| Prestige Wealth Management Group LLC | 44 | $14.7K | 0.00% | +1+2.3% | Added |
| Ancora Advisors, LLC | 42 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 41 | $13.7K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 39 | $13.0K | 0.01% | +36+1,200.0% | Added |
| Wilkerson Advisory Group LLC | 39 | $13.0K | 0.00% | +23+143.8% | Added |
| Sound Income Strategies, LLC | 38 | $12.7K | 0.00% | +28+280.0% | Added |
| JFS Wealth Advisors, LLC | 38 | $12.7K | 0.00% | −19−33.3% | Reduced |
| Farmers & Merchants Investments Inc | 38 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $12.1K | 0.00% | +23+209.1% | Added |
| Atlantic Trust, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 36 | $12.0K | 0.00% | +36 | New |
| Evermay Wealth Management LLC | 35 | $11.7K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 35 | $11.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $11.3K | 0.00% | +34 | New |
| Asset Dedication, LLC | 32 | $10.7K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $10.3K | 0.00% | +27+675.0% | Added |
| ZRC Wealth Management, LLC | 28 | $9.34K | 0.00% | +28 | New |
| EFG International AG | 27 | $9.01K | 0.00% | −94−77.7% | Reduced |
| Salem Investment Counselors Inc | 27 | $9.01K | 0.00% | +27 | New |
| MidFirst Bank | 25 | $8.34K | 0.00% | −439−94.6% | Reduced |
| Harbor Investment Advisory, LLC | 25 | $8.34K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 25 | $8.34K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $8.34K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $8.03K | 0.00% | −80−76.9% | Reduced |
| Allianz SE | 24 | $8.01K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 23 | $7.67K | 0.01% | +23 | New |
| Sachetta, LLC | 21 | $7.01K | 0.00% | +7+50.0% | Added |
| Meeder Asset Management Inc | 21 | $7.01K | 0.00% | −5−19.2% | Reduced |
| WPG Advisers, LLC | 21 | $7.01K | 0.01% | −5−19.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 20 | $6.67K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 20 | $6.67K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $6.67K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 20 | $6.67K | 0.00% | +20 | New |
| First Horizon Corp | 19 | $6.34K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 19 | $6.34K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 19 | $6.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $6.34K | 0.00% | +1+5.6% | Added |
| Union Savings Bank | 16 | $5.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| First Command Advisory Services, Inc. | 14 | $4.67K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 14 | $4.67K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 14 | $4.67K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $4.34K | 0.00% | +7+116.7% | Added |
| Innovative Asset Advisors Group, LLC | 13 | $4.34K | 0.00% | +13 | New |
| JPL Wealth Management, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Clearstead Advisors, LLC | 12 | $4.00K | 0.00% | −171−93.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $4.00K | 0.00% | +1+9.1% | Added |
| Red Tortoise LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 11 | $3.67K | 0.00% | +11 | New |
| Rialto Wealth Management, LLC | 9 | $3.00K | 0.00% | +1+12.5% | Added |
| South State Corp. | 8 | $2.67K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 8 | $2.67K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 7 | $2.64K | 0.00% | +6+600.0% | Added |
| Bay Harbor Wealth Management, LLC | 7 | $2.33K | 0.00% | +1+16.7% | Added |
| Highline Wealth Partners LLC | 7 | $2.33K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.67K | 0.00% | +4+400.0% | Added |
| Rakuten Securities, Inc. | 5 | $1.67K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $1.33K | 0.00% | −32−88.9% | Reduced |
| HFM Investment Advisors, LLC | 4 | $1.33K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $1.33K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $1.33K | 0.00% | +4 | New |
| Caitlin John, LLC | 3 | $1.04K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $668 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $668 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $667 | 0.00% | −3−60.0% | Reduced |
| Aventura Private Wealth, LLC | 2 | $667 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $667 | 0.00% | +1+100.0% | Added |
| Golden State Equity Partners | 2 | $667 | 0.00% | +2 | New |
| USA Financial Portformulas Corp | 1 | $334 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $334 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $334 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $334 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $334 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $35 | 0.00% | 0 | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −341,452−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −79,521−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −39,627−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −20,396−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −19,626−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −19,180−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −15,368−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −14,300−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −10,736−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −9,056−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −7,480−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |