| EverSource Wealth Advisors, LLC | 588 | $30.9K | 0.00% | −487−45.3% | Reduced |
| Nomura Asset Management Co Ltd | 540 | $28.4K | 0.00% | +350+184.2% | Added |
| Fedenia Advisers LLC | 490 | $25.8K | 0.01% | +490 | New |
| Global Retirement Partners, LLC | 450 | $23.7K | 0.00% | +450 | New |
| Bessemer Group Inc | 411 | $22.0K | 0.00% | +311+311.0% | Added |
| GHP Investment Advisors, Inc. | 412 | $21.7K | 0.00% | +3+0.7% | Added |
| Grove Bank & Trust | 400 | $21.0K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 360 | $18.9K | 0.00% | +360 | New |
| AdvisorNet Financial, Inc | 342 | $18.0K | 0.00% | +2+0.6% | Added |
| Cheviot Value Management, LLC | 337 | $17.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 326 | $17.4K | 0.00% | −1,255−79.4% | Reduced |
| Los Angeles Capital Management LLC | 300 | $15.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 297 | $15.6K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 265 | $13.9K | 0.00% | +250+1,666.7% | Added |
| Umb Bank N A | 238 | $12.5K | 0.00% | −663−73.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 238 | $12.5K | 0.00% | +68+40.0% | Added |
| Arlington Trust Co LLC | 210 | $11.0K | 0.00% | +100+90.9% | Added |
| Atlas Capital Advisors LLC | 206 | $10.8K | 0.00% | +206 | New |
| Steigerwald, Gordon & Koch Inc. | 202 | $10.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 202 | $10.6K | 0.00% | −283−58.4% | Reduced |
| Costello Asset Management, INC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $10.5K | 0.00% | +200 | New |
| Larson Financial Group LLC | 188 | $9.89K | 0.00% | +111+144.2% | Added |
| Pflug Koory, LLC | 175 | $9.20K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 172 | $8.96K | 0.00% | +172 | New |
| Bartlett & Co. Wealth Management LLC | 166 | $8.73K | 0.00% | −100−37.6% | Reduced |
| WPG Advisers, LLC | 163 | $8.57K | 0.01% | −13−7.4% | Reduced |
| Huntington National Bank | 150 | $7.89K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 149 | $7.83K | 0.00% | +72+93.5% | Added |
| Eastern Bank | 142 | $7.47K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 136 | $7.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 117 | $6.15K | 0.00% | +60+105.3% | Added |
| 1 North Wealth Services LLC | 117 | $6.13K | 0.00% | +1+0.9% | Added |
| LRI Investments, LLC | 113 | $5.95K | 0.00% | −1,183−91.3% | Reduced |
| Frazier Financial Advisors, LLC | 113 | $5.94K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 105 | $5.52K | 0.00% | +11+11.7% | Added |
| GWM Advisors LLC | 93 | $4.89K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 92 | $4.84K | 0.00% | −5−5.2% | Reduced |
| Bogart Wealth, LLC | 92 | $4.84K | 0.00% | +30+48.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 80 | $4.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $4.15K | 0.00% | +1+1.3% | Added |
| Harbour Investments, Inc. | 72 | $3.79K | 0.00% | +4+5.9% | Added |
| Brown Brothers Harriman & Co | 71 | $3.73K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 68 | $3.58K | 0.00% | −1,377−95.3% | Reduced |
| Massmutual Trust Co FSB | 65 | $3.42K | 0.00% | −94−59.1% | Reduced |
| Silver Grove Financial Group, Inc. | 62 | $3.27K | 0.00% | +62 | New |
| Continuum Advisory, LLC | 58 | $3.05K | 0.00% | +58 | New |
| Capital Advisors, Ltd. LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 57 | $3.00K | 0.00% | +42+280.0% | Added |
| Versant Capital Management, Inc | 53 | $2.79K | 0.00% | −7−11.7% | Reduced |
| Farmers & Merchants Investments Inc | 51 | $2.68K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 49 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 47 | $2.47K | 0.00% | +47 | New |
| Rothschild Investment LLC | 45 | $2.37K | 0.00% | −156−77.6% | Reduced |
| Fourth Dimension Wealth, LLC | 45 | $2.37K | 0.00% | +45 | New |
| Signature Resources Capital Management, LLC | 40 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 36 | $1.89K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 35 | $1.84K | 0.00% | −95−73.1% | Reduced |
| Webster Bank, N. A. | 35 | $1.84K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 30 | $1.61K | 0.00% | +3+11.1% | Added |
| Private Wealth Management Group, LLC | 30 | $1.58K | 0.00% | +20+200.0% | Added |
| First Command Advisory Services, Inc. | 29 | $1.52K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $1.26K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 21 | $1.10K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $1.05K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 17 | $894 | 0.00% | +2+13.3% | Added |
| Keating Financial Advisory Services, Inc. | 17 | $894 | 0.00% | +13+325.0% | Added |
| Manchester Capital Management LLC | 14 | $737 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $631 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $631 | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 10 | $526 | 0.00% | −21−67.7% | Reduced |
| Action Point Financial Planning, LLC | 10 | $526 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 9 | $474 | 0.00% | −89−90.8% | Reduced |
| Bare Financial Services, Inc | 9 | $473 | 0.00% | −7−43.8% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $421 | 0.00% | −20−71.4% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $421 | 0.00% | −4−33.3% | Reduced |
| Cromwell Holdings LLC | 8 | $421 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 8 | $421 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 6 | $315 | 0.00% | −7−53.8% | Reduced |
| HFM Investment Advisors, LLC | 5 | $263 | 0.00% | +3+150.0% | Added |
| Zions Bancorporation, National Association | 5 | $263 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $211 | 0.00% | −4−50.0% | Reduced |
| SJS Investment Consulting Inc. | 4 | $211 | 0.00% | −2−33.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 4 | $210 | 0.00% | −9−69.2% | Reduced |
| Signature Equity Partners, LLC | 3 | $158 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 2 | $106 | 0.00% | +2 | New |
| Institute for Wealth Management, LLC. | 1 | $33 | 0.00% | +1 | New |
| Strategic Wealth Partners, Ltd. | 0 | $21 | 0.00% | 0 | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | −6−37.5% | Reduced |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 12 | – | – | +12 | New |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −290,406−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −290,036−100.0% | Sold out |
| Aristotle Capital Management, LLC | 0 | $0 | 0.00% | −208,429−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −101,302−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −40,644−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −27,498−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −25,764−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −20,560−100.0% | Sold out |
