| TCI Wealth Advisors, Inc. | 42 | $6.34K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 40 | $6.04K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 40 | $6.04K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 39 | $5.89K | 0.00% | +39 | New |
| MV Capital Management, Inc. | 35 | $5.29K | 0.00% | +8+29.6% | Added |
| Abound Wealth Management | 35 | $5.29K | 0.00% | +35 | New |
| Prestige Wealth Management Group LLC | 34 | $5.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 32 | $4.83K | 0.00% | −32−50.0% | Reduced |
| Creative Financial Designs Inc | 30 | $4.53K | 0.00% | +30 | New |
| Park Place Capital Corp | 27 | $4.08K | 0.00% | +6+28.6% | Added |
| Grove Bank & Trust | 27 | $4.08K | 0.00% | +27 | New |
| Front Row Advisors LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $3.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $3.78K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 25 | $3.75K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 22 | $3.32K | 0.00% | −72−76.6% | Reduced |
| Fortis Capital Advisors, LLC | 20 | $3.02K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $2.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 18 | $2.72K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 18 | $2.72K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $2.42K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $2.42K | 0.00% | +16 | New |
| Washington Trust Advisors, Inc. | 15 | $2.27K | 0.00% | +3+25.0% | Added |
| Clearstead Advisors, LLC | 15 | $2.27K | 0.00% | +4+36.4% | Added |
| Hantz Financial Services, Inc. | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | +1+6.7% | Added |
| Trifecta Capital Advisors, LLC | 13 | $1.96K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rain Capital Management, LLC | 7 | $1.06K | 0.00% | +7 | New |
| Versant Capital Management, Inc | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.06K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | −40−83.3% | Reduced |
| Baystate Wealth Management LLC | 6 | $912 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $897 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $756 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $755 | 0.00% | −90−94.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 5 | $755 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 5 | $755 | 0.00% | +5 | New |
| Carolinas Wealth Consulting LLC | 3 | $453 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 3 | $453 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2 | $302 | 0.00% | +2 | New |
| Central Bank & Trust Co | 1 | $151 | 0.00% | +1 | New |
| Bellwether Advisors, LLC | 1 | $151 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 151 | $2 | 0.00% | +151 | New |
| Baldrige Asset Management LLC | 3 | $0 | 0.00% | +3 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| SkyView Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| American Assets Capital Advisers, LLC | 0 | $0 | 0.00% | −30,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −18,016−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −16,771−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −12,688−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −10,173−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −6,107−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,717−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,759−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −1,892−100.0% | Sold out |
| McKinley Carter Wealth Services, Inc. | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Iron Financial, LLC | 0 | $0 | 0.00% | −1,437−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −1,434−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −1,384−100.0% | Sold out |
| Cedrus LLC | 0 | $0 | 0.00% | −1,343−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,336−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −1,326−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −690−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −366−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Leelyn Smith, LLC | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| NVWM, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |