| Action Point Financial Planning, LLC | 395 | $9.28K | 0.00% | +395 | New |
| Financial Consulate, Inc | 364 | $8.57K | 0.00% | +26+7.7% | Added |
| Larson Financial Group LLC | 361 | $8.51K | 0.00% | +49+15.7% | Added |
| International Assets Investment Management, LLC | 362 | $8.48K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 350 | $8.24K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 340 | $8.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 336 | $7.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 336 | $7.91K | 0.00% | +102+43.6% | Added |
| Bell Investment Advisors, Inc | 320 | $7.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 307 | $7.25K | 0.00% | +196+176.6% | Added |
| Danske Bank A/S | 300 | $7.07K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $7.07K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 297 | $6.99K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 294 | $6.92K | 0.00% | +235+398.3% | Added |
| Ameritas Advisory Services, LLC | 281 | $6.61K | 0.00% | +281 | New |
| Private Trust Co NA | 277 | $6.52K | 0.00% | +52+23.1% | Added |
| Torren Management, LLC | 276 | $6.49K | 0.00% | +1+0.4% | Added |
| Rosenberg Matthew Hamilton | 271 | $6.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 270 | $6.38K | 0.00% | +20+8.0% | Added |
| WealthCollab, LLC | 262 | $6.17K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 257 | $6.05K | 0.00% | +5+2.0% | Added |
| Central Trust Co | 250 | $5.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 240 | $5.65K | 0.00% | −5−2.0% | Reduced |
| New England Capital Financial Advisors LLC | 227 | $5.35K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $4.90K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 189 | $4.45K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 179 | $4.22K | 0.00% | +179 | New |
| Wall Street Access Asset Management, LLC | 152 | $3.58K | 0.00% | +152 | New |
| Bruce G. Allen Investments, LLC | 131 | $3.08K | 0.00% | +2+1.6% | Added |
| Private Wealth Management Group, LLC | 130 | $3.06K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 127 | $2.99K | 0.00% | +2+1.6% | Added |
| IMA Wealth, Inc. | 125 | $2.97K | 0.00% | +42+50.6% | Added |
| Rialto Wealth Management, LLC | 110 | $2.59K | 0.00% | +42+61.8% | Added |
| Creative Capital Management Investments LLC | 110 | $2.59K | 0.00% | +110 | New |
| Bogart Wealth, LLC | 104 | $2.46K | 0.00% | +104 | New |
| First United Bank Trust | 100 | $2.36K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $2.35K | 0.00% | −53−34.6% | Reduced |
| Creative Financial Designs Inc | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 100 | $2.35K | 0.00% | +100 | New |
| West Paces Advisors Inc. | 100 | $2.35K | 0.00% | +100 | New |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $2.24K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 94 | $2.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $2.12K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 89 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 85 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 82 | $1.93K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 82 | $1.93K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 81 | $1.91K | 0.00% | +53+189.3% | Added |
| Cassaday & Co Wealth Management LLC | 75 | $1.77K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 75 | $1.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $1.72K | 0.00% | +5+7.4% | Added |
| Bay Harbor Wealth Management, LLC | 70 | $1.66K | 0.00% | +28+66.7% | Added |
| Pacific Center for Financial Services | 67 | $1.57K | 0.00% | +1+1.5% | Added |
| Dogwood Wealth Management LLC | 65 | $1.53K | 0.00% | +65 | New |
| TD Private Client Wealth LLC | 54 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 52 | $1.23K | 0.00% | +22+73.3% | Added |
| Transamerica Financial Advisors, Inc. | 48 | $1.14K | 0.00% | +3+6.7% | Added |
| RMG Wealth Management LLC | 46 | $1.09K | 0.00% | +46 | New |
| Cromwell Holdings LLC | 45 | $1.07K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 44 | $1.04K | 0.00% | −1,127−96.2% | Reduced |
| Capital Advisors, Ltd. LLC | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 40 | $942 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $942 | 0.00% | +2+5.3% | Added |
| Oakmont Advisory Group, LLC | 37 | $873 | 0.00% | +37 | New |
| Boreal Capital Management LLC | 36 | $855 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $848 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 34 | $801 | 0.00% | +34 | New |
| Zions Bancorporation, National Association | 31 | $730 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $717 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $707 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 29 | $683 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $683 | 0.00% | +29 | New |
| Tounjian Advisory Partners, LLC | 26 | $610 | 0.00% | +26 | New |
| Triumph Capital Management | 20 | $471 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $471 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 13 | $306 | 0.00% | −3−18.8% | Reduced |
| SHP Wealth Management | 10 | $236 | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 10 | $236 | 0.00% | +10 | New |
| Insight Financial Services | 10 | $235 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $235 | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 9 | $212 | 0.00% | +9 | New |
| Activest Wealth Management | 6 | $141 | 0.00% | −70−92.1% | Reduced |
| Aventura Private Wealth, LLC | 6 | $141 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $98 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $95 | 0.00% | +4 | New |
| Decker Retirement Planning Inc. | 4 | $94 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $49 | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 27 | $0 | 0.00% | +27 | New |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −1,818,191−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −805,576−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −674,860−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −621,342−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −280,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −182,233−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −176,709−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −96,016−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −30,422−100.0% | Sold out |