| Bare Financial Services, Inc | 90 | $14.0K | 0.00% | +24+36.4% | Added |
| CX Institutional | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 86 | $13.5K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 84 | $13.1K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 80 | $12.5K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 78 | $12.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 77 | $12.0K | 0.00% | −2−2.5% | Reduced |
| Valley National Advisers Inc | 75 | $11.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 74 | $11.5K | 0.00% | +74 | New |
| Retirement Wealth Solutions LLC | 74 | $11.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 70 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 66 | $10.4K | 0.00% | +36+120.0% | Added |
| Meeder Asset Management Inc | 66 | $10.3K | 0.00% | +66 | New |
| St Germain D J Co Inc | 63 | $9.83K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 60 | $9.40K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 60 | $9.32K | 0.05% | +1+1.7% | Added |
| Atlantic Trust, LLC | 59 | $9.20K | 0.00% | +31+110.7% | Added |
| Covestor Ltd | 58 | $9.00K | 0.01% | −26−31.0% | Reduced |
| Capital Advisors, Ltd. LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 60 | $9.00K | 0.00% | +13+27.7% | Added |
| Aberdeen Wealth Management LLC | 50 | $7.80K | 0.00% | +50 | New |
| Walleye Trading LLC | 47 | $7.33K | 0.00% | −663−93.4% | Reduced |
| Westfuller Advisors, LLC | 46 | $7.24K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 43 | $6.70K | 0.00% | +1+2.4% | Added |
| North Star Investment Management Corp. | 40 | $6.24K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 38 | $5.93K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 38 | $5.93K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 37 | $5.83K | 0.00% | +37 | New |
| Manning & Napier Advisors LLC | 34 | $5.32K | 0.00% | +34 | New |
| Asset Dedication, LLC | 31 | $4.84K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 29 | $4.37K | 0.00% | +29 | New |
| Bullock Wealth Management Group | 27 | $4.17K | 0.00% | +1+3.8% | Added |
| Johnson Financial Group, Inc. | 26 | $4.06K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 26 | $4.05K | 0.00% | +10+62.5% | Added |
| Triumph Capital Management | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 25 | $3.90K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 24 | $3.74K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 24 | $3.74K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 23 | $3.59K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 22 | $3.43K | 0.00% | +22 | New |
| Golden State Wealth Management, LLC | 21 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 21 | $3.28K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 21 | $3.28K | 0.00% | +21 | New |
| Parvin Asset Management, LLC | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.96K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 18 | $2.86K | 0.00% | +6+50.0% | Added |
| Quarry LP | 18 | $2.81K | 0.00% | +18 | New |
| TD Capital Management LLC | 18 | $2.74K | 0.00% | +1+5.9% | Added |
| Dogwood Wealth Management LLC | 17 | $2.65K | 0.00% | +6+54.5% | Added |
| Allied Private Wealth LLC | 16 | $2.62K | 0.00% | +16 | New |
| Caldwell Trust Co | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $2.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 14 | $2.18K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 13 | $2.03K | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 13 | $2.03K | 0.00% | +1+8.3% | Added |
| Whittier Trust Co of Nevada Inc | 12 | $1.92K | 0.00% | −15−55.6% | Reduced |
| SHP Wealth Management | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $1.56K | 0.00% | −1−9.1% | Reduced |
| South State Corp. | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.40K | 0.00% | +4+80.0% | Added |
| Basecamp Wealth Advisors LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $1.00K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 6 | $936 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $784 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $780 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $624 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $624 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $312 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $312 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 1 | $160 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $156 | 0.00% | −27−96.4% | Reduced |
| American Capital Advisory, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $156 | 0.00% | +1 | New |
| 59 North Capital Management, LP | 0 | $0 | 0.00% | −191,359−100.0% | Sold out |
| Cbre Clarion Securities LLC | 0 | $0 | 0.00% | −125,028−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −56,064−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −20,741−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,848−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −9,818−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −6,370−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −5,231−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,607−100.0% | Sold out |
| Community Trust & Investment Co | 0 | $0 | 0.00% | −3,564−100.0% | Sold out |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −2,862−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,820−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,455−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,982−100.0% | Sold out |
| Meriwether Wealth & Planning, LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| SPWM Advisors LLC | 0 | $0 | 0.00% | −1,510−100.0% | Sold out |
| Tranquilli Financial Advisor LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |