| Asset Planning,Inc | 100 | $24.1K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 97 | $23.4K | 0.00% | −41,313−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 95 | $23.0K | 0.00% | +4+4.4% | Added |
| Skopos Labs, Inc. | 95 | $22.9K | 0.00% | +51+115.9% | Added |
| GWM Advisors LLC | 94 | $22.7K | 0.00% | −34−26.6% | Reduced |
| Massmutual Trust Co FSB | 92 | $22.2K | 0.00% | +61+196.8% | Added |
| Covestor Ltd | 90 | $22.0K | 0.01% | +48+114.3% | Added |
| Glenmede Investment Management, LP | 76 | $18.3K | 0.00% | +76 | New |
| Park Place Capital Corp | 68 | $16.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 68 | $16.4K | 0.00% | +10+17.2% | Added |
| Harbour Investments, Inc. | 67 | $16.2K | 0.00% | −3−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 66 | $15.9K | 0.00% | +55+500.0% | Added |
| Rakuten Securities, Inc. | 66 | $15.9K | 0.01% | +33+100.0% | Added |
| Rise Advisors, LLC | 63 | $15.2K | 0.01% | +2+3.3% | Added |
| Alpine Bank Wealth Management | 55 | $13.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 50 | $12.1K | 0.00% | −15,032−99.7% | Reduced |
| HM Payson & Co | 50 | $12.1K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 50 | $12.1K | 0.00% | +50 | New |
| Allworth Financial LP | 46 | $11.1K | 0.00% | −98−68.1% | Reduced |
| MAI Capital Management | 46 | $11.1K | 0.00% | +32+228.6% | Added |
| Brown Brothers Harriman & Co | 42 | $10.1K | 0.00% | −92−68.7% | Reduced |
| Hantz Financial Services, Inc. | 40 | $10.0K | 0.00% | +31+344.4% | Added |
| Bryn Mawr Trust Co | 35 | $8.45K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $8.45K | 0.00% | +30+600.0% | Added |
| Simplex Trading, LLC | 35 | $8.00K | 0.00% | +23+191.7% | Added |
| Global Retirement Partners, LLC | 32 | $7.72K | 0.00% | +32 | New |
| Ameritas Advisory Services, LLC | 32 | $7.72K | 0.00% | +32 | New |
| SBI Securities Co., Ltd. | 27 | $6.52K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 27 | $6.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 27 | $6.39K | 0.00% | −6−18.2% | Reduced |
| Private Wealth Management Group, LLC | 26 | $6.28K | 0.00% | +18+225.0% | Added |
| Hemington Wealth Management | 25 | $6.00K | 0.00% | +16+177.8% | Added |
| Wolff Wiese Magana LLC | 23 | $5.55K | 0.00% | −41−64.1% | Reduced |
| West Branch Capital LLC | 23 | $5.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 22 | $5.31K | 0.00% | −13−37.1% | Reduced |
| WPG Advisers, LLC | 22 | $5.31K | 0.00% | −1−4.3% | Reduced |
| Pinnacle Bancorp, Inc. | 20 | $4.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 17 | $4.10K | 0.00% | +3+21.4% | Added |
| Cornerstone Planning Group LLC | 15 | $4.08K | 0.00% | −15−50.0% | Reduced |
| GHP Investment Advisors, Inc. | 16 | $3.86K | 0.00% | +16 | New |
| High Note Wealth, LLC | 16 | $3.86K | 0.00% | −5−23.8% | Reduced |
| Solstein Capital, LLC | 16 | $3.86K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $3.38K | 0.00% | +10+250.0% | Added |
| Fortitude Family Office, LLC | 12 | $2.90K | 0.00% | −4−25.0% | Reduced |
| Whipplewood Advisors, LLC | 12 | $2.90K | 0.00% | +6+100.0% | Added |
| JFS Wealth Advisors, LLC | 11 | $2.65K | 0.00% | +9+450.0% | Added |
| Bartlett & Co. Wealth Management LLC | 11 | $2.65K | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $2.41K | 0.00% | −484−98.0% | Reduced |
| Minot DeBlois Advisors LLC | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 10 | $2.41K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9 | $2.19K | 0.00% | −10−52.6% | Reduced |
| Bessemer Group Inc | 9 | $2.00K | 0.00% | −25−73.5% | Reduced |
| Bell Investment Advisors, Inc | 7 | $1.69K | 0.00% | +6+600.0% | Added |
| Binnacle Investments Inc | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 7 | $1.69K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 6 | $1.45K | 0.00% | −3−33.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.45K | 0.00% | +2+50.0% | Added |
| Sachetta, LLC | 5 | $1.21K | 0.00% | +5 | New |
| Kilter Group LLC | 4 | $966 | 0.00% | +4 | New |
| St Germain D J Co Inc | 4 | $965 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 4 | $965 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $965 | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 3 | $824 | 0.00% | +3 | New |
| NewSquare Capital LLC | 3 | $724 | 0.00% | −18−85.7% | Reduced |
| North Capital, Inc. | 3 | $724 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $724 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $483 | 0.00% | −16−88.9% | Reduced |
| SJS Investment Consulting Inc. | 2 | $483 | 0.00% | −4−66.7% | Reduced |
| Bare Financial Services, Inc | 2 | $483 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $483 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 2 | $483 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $242 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $242 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $241 | 0.00% | −5−83.3% | Reduced |
| Key Financial Inc | 1 | $241 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $241 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $241 | 0.00% | +1 | New |
| CBIZ Investment Advisory Services, LLC | 1 | $241 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $241 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $241 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $207 | 0.00% | −4−80.0% | Reduced |
| Avion Wealth | 2 | $0 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −35,519−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −34,604−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −21,476−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −21,283−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −14,234−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −13,504−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −8,187−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,704−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −7,700−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −7,182−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |