| Strengthening Families & Communities, LLC | 68 | $8.33K | 0.00% | +68 | New |
| St Germain D J Co Inc | 63 | $7.71K | 0.00% | −218−77.6% | Reduced |
| Parkside Financial Bank & Trust | 62 | $7.59K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 58 | $7.05K | 0.02% | +1+1.8% | Added |
| Noble Wealth Management PBC | 56 | $6.86K | 0.00% | +56 | New |
| Bogart Wealth, LLC | 50 | $6.12K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $6.12K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 48 | $5.88K | 0.00% | +48 | New |
| Westfuller Advisors, LLC | 45 | $5.47K | 0.00% | +45 | New |
| Meeder Asset Management Inc | 42 | $5.14K | 0.00% | −40−48.8% | Reduced |
| North Star Investment Management Corp. | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 38 | $4.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 26 | $3.18K | 0.00% | +26 | New |
| Bullock Wealth Management Group | 26 | $3.14K | 0.00% | +1+4.0% | Added |
| MV Capital Management, Inc. | 25 | $3.06K | 0.00% | +25 | New |
| T. Rowe Price Investment Management, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| Mather Group, LLC. | 24 | $2.94K | 0.00% | +24 | New |
| Turning Point Benefit Group, Inc. | 23 | $2.81K | 0.00% | +23 | New |
| ZRC Wealth Management, LLC | 22 | $2.69K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 17 | $2.08K | 0.00% | +12+240.0% | Added |
| TD Capital Management LLC | 17 | $2.07K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $1.96K | 0.00% | −679−97.7% | Reduced |
| Princeton Global Asset Management LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $1.84K | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 14 | $1.71K | 0.00% | +4+40.0% | Added |
| Activest Wealth Management | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 8 | $980 | 0.00% | +4+100.0% | Added |
| Financial Management Professionals, Inc. | 7 | $857 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $857 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $857 | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 6 | $735 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $734 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $612 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $612 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $490 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $490 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $123 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $122 | 0.00% | +1 | New |
| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −170,581−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −81,859−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −44,501−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −36,455−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −33,646−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,091−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,556−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −12,532−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −7,585−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −6,819−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −4,836−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −2,637−100.0% | Sold out |
| Legacy Financial Group LLC | 0 | $0 | 0.00% | −2,588−100.0% | Sold out |
| Foster & Motley Inc | 0 | $0 | 0.00% | −2,571−100.0% | Sold out |
| Berry Wealth Group, LP | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −2,126−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −1,939−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,863−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −1,768−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −599−100.0% | Sold out |
| Crossingbridge Advisors, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Mid-American Wealth Advisory Group, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Olistico Wealth, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Transce3nd, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| WealthTrak Capital Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Norges Bank | – | – | – | – | Not filed |
| Semmax Financial Advisors Inc. | – | – | – | – | Not filed |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| CIBC World Markets Corp | – | – | – | – | Not filed |
| Forte Capital LLC | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Schnieders Capital Management LLC | – | – | – | – | Not filed |
| Parkworth Wealth Management, Inc. | – | – | – | – | Not filed |