| MeadowBrook Investment Advisors LLC | 137 | $22.4K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 133 | $21.7K | 0.01% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $20.4K | 0.01% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 138 | $19.8K | 0.02% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 119 | $19.4K | 0.01% | +1+0.8% | Added |
| Truvestments Capital LLC | 118 | $19.3K | 0.01% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 115 | $18.8K | 0.02% | +115 | New |
| First Community Trust NA | 111 | $18.1K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 110 | $18.0K | 0.00% | −52−32.1% | Reduced |
| LGT Financial Advisors LLC | 104 | $17.0K | 0.02% | 00.0% | Unchanged |
| BFSG, LLC | 103 | $16.8K | 0.00% | −498−82.9% | Reduced |
| Hallmark Capital Management Inc | 100 | $16.3K | 0.00% | −75−42.9% | Reduced |
| Voisard Asset Management Group, Inc. | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 100 | $16.3K | 0.01% | +100 | New |
| Barrett & Company, Inc. | 99 | $16.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 96 | $15.6K | 0.01% | +4+4.3% | Added |
| PSI Advisors, LLC | 94 | $15.4K | 0.01% | −36−27.7% | Reduced |
| Valued Wealth Advisors LLC | 93 | $15.2K | 0.01% | +43+86.0% | Added |
| Central Pacific Bank - Trust Division | 89 | $14.5K | 0.00% | +89 | New |
| LRI Investments, LLC | 86 | $14.0K | 0.00% | +86 | New |
| Pineridge Advisors LLC | 85 | $13.9K | 0.00% | −41−32.5% | Reduced |
| IAG Wealth Partners, LLC | 85 | $13.9K | 0.00% | +85 | New |
| Marquette Asset Management, LLC | 84 | $13.7K | 0.00% | +84 | New |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 80 | $13.1K | 0.05% | +80 | New |
| Spectrum Wealth Counsel, LLC | 75 | $12.3K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 74 | $12.1K | 0.00% | −22−22.9% | Reduced |
| HighMark Wealth Management LLC | 73 | $11.9K | 0.01% | +1+1.4% | Added |
| Country Trust Bank | 67 | $10.9K | 0.00% | +48+252.6% | Added |
| Bogart Wealth, LLC | 65 | $10.6K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 64 | $10.5K | 0.00% | +63+6,300.0% | Added |
| Financial Perspectives, Inc | 63 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 60 | $9.80K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $9.32K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 57 | $9.31K | 0.00% | +50+714.3% | Added |
| Red Tortoise LLC | 56 | $9.15K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 55 | $8.98K | 0.00% | −323−85.4% | Reduced |
| Clean Yield Group | 55 | $8.98K | 0.00% | −28−33.7% | Reduced |
| Financial Freedom, LLC | 50 | $8.17K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 47 | $7.68K | 0.00% | +17+56.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 44 | $7.19K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 42 | $6.86K | 0.00% | −4−8.7% | Reduced |
| Planning Capital Management Corp | 42 | $6.86K | 0.01% | +9+27.3% | Added |
| Cedar Mountain Advisors, LLC | 42 | $6.86K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $5.72K | 0.00% | +1+2.9% | Added |
| Credential Qtrade Securities Inc. | 32 | $5.23K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $4.90K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $4.90K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 29 | $4.74K | 0.00% | −736−96.2% | Reduced |
| CGC Financial Services, LLC | 28 | $4.57K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 26 | $4.25K | 0.00% | −11−29.7% | Reduced |
| FSA Wealth Management LLC | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 25 | $4.08K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 25 | $4.08K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 27 | $4.00K | 0.04% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $3.92K | 0.00% | −20−45.5% | Reduced |
| Macroview Investment Management LLC | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 20 | $3.27K | 0.00% | +6+42.9% | Added |
| True Wealth Design, LLC | 18 | $2.94K | 0.00% | +9+100.0% | Added |
| Westend Capital Management, LLC | 18 | $2.94K | 0.00% | +18 | New |
| Heritage Wealth Advisors | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $2.47K | 0.00% | −18−54.5% | Reduced |
| VitalStone Financial, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 11 | $1.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $954 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $653 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 28,748 | $176 | 0.01% | +28,748 | New |
| St. Johns Investment Management Company, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −519,224−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| SIR Capital Management, L.P. | 0 | $0 | 0.00% | −349,114−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −297,441−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −229,017−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −70,122−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −68,939−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −57,333−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −51,505−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −46,740−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −32,151−100.0% | Sold out |
| Meitav Dash Investments Ltd | 0 | $0 | 0.00% | −27,922−100.0% | Sold out |
| LexAurum Advisors, LLC | 0 | $0 | 0.00% | −26,585−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −24,087−100.0% | Sold out |
| Cheviot Value Management, LLC | 0 | $0 | 0.00% | −20,481−100.0% | Sold out |
| Paragon Associates & Paragon Associates II Joint Venture | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −16,910−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −15,222−100.0% | Sold out |
| Cypress Point Wealth Management, LLC | 0 | $0 | 0.00% | −12,379−100.0% | Sold out |
| 17 Capital Partners, LLC | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| FJ Investments, LLC | 0 | $0 | 0.00% | −11,534−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −10,874−100.0% | Sold out |
