| GW&K Investment Management, LLC | 143 | $16.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 136 | $15.3K | 0.01% | +136 | New |
| Addison Advisors LLC | 135 | $15.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 126 | $14.2K | 0.00% | +4+3.3% | Added |
| Contravisory Investment Management, Inc. | 122 | $13.7K | 0.00% | −84−40.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 122 | $13.7K | 0.00% | +122 | New |
| PMV Capital Advisers, LLC | 120 | $13.5K | 0.02% | +120 | New |
| Evolution Wealth Management Inc. | 100 | $11.2K | 0.01% | +100 | New |
| Cornerstone Planning Group LLC | 97 | $11.1K | 0.00% | +1+1.0% | Added |
| Country Trust Bank | 96 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 90 | $10.1K | 0.00% | +55+157.1% | Added |
| Rothschild Investment LLC | 89 | $10.0K | 0.00% | +65+270.8% | Added |
| Gilpin Wealth Management, LLC | 82 | $9.22K | 0.01% | +82 | New |
| Spire Wealth Management | 79 | $8.88K | 0.00% | +79 | New |
| Park Square Financial Group, LLC | 88 | $8.43K | 0.05% | +88 | New |
| South State Corp. | 73 | $8.21K | 0.00% | +39+114.7% | Added |
| Trust Co of Vermont | 73 | $8.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $8.09K | 0.00% | +42+140.0% | Added |
| Central Trust Co | 68 | $7.64K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 67 | $7.53K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 66 | $7.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $7.09K | 0.00% | −29−31.5% | Reduced |
| High Note Wealth, LLC | 62 | $6.97K | 0.00% | +3+5.1% | Added |
| Private Trust Co NA | 62 | $6.97K | 0.00% | +62 | New |
| Quattro Advisors LLC | 62 | $6.93K | 0.01% | +62 | New |
| Boreal Capital Management LLC | 59 | $6.63K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $6.52K | 0.00% | −5−7.9% | Reduced |
| Bruce G. Allen Investments, LLC | 58 | $6.52K | 0.00% | +24+70.6% | Added |
| Concord Wealth Partners | 57 | $6.41K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 56 | $6.29K | 0.00% | −56−50.0% | Reduced |
| Dogwood Wealth Management LLC | 55 | $6.18K | 0.00% | +23+71.9% | Added |
| Sunrise Financial Services, LLC | 54 | $6.07K | 0.00% | +54 | New |
| Colonial Trust Co | 50 | $5.62K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $5.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $5.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 46 | $5.17K | 0.00% | −8−14.8% | Reduced |
| Ares Financial Consulting, LLC | 46 | $5.17K | 0.00% | +46 | New |
| Bare Financial Services, Inc | 45 | $5.06K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $4.72K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 42 | $4.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 42 | $4.72K | 0.00% | +19+82.6% | Added |
| Prestige Wealth Management Group LLC | 40 | $4.50K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 38 | $4.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 37 | $4.16K | 0.00% | +3+8.8% | Added |
| Bravera Wealth | 36 | $4.05K | 0.00% | +36 | New |
| Flagship Harbor Advisors, LLC | 35 | $3.93K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 34 | $3.82K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $3.63K | 0.00% | +32 | New |
| PFS Partners, LLC | 30 | $3.41K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $3.26K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 31 | $3.00K | 0.00% | +31 | New |
| Golden State Wealth Management, LLC | 22 | $2.47K | 0.00% | +22 | New |
| Hughes Financial Services, LLC | 21 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $2.00K | 0.00% | −7−24.1% | Reduced |
| CVA Family Office, LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 17 | $1.91K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 15 | $1.69K | 0.00% | +15 | New |
| Bay Harbor Wealth Management, LLC | 15 | $1.69K | 0.00% | +7+87.5% | Added |
| Principia Wealth Advisory, LLC | 13 | $1.46K | 0.00% | +7+116.7% | Added |
| Investors Portfolio Services LLC | 11 | $1.19K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 10 | $1.15K | 0.00% | +1+11.1% | Added |
| TD Private Client Wealth LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $1.01K | 0.00% | +9 | New |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $899 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 7 | $787 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 7 | $787 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 6 | $675 | 0.00% | +2+50.0% | Added |
| Kilter Group LLC | 5 | $562 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $562 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $562 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $562 | 0.00% | +5 | New |
| Winnow Wealth LLC | 3 | $339 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 3 | $337 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $337 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 3 | $309 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 2 | $225 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 1 | $112 | 0.00% | +1 | New |
| Colonial Trust Advisors | 0 | $30 | 0.00% | −29−100.0% | Reduced |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −713,756−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −25,257−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −22,137−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −14,946−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,050−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −7,512−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −6,246−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,183−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −4,643−100.0% | Sold out |
| Baxter Bros Inc | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −3,449−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −3,121−100.0% | Sold out |
| Tritonpoint Wealth, LLC | 0 | $0 | 0.00% | −3,080−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |