| Smallwood Wealth Investment Management, LLC | 1,000 | $46.5K | 0.03% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 1,000 | $46.5K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,000 | $46.0K | 0.01% | −1,000−50.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 990 | $46.0K | 0.01% | +990 | New |
| Massmutual Trust Co FSB | 987 | $45.8K | 0.00% | −59−5.6% | Reduced |
| Costello Asset Management, INC | 963 | $44.7K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 914 | $42.5K | 0.00% | −80−8.0% | Reduced |
| Farther Finance Advisors, LLC | 893 | $41.5K | 0.00% | +503+129.0% | Added |
| CIBC Private Wealth Group, LLC | 876 | $40.7K | 0.00% | +3+0.3% | Added |
| TSFG, LLC | 845 | $39.0K | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 752 | $34.9K | 0.00% | −40,008−98.2% | Reduced |
| Rothschild Investment LLC | 720 | $33.4K | 0.00% | +90+14.3% | Added |
| Rakuten Securities, Inc. | 668 | $31.0K | 0.01% | +668 | New |
| TD Waterhouse Canada Inc. | 700 | $30.1K | 0.00% | +700 | New |
| IFP Advisors, Inc | 0 | $28.7K | 0.00% | −53−100.0% | Reduced |
| Manchester Capital Management LLC | 572 | $26.6K | 0.00% | −93−14.0% | Reduced |
| Aspect Partners, LLC | 550 | $25.5K | 0.01% | −450−45.0% | Reduced |
| Frazier Financial Advisors, LLC | 547 | $25.4K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 538 | $25.0K | 0.00% | +143+36.2% | Added |
| MAI Capital Management | 521 | $24.2K | 0.00% | +364+231.8% | Added |
| Ramirez Asset Management, Inc. | 500 | $23.2K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 479 | $22.3K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 478 | $22.2K | 0.01% | +478 | New |
| Transce3nd, LLC | 392 | $20.6K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 431 | $20.0K | 0.01% | −2,712−86.3% | Reduced |
| Park Square Financial Group, LLC | 420 | $19.5K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 404 | $18.8K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 401 | $18.6K | 0.00% | −1,086−73.0% | Reduced |
| Principal Securities, Inc. | 386 | $17.9K | 0.00% | −264−40.6% | Reduced |
| Westside Investment Management, Inc. | 350 | $16.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 350 | $16.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 336 | $15.6K | 0.00% | −88−20.8% | Reduced |
| Rise Advisors, LLC | 332 | $15.4K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 327 | $15.2K | 0.00% | −188−36.5% | Reduced |
| Fifth Third Bancorp | 304 | $14.1K | 0.00% | +205+207.1% | Added |
| Bessemer Group Inc | 298 | $14.0K | 0.00% | +209+234.8% | Added |
| Covestor Ltd | 307 | $14.0K | 0.01% | +301+5,016.7% | Added |
| Skopos Labs, Inc. | 277 | $12.9K | 0.00% | +224+422.6% | Added |
| IAG Wealth Partners, LLC | 275 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 258 | $12.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 250 | $11.6K | 0.00% | −250−50.0% | Reduced |
| Kimelman & Baird, LLC | 250 | $11.6K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 238 | $11.1K | 0.00% | +238 | New |
| First Horizon Advisors, Inc. | 232 | $10.8K | 0.00% | +232 | New |
| SJS Investment Consulting Inc. | 230 | $10.7K | 0.00% | −6−2.5% | Reduced |
| Fortitude Family Office, LLC | 213 | $9.89K | 0.00% | +213 | New |
| Murphy & Mullick Capital Management Corp | 195 | $9.61K | 0.01% | +20+11.4% | Added |
| HHM Wealth Advisors, LLC | 200 | $9.29K | 0.00% | +100+100.0% | Added |
| Ameritas Advisory Services, LLC | 200 | $9.29K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 190 | $8.83K | 0.00% | +30+18.8% | Added |
| Albion Financial Group | 186 | $8.64K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 180 | $8.36K | 0.00% | +16+9.8% | Added |
| Kennebec Savings Bank | 175 | $8.13K | 0.01% | −143−45.0% | Reduced |
| Ci Investments Inc. | 178 | $8.00K | 0.00% | +178 | New |
| Barrett & Company, Inc. | 165 | $7.66K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 139 | $6.46K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 127 | $5.90K | 0.00% | −34−21.1% | Reduced |
| Darwin Advisors, LLC | 125 | $5.81K | 0.00% | +125 | New |
| Pittenger & Anderson Inc | 100 | $4.64K | 0.00% | +100 | New |
| Wealth Preservation Advisors, LLC | 100 | $4.64K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 97 | $4.51K | 0.00% | +21+27.6% | Added |
| SRS Capital Advisors, Inc. | 95 | $4.41K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 96 | $4.00K | 0.00% | +96 | New |
| Creekmur Asset Management LLC | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.72K | 0.00% | +80 | New |
| UMA Financial Services, Inc. | 78 | $3.62K | 0.00% | +78 | New |
| Medallion Wealth Advisors, LLC | 72 | $3.10K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 67 | $2.89K | 0.00% | +67 | New |
| Bryn Mawr Trust Co | 58 | $2.69K | 0.00% | −23−28.4% | Reduced |
| Stone House Investment Management, LLC | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 50 | $2.32K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 50 | $2.32K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $2.32K | 0.00% | +50 | New |
| True Wealth Design, LLC | 46 | $2.14K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 42 | $1.95K | 0.00% | +42 | New |
| Clearstead Advisors, LLC | 35 | $1.63K | 0.00% | −45−56.3% | Reduced |
| Atlantic Trust, LLC | 35 | $1.63K | 0.00% | +35 | New |
| Koesten, Hirschmann & Crabtree, INC. | 35 | $1.63K | 0.00% | +35 | New |
| CoreCap Advisors, LLC | 30 | $1.39K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $1.00K | 0.00% | −11−22.0% | Reduced |
| C M Bidwell & Associates Ltd | 19 | $883 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $790 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 15 | $696 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 10 | $465 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $465 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 10 | $465 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 10 | $465 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $464 | 0.00% | +7+233.3% | Added |
| Abound Wealth Management | 9 | $419 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $418 | 0.00% | +9 | New |
| Rialto Wealth Management, LLC | 7 | $326 | 0.00% | +7 | New |
| Huntington National Bank | 6 | $279 | 0.00% | +6 | New |
| Essential Partners LLC | 4 | $186 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $185 | 0.00% | +2+100.0% | Added |
| Atlantic Union Bankshares Corp | 3 | $140 | 0.00% | +3 | New |
| Total Investment Management Inc | 1 | $46 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −595,526−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −77,422−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −68,197−100.0% | Sold out |