| Financial Management Professionals, Inc. | 94 | $4.00K | 0.00% | −1,970−95.4% | Reduced |
| Abound Wealth Management | 98 | $3.94K | 0.00% | −270−73.4% | Reduced |
| Bank of New Hampshire | 98 | $3.94K | 0.00% | −19−16.2% | Reduced |
| Zions Bancorporation, N.A. | 93 | $3.74K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 90 | $3.62K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 87 | $3.52K | 0.17% | −49−36.0% | Reduced |
| Colonial Trust Advisors | 86 | $3.46K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 85 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 80 | $3.22K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 77 | $3.10K | 0.00% | −10−11.5% | Reduced |
| Center for Financial Planning, Inc. | 75 | $3.02K | 0.00% | +18+31.6% | Added |
| TSFG, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 70 | $2.82K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 62 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 55 | $2.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 54 | $2.17K | 0.00% | +54 | New |
| Northwest Financial Advisors | 54 | $2.17K | 0.00% | +54 | New |
| Caldwell Sutter Capital, Inc. | 51 | $2.05K | 0.00% | +23+82.1% | Added |
| Planning Capital Management Corp | 50 | $2.02K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 50 | $2.01K | 0.00% | −20−28.6% | Reduced |
| Wolff Wiese Magana LLC | 50 | $2.01K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 50 | $2.01K | 0.00% | +50 | New |
| C M Bidwell & Associates Ltd | 49 | $1.97K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 48 | $1.93K | 0.00% | +48 | New |
| Dunhill Financial, LLC | 43 | $1.73K | 0.00% | +43 | New |
| Global Wealth Strategies & Associates | 40 | $1.61K | 0.00% | +40 | New |
| Proffitt & Goodson Inc | 38 | $1.53K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 38 | $1.53K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 38 | $1.53K | 0.00% | +38 | New |
| Quarry LP | 35 | $1.41K | 0.00% | +35 | New |
| Nalls Sherbakoff Group, LLC | 29 | $1.17K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 29 | $1.17K | 0.00% | +29 | New |
| Bear Mountain Capital, Inc. | 30 | $1.12K | 0.00% | +30 | New |
| Asset Dedication, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $847 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 18 | $731 | 0.00% | −44−71.0% | Reduced |
| Valued Wealth Advisors LLC | 19 | $703 | 0.00% | +19 | New |
| Gleason Group, Inc. | 17 | $688 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 16 | $648 | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 15 | $603 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 13 | $522 | 0.00% | −200−93.9% | Reduced |
| Sofos Investments, Inc. | 13 | $495 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 12 | $484 | 0.00% | +12 | New |
| Capstone Investment Advisors, LLC | 12 | $483 | 0.00% | −22,019−99.9% | Reduced |
| Trifecta Capital Advisors, LLC | 11 | $443 | 0.00% | −257−95.9% | Reduced |
| Tfo-TDC, LLC | 11 | $443 | 0.00% | −15−57.7% | Reduced |
| Clear Investment Research, LLC | 10 | $405 | 0.00% | −9−47.4% | Reduced |
| West Branch Capital LLC | 10 | $405 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 10 | $403 | 0.00% | −42−80.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 10 | $403 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $403 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 10 | $402 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 9 | $363 | 0.00% | −1,143−99.2% | Reduced |
| Pittenger & Anderson Inc | 9 | $363 | 0.00% | +4+80.0% | Added |
| Providence Capital Advisors, LLC | 8 | $322 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 5 | $202 | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 5 | $202 | 0.00% | +5 | New |
| Northwest Capital Management Inc | 4 | $175 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 4 | $168 | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 3 | $121 | 0.00% | +3 | New |
| Iron Horse Wealth Management, LLC | 2 | $80 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $80 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | −65−86.7% | Reduced |
| VitalStone Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 7 | – | – | 00.0% | Unchanged |
| Columbia Asset Management | 10,511 | – | – | +41+0.4% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,255,533−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −610,710−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −610,019−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −567,490−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −473,809−100.0% | Sold out |
| Country Trust Bank | 0 | $0 | 0.00% | −467,290−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −445,300−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −403,933−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −325,675−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −288,051−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −243,897−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −198,438−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −175,909−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −173,209−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −146,348−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −118,798−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −79,448−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −60,842−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −56,210−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −55,081−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −53,814−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −51,727−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −50,316−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −44,780−100.0% | Sold out |