| Harbour Investments, Inc. | 354 | $12.1K | 0.00% | +353+35,300.0% | Added |
| Keating Financial Advisory Services, Inc. | 330 | $11.3K | 0.00% | +71+27.4% | Added |
| National Bank of Canada | 314 | $10.7K | 0.00% | −899−74.1% | Reduced |
| Triumph Capital Management | 300 | $10.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $10.3K | 0.00% | +300 | New |
| Main Street Group, LTD | 299 | $10.2K | 0.00% | +3+1.0% | Added |
| Coston, McIsaac & Partners | 281 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 261 | $8.92K | 0.00% | +247+1,764.3% | Added |
| TD Waterhouse Canada Inc. | 235 | $7.88K | 0.00% | +235 | New |
| North Star Investment Management Corp. | 228 | $7.79K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 228 | $7.79K | 0.00% | +77+51.0% | Added |
| Private Wealth Management Group, LLC | 222 | $7.59K | 0.00% | +161+263.9% | Added |
| SJS Investment Consulting Inc. | 219 | $7.49K | 0.00% | +4+1.9% | Added |
| Transce3nd, LLC | 222 | $7.47K | 0.07% | −11−4.7% | Reduced |
| ZRC Wealth Management, LLC | 211 | $7.21K | 0.00% | +133+170.5% | Added |
| Itau Unibanco Holding S.A. | 200 | $6.84K | 0.00% | +32+19.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 198 | $6.77K | 0.00% | +198 | New |
| Fortitude Family Office, LLC | 168 | $5.74K | 0.00% | +29+20.9% | Added |
| Cedar Mountain Advisors, LLC | 156 | $5.32K | 0.00% | −1−0.6% | Reduced |
| CVA Family Office, LLC | 155 | $5.30K | 0.00% | +52+50.5% | Added |
| Larson Financial Group LLC | 145 | $4.97K | 0.00% | +17+13.3% | Added |
| JFS Wealth Advisors, LLC | 119 | $4.07K | 0.00% | +47+65.3% | Added |
| Tower Research Capital LLC (TRC) | 119 | $4.07K | 0.00% | −4,480−97.4% | Reduced |
| UMA Financial Services, Inc. | 110 | $3.76K | 0.00% | +12+12.2% | Added |
| Cullen/Frost Bankers, Inc. | 109 | $3.73K | 0.00% | +109 | New |
| Bell Investment Advisors, Inc | 107 | $3.66K | 0.00% | −18−14.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $3.42K | 0.00% | +100 | New |
| Dorato Capital Management | 100 | $3.37K | 0.00% | +100 | New |
| Tidemark, LLC | 90 | $3.08K | 0.00% | +45+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 71 | $2.43K | 0.00% | +19+36.5% | Added |
| Essential Partners LLC | 70 | $2.39K | 0.00% | +49+233.3% | Added |
| Brown Brothers Harriman & Co | 68 | $2.32K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 57 | $2.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.22K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 60 | $2.05K | 0.00% | +15+33.3% | Added |
| Bogart Wealth, LLC | 60 | $2.05K | 0.00% | +60 | New |
| Atlantic Trust, LLC | 57 | $1.95K | 0.00% | +17+42.5% | Added |
| South State Corp. | 55 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 42 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 39 | $1.33K | 0.00% | +24+160.0% | Added |
| Plante Moran Financial Advisors, LLC | 37 | $1.26K | 0.00% | +37 | New |
| Rialto Wealth Management, LLC | 35 | $1.20K | 0.00% | +14+66.7% | Added |
| MV Capital Management, Inc. | 34 | $1.16K | 0.00% | +28+466.7% | Added |
| Kozak & Associates, Inc. | 33 | $1.09K | 0.00% | +33 | New |
| Buck Wealth Strategies, LLC | 32 | $1.09K | 0.00% | +32 | New |
| Ankerstar Wealth, LLC | 30 | $1.02K | 0.00% | +5+20.0% | Added |
| Whipplewood Advisors, LLC | 28 | $957 | 0.00% | +28 | New |
| Atlas Capital Advisors LLC | 27 | $922 | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 23 | $787 | 0.00% | +15+187.5% | Added |
| Sachetta, LLC | 22 | $752 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $752 | 0.00% | +22 | New |
| Ameriflex Group, Inc. | 22 | $752 | 0.00% | +22 | New |
| Bernard Wealth Management Corp. | 20 | $684 | 0.00% | +20 | New |
| Concord Wealth Partners | 19 | $659 | 0.00% | +19 | New |
| Gilpin Wealth Management, LLC | 19 | $650 | 0.00% | +4+26.7% | Added |
| Institute for Wealth Management, LLC. | 19 | $650 | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $616 | 0.00% | +6+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $615 | 0.00% | +6+50.0% | Added |
| Key Financial Inc | 17 | $581 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $513 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 14 | $479 | 0.00% | +14 | New |
| Cromwell Holdings LLC | 13 | $444 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 11 | $376 | 0.00% | +7+175.0% | Added |
| HFM Investment Advisors, LLC | 11 | $376 | 0.00% | +8+266.7% | Added |
| SHP Wealth Management | 10 | $342 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8 | $273 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $240 | 0.00% | +7 | New |
| Silver Grove Financial Group, Inc. | 7 | $239 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 6 | $205 | 0.00% | +2+50.0% | Added |
| Davis Capital Management | 6 | $205 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $205 | 0.00% | +6 | New |
| Abound Wealth Management | 3 | $103 | 0.00% | −3−50.0% | Reduced |
| Dunhill Financial, LLC | 2 | $75 | 0.00% | +1+100.0% | Added |
| Crewe Advisors LLC | 2 | $69 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $68 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $68 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 10 | $0 | 0.00% | +10 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| GFS Advisors, LLC | 50 | – | – | +50 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −284,666−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −143,844−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −89,997−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −79,927−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −53,680−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −26,959−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −26,682−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −19,589−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −18,978−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −15,794−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −14,872−100.0% | Sold out |
| Caisse des Depots Et Consignations | 0 | $0 | 0.00% | −14,072−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,683−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −8,108−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −7,693−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −7,299−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,127−100.0% | Sold out |
