Added |
| Gilpin Wealth Management, LLC | 7 | $1.12K | 0.00% | +3+75.0% | Added |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $963 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $802 | 0.00% | −37−88.1% | Reduced |
| Ankerstar Wealth, LLC | 5 | $802 | 0.00% | −1−16.7% | Reduced |
| Hughes Financial Services, LLC | 5 | $802 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $482 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $482 | 0.00% | +2+200.0% | Added |
| Cornerstone Planning Group LLC | 3 | $472 | 0.00% | −3−50.0% | Reduced |
| Bogart Wealth, LLC | 2 | $321 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $321 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $321 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $321 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $317 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −167,369−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −19,965−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −8,692−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −5,720−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,194−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −3,877−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −3,774−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,164−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,956−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −2,585−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,150−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,860−100.0% | Sold out |
| Warren Averett Asset Management, LLC | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −1,802−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −1,687−100.0% | Sold out |