| Atlas Capital Advisors LLC | 97 | $16.7K | 0.00% | +97 | New |
| Tortoise Investment Management, LLC | 95 | $16.3K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 91 | $15.6K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 89 | $15.2K | 0.00% | +15+20.3% | Added |
| Zions Bancorporation, N.A. | 88 | $15.1K | 0.00% | −39−30.7% | Reduced |
| Hantz Financial Services, Inc. | 89 | $15.0K | 0.00% | −9−9.2% | Reduced |
| Fortitude Family Office, LLC | 87 | $15.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $14.3K | 0.00% | −105−55.9% | Reduced |
| Barrett & Company, Inc. | 80 | $13.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $13.7K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 71 | $12.2K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 68 | $11.7K | 0.00% | +2+3.0% | Added |
| Sandy Spring Bank | 65 | $11.2K | 0.00% | −35−35.0% | Reduced |
| Globeflex Capital L P | 62 | $10.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $9.80K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 55 | $9.45K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 51 | $8.77K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 44 | $7.67K | 0.00% | +44 | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 43 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $7.22K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 40 | $7.00K | 0.00% | −48−54.5% | Reduced |
| Continuum Advisory, LLC | 43 | $6.94K | 0.00% | +43 | New |
| AllSquare Wealth Management LLC | 39 | $6.70K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 37 | $6.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 35 | $6.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $6.01K | 0.00% | −200−85.1% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $5.84K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 32 | $5.50K | 0.00% | +32 | New |
| Salem Investment Counselors Inc | 30 | $5.16K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 30 | $5.00K | 0.00% | +3+11.1% | Added |
| Red Tortoise LLC | 28 | $4.81K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 27 | $4.64K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 26 | $4.47K | 0.00% | +26 | New |
| TFC Financial Management | 25 | $4.30K | 0.00% | −23−47.9% | Reduced |
| Valley National Advisers Inc | 24 | $4.00K | 0.00% | +3+14.3% | Added |
| Cornerstone Planning Group LLC | 24 | $3.77K | 0.00% | −6−20.0% | Reduced |
| SJS Investment Consulting Inc. | 21 | $3.61K | 0.00% | −1−4.5% | Reduced |
| Semmax Financial Advisors Inc. | 22 | $3.54K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 19 | $3.27K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 17 | $2.92K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 17 | $2.86K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 16 | $2.75K | 0.00% | +16 | New |
| Cedar Wealth Management, LLC | 14 | $2.41K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.41K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $2.23K | 0.00% | +3+30.0% | Added |
| Creekmur Asset Management LLC | 13 | $2.23K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 12 | $2.06K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 10 | $1.72K | 0.00% | +10 | New |
| FRG Family Wealth Advisors LLC | 11 | $1.69K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 8 | $1.38K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.32K | 0.00% | +1+14.3% | Added |
| True Wealth Design, LLC | 7 | $1.20K | 0.00% | +4+133.3% | Added |
| Trifecta Capital Advisors, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 6 | $1.03K | 0.00% | +6 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | +3 | New |
| Caitlin John, LLC | 5 | $873 | 0.00% | −4−44.4% | Reduced |
| Wolff Wiese Magana LLC | 5 | $860 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 5 | $856 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $688 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 2 | $344 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 1 | $172 | 0.00% | +1 | New |
| Hallmark Capital Management Inc | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 0 | $20 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −155,551−100.0% | Sold out |
| Asset Management Advisors, LLC | 0 | $0 | 0.00% | −35,580−100.0% | Sold out |
| Hudson Value Partners, LLC | 0 | $0 | 0.00% | −23,065−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| Peterson Wealth Services | 0 | $0 | 0.00% | −14,983−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −12,190−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,795−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,363−100.0% | Sold out |
| Guidance Capital, Inc | 0 | $0 | 0.00% | −5,547−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −5,420−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,595−100.0% | Sold out |
| Hanseatic Management Services Inc | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,741−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −3,803−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −3,454−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −2,674−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Becker Capital Management Inc | 0 | $0 | 0.00% | −1,666−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,486−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,481−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −1,355−100.0% | Sold out |
| First Citizens Bank & Trust Co | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |