| Hantz Financial Services, Inc. | 182 | $13.0K | 0.00% | +61+50.4% | Added |
| Versant Capital Management, Inc | 168 | $11.9K | 0.00% | −144−46.2% | Reduced |
| DT Investment Partners, LLC | 168 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 150 | $10.6K | 0.00% | +67+80.7% | Added |
| West Oak Capital, LLC | 147 | $10.4K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 155 | $10.0K | 0.00% | +82+112.3% | Added |
| Private Wealth Management Group, LLC | 141 | $9.97K | 0.00% | +26+22.6% | Added |
| JNBA Financial Advisors | 140 | $9.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 134 | $9.47K | 0.00% | +134 | New |
| Farmers & Merchants Investments Inc | 132 | $9.33K | 0.00% | +62+88.6% | Added |
| Strengthening Families & Communities, LLC | 130 | $9.19K | 0.01% | −268−67.3% | Reduced |
| Golden State Wealth Management, LLC | 127 | $8.98K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 124 | $8.77K | 0.00% | −175−58.5% | Reduced |
| IFP Advisors, Inc | 118 | $8.34K | 0.00% | −4,013−97.1% | Reduced |
| UMA Financial Services, Inc. | 116 | $8.20K | 0.00% | +10+9.4% | Added |
| SRS Capital Advisors, Inc. | 114 | $8.06K | 0.00% | +76+200.0% | Added |
| Abound Wealth Management | 113 | $7.99K | 0.00% | +113 | New |
| South State Corp. | 106 | $7.49K | 0.00% | +106 | New |
| CVA Family Office, LLC | 104 | $7.35K | 0.00% | +65+166.7% | Added |
| Parkside Financial Bank & Trust | 98 | $6.93K | 0.00% | +52+113.0% | Added |
| Harbour Investments, Inc. | 92 | $6.50K | 0.00% | −3−3.2% | Reduced |
| Private Wealth Asset Management, LLC | 87 | $6.15K | 0.00% | +87 | New |
| Prestige Wealth Management Group LLC | 76 | $5.37K | 0.00% | +42+123.5% | Added |
| WPG Advisers, LLC | 76 | $5.37K | 0.01% | +69+985.7% | Added |
| HighMark Wealth Management LLC | 75 | $5.30K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 75 | $5.30K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 75 | $5.30K | 0.03% | +75 | New |
| Clal Insurance Enterprises Holdings Ltd | 72 | $5.00K | 0.00% | +56+350.0% | Added |
| JFS Wealth Advisors, LLC | 70 | $4.95K | 0.00% | +11+18.6% | Added |
| Archer Investment Corp | 70 | $4.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $4.38K | 0.00% | +8+14.8% | Added |
| NBC Securities, Inc. | 67 | $4.00K | 0.00% | +67 | New |
| FNY Investment Advisers, LLC | 64 | $4.00K | 0.00% | +64 | New |
| North Capital, Inc. | 50 | $3.54K | 0.00% | +50 | New |
| Aventura Private Wealth, LLC | 49 | $3.46K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 48 | $3.39K | 0.00% | +48 | New |
| Rakuten Securities, Inc. | 47 | $3.32K | 0.00% | +27+135.0% | Added |
| SBI Securities Co., Ltd. | 44 | $3.11K | 0.00% | −500−91.9% | Reduced |
| Financial Management Professionals, Inc. | 41 | $2.90K | 0.00% | +6+17.1% | Added |
| Bell Investment Advisors, Inc | 38 | $2.69K | 0.00% | +15+65.2% | Added |
| Hexagon Capital Partners LLC | 35 | $2.47K | 0.00% | +4+12.9% | Added |
| Bruce G. Allen Investments, LLC | 35 | $2.47K | 0.00% | +21+150.0% | Added |
| Montag A & Associates Inc | 34 | $2.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 33 | $2.33K | 0.00% | −1−2.9% | Reduced |
| Darwin Advisors, LLC | 35 | $2.30K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 29 | $2.05K | 0.00% | +29 | New |
| Cape Investment Advisory, Inc. | 29 | $2.05K | 0.00% | +27+1,350.0% | Added |
| Cornerstone Planning Group LLC | 33 | $2.04K | 0.00% | −2−5.7% | Reduced |
| Hartford Financial Management Inc. | 28 | $1.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 28 | $1.98K | 0.00% | −10−26.3% | Reduced |
| Global Financial Private Client, LLC | 28 | $1.98K | 0.00% | +16+133.3% | Added |
| NewSquare Capital LLC | 27 | $1.91K | 0.00% | +16+145.5% | Added |
| Sierra Ocean, LLC | 25 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $1.70K | 0.00% | +11+84.6% | Added |
| Caldwell Sutter Capital, Inc. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.49K | 0.00% | +17+425.0% | Added |
| Fortitude Family Office, LLC | 21 | $1.48K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 19 | $1.34K | 0.00% | −42−68.9% | Reduced |
| First Horizon Advisors, Inc. | 15 | $1.06K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 14 | $990 | 0.00% | +11+366.7% | Added |
| Cromwell Holdings LLC | 14 | $990 | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 14 | $951 | 0.00% | +14 | New |
| Continuum Advisory, LLC | 11 | $778 | 0.00% | −6−35.3% | Reduced |
| MV Capital Management, Inc. | 10 | $707 | 0.00% | −60−85.7% | Reduced |
| Breakwater Investment Management | 9 | $637 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $636 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $636 | 0.00% | +11+122.2% | Added |
| Principia Wealth Advisory, LLC | 10 | $594 | 0.00% | +4+66.7% | Added |
| Raffa Wealth Management, LLC | 8 | $566 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 7 | $514 | 0.00% | +7 | New |
| Binnacle Investments Inc | 6 | $424 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $396 | 0.00% | +2+50.0% | Added |
| WealthTrak Capital Management LLC | 5 | $354 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $283 | 0.00% | −2−33.3% | Reduced |
| Bokf, NA | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 4 | $283 | 0.00% | +2+100.0% | Added |
| American Capital Advisory, LLC | 4 | $283 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $282 | 0.00% | +4 | New |
| ZRC Wealth Management, LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $213 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $212 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 2 | $142 | 0.00% | +2 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Avoro Capital Advisors LLC | 0 | $0 | 0.00% | −1,462,500−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −860,000−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −58,400−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −51,249−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −49,817−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −28,936−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,010−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −14,329−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −10,545−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −7,908−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −7,461−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −6,576−100.0% | Sold out |
