| Clearstead Advisors, LLC | 349 | $9.36K | 0.00% | +349 | New |
| Cornerstone Planning Group LLC | 313 | $9.23K | 0.00% | −74−19.1% | Reduced |
| JFS Wealth Advisors, LLC | 319 | $8.55K | 0.00% | −18−5.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 266 | $7.36K | 0.00% | +266 | New |
| Ares Financial Consulting, LLC | 262 | $7.02K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 245 | $6.57K | 0.00% | +70+40.0% | Added |
| Raffa Wealth Management, LLC | 240 | $6.43K | 0.00% | +29+13.7% | Added |
| SBI Securities Co., Ltd. | 226 | $6.06K | 0.00% | +1+0.4% | Added |
| Ameriflex Group, Inc. | 226 | $6.06K | 0.00% | +226 | New |
| Spire Wealth Management | 218 | $5.84K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 213 | $5.71K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 192 | $5.15K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 192 | $5.15K | 0.00% | +192 | New |
| WealthCollab, LLC | 187 | $5.01K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 186 | $5.00K | 0.00% | −33−15.1% | Reduced |
| SJS Investment Consulting Inc. | 183 | $4.91K | 0.00% | −99−35.1% | Reduced |
| Financial Consulate, Inc | 182 | $4.88K | 0.00% | −88−32.6% | Reduced |
| Manning & Napier Advisors LLC | 181 | $4.82K | 0.00% | −29−13.8% | Reduced |
| Downshift Financial, LLC | 169 | $4.53K | 0.00% | +169 | New |
| IMA Wealth, Inc. | 166 | $4.45K | 0.00% | +59+55.1% | Added |
| First Command Advisory Services, Inc. | 163 | $4.37K | 0.00% | +163 | New |
| Retirement Wealth Solutions LLC | 150 | $4.02K | 0.00% | −96−39.0% | Reduced |
| Private Trust Co NA | 148 | $3.97K | 0.00% | +148 | New |
| Action Point Financial Planning, LLC | 146 | $3.91K | 0.00% | +146 | New |
| Glen Eagle Advisors, LLC | 146 | $3.90K | 0.00% | +2+1.4% | Added |
| UMA Financial Services, Inc. | 145 | $3.89K | 0.00% | −8−5.2% | Reduced |
| Federated Hermes, Inc. | 144 | $3.86K | 0.00% | +39+37.1% | Added |
| TD Waterhouse Canada Inc. | 138 | $3.82K | 0.00% | −3−2.1% | Reduced |
| Whipplewood Advisors, LLC | 142 | $3.81K | 0.00% | −281−66.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 140 | $3.75K | 0.00% | +140 | New |
| Umb Bank N A | 139 | $3.73K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 133 | $3.57K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 128 | $3.43K | 0.00% | +116+966.7% | Added |
| Highline Wealth Partners LLC | 119 | $3.19K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 118 | $3.16K | 0.00% | −168−58.7% | Reduced |
| Creative Financial Designs Inc | 113 | $3.03K | 0.00% | −32−22.1% | Reduced |
| Deutsche Bank AG | 107 | $2.87K | 0.00% | +107 | New |
| EFG International AG | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 100 | $2.68K | 0.00% | +100 | New |
| Geneos Wealth Management Inc. | 99 | $2.65K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 85 | $2.28K | 0.00% | −11−11.5% | Reduced |
| Nemes Rush Group LLC | 85 | $2.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 81 | $2.17K | 0.00% | −6−6.9% | Reduced |
| Beaird Harris Wealth Management, LLC | 80 | $2.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $1.96K | 0.00% | +21+40.4% | Added |
| American Capital Advisory, LLC | 73 | $1.96K | 0.00% | +53+265.0% | Added |
| LRI Investments, LLC | 72 | $1.93K | 0.00% | −208−74.3% | Reduced |
| Fifth Third Bancorp | 69 | $1.85K | 0.00% | −213−75.5% | Reduced |
| Manchester Capital Management LLC | 66 | $1.77K | 0.00% | −728−91.7% | Reduced |
| Bell Investment Advisors, Inc | 63 | $1.69K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 62 | $1.66K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 53 | $1.42K | 0.00% | −166−75.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 51 | $1.38K | 0.00% | +51 | New |
| Cape Investment Advisory, Inc. | 48 | $1.29K | 0.00% | +48 | New |
| Motco | 46 | $1.23K | 0.00% | +46 | New |
| Private Wealth Asset Management, LLC | 44 | $1.18K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 43 | $1.14K | 0.00% | −78−64.5% | Reduced |
| Quent Capital, LLC | 37 | $992 | 0.00% | +37 | New |
| Burk Holdings LLC | 33 | $885 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 30 | $804 | 0.00% | +30 | New |
| Huntington National Bank | 28 | $751 | 0.00% | +28 | New |
| Breakwater Investment Management | 28 | $751 | 0.00% | +28 | New |
| Nisa Investment Advisors, LLC | 24 | $643 | 0.00% | +1+4.3% | Added |
| Arlington Trust Co LLC | 23 | $617 | 0.00% | 00.0% | Unchanged |
| Trust Co | 22 | $590 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 17 | $456 | 0.00% | +17 | New |
| Ameritas Advisory Services, LLC | 16 | $429 | 0.00% | +16 | New |
| Harbour Investments, Inc. | 15 | $414 | 0.00% | +3+25.0% | Added |
| Whittier Trust Co | 13 | $366 | 0.00% | +13 | New |
| Bogart Wealth, LLC | 13 | $349 | 0.00% | +13 | New |
| Abound Wealth Management | 11 | $295 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 11 | $295 | 0.00% | +11 | New |
| Asset Dedication, LLC | 10 | $269 | 0.00% | +10 | New |
| Cassaday & Co Wealth Management LLC | 9 | $242 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $241 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9 | $241 | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $214 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 5 | $134 | 0.00% | −5−50.0% | Reduced |
| Decker Retirement Planning Inc. | 3 | $69 | 0.00% | +3 | New |
| Smithfield Trust Co | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Solel Partners LP | 0 | $0 | 0.00% | −266,592−100.0% | Sold out |
| Transmarket Holdings LP | 0 | $0 | 0.00% | −168,481−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −265,788−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −89,886−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −24,162−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −17,293−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −14,195−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −10,296−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,878−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −7,690−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −7,671−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −7,205−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −1,978−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,267−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −928−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −612−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −372−100.0% | Sold out |
