| Farther Finance Advisors, LLC | 276 | $42.7K | 0.00% | +122+79.2% | Added |
| Geneos Wealth Management Inc. | 256 | $39.5K | 0.00% | −472−64.8% | Reduced |
| Field & Main Bank | 250 | $38.6K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 250 | $38.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 250 | $38.6K | 0.00% | +250 | New |
| Assetmark, Inc | 218 | $33.7K | 0.00% | −33−13.1% | Reduced |
| Tortoise Investment Management, LLC | 203 | $31.4K | 0.00% | +2+1.0% | Added |
| Aventura Private Wealth, LLC | 203 | $31.4K | 0.01% | −39−16.1% | Reduced |
| Parkside Financial Bank & Trust | 202 | $31.2K | 0.00% | +142+236.7% | Added |
| Whittier Trust Co | 196 | $30.3K | 0.00% | +196 | New |
| Rise Advisors, LLC | 195 | $30.1K | 0.01% | +9+4.8% | Added |
| Bayforest Capital Ltd | 194 | $30.0K | 0.01% | −556−74.1% | Reduced |
| Jones Financial Companies LLLP | 190 | $29.7K | 0.00% | +79+71.2% | Added |
| Clearstead Advisors, LLC | 192 | $29.7K | 0.00% | +31+19.3% | Added |
| TSFG, LLC | 191 | $29.0K | 0.01% | +6+3.2% | Added |
| 1620 Investment Advisors, Inc. | 186 | $28.7K | 0.02% | −389−67.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 174 | $26.9K | 0.00% | +34+24.3% | Added |
| Larson Financial Group LLC | 160 | $24.7K | 0.00% | +84+110.5% | Added |
| Private Trust Co NA | 155 | $23.9K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 154 | $23.8K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 153 | $23.6K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 148 | $22.9K | 0.00% | +148 | New |
| Quaker Wealth Management, LLC | 142 | $21.9K | 0.01% | +142 | New |
| Truvestments Capital LLC | 138 | $21.3K | 0.00% | −27−16.4% | Reduced |
| Optiver Holding B.V. | 137 | $21.2K | 0.00% | +44+47.3% | Added |
| V-Square Quantitative Management LLC | 136 | $21.0K | 0.00% | +136 | New |
| Global Retirement Partners, LLC | 133 | $20.5K | 0.00% | +133 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $19.9K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 127 | $19.6K | 0.01% | +28+28.3% | Added |
| Centerpoint Advisors, LLC | 124 | $19.0K | 0.01% | +28+29.2% | Added |
| NBT Bank N A | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 100 | $15.4K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $15.4K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3,213 | $15.1K | 0.00% | +3,213 | New |
| GeoWealth Management, LLC | 91 | $14.1K | 0.00% | +35+62.5% | Added |
| Retirement Wealth Solutions LLC | 90 | $13.9K | 0.01% | +11+13.9% | Added |
| Park Place Capital Corp | 75 | $11.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 76 | $11.0K | 0.00% | −2−2.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 66 | $10.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 60 | $9.27K | 0.00% | +60 | New |
| Mark Sheptoff Financial Planning, LLC | 55 | $8.49K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 51 | $7.97K | 0.00% | −96−65.3% | Reduced |
| TD Waterhouse Canada Inc. | 50 | $7.84K | 0.00% | +20+66.7% | Added |
| AdvisorNet Financial, Inc | 41 | $6.33K | 0.00% | −5−10.9% | Reduced |
| CoreCap Advisors, LLC | 40 | $6.18K | 0.00% | +15+60.0% | Added |
| WealthCollab, LLC | 39 | $6.02K | 0.00% | +39 | New |
| Logan Capital Management Inc | 37 | $5.71K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 36 | $5.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 36 | $5.56K | 0.00% | +3+9.1% | Added |
| Colonial Trust Co | 35 | $5.45K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.41K | 0.00% | +2+6.1% | Added |
| Sunbelt Securities, Inc. | 36 | $5.26K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 30 | $4.63K | 0.00% | +10+50.0% | Added |
| Whipplewood Advisors, LLC | 28 | $4.33K | 0.00% | +25+833.3% | Added |
| Fortitude Family Office, LLC | 27 | $4.17K | 0.00% | +7+35.0% | Added |
| Federation des caisses Desjardins du Quebec | 26 | $4.01K | 0.00% | −58−69.0% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $3.57K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.40K | 0.00% | −8−26.7% | Reduced |
| Salem Investment Counselors Inc | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $3.09K | 0.00% | −13−39.4% | Reduced |
| Sittner & Nelson, LLC | 20 | $3.09K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 20 | $3.00K | 0.00% | +5+33.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 20 | $2.81K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 16 | $2.47K | 0.00% | +12+300.0% | Added |
| Bogart Wealth, LLC | 14 | $2.16K | 0.00% | +4+40.0% | Added |
| CVA Family Office, LLC | 12 | $1.85K | 0.00% | +8+200.0% | Added |
| Manchester Capital Management LLC | 10 | $1.54K | 0.00% | −4−28.6% | Reduced |
| High Note Wealth, LLC | 10 | $1.54K | 0.00% | −2−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.54K | 0.00% | +1+11.1% | Added |
| Cape Investment Advisory, Inc. | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.39K | 0.00% | +9 | New |
| Kilter Group LLC | 8 | $1.24K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $927 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $834 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 5 | $772 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $772 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $618 | 0.00% | −2−33.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $464 | 0.00% | −4−57.1% | Reduced |
| True Wealth Design, LLC | 3 | $464 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $463 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $463 | 0.00% | +2+200.0% | Added |
| Bruce G. Allen Investments, LLC | 2 | $309 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $309 | 0.00% | +2 | New |
| Maseco LLP | 2 | $309 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $308 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 2 | $280 | 0.00% | −28−93.3% | Reduced |
| Avalon Trust Co | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $155 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $154 | 0.00% | +1 | New |
| GPS Wealth Strategies Group, LLC | 1 | $154 | 0.00% | +1 | New |
| Clean Yield Group | 1 | $99 | 0.00% | −15−93.8% | Reduced |
| Avion Wealth | 4 | $0 | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −143,415−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −66,184−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −49,029−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −46,336−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −29,085−100.0% | Sold out |
