| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 420 | $20.9K | 0.00% | +286+213.4% | Added |
| Massmutual Trust Co FSB | 411 | $20.5K | 0.00% | −69−14.4% | Reduced |
| Centerpoint Advisors, LLC | 396 | $20.0K | 0.01% | −1−0.3% | Reduced |
| Kilter Group LLC | 386 | $19.2K | 0.01% | +151+64.3% | Added |
| Ronald Blue Trust, Inc. | 375 | $18.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 362 | $18.0K | 0.00% | +316+687.0% | Added |
| Atlas Capital Advisors LLC | 326 | $16.2K | 0.00% | +19+6.2% | Added |
| Wolff Wiese Magana LLC | 300 | $14.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 239 | $11.9K | 0.00% | +8+3.5% | Added |
| Caitlin John, LLC | 234 | $11.7K | 0.01% | +1+0.4% | Added |
| Owl Creek Wealth Partners LLC | 225 | $11.2K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 230 | $11.2K | 0.00% | +230 | New |
| WPG Advisers, LLC | 215 | $10.7K | 0.01% | −1−0.5% | Reduced |
| TD Private Client Wealth LLC | 201 | $10.0K | 0.00% | −68−25.3% | Reduced |
| Persistent Asset Partners Ltd | 201 | $10.0K | 0.00% | +201 | New |
| Richardson Capital Management LLC | 185 | $9.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 178 | $8.86K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 177 | $8.81K | 0.00% | −123−41.0% | Reduced |
| Leonteq Securities AG | 137 | $6.82K | 0.00% | −116−45.8% | Reduced |
| CVA Family Office, LLC | 137 | $6.82K | 0.00% | −39−22.2% | Reduced |
| Activest Wealth Management | 131 | $6.54K | 0.00% | +85+184.8% | Added |
| Rossby Financial, LCC | 131 | $6.52K | 0.00% | +6+4.8% | Added |
| Salomon & Ludwin, LLC | 132 | $6.47K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 127 | $6.32K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 104 | $5.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 103 | $5.13K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 101 | $5.03K | 0.00% | +10+11.0% | Added |
| Clearstead Advisors, LLC | 101 | $5.03K | 0.00% | +66+188.6% | Added |
| Atlantic Trust, LLC | 97 | $4.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $4.78K | 0.00% | +7+7.9% | Added |
| American National Bank | 95 | $4.73K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 90 | $4.48K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 81 | $4.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 79 | $3.93K | 0.00% | −8−9.2% | Reduced |
| SBI Securities Co., Ltd. | 68 | $3.38K | 0.00% | −2−2.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 64 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 66 | $3.29K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 62 | $3.09K | 0.00% | +13+26.5% | Added |
| Mather Group, LLC. | 62 | $3.09K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 59 | $2.94K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 56 | $2.79K | 0.00% | +56 | New |
| Keating Financial Advisory Services, Inc. | 55 | $2.74K | 0.00% | −6−9.8% | Reduced |
| Valued Wealth Advisors LLC | 54 | $2.70K | 0.00% | −115−68.0% | Reduced |
| Ameriflex Group, Inc. | 54 | $2.69K | 0.00% | +54 | New |
| Larson Financial Group LLC | 53 | $2.64K | 0.00% | +17+47.2% | Added |
| Arlington Trust Co LLC | 50 | $2.49K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 49 | $2.44K | 0.00% | −40−44.9% | Reduced |
| South State Corp. | 43 | $2.14K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 43 | $2.14K | 0.00% | +43 | New |
| Synergy Investment Management, LLC | 43 | $2.09K | 0.00% | +43 | New |
| William B. Walkup & Associates, Inc. | 42 | $2.09K | 0.00% | +42 | New |
| Avion Wealth | 49 | $2.00K | 0.00% | +37+308.3% | Added |
| Creative Capital Management Investments LLC | 40 | $1.99K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 38 | $1.89K | 0.00% | +34+850.0% | Added |
| Montag A & Associates Inc | 34 | $1.67K | 0.00% | −2−5.6% | Reduced |
| Cromwell Holdings LLC | 33 | $1.64K | 0.00% | +19+135.7% | Added |
| Torren Management, LLC | 31 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $1.39K | 0.00% | +15+115.4% | Added |
| Sachetta, LLC | 26 | $1.29K | 0.00% | −89−77.4% | Reduced |
| International Assets Investment Management, LLC | 26 | $1.27K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $1.24K | 0.00% | +25 | New |
| Sunrise Financial Services, LLC | 24 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $1.09K | 0.00% | +5+29.4% | Added |
| JPL Wealth Management, LLC | 21 | $1.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 21 | $1.04K | 0.00% | −93−81.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 21 | $1.04K | 0.00% | −3−12.5% | Reduced |
| CX Institutional | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $996 | 0.00% | +20 | New |
| Signature Equity Partners, LLC | 18 | $900 | 0.00% | +10+125.0% | Added |
| Creative Financial Designs Inc | 18 | $896 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $896 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $896 | 0.00% | +18 | New |
| Westfuller Advisors, LLC | 17 | $859 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $847 | 0.00% | +9+112.5% | Added |
| Essential Partners LLC | 17 | $846 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $797 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $747 | 0.00% | +8+114.3% | Added |
| Markowski Investments | 15 | $747 | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 14 | $697 | 0.00% | +8+133.3% | Added |
| Planning Strategies Inc. | 14 | $697 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 12 | $598 | 0.00% | +4+50.0% | Added |
| Cornerstone Financial Management LLC | 10 | $498 | 0.00% | +10 | New |
| USA Financial Formulas | 9 | $448 | 0.00% | +9 | New |
| Manchester Capital Management LLC | 6 | $299 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $149 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $149 | 0.00% | +2+200.0% | Added |
| DecisionPoint Financial, LLC | 3 | $148 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $100 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $50 | 0.00% | −2−66.7% | Reduced |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −389,909−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −276,662−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −123,115−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −113,175−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −93,017−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −67,613−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −53,472−100.0% | Sold out |
