| Nisa Investment Advisors, LLC | 6,401 | $43.8K | 0.00% | +5,364+517.3% | Added |
| Banque Cantonale Vaudoise | 5,798 | $40.0K | 0.00% | −520−8.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,344 | $29.7K | 0.00% | −25−0.6% | Reduced |
| Rocky Mountain Advisers, LLC | 4,150 | $28.4K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 3,511 | $28.1K | 0.01% | +3,511 | New |
| Toth Financial Advisory Corp | 4,000 | $27.4K | 0.00% | +1,000+33.3% | Added |
| Signaturefd, LLC | 3,772 | $25.8K | 0.00% | +30+0.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,250 | $22.3K | 0.00% | +624+23.8% | Added |
| Farther Finance Advisors, LLC | 3,188 | $21.2K | 0.00% | −785−19.8% | Reduced |
| Larson Financial Group LLC | 2,911 | $19.9K | 0.00% | +1,782+157.8% | Added |
| Purpose Unlimited Inc. | 2,900 | $19.8K | 0.00% | +2,900 | New |
| Northwestern Mutual Wealth Management Co | 2,545 | $17.4K | 0.00% | +2,545 | New |
| Glen Eagle Advisors, LLC | 2,500 | $17.1K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2,424 | $16.6K | 0.00% | +172+7.6% | Added |
| Triumph Capital Management | 2,400 | $16.4K | 0.00% | −50−2.0% | Reduced |
| International Assets Investment Management, LLC | 2,425 | $16.1K | 0.00% | −100−4.0% | Reduced |
| Massmutual Trust Co FSB | 2,225 | $15.2K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2,175 | $14.9K | 0.01% | −350−13.9% | Reduced |
| IFP Advisors, Inc | 2,145 | $14.7K | 0.00% | −5,261−71.0% | Reduced |
| Atlantic Union Bankshares Corp | 2,000 | $13.7K | 0.00% | +1,000+100.0% | Added |
| Compagnie Lombard Odier SCmA | 1,970 | $13.5K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,815 | $12.4K | 0.00% | +1,815 | New |
| Westfuller Advisors, LLC | 1,757 | $12.0K | 0.01% | +1,376+361.2% | Added |
| FWL Investment Management, LLC | 1,500 | $10.3K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 1,251 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,307 | $8.95K | 0.00% | −10−0.8% | Reduced |
| Strengthening Families & Communities, LLC | 1,291 | $8.84K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,145 | $7.84K | 0.00% | +28+2.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,000 | $6.85K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 1,000 | $6.85K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 861 | $5.90K | 0.00% | −2,892−77.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 775 | $5.31K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 694 | $4.75K | 0.00% | +694 | New |
| Ancora Advisors, LLC | 650 | $4.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 576 | $3.95K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 559 | $3.83K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 543 | $3.72K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 527 | $3.61K | 0.00% | +149+39.4% | Added |
| SOA Wealth Advisors, LLC. | 513 | $3.51K | 0.00% | +50+10.8% | Added |
| Cedar Mountain Advisors, LLC | 500 | $3.42K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 500 | $3.42K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 500 | $3.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 495 | $3.39K | 0.00% | +23+4.9% | Added |
| Parallel Advisors, LLC | 483 | $3.31K | 0.00% | +298+161.1% | Added |
| MAI Capital Management | 456 | $3.12K | 0.00% | +50+12.3% | Added |
| McGuire Capital Advisors Inc | 449 | $3.08K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 400 | $2.74K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 400 | $2.74K | 0.00% | +200+100.0% | Added |
| Chung Wu Investment Group, LLC | 400 | $2.74K | 0.00% | +400 | New |
| Aspect Partners, LLC | 391 | $2.68K | 0.00% | +91+30.3% | Added |
| Bartlett & Co. Wealth Management LLC | 225 | $2.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 301 | $2.06K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 300 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 273 | $1.86K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 269 | $1.84K | 0.00% | −731−73.1% | Reduced |
| Sunbelt Securities, Inc. | 249 | $1.71K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 240 | $1.64K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 256 | $1.61K | 0.00% | +92+56.1% | Added |
| Anfield Capital Management, LLC | 227 | $1.55K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 220 | $1.51K | 0.00% | +220 | New |
| SHP Wealth Management | 215 | $1.47K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 212 | $1.45K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 150 | $1.03K | 0.00% | +50+50.0% | Added |
| RMG Wealth Management LLC | 100 | $1.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 135 | $925 | 0.00% | +135 | New |
| MJT & Associates Financial Advisory Group, Inc. | 125 | $857 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 115 | $788 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 104 | $712 | 0.00% | +104 | New |
| Bangor Savings Bank | 100 | $685 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $685 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 100 | $685 | 0.00% | +100 | New |
| Fourth Dimension Wealth, LLC | 100 | $685 | 0.00% | +100 | New |
| Proffitt & Goodson Inc | 88 | $603 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 84 | $558 | 0.00% | +84 | New |
| Ankerstar Wealth, LLC | 76 | $521 | 0.00% | −472−86.1% | Reduced |
| Hughes Financial Services, LLC | 76 | $521 | 0.00% | −1−1.3% | Reduced |
| Legacy Wealth Managment, LLC | 75 | $514 | 0.00% | +10+15.4% | Added |
| Signature Equity Partners, LLC | 67 | $459 | 0.00% | −480−87.8% | Reduced |
| Natixis | 61 | $418 | 0.00% | −4,067−98.5% | Reduced |
| Curio Wealth, LLC | 51 | $349 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 47 | $322 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 47 | $322 | 0.00% | +47 | New |
| CoreCap Advisors, LLC | 30 | $206 | 0.00% | −100−76.9% | Reduced |
| SJS Investment Consulting Inc. | 14 | $96 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 12 | $82 | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 12 | $82 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $69 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $69 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $69 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $69 | 0.00% | +10 | New |
| Davidson Capital Management Inc. | 5 | $35 | 0.00% | −157−96.9% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $14 | 0.00% | −48−96.0% | Reduced |
| Activest Wealth Management | 0 | $2 | 0.00% | 0 | New |
| Covestor Ltd | 14 | $0 | 0.00% | +14 | New |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,026,700−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −638,349−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −140,267−100.0% | Sold out |