| Westside Investment Management, Inc. | 136 | $17.8K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 135 | $17.0K | 0.00% | −3−2.2% | Reduced |
| Granite FO LLC | 126 | $16.5K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 124 | $16.2K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 120 | $15.0K | 0.01% | −2,436−95.3% | Reduced |
| Center for Financial Planning, Inc. | 113 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 110 | $14.4K | 0.01% | +110 | New |
| Marquette Asset Management, LLC | 107 | $14.0K | 0.00% | −50−31.8% | Reduced |
| Rakuten Securities, Inc. | 107 | $14.0K | 0.01% | +77+256.7% | Added |
| CKW Financial Group | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 105 | $13.8K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 105 | $13.8K | 0.00% | +105 | New |
| SOA Wealth Advisors, LLC. | 104 | $13.7K | 0.00% | −70−40.2% | Reduced |
| Redwood Park Advisors LLC | 102 | $13.4K | 0.01% | +102 | New |
| Front Row Advisors LLC | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 100 | $13.1K | 0.01% | −8−7.4% | Reduced |
| Kessler Investment Group, LLC | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 100 | $13.1K | 0.01% | +95+1,900.0% | Added |
| City Holding Co | 100 | $13.1K | 0.00% | +100 | New |
| AlphaMark Advisors, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 93 | $12.3K | 0.01% | −12−11.4% | Reduced |
| Sachetta, LLC | 88 | $11.6K | 0.00% | −59−40.1% | Reduced |
| Dunhill Financial, LLC | 88 | $11.6K | 0.01% | +17+23.9% | Added |
| SJS Investment Consulting Inc. | 86 | $11.3K | 0.00% | −11−11.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 84 | $11.0K | 0.01% | +84 | New |
| Wiser Advisor Group LLC | 83 | $10.9K | 0.02% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 80 | $10.5K | 0.00% | −68−45.9% | Reduced |
| Financial Gravity Companies, Inc. | 80 | $10.5K | 0.00% | +80 | New |
| Financial Freedom, LLC | 75 | $9.83K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 74 | $9.74K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 71 | $9.30K | 0.02% | −185−72.3% | Reduced |
| Whipplewood Advisors, LLC | 71 | $9.30K | 0.01% | +71 | New |
| Hilltop National Bank | 68 | $8.91K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 65 | $8.52K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 60 | $7.86K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 60 | $7.82K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 60 | $7.82K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 59 | $7.73K | 0.00% | −3−4.8% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $6.95K | 0.01% | +53 | New |
| 10Elms LLP | 52 | $6.81K | 0.01% | +52 | New |
| Synergy Investment Management, LLC | 52 | $6.79K | 0.00% | +52 | New |
| Avalon Trust Co | 50 | $6.55K | 0.00% | −558−91.8% | Reduced |
| Salomon & Ludwin, LLC | 50 | $6.55K | 0.00% | −10−16.7% | Reduced |
| Contravisory Investment Management, Inc. | 50 | $6.55K | 0.00% | +50 | New |
| Kohmann Bosshard Financial Services, LLC | 50 | $6.51K | 0.00% | +50 | New |
| Horizon Financial Services, LLC | 49 | $6.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $5.90K | 0.00% | +7+18.4% | Added |
| New Wave Wealth Advisors LLC | 45 | $5.84K | 0.00% | +45 | New |
| BankPlus Trust Department | 43 | $5.63K | 0.00% | +43 | New |
| Davis Capital Management | 40 | $5.24K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 35 | $4.59K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 34 | $4.49K | 0.01% | +34 | New |
| Country Trust Bank | 34 | $4.46K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 33 | $4.32K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 31 | $4.06K | 0.00% | +6+24.0% | Added |
| Raffa Wealth Management, LLC | 29 | $3.80K | 0.00% | −23−44.2% | Reduced |
| Carolinas Wealth Consulting LLC | 27 | $3.57K | 0.00% | −5−15.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 27 | $3.54K | 0.00% | +27 | New |
| Western Pacific Wealth Management, LP | 26 | $3.41K | 0.00% | −300−92.0% | Reduced |
| Stephens Consulting, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $3.14K | 0.00% | – | – |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | +1+4.0% | Added |
| Pineridge Advisors LLC | 21 | $2.75K | 0.00% | −4−16.0% | Reduced |
| True Wealth Design, LLC | 20 | $2.59K | 0.00% | −18−47.4% | Reduced |
| Princeton Global Asset Management LLC | 19 | $2.46K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 17 | $2.23K | 0.00% | +17 | New |
| WealthTrak Capital Management LLC | 16 | $2.10K | 0.00% | +16 | New |
| Atlas Capital Advisors LLC | 16 | $2.10K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 16 | $2.05K | 0.00% | +16 | New |
| TD Capital Management LLC | 15 | $1.97K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.83K | 0.00% | −300−95.5% | Reduced |
| WealthCollab, LLC | 13 | $1.70K | 0.00% | +13 | New |
| Northwest Capital Management Inc | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 12 | $1.57K | 0.00% | +12 | New |
| NewSquare Capital LLC | 11 | $1.44K | 0.00% | −27−71.1% | Reduced |
| NBC Securities, Inc. | 7 | $985 | 0.09% | −7,309−99.9% | Reduced |
| Creekmur Asset Management LLC | 7 | $917 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $655 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $655 | 0.00% | +5 | New |
| NVWM, LLC | 4 | $524 | 0.00% | −1−20.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $524 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 4 | $524 | 0.00% | +4 | New |
| FLP Wealth Management, LLC | 2 | $269 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 2 | $262 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $131 | 0.00% | +1 | New |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −352,433−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −278,230−100.0% | Sold out |
| AMF Pensionsforsakring AB | 0 | $0 | 0.00% | −130,160−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −126,299−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −113,210−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −92,147−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −75,166−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −57,839−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,396−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −32,431−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −30,236−100.0% | Sold out |
