| MPWM Advisory Solutions, LLC | 164 | $10.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 154 | $9.91K | 0.00% | +12+8.5% | Added |
| Transce3nd, LLC | 151 | $9.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 149 | $9.59K | 0.00% | +9+6.4% | Added |
| Gen-Wealth Partners Inc | 147 | $9.46K | 0.00% | −142−49.1% | Reduced |
| Leonteq Securities AG | 146 | $9.32K | 0.00% | −866−85.6% | Reduced |
| Prestige Wealth Management Group LLC | 143 | $9.20K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 133 | $8.56K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 117 | $7.55K | 0.02% | −668−85.1% | Reduced |
| Rothschild Investment LLC | 102 | $6.56K | 0.00% | +6+6.3% | Added |
| GPS Wealth Strategies Group, LLC | 101 | $6.50K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 101 | $6.50K | 0.03% | +101 | New |
| Ancora Advisors, LLC | 100 | $6.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 99 | $6.38K | 0.00% | +5+5.3% | Added |
| Versant Capital Management, Inc | 99 | $6.37K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 98 | $6.31K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 88 | $5.69K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 77 | $4.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $4.76K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 65 | $4.18K | 0.00% | −36−35.6% | Reduced |
| True Wealth Design, LLC | 63 | $4.05K | 0.00% | +46+270.6% | Added |
| Cornerstone Planning Group LLC | 66 | $4.04K | 0.00% | +58+725.0% | Added |
| Fortitude Family Office, LLC | 62 | $3.99K | 0.00% | −230−78.8% | Reduced |
| Binnacle Investments Inc | 60 | $3.86K | 0.00% | +60 | New |
| American National Bank | 60 | $3.86K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 59 | $3.82K | 0.00% | −5−7.8% | Reduced |
| Synergy Investment Management, LLC | 56 | $3.60K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $3.41K | 0.00% | −5−8.6% | Reduced |
| Hoese & Co LLP | 50 | $3.22K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 43 | $2.79K | 0.00% | +43 | New |
| Raffa Wealth Management, LLC | 40 | $2.57K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 38 | $2.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 38 | $2.44K | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $2.38K | 0.00% | −1−2.6% | Reduced |
| Golden State Wealth Management, LLC | 32 | $2.06K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $1.87K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $1.80K | 0.00% | −6−17.6% | Reduced |
| JDM Financial Group LLC | 28 | $1.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $1.80K | 0.00% | +4+16.7% | Added |
| South State Corp. | 28 | $1.80K | 0.00% | +28 | New |
| Greenline Partners, LLC | 27 | $1.74K | 0.00% | +27 | New |
| Global Financial Private Client, LLC | 26 | $1.67K | 0.00% | +18+225.0% | Added |
| Northwest Capital Management Inc | 25 | $1.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.35K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.29K | 0.00% | +5+33.3% | Added |
| Key Financial Inc | 18 | $1.16K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.03K | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | +18 | New |
| Halbert Hargrove Global Advisors, LLC | 15 | $966 | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 15 | $965 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 15 | $965 | 0.00% | +5+50.0% | Added |
| Whipplewood Advisors, LLC | 4 | $837 | 0.00% | −9−69.2% | Reduced |
| Clark Wealth Partners | 13 | $837 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $708 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $708 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 11 | $708 | 0.00% | +5+83.3% | Added |
| Osterweis Capital Management Inc | 10 | $644 | 0.00% | +10 | New |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $514 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 7 | $451 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $386 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 6 | $386 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $386 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 6 | $386 | 0.01% | +6 | New |
| American Capital Advisory, LLC | 4 | $258 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $258 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $254 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $242 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $194 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $193 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $193 | 0.00% | +3 | New |
| Legacy Bridge, LLC | 3 | $168 | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 2 | $129 | 0.00% | +2 | New |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Avion Wealth | 15 | $0 | 0.00% | +15 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −2,572−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −504,451−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −412,521−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −155,200−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −151,645−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −31,515−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −27,718−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −19,772−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −13,584−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,826−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −11,289−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −9,773−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −9,096−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,028−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,494−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −8,361−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,069−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,938−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −4,339−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |