| Key Financial Inc | 207 | $9.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 200 | $8.87K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 200 | $8.87K | 0.00% | +200 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 195 | $8.65K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 190 | $8.43K | 0.00% | −91−32.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 200 | $8.00K | 0.00% | −500−71.4% | Reduced |
| Raleigh Capital Management Inc. | 174 | $7.72K | 0.00% | +29+20.0% | Added |
| AdvisorNet Financial, Inc | 158 | $7.01K | 0.00% | +58+58.0% | Added |
| General Partner, Inc. | 150 | $6.65K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 143 | $6.34K | 0.00% | −13−8.3% | Reduced |
| Hobbs Group Advisors, LLC | 141 | $6.25K | 0.00% | +141 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 136 | $6.06K | 0.00% | +15+12.4% | Added |
| Hemington Wealth Management | 157 | $6.00K | 0.00% | +157 | New |
| Ruedi Wealth Management, Inc. | 133 | $5.90K | 0.00% | −19−12.5% | Reduced |
| Barrett & Company, Inc. | 123 | $5.46K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 120 | $5.32K | 0.00% | +100+500.0% | Added |
| BOK Financial Private Wealth, Inc. | 114 | $5.06K | 0.00% | −956−89.3% | Reduced |
| Sandy Spring Bank | 112 | $4.97K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 112 | $4.97K | 0.00% | −159−58.7% | Reduced |
| Dunhill Financial, LLC | 108 | $4.79K | 0.00% | +55+103.8% | Added |
| Plante Moran Financial Advisors, LLC | 104 | $4.61K | 0.00% | +10+10.6% | Added |
| M&R Capital Management Inc | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 96 | $4.26K | 0.00% | +96 | New |
| Trust Co of Vermont | 96 | $4.26K | 0.00% | −654−87.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 96 | $4.26K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 94 | $4.17K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 87 | $3.86K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 86 | $3.83K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 83 | $3.69K | 0.01% | +83 | New |
| Financial Perspectives, Inc | 82 | $3.64K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 73 | $3.24K | 0.00% | +5+7.4% | Added |
| Natixis | 70 | $3.10K | 0.00% | +70 | New |
| Nemes Rush Group LLC | 80 | $3.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 66 | $2.93K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 66 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 61 | $2.71K | 0.00% | +57+1,425.0% | Added |
| Spectrum Wealth Counsel, LLC | 60 | $2.66K | 0.00% | +60 | New |
| Clear Point Advisors Inc. | 56 | $2.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 54 | $2.40K | 0.00% | −13−19.4% | Reduced |
| IAG Wealth Partners, LLC | 53 | $2.35K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 50 | $2.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 46 | $2.04K | 0.00% | +10+27.8% | Added |
| Penserra Capital Management LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 63 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 44 | $1.95K | 0.00% | +19+76.0% | Added |
| Evermay Wealth Management LLC | 43 | $1.91K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 43 | $1.91K | 0.00% | +43 | New |
| Baldwin Brothers Inc | 36 | $1.60K | 0.00% | +36 | New |
| Oarsman Capital, Inc. | 25 | $1.11K | 0.00% | +25 | New |
| Financial Management Professionals, Inc. | 23 | $1.00K | 0.00% | −141−86.0% | Reduced |
| Valued Wealth Advisors LLC | 21 | $932 | 0.00% | +21 | New |
| SOA Wealth Advisors, LLC. | 19 | $847 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $843 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $798 | 0.00% | +11+157.1% | Added |
| Aspect Partners, LLC | 16 | $710 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $705 | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 15 | $666 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $577 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 12 | $533 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $444 | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 11 | $424 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 8 | $355 | 0.00% | +8 | New |
| Mark Sheptoff Financial Planning, LLC | 7 | $331 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $310 | 0.00% | −1−12.5% | Reduced |
| Chesapeake Asset Management LLC | 5 | $221 | 0.00% | +5 | New |
| TFC Financial Management | 4 | $178 | 0.00% | −202−98.1% | Reduced |
| Eastern Bank | 4 | $177 | 0.00% | +4 | New |
| Semmax Financial Advisors Inc. | 2 | $71 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $45 | 0.00% | +1 | New |
| Eagle Bay Advisors LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Lazard Asset Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 0 | $0 | 0.00% | −3,557,667−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −905,912−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −390,206−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −213,800−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −50,469−100.0% | Sold out |
| First Trust Investment Solutions L.P. | 0 | $0 | 0.00% | −43,117−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −32,998−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −23,587−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,556−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −17,100−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −16,630−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −15,596−100.0% | Sold out |
| Pure Financial Advisors, Inc. | 0 | $0 | 0.00% | −15,165−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −14,166−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −13,126−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −11,798−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −9,573−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,460−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,788−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −7,023−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −6,935−100.0% | Sold out |