| Richardson Capital Management LLC | 385 | $12.9K | 0.01% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 358 | $12.8K | 0.15% | +333+1,332.0% | Added |
| Hemington Wealth Management | 375 | $12.0K | 0.00% | +99+35.9% | Added |
| Harbour Investments, Inc. | 344 | $11.5K | 0.00% | −227−39.8% | Reduced |
| Atlantic Trust, LLC | 342 | $11.5K | 0.00% | +331+3,009.1% | Added |
| Parkside Financial Bank & Trust | 339 | $11.3K | 0.00% | −268−44.2% | Reduced |
| Mechanics Financial Corp | 310 | $10.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 313 | $10.0K | 0.00% | +143+84.1% | Added |
| MCF Advisors LLC | 281 | $9.41K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 273 | $9.14K | 0.01% | +26+10.5% | Added |
| Curat Global, LLC | 265 | $8.87K | 0.01% | +140+112.0% | Added |
| Tower Research Capital LLC (TRC) | 260 | $8.71K | 0.00% | −1,509−85.3% | Reduced |
| Peregrine Capital Management LLC | 255 | $8.54K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 252 | $8.44K | 0.00% | +252 | New |
| Estabrook Capital Management | 249 | $8.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 233 | $7.80K | 0.00% | +233 | New |
| Golden State Wealth Management, LLC | 230 | $7.70K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 230 | $7.70K | 0.00% | +230 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 223 | $7.47K | 0.00% | +223 | New |
| Bell Investment Advisors, Inc | 221 | $7.40K | 0.00% | +63+39.9% | Added |
| Rogco, LP | 221 | $7.40K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 210 | $7.03K | 0.00% | +7+3.4% | Added |
| Private Wealth Management Group, LLC | 184 | $6.16K | 0.00% | +133+260.8% | Added |
| Quest 10 Wealth Builders, Inc. | 182 | $6.09K | 0.01% | −2−1.1% | Reduced |
| Smartleaf Asset Management LLC | 175 | $5.90K | 0.00% | −297−62.9% | Reduced |
| SBI Securities Co., Ltd. | 175 | $5.86K | 0.00% | −189−51.9% | Reduced |
| Asset Dedication, LLC | 172 | $5.76K | 0.00% | −327−65.5% | Reduced |
| Ameritas Advisory Services, LLC | 172 | $5.76K | 0.00% | +172 | New |
| Wolff Wiese Magana LLC | 168 | $5.63K | 0.00% | −306−64.6% | Reduced |
| High Note Wealth, LLC | 163 | $5.46K | 0.00% | +95+139.7% | Added |
| Financially Speaking Inc | 120 | $4.02K | 0.00% | −44−26.8% | Reduced |
| CoreCap Advisors, LLC | 114 | $3.82K | 0.00% | −57−33.3% | Reduced |
| Brown Brothers Harriman & Co | 112 | $3.75K | 0.00% | +112 | New |
| Costello Asset Management, INC | 103 | $3.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 92 | $3.08K | 0.00% | −1,210−92.9% | Reduced |
| TSFG, LLC | 96 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 88 | $2.95K | 0.00% | +6+7.3% | Added |
| MTM Investment Management, LLC | 88 | $2.95K | 0.00% | +88 | New |
| Semmax Financial Advisors Inc. | 75 | $2.89K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 86 | $2.88K | 0.00% | −976−91.9% | Reduced |
| Dogwood Wealth Management LLC | 80 | $2.82K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 78 | $2.61K | 0.00% | −10−11.4% | Reduced |
| Prestige Wealth Management Group LLC | 76 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 76 | $2.54K | 0.00% | +76 | New |
| Farmers & Merchants Investments Inc | 75 | $2.51K | 0.00% | −70−48.3% | Reduced |
| WealthCollab, LLC | 70 | $2.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 60 | $2.01K | 0.00% | +60 | New |
| PrairieView Partners, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 59 | $1.98K | 0.00% | +32+118.5% | Added |
| Bokf, NA | 58 | $1.94K | 0.00% | −24−29.3% | Reduced |
| UMA Financial Services, Inc. | 55 | $1.84K | 0.00% | +55 | New |
| Key Financial Inc | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 46 | $1.54K | 0.00% | +46 | New |
| Larson Financial Group LLC | 46 | $1.53K | 0.00% | +41+820.0% | Added |
| Sierra Ocean, LLC | 45 | $1.52K | 0.00% | −33−42.3% | Reduced |
| Sachetta, LLC | 44 | $1.47K | 0.00% | −98−69.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 44 | $1.47K | 0.00% | +3+7.3% | Added |
| MPWM Advisory Solutions, LLC | 36 | $1.21K | 0.00% | −11−23.4% | Reduced |
| Whipplewood Advisors, LLC | 35 | $1.17K | 0.00% | −17−32.7% | Reduced |
| LRI Investments, LLC | 34 | $1.14K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $1.13K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 30 | $1.00K | 0.00% | +23+328.6% | Added |
| Avion Wealth | 38 | $1.00K | 0.00% | +38 | New |
| SJS Investment Consulting Inc. | 26 | $871 | 0.00% | +14+116.7% | Added |
| Rakuten Securities, Inc. | 25 | $837 | 0.00% | −10−28.6% | Reduced |
| South State Corp. | 24 | $804 | 0.00% | −60−71.4% | Reduced |
| Hughes Financial Services, LLC | 19 | $723 | 0.00% | +19 | New |
| Pineridge Advisors LLC | 19 | $636 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $535 | 0.00% | −2−11.1% | Reduced |
| Abound Wealth Management | 14 | $469 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $435 | 0.00% | −46−78.0% | Reduced |
| Highline Wealth Partners LLC | 13 | $435 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $435 | 0.00% | +8+160.0% | Added |
| Transce3nd, LLC | 12 | $402 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $369 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $368 | 0.00% | +3+37.5% | Added |
| Crewe Advisors LLC | 10 | $335 | 0.00% | −1−9.1% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $335 | 0.00% | +3+42.9% | Added |
| Dunhill Financial, LLC | 9 | $318 | 0.00% | −47−83.9% | Reduced |
| Valued Wealth Advisors LLC | 9 | $303 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $235 | 0.00% | −22−75.9% | Reduced |
| Distillate Capital Partners LLC | 7 | $234 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $234 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 6 | $215 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 6 | $201 | 0.00% | −12−66.7% | Reduced |
| Total Investment Management Inc | 5 | $182 | 0.00% | +5 | New |
| LGT Financial Advisors LLC | 5 | $167 | 0.00% | +5 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $134 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 1 | $34 | 0.00% | +1 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $21 | 0.00% | −70−100.0% | Reduced |
| Colonial Trust Advisors | 0 | $5 | 0.00% | −94−100.0% | Reduced |
| Wealth Watch Advisors, INC | 40 | – | – | +40 | New |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −536,961−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −169,697−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −97,899−100.0% | Sold out |
| Ballast Asset Management, LP | 0 | $0 | 0.00% | −94,795−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −90,785−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −81,445−100.0% | Sold out |
