| IFP Advisors, Inc | 237 | $34.0K | 0.00% | +237 | Added |
| Measured Wealth Private Client Group, LLC | 231 | $33.2K | 0.01% | +231 | New |
| LRI Investments, LLC | 214 | $30.7K | 0.00% | −680−76.1% | Reduced |
| Smartleaf Asset Management LLC | 209 | $30.2K | 0.00% | +158+309.8% | Added |
| Tortoise Investment Management, LLC | 204 | $29.3K | 0.00% | +1+0.5% | Added |
| Citizens National Bank Trust Department | 200 | $28.7K | 0.01% | −50−20.0% | Reduced |
| Aventura Private Wealth, LLC | 199 | $28.6K | 0.01% | −4−2.0% | Reduced |
| TSFG, LLC | 191 | $27.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 186 | $26.7K | 0.00% | +33+21.6% | Added |
| CBIZ Investment Advisory Services, LLC | 173 | $24.9K | 0.00% | −1−0.6% | Reduced |
| Larson Financial Group LLC | 167 | $24.0K | 0.00% | +7+4.4% | Added |
| North Capital, Inc. | 156 | $22.4K | 0.02% | +2+1.3% | Added |
| Private Trust Co NA | 153 | $22.0K | 0.00% | −2−1.3% | Reduced |
| Binnacle Investments Inc | 148 | $21.3K | 0.01% | +21+16.5% | Added |
| Quaker Wealth Management, LLC | 142 | $20.4K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 140 | $20.1K | 0.01% | −46−24.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $18.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 128 | $18.4K | 0.00% | −74−36.6% | Reduced |
| Centerpoint Advisors, LLC | 124 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 120 | $17.2K | 0.00% | +120 | New |
| Root Financial Partners, LLC | 101 | $14.6K | 0.00% | +101 | New |
| NBT Bank N A | 144 | $14.4K | 0.00% | +44+44.0% | Added |
| Trifecta Capital Advisors, LLC | 100 | $14.4K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 83 | $11.9K | 0.00% | +83 | New |
| Salomon & Ludwin, LLC | 79 | $11.4K | 0.00% | +79 | New |
| Retirement Wealth Solutions LLC | 78 | $11.2K | 0.01% | −12−13.3% | Reduced |
| Geneos Wealth Management Inc. | 75 | $10.8K | 0.00% | −181−70.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 73 | $10.5K | 0.00% | +73 | New |
| Hemington Wealth Management | 70 | $10.0K | 0.00% | −6−7.9% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 66 | $9.48K | 0.01% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 56 | $9.00K | 0.00% | +56 | New |
| Trust Co of Toledo NA | 60 | $8.62K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 57 | $8.19K | 0.00% | −80−58.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 55 | $7.92K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 50 | $7.21K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 48 | $6.89K | 0.00% | −90−65.2% | Reduced |
| Cornerstone Planning Group LLC | 31 | $6.78K | 0.00% | +29+1,450.0% | Added |
| AdvisorNet Financial, Inc | 41 | $5.89K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 40 | $5.75K | 0.00% | +20+100.0% | Added |
| WealthCollab, LLC | 39 | $5.60K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $5.60K | 0.00% | +3+8.3% | Added |
| Bell Investment Advisors, Inc | 39 | $5.60K | 0.00% | +4+11.4% | Added |
| Eastern Bank | 38 | $5.46K | 0.00% | +38 | New |
| Colonial Trust Co | 37 | $5.32K | 0.00% | +2+5.7% | Added |
| Logan Capital Management Inc | 37 | $5.31K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 36 | $5.17K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 35 | $5.03K | 0.00% | −157−81.8% | Reduced |
| CoreCap Advisors, LLC | 34 | $4.88K | 0.00% | −6−15.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 33 | $4.62K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 31 | $4.45K | 0.00% | +4+14.8% | Added |
| Sunbelt Securities, Inc. | 27 | $3.88K | 0.00% | −9−25.0% | Reduced |
| Financial Network Wealth Advisors LLC | 23 | $3.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 22 | $3.16K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 21 | $3.02K | 0.00% | +21 | New |
| Rakuten Securities, Inc. | 21 | $3.02K | 0.00% | +21 | New |
| Salem Investment Counselors Inc | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 16 | $2.30K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $2.15K | 0.00% | +15 | New |
| Bogart Wealth, LLC | 14 | $2.01K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $1.72K | 0.00% | −454−97.4% | Reduced |
| CVA Family Office, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.15K | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $971 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $862 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $862 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 5 | $719 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $719 | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 6 | $718 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $718 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $575 | 0.00% | −6−60.0% | Reduced |
| MV Capital Management, Inc. | 4 | $575 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $575 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 3 | $431 | 0.00% | −2−40.0% | Reduced |
| SJS Investment Consulting Inc. | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $430 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 2 | $288 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $288 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $287 | 0.00% | −1−33.3% | Reduced |
| Bruce G. Allen Investments, LLC | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1 | $144 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $144 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $144 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1 | $92 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −574,161−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −229,800−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −28,376−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,565−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,475−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −15,661−100.0% | Sold out |
