| Beaird Harris Wealth Management, LLC | 200 | $25.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 188 | $24.3K | 0.01% | +188 | New |
| Pin Oak Investment Advisors Inc | 187 | $24.0K | 0.03% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 183 | $23.7K | 0.00% | +1+0.5% | Added |
| Parkside Financial Bank & Trust | 183 | $23.7K | 0.01% | +167+1,043.8% | Added |
| JFS Wealth Advisors, LLC | 169 | $21.9K | 0.00% | −4−2.3% | Reduced |
| RFP Financial Group LLC | 168 | $21.7K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 166 | $21.5K | 0.01% | +166 | New |
| Duncker Streett & Co Inc | 160 | $20.7K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 155 | $20.0K | 0.00% | 00.0% | Unchanged |
| DSM Capital Partners LLC | 148 | $19.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 148 | $19.1K | 0.00% | +11+8.0% | Added |
| HHM Wealth Advisors, LLC | 142 | $18.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 126 | $17.6K | 0.00% | +51+68.0% | Added |
| Silicon Valley Capital Partners | 135 | $17.5K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 132 | $17.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 135 | $17.0K | 0.00% | −403−74.9% | Reduced |
| Steward Financial Group LLC | 137 | $17.0K | 0.01% | +15+12.3% | Added |
| Northwest Investment Counselors, LLC | 127 | $16.4K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $16.2K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 118 | $15.3K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 115 | $15.0K | 0.00% | −6−5.0% | Reduced |
| Farmers & Merchants Investments Inc | 114 | $14.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 105 | $14.0K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 105 | $13.6K | 0.00% | +105 | New |
| Financial Management Professionals, Inc. | 98 | $13.0K | 0.00% | +15+18.1% | Added |
| Raffa Wealth Management, LLC | 97 | $12.5K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 92 | $11.9K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 90 | $11.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $11.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $10.3K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 75 | $9.70K | 0.00% | −3−3.8% | Reduced |
| WR Wealth Planners, LLC | 73 | $9.44K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 69 | $9.18K | 0.00% | −3−4.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 70 | $9.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 65 | $8.41K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 63 | $8.15K | 0.00% | +63 | New |
| FIL Ltd | 62 | $8.02K | 0.00% | +2+3.3% | Added |
| Founders Capital Management | 56 | $7.24K | 0.01% | +56 | New |
| Sound Income Strategies, LLC | 53 | $6.85K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 51 | $6.59K | 0.00% | +39+325.0% | Added |
| Anchor Investment Management, LLC | 50 | $6.47K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 50 | $6.47K | 0.00% | +10+25.0% | Added |
| ORG Partners LLC | 50 | $6.46K | 0.00% | −617−92.5% | Reduced |
| Bell Investment Advisors, Inc | 48 | $6.21K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 43 | $5.56K | 0.00% | +5+13.2% | Added |
| Gradient Investments LLC | 41 | $5.30K | 0.00% | −7−14.6% | Reduced |
| Stonebridge Capital Advisors LLC | 41 | $5.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 41 | $5.30K | 0.00% | +41 | New |
| Cornerstone Planning Group LLC | 36 | $4.66K | 0.00% | −36−50.0% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $4.66K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 33 | $4.27K | 0.00% | +2+6.5% | Added |
| TCTC Holdings, LLC | 32 | $4.14K | 0.00% | +32 | New |
| Western Pacific Wealth Management, LP | 30 | $3.88K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 29 | $3.75K | 0.00% | +8+38.1% | Added |
| Estabrook Capital Management | 27 | $3.49K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $3.36K | 0.00% | 00.0% | Unchanged |
| Motco | 25 | $3.23K | 0.00% | −7−21.9% | Reduced |
| Versant Capital Management, Inc | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $3.23K | 0.00% | +25 | New |
| Valley National Advisers Inc | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 23 | $2.97K | 0.00% | −598−96.3% | Reduced |
| HighMark Wealth Management LLC | 21 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 20 | $2.59K | 0.00% | +20 | New |
| Kozak & Associates, Inc. | 17 | $2.23K | 0.00% | +17 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $2.20K | 0.00% | +17 | New |
| Bartlett & Co. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 15 | $1.94K | 0.00% | +15 | New |
| Abound Wealth Management | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $1.29K | 0.00% | −114−91.9% | Reduced |
| Castleview Partners, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 9 | $1.16K | 0.00% | +9 | New |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $776 | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 2 | $280 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $28 | 0.00% | −137−100.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Quilter Plc | 740 | – | – | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,370−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −39,882−100.0% | Sold out |
| Ativo Capital Management LLC | 0 | $0 | 0.00% | −20,622−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −18,685−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,449−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −6,480−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,426−100.0% | Sold out |
| Colonial River Wealth Management, LLC | 0 | $0 | 0.00% | −5,246−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −4,281−100.0% | Sold out |
| Cordatus Wealth Management LLC | 0 | $0 | 0.00% | −3,650−100.0% | Sold out |
| KLR Investment Advisors, LLC | 0 | $0 | 0.00% | −3,526−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −3,293−100.0% | Sold out |
| Beverly Hills Private Wealth, LLC | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −2,576−100.0% | Sold out |