| Householder Group Estate & Retirement Specialist, LLC | 27 | $4.16K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 26 | $4.01K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $4.00K | 0.00% | −1,058−97.2% | Reduced |
| ORG Partners LLC | 26 | $3.95K | 0.01% | −239−90.2% | Reduced |
| Goodman Advisory Group, LLC | 25 | $3.85K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $3.70K | 0.00% | −11−31.4% | Reduced |
| Dunhill Financial, LLC | 24 | $3.62K | 0.00% | +4+20.0% | Added |
| Perkins Coie Trust Co | 23 | $3.54K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 22 | $3.40K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 22 | $3.39K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 21 | $3.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $3.24K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $3.13K | 0.00% | −29−59.2% | Reduced |
| PFS Partners, LLC | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 20 | $3.08K | 0.00% | +19+1,900.0% | Added |
| Geneos Wealth Management Inc. | 19 | $2.93K | 0.00% | +15+375.0% | Added |
| Armstrong Advisory Group, Inc | 20 | $2.92K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $2.77K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 27 | $2.50K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $2.31K | 0.00% | −90−85.7% | Reduced |
| Planning Capital Management Corp | 14 | $2.16K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $2.00K | 0.10% | 00.0% | Unchanged |
| Globeflex Capital L P | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $2.00K | 0.00% | +5+83.3% | Added |
| Your Advocates Ltd., LLP | 12 | $1.85K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.54K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 9 | $1.39K | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 8 | $1.23K | 0.00% | +8 | New |
| WR Wealth Planners, LLC | 8 | $1.23K | 0.00% | +8 | New |
| Sachetta, LLC | 8 | $1.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $1.08K | 0.00% | +7 | New |
| Wolff Wiese Magana LLC | 5 | $771 | 0.00% | −5−50.0% | Reduced |
| Key Financial Inc | 5 | $771 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $771 | 0.00% | +5 | New |
| Frank, Rimerman Advisors LLC | 3 | $462 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $462 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $462 | 0.00% | +3 | New |
| FRG Family Wealth Advisors LLC | 3 | $440 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $308 | 0.00% | −2−50.0% | Reduced |
| NVWM, LLC | 2 | $308 | 0.00% | +2 | New |
| Main Street Group, LTD | 2 | $304 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 2 | $290 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 1 | $155 | 0.00% | −11−91.7% | Reduced |
| Breakwater Investment Management | 1 | $155 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $154 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1 | $154 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Mirova US LLC | 0 | $0 | 0.00% | −674,940−100.0% | Sold out |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −492,870−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −239,572−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −65,498−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −53,932−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Altrafin AG | 0 | $0 | 0.00% | −21,340−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −21,103−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −20,905−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −18,299−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −18,282−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −17,391−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −15,410−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −15,137−100.0% | Sold out |
| Shufro Rose & Co LLC | 0 | $0 | 0.00% | −13,278−100.0% | Sold out |
| Scalar Gauge Management, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −12,861−100.0% | Sold out |
| Value Star Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| First Trust Bank, Ltd. | 0 | $0 | 0.00% | −11,368−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −10,127−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,023−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −9,336−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −8,114−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,203−100.0% | Sold out |
| Weaver Capital Management LLC | 0 | $0 | 0.00% | −6,031−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Cyndeo Wealth Partners, LLC | 0 | $0 | 0.00% | −5,472−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,199−100.0% | Sold out |
| Concurrent Investment Advisors, LLC | 0 | $0 | 0.00% | −5,146−100.0% | Sold out |
| Northcape Capital Pty Ltd | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Iowa State Bank | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Comgest Global Investors S.A.S. | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,570−100.0% | Sold out |
| Invera Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| Retirement Guys Formula LLC | 0 | $0 | 0.00% | −3,389−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,366−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,084−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −3,079−100.0% | Sold out |