| Dynamic Wealth Strategies, LLC | 547 | $15.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 530 | $14.7K | 0.01% | +6+1.1% | Added |
| Activest Wealth Management | 498 | $13.8K | 0.00% | +472+1,815.4% | Added |
| SJS Investment Consulting Inc. | 497 | $13.8K | 0.00% | +497 | New |
| Jackson, Grant Investment Advisers, Inc. | 484 | $13.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 474 | $13.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 472 | $13.0K | 0.00% | −21−4.3% | Reduced |
| Pacific Center for Financial Services | 438 | $12.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 428 | $11.9K | 0.00% | +348+435.0% | Added |
| Parkside Financial Bank & Trust | 419 | $11.6K | 0.00% | −62−12.9% | Reduced |
| Essential Partners LLC | 415 | $11.5K | 0.00% | −4,615−91.7% | Reduced |
| Farmers & Merchants Investments Inc | 411 | $11.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 401 | $11.0K | 0.00% | +35+9.6% | Added |
| Covestor Ltd | 383 | $11.0K | 0.01% | −6−1.5% | Reduced |
| First Horizon Corp | 300 | $8.34K | 0.00% | −14−4.5% | Reduced |
| MAI Capital Management | 296 | $8.23K | 0.00% | +275+1,309.5% | Added |
| Sunbelt Securities, Inc. | 295 | $8.20K | 0.00% | +295 | New |
| SRS Capital Advisors, Inc. | 283 | $7.86K | 0.00% | −27,321−99.0% | Reduced |
| Investors Research Corp | 271 | $7.53K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 231 | $6.42K | 0.00% | +231 | New |
| Avion Wealth | 238 | $6.00K | 0.00% | +172+260.6% | Added |
| Zions Bancorporation, National Association | 204 | $5.67K | 0.00% | −4−1.9% | Reduced |
| Costello Asset Management, INC | 200 | $5.56K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 191 | $5.31K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 187 | $5.20K | 0.00% | +187 | New |
| CVA Family Office, LLC | 182 | $5.06K | 0.00% | +148+435.3% | Added |
| Westside Investment Management, Inc. | 172 | $4.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 174 | $4.56K | 0.00% | −14−7.4% | Reduced |
| Bruce G. Allen Investments, LLC | 163 | $4.53K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 154 | $4.28K | 0.00% | +154 | New |
| CBIZ Investment Advisory Services, LLC | 152 | $4.27K | 0.00% | +152 | New |
| Northwestern Mutual Wealth Management Co | 148 | $4.11K | 0.00% | −3,023−95.3% | Reduced |
| Ogorek Anthony Joseph | 158 | $4.00K | 0.00% | +158 | New |
| Private Trust Co NA | 138 | $3.83K | 0.00% | +29+26.6% | Added |
| Bell Investment Advisors, Inc | 130 | $3.61K | 0.00% | −3−2.3% | Reduced |
| Key Financial Inc | 127 | $3.53K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 122 | $3.39K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 121 | $3.36K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 114 | $3.17K | 0.00% | +75+192.3% | Added |
| Crewe Advisors LLC | 108 | $2.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 103 | $2.89K | 0.00% | −7,692−98.7% | Reduced |
| Missouri Trust & Investment Co | 100 | $2.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $2.78K | 0.00% | +100 | New |
| Highline Wealth Partners LLC | 98 | $2.72K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 96 | $2.67K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 96 | $2.67K | 0.00% | +70+269.2% | Added |
| South State Corp. | 92 | $2.56K | 0.00% | +28+43.8% | Added |
| Cornerstone Financial Management LLC | 89 | $2.47K | 0.00% | +89 | New |
| Versant Capital Management, Inc | 86 | $2.39K | 0.00% | −59−40.7% | Reduced |
| Harbour Investments, Inc. | 69 | $1.93K | 0.00% | +9+15.0% | Added |
| Johnson Financial Group, Inc. | 67 | $1.88K | 0.00% | −17−20.2% | Reduced |
| High Note Wealth, LLC | 65 | $1.81K | 0.00% | +65 | New |
| Raffa Wealth Management, LLC | 58 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 53 | $1.59K | 0.00% | +53 | New |
| Aspect Partners, LLC | 55 | $1.53K | 0.00% | −7−11.3% | Reduced |
| Sound Income Strategies, LLC | 55 | $1.52K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 47 | $1.31K | 0.00% | +47 | New |
| Dunhill Financial, LLC | 38 | $1.05K | 0.00% | +26+216.7% | Added |
| Fortitude Family Office, LLC | 37 | $1.03K | 0.00% | +37 | New |
| Hazlett, Burt & Watson, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 34 | $945 | 0.00% | −1,327−97.5% | Reduced |
| International Assets Investment Management, LLC | 34 | $945 | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 33 | $918 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 31 | $885 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 29 | $806 | 0.00% | +5+20.8% | Added |
| ORG Partners LLC | 29 | $803 | 0.00% | +15+107.1% | Added |
| Clark Wealth Partners | 28 | $778 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 27 | $751 | 0.00% | −384−93.4% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $695 | 0.00% | +4+19.0% | Added |
| American Capital Advisory, LLC | 25 | $695 | 0.00% | +25 | New |
| Monetary Solutions, Ltd | 25 | $695 | 0.00% | +25 | New |
| MV Capital Management, Inc. | 24 | $667 | 0.00% | −78−76.5% | Reduced |
| AdvisorNet Financial, Inc | 24 | $667 | 0.00% | +11+84.6% | Added |
| Ancora Advisors, LLC | 22 | $611 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 21 | $584 | 0.00% | +21 | New |
| Optima Capital LLC | 19 | $534 | 0.00% | +19 | New |
| Rialto Wealth Management, LLC | 17 | $473 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $422 | 0.00% | −119−88.8% | Reduced |
| Kilter Group LLC | 15 | $417 | 0.00% | +15 | New |
| Ares Financial Consulting, LLC | 14 | $389 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 13 | $365 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $361 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 7 | $195 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $139 | 0.00% | +5 | New |
| McGuire Capital Advisors Inc | 5 | $139 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 3 | $84 | 0.00% | −14−82.4% | Reduced |
| NorthAvenue LLC | 3 | $84 | 0.00% | +3 | New |
| Leonteq Securities AG | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 2 | $56 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $56 | 0.00% | +2 | New |
| Keating Financial Advisory Services, Inc. | 2 | $56 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $28 | 0.00% | −295−99.7% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Capital World Investors | 0 | $0 | 0.00% | −553,255−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −478,893−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −258,156−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −243,169−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −182,362−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −172,056−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −139,789−100.0% | Sold out |
