| Larson Financial Group LLC | 183 | $10.7K | 0.00% | +51+38.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 158 | $9.23K | 0.00% | +158 | New |
| Addison Advisors LLC | 156 | $9.12K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 155 | $9.06K | 0.00% | +155 | New |
| Private Wealth Management Group, LLC | 154 | $9.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 125 | $7.30K | 0.00% | −15−10.7% | Reduced |
| JFS Wealth Advisors, LLC | 118 | $6.90K | 0.00% | −32−21.3% | Reduced |
| Private Trust Co NA | 116 | $6.78K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 113 | $6.63K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 112 | $6.54K | 0.00% | −40−26.3% | Reduced |
| Quent Capital, LLC | 111 | $6.49K | 0.00% | −12−9.8% | Reduced |
| Cedar Mountain Advisors, LLC | 108 | $6.31K | 0.00% | +108 | New |
| TD Waterhouse Canada Inc. | 107 | $6.21K | 0.00% | +107 | New |
| Eastern Bank | 95 | $5.55K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 94 | $5.49K | 0.71% | −7,788−98.8% | Reduced |
| Fortitude Family Office, LLC | 94 | $5.49K | 0.00% | +48+104.3% | Added |
| Advisory Services Network, LLC | 87 | $5.08K | 0.00% | +87 | New |
| Activest Wealth Management | 85 | $4.97K | 0.00% | −84−49.7% | Reduced |
| Versant Capital Management, Inc | 85 | $4.97K | 0.00% | +14+19.7% | Added |
| Key Financial Inc | 83 | $4.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 81 | $4.73K | 0.00% | −4−4.7% | Reduced |
| SJS Investment Consulting Inc. | 79 | $4.62K | 0.00% | +4+5.3% | Added |
| Mather Group, LLC. | 77 | $4.50K | 0.00% | +77 | New |
| Rossby Financial, LCC | 74 | $4.31K | 0.00% | +72+3,600.0% | Added |
| Smartleaf Asset Management LLC | 69 | $4.02K | 0.00% | −28−28.9% | Reduced |
| Acumen Wealth Advisors, LLC | 66 | $3.86K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 62 | $3.62K | 0.00% | +56+933.3% | Added |
| WPG Advisers, LLC | 58 | $3.39K | 0.00% | +21+56.8% | Added |
| Legacy Wealth Managment, LLC | 52 | $3.04K | 0.00% | −22−29.7% | Reduced |
| Avion Wealth | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 49 | $2.86K | 0.00% | −5−9.3% | Reduced |
| ZRC Wealth Management, LLC | 47 | $2.75K | 0.00% | +47 | New |
| Steward Partners Investment Advisory, LLC | 42 | $2.45K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 42 | $2.45K | 0.00% | +42 | New |
| Keating Financial Advisory Services, Inc. | 41 | $2.40K | 0.00% | −15−26.8% | Reduced |
| Kilter Group LLC | 35 | $2.05K | 0.00% | +2+6.1% | Added |
| Harbour Investments, Inc. | 30 | $1.80K | 0.00% | +26+650.0% | Added |
| Clearstead Advisors, LLC | 30 | $1.75K | 0.00% | −1,132−97.4% | Reduced |
| JPL Wealth Management, LLC | 30 | $1.75K | 0.00% | +30 | New |
| Northwestern Mutual Wealth Management Co | 30 | $1.75K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $1.70K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $1.58K | 0.00% | +18+200.0% | Added |
| Manchester Capital Management LLC | 26 | $1.52K | 0.00% | +8+44.4% | Added |
| MTM Investment Management, LLC | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $1.29K | 0.00% | −19−46.3% | Reduced |
| Simplex Trading, LLC | 21 | $1.23K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 20 | $1.17K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.05K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 17 | $993 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $993 | 0.00% | +2+13.3% | Added |
| Operose Advisors LLC | 17 | $993 | 0.00% | +17 | New |
| Bruce G. Allen Investments, LLC | 15 | $877 | 0.00% | −4−21.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 15 | $877 | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 15 | $876 | 0.00% | +3+25.0% | Added |
| Sunbelt Securities, Inc. | 14 | $818 | 0.00% | −13−48.1% | Reduced |
| Innovative Asset Advisors Group, LLC | 14 | $818 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 13 | $760 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $760 | 0.00% | +1+8.3% | Added |
| Torren Management, LLC | 11 | $660 | 0.00% | −29−72.5% | Reduced |
| HFM Investment Advisors, LLC | 10 | $584 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $526 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $351 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 5 | $292 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $117 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $117 | 0.00% | +2 | New |
| Ronald Blue Trust, Inc. | 2 | $117 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $117 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $59 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $6 | 0.00% | −258−100.0% | Reduced |
| Capital Research Global Investors | 0 | $0 | 0.00% | −363,372−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −340,200−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −148,655−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −102,566−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −95,302−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −93,606−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −34,217−100.0% | Sold out |
| Gamco Investors, Inc. Et Al | 0 | $0 | 0.00% | −30,939−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −23,559−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −8,663−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −8,080−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −7,977−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| Sivia Capital Partners, LLC | 0 | $0 | 0.00% | −6,468−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −6,139−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −5,328−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,975−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −4,655−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −4,516−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,227−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −4,074−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −3,883−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,533−100.0% | Sold out |
| Alhambra Investment Partners LLC | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −3,287−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −3,234−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −3,210−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
