| GHP Investment Advisors, Inc. | 49 | $3.13K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 54 | $3.00K | 0.00% | +54 | New |
| Impact Partnership Wealth, LLC | 47 | $3.00K | 0.00% | −2,245−97.9% | Reduced |
| Farther Finance Advisors, LLC | 45 | $2.88K | 0.00% | +23+104.5% | Added |
| Glassman Wealth Services | 45 | $2.87K | 0.00% | −8−15.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 43 | $2.74K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $2.42K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $2.42K | 0.00% | +38 | New |
| Gradient Investments LLC | 37 | $2.36K | 0.00% | +1+2.8% | Added |
| Sachetta, LLC | 35 | $2.23K | 0.00% | +35 | New |
| VisionPoint Advisory Group, LLC | 35 | $2.23K | 0.00% | +31+775.0% | Added |
| Activest Wealth Management | 33 | $2.11K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 33 | $2.10K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | +30+300.0% | Added |
| Albion Financial Group | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $1.91K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 30 | $1.91K | 0.00% | +30 | New |
| Leonteq Securities AG | 26 | $1.66K | 0.00% | +11+73.3% | Added |
| Key Financial Inc | 25 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 24 | $1.52K | 0.00% | +24 | New |
| Provenance Wealth Advisors, LLC | 22 | $1.40K | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 20 | $1.30K | 0.00% | +20 | New |
| Kelly Financial Services LLC | 20 | $1.29K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $1.27K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 19 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 17 | $1.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $957 | 0.00% | −14−48.3% | Reduced |
| Coppell Advisory Solutions LLC | 15 | $956 | 0.00% | +15 | New |
| Anchor Investment Management, LLC | 13 | $829 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 13 | $829 | 0.00% | +13 | New |
| TD Capital Management LLC | 12 | $773 | 0.00% | −88−88.0% | Reduced |
| Bell Investment Advisors, Inc | 12 | $765 | 0.00% | −31−72.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 12 | $765 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $638 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $574 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $574 | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 10 | $572 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $510 | 0.00% | +8 | New |
| TFC Financial Management | 7 | $447 | 0.00% | +7 | New |
| Abich Financial Wealth Management LLC | 6 | $383 | 0.00% | +6 | New |
| Harbor Investment Advisory, LLC | 5 | $319 | 0.00% | −4−44.4% | Reduced |
| Castleview Partners, LLC | 4 | $255 | 0.00% | +4 | New |
| Retirement Group, LLC | 2 | $128 | 0.00% | 00.0% | Unchanged |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −79,507−100.0% | Sold out |
| Mitchell Capital Management Co | 0 | $0 | 0.00% | −63,604−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −67,914−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −49,933−100.0% | Sold out |
| Meridian Management Co | 0 | $0 | 0.00% | −42,890−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,456−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −13,767−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −13,537−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,917−100.0% | Sold out |
| First National Bank of Hutchinson | 0 | $0 | 0.00% | −11,450−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −11,207−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −10,277−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −9,380−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,926−100.0% | Sold out |
| RWC Asset Management LLP | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −6,951−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Westhampton Capital, LLC | 0 | $0 | 0.00% | −4,715−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,657−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| Strategic Investment Solutions, Inc. | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −449−100.0% | Sold out |
| Joseph Group Capital Management | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| City State Bank | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Colonial Trust Advisors | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Arcadia Investment Management Corp | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| IAG Wealth Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Global Wealth Strategies & Associates | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Truadvice, LLC | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |