| Principal Securities, Inc. | 235 | $46.5K | 0.00% | +54+29.8% | Added |
| Essential Partners LLC | 226 | $44.7K | 0.01% | −21−8.5% | Reduced |
| First Horizon Corp | 222 | $43.9K | 0.00% | +222 | New |
| Parkside Financial Bank & Trust | 215 | $42.5K | 0.00% | −58−21.2% | Reduced |
| Hantz Financial Services, Inc. | 201 | $40.0K | 0.00% | +125+164.5% | Added |
| Bryn Mawr Trust Co | 200 | $39.5K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 189 | $37.5K | 0.00% | +27+16.7% | Added |
| IFP Advisors, Inc | 165 | $32.6K | 0.00% | +13+8.6% | Added |
| GPS Wealth Strategies Group, LLC | 159 | $31.4K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 157 | $31.0K | 0.00% | +157 | New |
| Retirement Wealth Solutions LLC | 146 | $28.9K | 0.02% | −12−7.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 142 | $28.1K | 0.01% | +142 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 136 | $26.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 132 | $26.1K | 0.00% | −457−77.6% | Reduced |
| Bogart Wealth, LLC | 131 | $25.9K | 0.00% | +1+0.8% | Added |
| Altshuler Shaham Ltd | 125 | $24.7K | 0.00% | +18+16.8% | Added |
| Binnacle Investments Inc | 123 | $24.3K | 0.01% | +18+17.1% | Added |
| Advisory Services Network, LLC | 120 | $23.8K | 0.00% | +120 | New |
| Whittier Trust Co | 117 | $23.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 115 | $22.7K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 110 | $22.0K | 0.01% | −2−1.8% | Reduced |
| Dogwood Wealth Management LLC | 111 | $21.9K | 0.01% | +51+85.0% | Added |
| Peregrine Capital Management LLC | 110 | $21.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 108 | $21.4K | 0.02% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $19.8K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $19.8K | 0.00% | +100 | New |
| Chung Wu Investment Group, LLC | 100 | $19.8K | 0.02% | +100 | New |
| Quent Capital, LLC | 97 | $19.2K | 0.00% | +97 | New |
| TD Waterhouse Canada Inc. | 95 | $18.6K | 0.00% | −50−34.5% | Reduced |
| Westside Investment Management, Inc. | 76 | $14.9K | 0.00% | +38+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 73 | $14.7K | 0.00% | +16+28.1% | Added |
| Rise Advisors, LLC | 74 | $14.6K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 74 | $14.0K | 0.00% | +5+7.2% | Added |
| ZRC Wealth Management, LLC | 70 | $13.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 70 | $13.8K | 0.00% | +42+150.0% | Added |
| Huntington National Bank | 68 | $13.4K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 65 | $12.9K | 0.00% | −51−44.0% | Reduced |
| Rothschild Investment LLC | 65 | $12.9K | 0.00% | +65 | New |
| Central Trust Co | 62 | $12.3K | 0.00% | −30−32.6% | Reduced |
| Ameritas Advisory Services, LLC | 62 | $12.2K | 0.00% | −7−10.1% | Reduced |
| Key Financial Inc | 61 | $12.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 60 | $11.9K | 0.00% | −13−17.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 57 | $11.3K | 0.01% | −1,093−95.0% | Reduced |
| Wealthspire Advisors, LLC | 52 | $10.3K | 0.00% | +52 | New |
| Rosenberg Matthew Hamilton | 52 | $10.3K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $9.89K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 48 | $9.49K | 0.00% | +48 | New |
| Asset Dedication, LLC | 45 | $8.90K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 45 | $8.90K | 0.00% | −20−30.8% | Reduced |
| CoreCap Advisors, LLC | 45 | $8.90K | 0.00% | +2+4.7% | Added |
| Salomon & Ludwin, LLC | 43 | $8.64K | 0.00% | +43 | New |
| Atlantic Trust, LLC | 42 | $8.31K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 41 | $8.11K | 0.00% | +41 | New |
| Cloud Capital Management, LLC | 48 | $8.00K | 0.00% | +48 | New |
| Private Trust Co NA | 36 | $7.12K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $7.00K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 35 | $6.92K | 0.00% | −2−5.4% | Reduced |
| Manchester Capital Management LLC | 35 | $6.92K | 0.00% | +35 | New |
| Brown Brothers Harriman & Co | 31 | $6.13K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 26 | $5.14K | 0.00% | +2+8.3% | Added |
| Vermillion Wealth Management, Inc. | 24 | $4.75K | 0.00% | +24 | New |
| Leonteq Securities AG | 20 | $3.96K | 0.00% | −16−44.4% | Reduced |
| AdvisorNet Financial, Inc | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $2.97K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $2.77K | 0.00% | +8+133.3% | Added |
| Sunbelt Securities, Inc. | 13 | $2.57K | 0.00% | −1,140−98.9% | Reduced |
| Massmutual Trust Co FSB | 13 | $2.57K | 0.00% | −2−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 9 | $1.78K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.78K | 0.00% | +2+28.6% | Added |
| Larson Financial Group LLC | 8 | $1.58K | 0.00% | +8 | New |
| Kilter Group LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 7 | $1.38K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 5 | $989 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $791 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $791 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 4 | $790 | 0.00% | +1+33.3% | Added |
| Cromwell Holdings LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $593 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $396 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $395 | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 2 | $395 | 0.00% | +2 | New |
| United Community Bank | 2 | $395 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $198 | 0.00% | −18−94.7% | Reduced |
| TFC Financial Management | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1 | $198 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $198 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −131,155−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −101,253−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −60,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −47,348−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −44,305−100.0% | Sold out |