| Kestra Investment Management, LLC | 26 | $6.05K | 0.00% | −5−16.1% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $6.05K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 23 | $5.35K | 0.00% | −9−28.1% | Reduced |
| Holos Integrated Wealth LLC | 22 | $5.12K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $5.04K | 0.00% | +1 | New |
| Hoey Investments, Inc | 21 | $4.89K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $4.72K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 20 | $4.66K | 0.00% | −14−41.2% | Reduced |
| First United Bank Trust | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 20 | $4.66K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $4.66K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 19 | $4.42K | 0.00% | +2+11.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $4.42K | 0.00% | −4,426−99.6% | Reduced |
| Activest Wealth Management | 18 | $4.19K | 0.00% | +17+1,700.0% | Added |
| Rocky Mountain Advisers, LLC | 17 | $3.96K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $3.96K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 17 | $3.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.26K | 0.00% | +1+7.7% | Added |
| High Note Wealth, LLC | 14 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 13 | $3.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 13 | $3.03K | 0.00% | +11+550.0% | Added |
| Whipplewood Advisors, LLC | 57 | $3.02K | 0.00% | +46+418.2% | Added |
| Avion Wealth | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $2.79K | 0.00% | +2+20.0% | Added |
| Global Financial Private Client, LLC | 12 | $2.79K | 0.00% | +9+300.0% | Added |
| Bogart Wealth, LLC | 11 | $2.64K | 0.00% | +4+57.1% | Added |
| Atlantic Trust, LLC | 11 | $2.56K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 11 | $2.56K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $2.33K | 0.00% | −3−23.1% | Reduced |
| N.E.W. Advisory Services LLC | 10 | $2.33K | 0.00% | +10 | New |
| Nova Wealth Management, Inc. | 10 | $2.33K | 0.00% | +10 | New |
| Parvin Asset Management, LLC | 10 | $2.33K | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 9 | $2.10K | 0.00% | −9−50.0% | Reduced |
| Sunbelt Securities, Inc. | 9 | $2.10K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 10 | $2.00K | 0.00% | −40−80.0% | Reduced |
| Cheviot Value Management, LLC | 8 | $1.98K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $1.80K | 0.00% | −5−38.5% | Reduced |
| Stephens Consulting, LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.63K | 0.00% | +1+16.7% | Added |
| St Germain D J Co Inc | 7 | $1.63K | 0.00% | −20−74.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $1.63K | 0.00% | +3+75.0% | Added |
| Highline Wealth Partners LLC | 7 | $1.63K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6 | $1.40K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 6 | $1.40K | 0.00% | −364−98.4% | Reduced |
| Plato Investment Management Ltd | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.16K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $1.16K | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 5 | $1.16K | 0.00% | +5 | New |
| BankPlus Trust Department | 4 | $931 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $931 | 0.00% | +4 | New |
| Private Wealth Asset Management, LLC | 4 | $931 | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $931 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 3 | $699 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $698 | 0.00% | −2−40.0% | Reduced |
| Aspect Partners, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 3 | $698 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $698 | 0.00% | +2+200.0% | Added |
| Binnacle Investments Inc | 3 | $698 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $508 | 0.00% | +1+50.0% | Added |
| Semmax Financial Advisors Inc. | 2 | $492 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $466 | 0.00% | +2 | New |
| Leonteq Securities AG | 2 | $465 | 0.00% | −86−97.7% | Reduced |
| Core Alternative Capital | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $465 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $461 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $233 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $233 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $233 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $233 | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $232 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,491−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −184,445−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −42,449−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −31,831−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −10,682−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,774−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −6,730−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −6,282−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −4,321−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,465−100.0% | Sold out |
| St. James Investment Company, LLC | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| Welch & Forbes LLC | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −1,603−100.0% | Sold out |
| Canada Post Corp Registered Pension Plan | 0 | $0 | 0.00% | −1,553−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −1,150−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −984−100.0% | Sold out |
| Hall Laurie J Trustee | 0 | $0 | 0.00% | −965−100.0% | Sold out |