| Quent Capital, LLC | 395 | $44.4K | 0.00% | −14−3.4% | Reduced |
| CoreCap Advisors, LLC | 358 | $40.3K | 0.00% | −2−0.6% | Reduced |
| Arlington Trust Co LLC | 332 | $37.4K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 328 | $36.9K | 0.00% | −152−31.7% | Reduced |
| Private Trust Co NA | 312 | $35.1K | 0.00% | +2+0.6% | Added |
| Creative Financial Designs Inc | 303 | $34.1K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 262 | $29.4K | 0.01% | +262 | New |
| Trust Co of Vermont | 260 | $29.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 240 | $27.0K | 0.00% | +140+140.0% | Added |
| Baird Financial Group, Inc. | 240 | $27.0K | 0.00% | +240 | New |
| Alpine Bank Wealth Management | 240 | $27.0K | 0.00% | +240 | New |
| West Branch Capital LLC | 230 | $25.9K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 228 | $25.7K | 0.00% | +50+28.1% | Added |
| Boit C F David | 208 | $23.5K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $21.4K | 0.00% | +2+1.1% | Added |
| Financial Network Wealth Advisors LLC | 185 | $20.8K | 0.02% | +1+0.5% | Added |
| Bryn Mawr Trust Co | 175 | $19.7K | 0.00% | +175 | New |
| Redmont Wealth Advisors LLC | 162 | $18.2K | 0.03% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 161 | $18.1K | 0.00% | +32+24.8% | Added |
| DSM Capital Partners LLC | 156 | $17.6K | 0.00% | −926,617−100.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 152 | $17.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 140 | $15.8K | 0.01% | +19+15.7% | Added |
| Operose Advisors LLC | 139 | $15.6K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 135 | $15.2K | 0.00% | +40+42.1% | Added |
| Skopos Labs, Inc. | 132 | $14.9K | 0.00% | +132 | New |
| Concord Wealth Partners | 107 | $12.0K | 0.00% | +2+1.9% | Added |
| Cullen/Frost Bankers, Inc. | 98 | $11.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 97 | $10.9K | 0.01% | +97 | New |
| FinTrust Capital Advisors, LLC | 94 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 90 | $9.78K | 0.00% | −34−27.4% | Reduced |
| Pier Capital, LLC | 84 | $9.45K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $8.44K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $8.44K | 0.00% | +75 | New |
| Cape Investment Advisory, Inc. | 73 | $8.21K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 72 | $8.10K | 0.00% | +46+176.9% | Added |
| Sachetta, LLC | 71 | $7.99K | 0.00% | −11−13.4% | Reduced |
| True Wealth Design, LLC | 69 | $7.76K | 0.00% | +63+1,050.0% | Added |
| Washington Trust Co | 67 | $7.54K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 65 | $7.32K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 62 | $6.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $6.75K | 0.00% | −17−22.1% | Reduced |
| Copeland Capital Management, LLC | 58 | $6.50K | 0.00% | +58 | New |
| GHP Investment Advisors, Inc. | 55 | $6.21K | 0.00% | −73−57.0% | Reduced |
| Larson Financial Group LLC | 47 | $5.29K | 0.00% | +40+571.4% | Added |
| Glen Eagle Advisors, LLC | 47 | $5.29K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 46 | $5.18K | 0.00% | +46 | New |
| Bruce G. Allen Investments, LLC | 46 | $5.18K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 45 | $5.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 52 | $5.00K | 0.00% | +52 | New |
| Valued Wealth Advisors LLC | 42 | $4.73K | 0.00% | −16−27.6% | Reduced |
| Robbins Farley LLC | 42 | $4.73K | 0.00% | −7−14.3% | Reduced |
| Ashton Thomas Securities, LLC | 42 | $4.73K | 0.00% | +42 | New |
| Financial Management Professionals, Inc. | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $3.94K | 0.00% | +35 | New |
| Westend Capital Management, LLC | 31 | $3.49K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 31 | $3.49K | 0.00% | +31 | New |
| Cassady Schiller Wealth Management, LLC | 30 | $3.38K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 32 | $3.25K | 0.00% | +4+14.3% | Added |
| Chilton Capital Management LLC | 27 | $3.04K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $3.00K | 0.00% | −3−10.0% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $2.81K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 25 | $2.81K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.36K | 0.00% | −1−4.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $2.03K | 0.00% | −1−5.3% | Reduced |
| Salem Investment Counselors Inc | 18 | $2.03K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $1.91K | 0.00% | +7+70.0% | Added |
| Eagle Bay Advisors LLC | 16 | $1.80K | 0.00% | −4−20.0% | Reduced |
| Provenance Wealth Advisors, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $1.69K | 0.00% | +15 | New |
| Westside Investment Management, Inc. | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 14 | $1.57K | 0.00% | +14 | New |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Private Wealth Management Group, LLC | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $788 | 0.00% | +7 | New |
| Claris Advisors, LLC | 5 | $563 | 0.00% | +5 | New |
| Voisard Asset Management Group, Inc. | 5 | $563 | 0.00% | +5 | New |
| First Personal Financial Services | 4 | $451 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 4 | $450 | 0.00% | +4 | New |
| Versant Capital Management, Inc | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $338 | 0.00% | +3 | New |
| JDM Financial Group LLC | 3 | $338 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $305 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $226 | 0.00% | +2 | New |
| Bokf, NA | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −726,745−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −385,881−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −327,385−100.0% | Sold out |
| Styrax Capital, LP | 0 | $0 | 0.00% | −300,774−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −221,703−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −131,234−100.0% | Sold out |