| Banque Cantonale Vaudoise | 2,331 | $44.0K | 0.00% | −1,694−42.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,100 | $40.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2,065 | $39.3K | 0.00% | −994−32.5% | Reduced |
| Rothschild Investment LLC | 1,924 | $36.6K | 0.00% | −140−6.8% | Reduced |
| Advisory Services Network, LLC | 1,887 | $35.9K | 0.00% | +1,887 | New |
| Cornerstone National Bank & Trust Co | 1,500 | $28.5K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,472 | $28.0K | 0.00% | +10+0.7% | Added |
| Wealthspire Advisors, LLC | 1,429 | $27.2K | 0.00% | +1,429 | New |
| Smartleaf Asset Management LLC | 1,272 | $25.2K | 0.00% | +188+17.3% | Added |
| Allworth Financial LP | 1,302 | $24.8K | 0.00% | +232+21.7% | Added |
| Beaird Harris Wealth Management, LLC | 1,250 | $23.8K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,100 | $20.9K | 0.00% | −320,976−99.7% | Reduced |
| Marshall Wace, LLP | 1,100 | $20.9K | 0.00% | +1,100 | New |
| Cedar Mountain Advisors, LLC | 1,075 | $20.5K | 0.00% | +1,075 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,062 | $20.2K | 0.00% | −67−5.9% | Reduced |
| Smallwood Wealth Investment Management, LLC | 1,055 | $20.1K | 0.01% | 00.0% | Unchanged |
| Groupe la Francaise | 1,055 | $17.8K | 0.00% | +1,055 | New |
| Clearstead Advisors, LLC | 845 | $16.1K | 0.00% | −279−24.8% | Reduced |
| GWM Advisors LLC | 826 | $15.7K | 0.00% | +296+55.8% | Added |
| Harbour Investments, Inc. | 795 | $15.1K | 0.00% | +50+6.7% | Added |
| Parallel Advisors, LLC | 734 | $14.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 733 | $13.9K | 0.00% | +285+63.6% | Added |
| HHM Wealth Advisors, LLC | 650 | $12.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 613 | $11.7K | 0.00% | +96+18.6% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 600 | $11.4K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 603 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 526 | $10.0K | 0.00% | +376+250.7% | Added |
| Sunbelt Securities, Inc. | 520 | $9.90K | 0.00% | +520 | New |
| Evelyn Partners Investment Management Services Ltd | 504 | $9.59K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 500 | $9.52K | 0.00% | +500 | New |
| Financial Consulate, Inc | 500 | $9.52K | 0.00% | +500 | New |
| Louisbourg Investments Inc. | 430 | $8.18K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 416 | $7.92K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 407 | $7.75K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 400 | $7.61K | 0.00% | −12,333−96.9% | Reduced |
| Bryn Mawr Trust Co | 400 | $7.61K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 400 | $7.61K | 0.00% | +400 | New |
| CIBC Private Wealth Group, LLC | 373 | $7.10K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 364 | $6.93K | 0.00% | +304+506.7% | Added |
| Fortitude Family Office, LLC | 355 | $6.76K | 0.00% | +50+16.4% | Added |
| Hopwood Financial Services, Inc. | 335 | $6.38K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 300 | $5.71K | 0.00% | −100−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 265 | $5.04K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 258 | $4.91K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 250 | $4.76K | 0.00% | −3,750−93.8% | Reduced |
| Parkside Financial Bank & Trust | 231 | $4.40K | 0.00% | +34+17.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 214 | $4.00K | 0.00% | +214 | New |
| Northwestern Mutual Wealth Management Co | 208 | $3.96K | 0.00% | +97+87.4% | Added |
| AdvisorNet Financial, Inc | 190 | $3.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 184 | $3.50K | 0.00% | +21+12.9% | Added |
| Quarry LP | 177 | $3.37K | 0.00% | +98+124.1% | Added |
| HighMark Wealth Management LLC | 160 | $3.04K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 142 | $2.70K | 0.00% | +142 | New |
| Kilter Group LLC | 133 | $2.53K | 0.00% | +92+224.4% | Added |
| Quaker Wealth Management, LLC | 120 | $2.28K | 0.00% | +120 | New |
| TD Waterhouse Canada Inc. | 98 | $1.86K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 81 | $1.55K | 0.00% | −10,928−99.3% | Reduced |
| Bare Financial Services, Inc | 79 | $1.50K | 0.00% | +79 | New |
| Montag A & Associates Inc | 77 | $1.47K | 0.00% | +77 | New |
| JPL Wealth Management, LLC | 60 | $1.14K | 0.00% | +60 | New |
| Essential Partners LLC | 56 | $1.07K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $952 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $952 | 0.00% | 00.0% | Unchanged |
| Trust Co | 50 | $952 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 50 | $952 | 0.00% | +50 | New |
| Ancora Advisors, LLC | 40 | $761 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 35 | $700 | 0.00% | +15+75.0% | Added |
| JFS Wealth Advisors, LLC | 36 | $686 | 0.00% | +36 | New |
| Concord Wealth Partners | 33 | $628 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 31 | $590 | 0.00% | +31 | New |
| ORG Partners LLC | 30 | $570 | 0.00% | +30 | New |
| SWAN Capital LLC | 28 | $533 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 25 | $476 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 25 | $476 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 25 | $476 | 0.00% | +25 | New |
| Delta Asset Management LLC | 20 | $381 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 20 | $381 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $331 | 0.00% | +24 | New |
| Cullen/Frost Bankers, Inc. | 15 | $285 | 0.00% | −39−72.2% | Reduced |
| Cornerstone Planning Group LLC | 24 | $264 | 0.00% | −26−52.0% | Reduced |
| Salomon & Ludwin, LLC | 13 | $253 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $247 | 0.00% | −37−74.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $229 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 9 | $172 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $152 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $152 | 0.00% | +8 | New |
| DHJJ Financial Advisors, Ltd. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 5 | $96 | 0.00% | +5 | New |
| City State Bank | 4 | $76 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $58 | 0.00% | +3 | New |
| Graney & King, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $27 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 24 | $0 | 0.00% | +24 | New |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −3,764,000−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −746,082−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −642,033−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |