| Steward Partners Investment Advisory, LLC | 403 | $40.4K | 0.00% | +13+3.3% | Added |
| Accent Capital Management, LLC | 391 | $39.2K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 383 | $38.4K | 0.02% | +383 | New |
| IFP Advisors, Inc | 359 | $36.0K | 0.00% | +279+348.8% | Added |
| Huntington National Bank | 346 | $34.7K | 0.00% | +26+8.1% | Added |
| Jones Financial Companies LLLP | 345 | $34.2K | 0.00% | −45−11.5% | Reduced |
| Assetmark, Inc | 331 | $33.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 327 | $32.8K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 323 | $32.4K | 0.00% | +22+7.3% | Added |
| GW&K Investment Management, LLC | 322 | $32.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 288 | $28.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 283 | $28.4K | 0.00% | +278+5,560.0% | Added |
| J.Safra Asset Management Corp | 279 | $28.0K | 0.00% | +279 | New |
| Boston Private Wealth LLC | 278 | $27.9K | 0.00% | +278 | New |
| Principal Securities, Inc. | 302 | $27.2K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $27.2K | 0.01% | +270 | New |
| South State Corp. | 258 | $25.9K | 0.00% | +258 | New |
| Asset Dedication, LLC | 249 | $25.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 243 | $24.4K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 232 | $23.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 222 | $22.3K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 212 | $21.3K | 0.00% | +212 | New |
| CoreCap Advisors, LLC | 202 | $20.3K | 0.00% | −72−26.3% | Reduced |
| Centricity Wealth Management, LLC | 185 | $18.6K | 0.02% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 182 | $18.3K | 0.00% | +99+119.3% | Added |
| West Branch Capital LLC | 175 | $17.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 152 | $14.9K | 0.00% | +17+12.6% | Added |
| Harvest Fund Management Co., Ltd | 145 | $14.0K | 0.00% | +121+504.2% | Added |
| Bell Investment Advisors, Inc | 122 | $12.2K | 0.00% | +8+7.0% | Added |
| CVA Family Office, LLC | 118 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 114 | $11.4K | 0.00% | +114 | New |
| Valued Wealth Advisors LLC | 108 | $10.8K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $10.0K | 0.00% | −2−2.0% | Reduced |
| Concord Wealth Partners | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $9.63K | 0.00% | +3+3.2% | Added |
| Fuller & Thaler Asset Management, Inc. | 95 | $9.53K | 0.00% | +95 | New |
| Grove Bank & Trust | 91 | $9.13K | 0.00% | +89+4,450.0% | Added |
| Harbour Investments, Inc. | 87 | $8.73K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 87 | $8.73K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 81 | $8.12K | 0.00% | −45−35.7% | Reduced |
| Hantz Financial Services, Inc. | 77 | $8.00K | 0.00% | +63+450.0% | Added |
| Frazier Financial Advisors, LLC | 77 | $7.72K | 0.01% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 76 | $7.62K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 74 | $7.42K | 0.00% | +43+138.7% | Added |
| Whittier Trust Co of Nevada Inc | 73 | $7.32K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 66 | $6.62K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 61 | $6.12K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $6.02K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 53 | $6.00K | 0.00% | +53 | New |
| Farther Finance Advisors, LLC | 59 | $5.92K | 0.00% | +5+9.3% | Added |
| Capital A Wealth Management, LLC | 57 | $5.72K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 56 | $5.62K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 56 | $5.62K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 52 | $5.22K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 52 | $5.22K | 0.00% | +49+1,633.3% | Added |
| Larson Financial Group LLC | 48 | $4.81K | 0.00% | +48 | New |
| Retirement Wealth Solutions LLC | 45 | $4.51K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 44 | $4.41K | 0.00% | +40+1,000.0% | Added |
| Global Financial Private Client, LLC | 37 | $3.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 37 | $3.71K | 0.00% | +2+5.7% | Added |
| Spire Wealth Management | 32 | $3.21K | 0.00% | −12−27.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 32 | $3.21K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 29 | $2.91K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $2.81K | 0.00% | +28 | New |
| Medallion Wealth Advisors, LLC | 27 | $2.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 19 | $1.91K | 0.00% | +10+111.1% | Added |
| Raffa Wealth Management, LLC | 18 | $1.80K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.60K | 0.00% | +16 | New |
| Citizens National Bank Trust Department | 15 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $1.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 12 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.00K | 0.00% | +10 | New |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $991 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $703 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $602 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $502 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 4 | $384 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $301 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $301 | 0.00% | +3 | New |
| Rothschild Investment LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $201 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $201 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 2 | $201 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $100 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $100 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $100 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −682−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,204−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −24,470−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −20,058−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −14,738−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,645−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −9,109−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −8,129−100.0% | Sold out |