| Citizens National Bank Trust Department | 219 | $14.4K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 213 | $14.0K | 0.00% | +213 | New |
| CoreCap Advisors, LLC | 211 | $13.8K | 0.00% | +55+35.3% | Added |
| Wayfinding Financial, LLC | 204 | $13.0K | 0.01% | +204 | New |
| Glass Jacobson Investment Advisors llc | 204 | $12.1K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 183 | $12.0K | 0.01% | −468−71.9% | Reduced |
| Trust Co of Vermont | 183 | $12.0K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 183 | $12.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 183 | $12.0K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 182 | $11.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 171 | $11.2K | 0.00% | +31+22.1% | Added |
| Quest 10 Wealth Builders, Inc. | 140 | $9.20K | 0.01% | +2+1.4% | Added |
| GW&K Investment Management, LLC | 133 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 136 | $8.92K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 132 | $8.66K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 131 | $8.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 126 | $8.27K | 0.00% | +22+21.2% | Added |
| Activest Wealth Management | 124 | $8.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 111 | $7.28K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 110 | $7.22K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 109 | $7.15K | 0.00% | +109 | New |
| ORG Partners LLC | 104 | $6.84K | 0.00% | −136−56.7% | Reduced |
| Bangor Savings Bank | 100 | $6.56K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 88 | $6.31K | 0.00% | −82−48.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 95 | $6.26K | 0.00% | +95 | New |
| HighMark Wealth Management LLC | 94 | $6.15K | 0.00% | +2+2.2% | Added |
| Coastline Trust Co | 91 | $5.97K | 0.00% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 86 | $5.62K | 0.00% | +86 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 83 | $5.44K | 0.00% | +67+418.8% | Added |
| Rossby Financial, LCC | 73 | $5.26K | 0.00% | +73 | New |
| Minot DeBlois Advisors LLC | 80 | $5.25K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 78 | $5.12K | 0.00% | +78 | New |
| MPWM Advisory Solutions, LLC | 75 | $4.92K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 72 | $4.76K | 0.01% | −26−26.5% | Reduced |
| Indiana Trust & Investment Management CO | 58 | $3.81K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $3.23K | 0.00% | +8+21.6% | Added |
| PSI Advisors, LLC | 45 | $2.95K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 44 | $2.89K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 42 | $2.75K | 0.00% | +4+10.5% | Added |
| Bell Investment Advisors, Inc | 41 | $2.69K | 0.00% | +8+24.2% | Added |
| SOA Wealth Advisors, LLC. | 37 | $2.43K | 0.00% | +1+2.8% | Added |
| NewSquare Capital LLC | 37 | $2.43K | 0.00% | +23+164.3% | Added |
| Key Financial Inc | 36 | $2.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 36 | $2.36K | 0.00% | +20+125.0% | Added |
| CVA Family Office, LLC | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $2.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 33 | $2.16K | 0.00% | +1+3.1% | Added |
| Hazlett, Burt & Watson, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $1.71K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 22 | $1.44K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 21 | $1.38K | 0.00% | +21 | New |
| Mattson Financial Services, LLC | 20 | $1.31K | 0.00% | +20 | New |
| CX Institutional | 12 | $1.00K | 0.00% | +12 | New |
| Private Wealth Asset Management, LLC | 11 | $722 | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 10 | $656 | 0.00% | −15−60.0% | Reduced |
| Gen-Wealth Partners Inc | 8 | $525 | 0.00% | −39−83.0% | Reduced |
| Abound Wealth Management | 8 | $525 | 0.00% | −2−20.0% | Reduced |
| New Millennium Group LLC | 8 | $525 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $328 | 0.00% | +5 | New |
| Binnacle Investments Inc | 5 | $328 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 345 | $262 | 0.00% | −75−17.9% | Reduced |
| High Note Wealth, LLC | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $79 | 0.00% | −323−99.7% | Reduced |
| Creekmur Asset Management LLC | 1 | $36 | 0.00% | −16−94.1% | Reduced |
| Logan Capital Management Inc | 0 | $27 | 0.00% | 0 | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −513−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −1,053,461−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −40,700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −21,981−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,437−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,923−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,338−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −5,669−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −5,507−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −4,402−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −4,027−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Yelin Lapidot Holdings Management Ltd. | 0 | $0 | 0.00% | −3,794−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,796−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,758−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −429−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −383−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Stonebridge Financial Group, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −94−100.0% | Sold out |
| Harbor Investment Advisory, LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Lee Danner & Bass Inc | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |