| SBI Securities Co., Ltd. | 59 | $8.05K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 54 | $7.37K | 0.00% | +26+92.9% | Added |
| Cedar Mountain Advisors, LLC | 52 | $7.09K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 51 | $6.96K | 0.00% | +1+2.0% | Added |
| Bokf, NA | 48 | $6.55K | 0.00% | +48 | New |
| Farmers & Merchants Investments Inc | 45 | $6.14K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $6.00K | 0.00% | −4−7.4% | Reduced |
| Grove Bank & Trust | 39 | $5.32K | 0.00% | +18+85.7% | Added |
| S&T Bank | 38 | $5.18K | 0.00% | +2+5.6% | Added |
| Smithfield Trust Co | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 33 | $4.50K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 33 | $4.50K | 0.00% | +8+32.0% | Added |
| Leonteq Securities AG | 32 | $4.37K | 0.00% | +26+433.3% | Added |
| Brown, Lisle/Cummings, Inc. | 31 | $4.23K | 0.00% | 00.0% | Unchanged |
| Bayban | 31 | $4.23K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 29 | $4.10K | 0.00% | +29 | New |
| HHM Wealth Advisors, LLC | 30 | $4.09K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 29 | $3.96K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $3.41K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 25 | $3.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 24 | $3.27K | 0.00% | +11+84.6% | Added |
| Bogart Wealth, LLC | 24 | $3.27K | 0.00% | +16+200.0% | Added |
| Retirement Wealth Solutions LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 21 | $3.00K | 0.00% | −38−64.4% | Reduced |
| MidFirst Bank | 21 | $2.87K | 0.00% | −500−96.0% | Reduced |
| TD Private Client Wealth LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $2.87K | 0.00% | +3+16.7% | Added |
| Bayforest Capital Ltd | 20 | $2.73K | 0.00% | −19−48.7% | Reduced |
| CoreCap Advisors, LLC | 20 | $2.73K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 19 | $2.59K | 0.00% | +5+35.7% | Added |
| Central Trust Co | 17 | $2.32K | 0.00% | −13−43.3% | Reduced |
| Spire Wealth Management | 15 | $2.05K | 0.00% | −1−6.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $1.91K | 0.00% | +8+133.3% | Added |
| CVA Family Office, LLC | 14 | $1.91K | 0.00% | +14 | New |
| Manning & Napier Advisors LLC | 13 | $1.78K | 0.00% | +13 | New |
| Basecamp Wealth Advisors LLC | 13 | $1.77K | 0.00% | −51−79.7% | Reduced |
| Harbour Investments, Inc. | 12 | $1.64K | 0.00% | −5−29.4% | Reduced |
| Ancora Advisors, LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.64K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 11 | $1.50K | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 11 | $1.50K | 0.00% | +5+83.3% | Added |
| Marquette Asset Management, LLC | 10 | $1.36K | 0.00% | +10 | New |
| REAP Financial Group, LLC | 10 | $1.36K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 9 | $1.23K | 0.00% | +6+200.0% | Added |
| Montag A & Associates Inc | 9 | $1.17K | 0.00% | −1−10.0% | Reduced |
| Assetmark, Inc | 8 | $1.09K | 0.00% | −19−70.4% | Reduced |
| South State Corp. | 8 | $1.09K | 0.00% | +4+100.0% | Added |
| UMA Financial Services, Inc. | 8 | $1.09K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $1.09K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 7 | $955 | 0.00% | +3+75.0% | Added |
| Signature Equity Partners, LLC | 6 | $819 | 0.00% | −7−53.8% | Reduced |
| SHP Wealth Management | 6 | $819 | 0.00% | +2+50.0% | Added |
| Versant Capital Management, Inc | 6 | $819 | 0.00% | +6 | New |
| Ameriflex Group, Inc. | 6 | $819 | 0.00% | +6 | New |
| Action Point Financial Planning, LLC | 6 | $818 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $683 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $682 | 0.00% | +3+150.0% | Added |
| Anchor Investment Management, LLC | 5 | $682 | 0.00% | +5 | New |
| Mascoma Wealth Management LLC | 5 | $682 | 0.00% | +5 | New |
| Advocate Investing Services LLC | 4 | $546 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $546 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $546 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 4 | $546 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $545 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $410 | 0.00% | −2−40.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $410 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $410 | 0.00% | +1+50.0% | Added |
| Raffa Wealth Management, LLC | 3 | $409 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $409 | 0.00% | +3 | New |
| First Horizon Corp | 2 | $273 | 0.00% | −8−80.0% | Reduced |
| ZRC Wealth Management, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $136 | 0.00% | −12−92.3% | Reduced |
| Buck Wealth Strategies, LLC | 1 | $136 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $136 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| ABS Investment Management LLC | 136 | – | – | +136 | New |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −190,100−100.0% | Sold out |
| Ranger Investment Management, L.P. | 0 | $0 | 0.00% | −161,135−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −60,185−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −56,690−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −54,555−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −46,674−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −41,521−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −39,340−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −27,500−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −27,125−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,461−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −16,673−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −14,565−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −11,410−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −9,012−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −6,917−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,380−100.0% | Sold out |