| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 40 | $3.00K | 0.00% | +40 | New |
| AdvisorNet Financial, Inc | 42 | $2.88K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 41 | $2.81K | 0.00% | −2−4.7% | Reduced |
| Bangor Savings Bank | 40 | $2.74K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Thomas White International Ltd | 36 | $2.47K | 0.00% | +7+24.1% | Added |
| True Wealth Design, LLC | 34 | $2.33K | 0.00% | +1+3.0% | Added |
| Venturi Wealth Management, LLC | 30 | $2.06K | 0.00% | +30 | New |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 29 | $1.99K | 0.00% | +29 | New |
| Stone House Investment Management, LLC | 28 | $1.92K | 0.00% | +28 | New |
| Carolinas Wealth Consulting LLC | 27 | $1.91K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $1.54K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 19 | $1.30K | 0.00% | +19 | New |
| Okabena Investment Services Inc | 18 | $1.24K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 15 | $1.03K | 0.00% | +15 | New |
| Carmel Capital Partners, LLC | 10 | $713 | 0.00% | +10 | New |
| Activest Wealth Management | 4 | $272 | 0.00% | +4 | New |
| Quilter Plc | 4,083 | – | – | +411+11.2% | Added |
| Strengthening Families & Communities, LLC | 225 | – | – | +175+350.0% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,003,409−100.0% | Sold out |
| Janney Capital Management LLC | 0 | $0 | 0.00% | −161,981−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −57,401−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −54,520−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −45,764−100.0% | Sold out |
| Surience Private Wealth LLC | 0 | $0 | 0.00% | −44,505−100.0% | Sold out |
| Mainstay Capital Management LLC | 0 | $0 | 0.00% | −29,250−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,576−100.0% | Sold out |
| Impala Asset Management LLC | 0 | $0 | 0.00% | −28,350−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −23,979−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −12,711−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −8,771−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −6,849−100.0% | Sold out |
| Hamel Associates, Inc. | 0 | $0 | 0.00% | −6,710−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Pasadena Private Wealth, LLC | 0 | $0 | 0.00% | −4,714−100.0% | Sold out |
| Resonant Capital Advisors, LLC | 0 | $0 | 0.00% | −4,258−100.0% | Sold out |
| Source Financial Advisors LLC | 0 | $0 | 0.00% | −4,244−100.0% | Sold out |
| Moreno Evelyn V | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Endowment Wealth Management, Inc. | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,596−100.0% | Sold out |
| MAS Advisors LLC | 0 | $0 | 0.00% | −3,349−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −3,047−100.0% | Sold out |
| Walter & Keenan Financial Consulting Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Aft, Forsyth & Company, Inc. | 0 | $0 | 0.00% | −2,915−100.0% | Sold out |
| ASB Consultores, LLC | 0 | $0 | 0.00% | −2,879−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −1,825−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −1,805−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −1,106−100.0% | Sold out |
| FSC Wealth Advisors, LLC | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −328−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| DT Investment Partners, LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −140−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Pendal Group Limited | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Capital Financial Services, LLC | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| YorkBridge Wealth Partners, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |
| Cornerstone Planning Group LLC | – | – | – | – | Not filed |
| Align Wealth Management, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| St Germain D J Co Inc | – | – | – | – | Not filed |
| Red Cedar Capital, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
