| GPS Wealth Strategies Group, LLC | 1,697 | $92.7K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,641 | $89.6K | 0.01% | +397+31.9% | Added |
| Hilltop National Bank | 1,600 | $87.4K | 0.03% | +1,600 | New |
| KBC Group NV | 1,556 | $85.0K | 0.00% | +607+64.0% | Added |
| Public Employees Retirement System of Ohio | 1,517 | $82.8K | 0.00% | +1,517 | New |
| Jamison Private Wealth Management, Inc. | 1,503 | $82.0K | 0.01% | +16+1.1% | Added |
| Tower Research Capital LLC (TRC) | 1,490 | $81.4K | 0.00% | −6,525−81.4% | Reduced |
| Bessemer Group Inc | 1,341 | $74.0K | 0.00% | +88+7.0% | Added |
| Lazard Asset Management LLC | 1,194 | $65.0K | 0.00% | +28+2.4% | Added |
| Harbour Investments, Inc. | 1,175 | $64.2K | 0.00% | −20−1.7% | Reduced |
| Smithfield Trust Co | 1,175 | $64.0K | 0.00% | −100−7.8% | Reduced |
| Russell Investments Group, Ltd. | 1,106 | $60.4K | 0.00% | −604−35.3% | Reduced |
| Sound Income Strategies, LLC | 1,058 | $57.8K | 0.00% | +13+1.2% | Added |
| Rocky Mountain Advisers, LLC | 1,000 | $54.6K | 0.02% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 933 | $50.9K | 0.03% | +933 | New |
| Bartlett & Co. Wealth Management LLC | 800 | $43.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 787 | $43.0K | 0.00% | −20−2.5% | Reduced |
| Clarity Asset Management, Inc. | 769 | $42.0K | 0.03% | +10+1.3% | Added |
| North Star Investment Management Corp. | 750 | $41.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 758 | $40.8K | 0.00% | +148+24.3% | Added |
| Central Trust Co | 745 | $40.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 732 | $40.0K | 0.01% | +319+77.2% | Added |
| Riverview Trust Co | 704 | $38.4K | 0.03% | +704 | New |
| Parallel Advisors, LLC | 663 | $36.2K | 0.00% | −89−11.8% | Reduced |
| Nomura Asset Management Co Ltd | 660 | $36.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 650 | $35.5K | 0.00% | +234+56.3% | Added |
| EverSource Wealth Advisors, LLC | 634 | $34.8K | 0.00% | −828−56.6% | Reduced |
| Umb Bank N A | 607 | $33.1K | 0.00% | +32+5.6% | Added |
| Tompkins Financial Corp | 600 | $32.8K | 0.00% | −500−45.5% | Reduced |
| Sunbelt Securities, Inc. | 600 | $32.8K | 0.00% | +600 | New |
| Pathway Financial Advisers, LLC | 572 | $31.3K | 0.01% | +6+1.1% | Added |
| Geneos Wealth Management Inc. | 562 | $30.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 561 | $30.6K | 0.02% | +561 | New |
| Cyrus J. Lawrence, LLC | 567 | $30.0K | 0.01% | +567 | New |
| Hussman Strategic Advisors, Inc. | 500 | $27.3K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 486 | $26.5K | 0.02% | 00.0% | Unchanged |
| PSI Advisors, LLC | 449 | $24.5K | 0.01% | −85−15.9% | Reduced |
| Principal Securities, Inc. | 406 | $22.2K | 0.00% | +301+286.7% | Added |
| Cetera Trust Company, N.A | 405 | $22.1K | 0.01% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $18.8K | 0.00% | +345 | New |
| Chilton Capital Management LLC | 328 | $17.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 326 | $17.8K | 0.01% | +235+258.2% | Added |
| Farther Finance Advisors, LLC | 313 | $16.9K | 0.00% | −15−4.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 300 | $16.4K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 286 | $15.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 275 | $15.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 228 | $12.4K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 225 | $12.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 204 | $11.1K | 0.00% | −82−28.7% | Reduced |
| Lindbrook Capital, LLC | 202 | $11.0K | 0.00% | +65+47.4% | Added |
| Resources Management Corp | 194 | $11.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 181 | $9.88K | 0.01% | −148−45.0% | Reduced |
| Larson Financial Group LLC | 157 | $8.57K | 0.00% | −393−71.5% | Reduced |
| PEAK6 Investments LLC | 157 | $8.57K | 0.00% | +157 | New |
| Cypress Capital Management LLC (WY) | 150 | $8.19K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 140 | $7.64K | 0.00% | +140 | New |
| Richardson Financial Services Inc. | 140 | $7.64K | 0.01% | +140 | New |
| Huntington National Bank | 139 | $7.59K | 0.00% | +11+8.6% | Added |
| Smartleaf Asset Management LLC | 109 | $5.89K | 0.00% | +109 | New |
| Riggs Asset Managment Co. Inc. | 106 | $5.79K | 0.00% | +106 | New |
| Financial Perspectives, Inc | 100 | $5.46K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $5.46K | 0.00% | +100 | New |
| LRI Investments, LLC | 95 | $5.20K | 0.00% | +95 | New |
| Global Retirement Partners, LLC | 93 | $5.08K | 0.00% | +24+34.8% | Added |
| Proequities, Inc. | 84 | $4.59K | 0.00% | −1−1.2% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 83 | $4.53K | 0.00% | +83 | New |
| SRS Capital Advisors, Inc. | 81 | $4.41K | 0.00% | +1+1.3% | Added |
| Raleigh Capital Management Inc. | 75 | $4.09K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 60 | $3.28K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 60 | $3.28K | 0.00% | +60 | New |
| Steward Partners Investment Advisory, LLC | 58 | $3.17K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $3.00K | 0.00% | −1−1.8% | Reduced |
| First Horizon Advisors, Inc. | 48 | $2.66K | 0.00% | +37+336.4% | Added |
| Private Trust Co NA | 40 | $2.18K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +10+33.3% | Added |
| Avion Wealth | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.31K | 0.00% | −11−31.4% | Reduced |
| Sachetta, LLC | 23 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $781 | 0.00% | +14 | New |
| Spire Wealth Management | 13 | $710 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 11 | $605 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $383 | 0.00% | −1−12.5% | Reduced |
| Rothschild Investment LLC | 5 | $273 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4 | $209 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $164 | 0.00% | −2−40.0% | Reduced |
| GAMMA Investing LLC | 3 | $164 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 1 | $55 | 0.00% | −299−99.7% | Reduced |
| Caldwell Trust Co | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 0 | $50 | 0.00% | −215−100.0% | Reduced |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 327 | $0 | 0.00% | +327 | New |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −31,157−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −26,325−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −17,215−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −12,159−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −11,404−100.0% | Sold out |
