| Golden State Wealth Management, LLC | 301 | $25.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 266 | $22.2K | 0.00% | −85−24.2% | Reduced |
| Matrix Trust Co | 269 | $22.0K | 0.00% | −23−7.9% | Reduced |
| Rise Advisors, LLC | 263 | $22.0K | 0.01% | −146−35.7% | Reduced |
| Hemington Wealth Management | 256 | $21.0K | 0.00% | +154+151.0% | Added |
| Johnson Financial Group, Inc. | 250 | $20.9K | 0.00% | −14−5.3% | Reduced |
| Hantz Financial Services, Inc. | 241 | $20.0K | 0.00% | +241 | New |
| Ronald Blue Trust, Inc. | 237 | $19.8K | 0.00% | +27+12.9% | Added |
| Riverview Trust Co | 224 | $18.7K | 0.02% | 00.0% | Unchanged |
| Garde Capital, Inc. | 222 | $18.5K | 0.00% | +222 | New |
| Versant Capital Management, Inc | 208 | $17.4K | 0.00% | +208 | New |
| Bare Financial Services, Inc | 206 | $17.2K | 0.01% | +26+14.4% | Added |
| SRS Capital Advisors, Inc. | 204 | $17.0K | 0.00% | +177+655.6% | Added |
| Parkside Financial Bank & Trust | 194 | $16.2K | 0.00% | +101+108.6% | Added |
| Key Financial Inc | 186 | $15.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 184 | $15.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 183 | $15.3K | 0.00% | −132−41.9% | Reduced |
| Quent Capital, LLC | 179 | $15.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 178 | $14.9K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 144 | $12.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 137 | $11.4K | 0.00% | +19+16.1% | Added |
| Wayfinding Financial, LLC | 139 | $11.0K | 0.00% | +139 | New |
| Farmers & Merchants Investments Inc | 125 | $10.4K | 0.00% | +57+83.8% | Added |
| GPS Wealth Strategies Group, LLC | 123 | $10.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 114 | $10.0K | 0.00% | +114 | New |
| West Branch Capital LLC | 115 | $9.60K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 113 | $9.44K | 0.00% | +6+5.6% | Added |
| TD Waterhouse Canada Inc. | 108 | $9.09K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $8.27K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 96 | $8.02K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 97 | $7.92K | 0.01% | +97 | New |
| Holos Integrated Wealth LLC | 90 | $7.52K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 90 | $7.52K | 0.01% | +90 | New |
| Capital Advisors, Ltd. LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 82 | $6.85K | 0.00% | +75+1,071.4% | Added |
| Creative Financial Designs Inc | 78 | $6.51K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $6.35K | 0.00% | −308−80.2% | Reduced |
| Bell Investment Advisors, Inc | 69 | $5.76K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 66 | $5.51K | 0.03% | +66 | New |
| Hughes Financial Services, LLC | 45 | $3.80K | 0.00% | +45 | New |
| Bogart Wealth, LLC | 43 | $3.59K | 0.00% | −6−12.2% | Reduced |
| First Pacific Financial | 43 | $3.59K | 0.00% | +10+30.3% | Added |
| Hexagon Capital Partners LLC | 41 | $3.42K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 40 | $3.34K | 0.00% | −53−57.0% | Reduced |
| Raleigh Capital Management Inc. | 40 | $3.30K | 0.00% | +40 | New |
| True Wealth Design, LLC | 36 | $3.01K | 0.00% | +26+260.0% | Added |
| Crowley Wealth Management, Inc. | 34 | $2.84K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 34 | $2.84K | 0.00% | +6+21.4% | Added |
| Bryn Mawr Trust Co | 33 | $2.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $2.51K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.34K | 0.00% | −1−3.4% | Reduced |
| Harbour Investments, Inc. | 28 | $2.34K | 0.00% | +25+833.3% | Added |
| TFC Financial Management | 27 | $2.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $2.17K | 0.00% | +26 | New |
| Concord Wealth Partners | 26 | $2.17K | 0.00% | −2−7.1% | Reduced |
| Capital A Wealth Management, LLC | 25 | $2.09K | 0.00% | +18+257.1% | Added |
| Raffa Wealth Management, LLC | 21 | $1.75K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $1.59K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $1.43K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 17 | $1.42K | 0.00% | +17 | New |
| MPWM Advisory Solutions, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $1.25K | 0.00% | +12+400.0% | Added |
| Binnacle Investments Inc | 15 | $1.25K | 0.00% | +15 | New |
| West Paces Advisors Inc. | 14 | $1.17K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 12 | $1.00K | 0.00% | +12 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 16 | $1.00K | 0.00% | +16 | New |
| Private Trust Co NA | 11 | $919 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $919 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $919 | 0.00% | +11 | New |
| Longfellow Investment Management Co LLC | 10 | $835 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $835 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 10 | $835 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 7 | $585 | 0.00% | +7 | New |
| St Germain D J Co Inc | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $501 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $425 | 0.00% | +2+50.0% | Added |
| SBI Securities Co., Ltd. | 5 | $418 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $418 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $335 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $335 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $334 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $334 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 2 | $167 | 0.00% | −198−99.0% | Reduced |
| High Note Wealth, LLC | 2 | $167 | 0.00% | −50−96.2% | Reduced |
| Highline Wealth Partners LLC | 2 | $167 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $158 | 0.00% | −2−50.0% | Reduced |
| Private Wealth Management Group, LLC | 1 | $84 | 0.00% | −2−66.7% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −325,990−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −305,917−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −84,466−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −32,285−100.0% | Sold out |
| Secured Retirement Advisors, LLC | 0 | $0 | 0.00% | −25,565−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −22,405−100.0% | Sold out |
| Klein Pavlis & Peasley Financial, Inc. | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −17,535−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −17,281−100.0% | Sold out |