| Private Trust Co NA | 155 | $21.6K | 0.00% | +15+10.7% | Added |
| North Capital, Inc. | 154 | $21.4K | 0.02% | +154 | New |
| Farther Finance Advisors, LLC | 154 | $21.4K | 0.00% | −156−50.3% | Reduced |
| Brown Brothers Harriman & Co | 153 | $21.3K | 0.00% | −56−26.8% | Reduced |
| Smartleaf Asset Management LLC | 147 | $21.3K | 0.00% | +10+7.3% | Added |
| CBIZ Investment Advisory Services, LLC | 140 | $19.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 111 | $16.1K | 0.00% | −247−69.0% | Reduced |
| Hantz Financial Services, Inc. | 113 | $16.0K | 0.00% | +113 | New |
| NBT Bank N A | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $13.9K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $13.9K | 0.01% | +100 | New |
| Binnacle Investments Inc | 99 | $13.8K | 0.01% | +99 | New |
| Centerpoint Advisors, LLC | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 93 | $13.0K | 0.00% | +93 | New |
| IFP Advisors, Inc | 86 | $12.0K | 0.00% | +14+19.4% | Added |
| Federation des caisses Desjardins du Quebec | 84 | $11.7K | 0.00% | +24+40.0% | Added |
| Retirement Wealth Solutions LLC | 79 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 76 | $10.6K | 0.00% | +68+850.0% | Added |
| Park Place Capital Corp | 75 | $10.5K | 0.00% | +75 | New |
| Quent Capital, LLC | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 78 | $10.0K | 0.00% | +18+30.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 66 | $9.21K | 0.01% | +66 | New |
| Parkside Financial Bank & Trust | 60 | $8.37K | 0.00% | +22+57.9% | Added |
| GeoWealth Management, LLC | 56 | $7.81K | 0.00% | −25−30.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 55 | $7.67K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 46 | $6.42K | 0.00% | +25+119.0% | Added |
| Logan Capital Management Inc | 37 | $5.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 35 | $5.12K | 0.00% | −61−63.5% | Reduced |
| Wolff Wiese Magana LLC | 36 | $5.02K | 0.00% | +36 | New |
| Sunbelt Securities, Inc. | 36 | $5.02K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $4.74K | 0.00% | +32+1,600.0% | Added |
| WPG Advisers, LLC | 33 | $4.60K | 0.00% | −49−59.8% | Reduced |
| Bell Investment Advisors, Inc | 33 | $4.60K | 0.00% | +6+22.2% | Added |
| Farmers & Merchants Investments Inc | 33 | $4.60K | 0.00% | +15+83.3% | Added |
| JFS Wealth Advisors, LLC | 30 | $4.18K | 0.00% | +2+7.1% | Added |
| TD Waterhouse Canada Inc. | 30 | $4.17K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 3 | $3.90K | 0.00% | −25−89.3% | Reduced |
| Bokf, NA | 27 | $3.77K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $3.55K | 0.00% | +28+1,400.0% | Added |
| CoreCap Advisors, LLC | 25 | $3.49K | 0.00% | +9+56.3% | Added |
| Huntington National Bank | 25 | $3.48K | 0.00% | −13−34.2% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $3.21K | 0.00% | +14+155.6% | Added |
| Transce3nd, LLC | 23 | $3.21K | 0.00% | −349−93.8% | Reduced |
| NewSquare Capital LLC | 20 | $2.79K | 0.00% | −2,921−99.3% | Reduced |
| Salem Investment Counselors Inc | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $2.79K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 16 | $2.18K | 0.00% | +16 | New |
| NBC Securities, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Manchester Capital Management LLC | 14 | $1.95K | 0.00% | +5+55.6% | Added |
| High Note Wealth, LLC | 12 | $1.67K | 0.00% | +3+33.3% | Added |
| Sachetta, LLC | 12 | $1.67K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 12 | $1.66K | 0.00% | +2+20.0% | Added |
| Ameriflex Group, Inc. | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $1.40K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.13K | 0.00% | +8+800.0% | Added |
| Riggs Asset Managment Co. Inc. | 8 | $1.12K | 0.00% | +8 | New |
| ORG Partners LLC | 8 | $1.11K | 0.00% | +8 | New |
| Lazard Asset Management LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $977 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $977 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $977 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $837 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $837 | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 5 | $701 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $697 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $697 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 4 | $558 | 0.00% | −13−76.5% | Reduced |
| CVA Family Office, LLC | 4 | $558 | 0.00% | +4 | New |
| True Wealth Design, LLC | 3 | $419 | 0.00% | −131−97.8% | Reduced |
| Financial Management Professionals, Inc. | 3 | $418 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1 | $140 | 0.00% | −38−97.4% | Reduced |
| TFC Financial Management | 1 | $140 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $140 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $139 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −560,403−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −112,357−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −97,993−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −90,552−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −78,351−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −36,400−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −34,495−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −23,730−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −23,289−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −21,896−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −21,503−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,237−100.0% | Sold out |
| AI-Squared Management Ltd | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Hel Ved Capital Management Ltd | 0 | $0 | 0.00% | −14,240−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,941−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −13,559−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −11,321−100.0% | Sold out |
| Inspire Advisors, LLC | 0 | $0 | 0.00% | −11,225−100.0% | Sold out |
