| Farmers & Merchants Investments Inc | 57 | $11.0K | 0.00% | +3+5.6% | Added |
| Prestige Wealth Management Group LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $10.6K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 350 | $10.2K | 0.01% | +297+560.4% | Added |
| Ameritas Advisory Services, LLC | 50 | $9.61K | 0.00% | −12−19.4% | Reduced |
| South State Corp. | 49 | $9.41K | 0.00% | +2+4.3% | Added |
| Tobam | 47 | $9.00K | 0.00% | −33−41.3% | Reduced |
| Matrix Trust Co | 48 | $9.00K | 0.00% | −11−18.6% | Reduced |
| Private Wealth Management Group, LLC | 45 | $8.65K | 0.00% | +28+164.7% | Added |
| Key Financial Inc | 44 | $8.51K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $8.45K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 41 | $7.88K | 0.00% | −7−14.6% | Reduced |
| Fourth Dimension Wealth, LLC | 41 | $7.88K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 41 | $7.88K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 37 | $6.93K | 0.00% | +37 | New |
| Private Trust Co NA | 36 | $6.92K | 0.00% | −145−80.1% | Reduced |
| JPL Wealth Management, LLC | 35 | $6.72K | 0.00% | +35 | New |
| TD Private Client Wealth LLC | 34 | $6.53K | 0.00% | −459−93.1% | Reduced |
| Heritage Wealth Advisors | 32 | $6.15K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 31 | $5.96K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 31 | $5.96K | 0.00% | +31 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $5.84K | 0.00% | −2−6.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 28 | $5.38K | 0.01% | −282−91.0% | Reduced |
| St Germain D J Co Inc | 27 | $5.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $5.05K | 0.00% | −104−85.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 21 | $5.00K | 0.00% | +21 | New |
| Hoey Investments, Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $4.83K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $4.80K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $4.67K | 0.00% | −8−25.0% | Reduced |
| High Note Wealth, LLC | 24 | $4.61K | 0.00% | +1+4.3% | Added |
| Bryn Mawr Trust Co | 23 | $4.42K | 0.00% | −239−91.2% | Reduced |
| Sunbelt Securities, Inc. | 23 | $4.42K | 0.00% | +23 | New |
| Retirement Wealth Solutions LLC | 23 | $4.40K | 0.00% | −9−28.1% | Reduced |
| SJS Investment Consulting Inc. | 22 | $4.23K | 0.00% | +12+120.0% | Added |
| First Command Advisory Services, Inc. | 22 | $4.23K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 21 | $4.04K | 0.00% | +21 | New |
| Coston, McIsaac & Partners | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $3.84K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 19 | $3.65K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $3.65K | 0.00% | +11+137.5% | Added |
| Country Trust Bank | 19 | $3.65K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19 | $3.65K | 0.00% | +1+5.6% | Added |
| Cullen/Frost Bankers, Inc. | 18 | $3.48K | 0.00% | +12+200.0% | Added |
| Montag A & Associates Inc | 16 | $3.08K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 15 | $2.88K | 0.00% | +2+15.4% | Added |
| TD Capital Management LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.37K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $2.11K | 0.00% | −28−71.8% | Reduced |
| Cromwell Holdings LLC | 11 | $2.11K | 0.00% | −1−8.3% | Reduced |
| Ogorek Anthony Joseph | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $2.00K | 0.00% | +3+25.0% | Added |
| J.Safra Asset Management Corp | 10 | $1.92K | 0.00% | −47−82.5% | Reduced |
| Hollencrest Capital Management | 10 | $1.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.73K | 0.00% | +9 | New |
| Rossby Financial, LCC | 8 | $1.55K | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 8 | $1.54K | 0.00% | +8 | New |
| Asset Dedication, LLC | 7 | $1.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $1.19K | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 6 | $1.15K | 0.00% | −68−91.9% | Reduced |
| HM Payson & Co | 6 | $1.15K | 0.00% | −6−50.0% | Reduced |
| Raleigh Capital Management Inc. | 5 | $1.05K | 0.00% | −1,522−99.7% | Reduced |
| Cloud Capital Management, LLC | 9 | $1.00K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 5 | $961 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $960 | 0.00% | −409−98.8% | Reduced |
| Valued Wealth Advisors LLC | 4 | $780 | 0.00% | −1−20.0% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $769 | 0.00% | −1−20.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $769 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4 | $769 | 0.00% | +4 | New |
| Sachetta, LLC | 3 | $577 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $386 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $385 | 0.00% | +2 | New |
| GPS Wealth Strategies Group, LLC | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $384 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $193 | 0.00% | +1 | New |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −257,221−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −63,937−100.0% | Sold out |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −56,729−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −35,183−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −31,903−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −30,800−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,775−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −27,456−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −22,987−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −14,317−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −13,360−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −9,033−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −8,445−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −8,020−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −7,702−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −7,022−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −6,571−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −6,475−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |