| CVA Family Office, LLC | 55 | $12.5K | 0.00% | +29+111.5% | Added |
| Rise Advisors, LLC | 55 | $12.4K | 0.01% | −8−12.7% | Reduced |
| Fortitude Family Office, LLC | 54 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 52 | $11.8K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 51 | $11.6K | 0.00% | +50+5,000.0% | Added |
| Salem Investment Counselors Inc | 50 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 50 | $11.3K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 47 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 44 | $9.97K | 0.00% | +28+175.0% | Added |
| MV Capital Management, Inc. | 41 | $9.29K | 0.00% | −1−2.4% | Reduced |
| Bruce G. Allen Investments, LLC | 40 | $9.07K | 0.01% | −22−35.5% | Reduced |
| Whipplewood Advisors, LLC | 88 | $8.84K | 0.01% | +46+109.5% | Added |
| Webster Bank, N. A. | 39 | $8.84K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 39 | $8.84K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $8.84K | 0.00% | +8+25.8% | Added |
| Saudi Central Bank | 39 | $8.84K | 0.05% | +39 | New |
| TD Private Client Wealth LLC | 38 | $8.61K | 0.00% | −37−49.3% | Reduced |
| Anchor Investment Management, LLC | 37 | $8.39K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $8.16K | 0.00% | +3+9.1% | Added |
| Golden State Wealth Management, LLC | 33 | $7.48K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 32 | $7.25K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 30 | $6.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 29 | $6.57K | 0.00% | +13+81.3% | Added |
| Activest Wealth Management | 29 | $6.57K | 0.00% | +29 | New |
| Delta Asset Management LLC | 25 | $5.67K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 24 | $5.54K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $5.44K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $5.21K | 0.01% | −15−39.5% | Reduced |
| Harvest Fund Management Co., Ltd | 20 | $5.00K | 0.00% | +20 | New |
| Archer Investment Corp | 22 | $4.99K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $4.92K | 0.00% | −1−4.3% | Reduced |
| Solstein Capital, LLC | 19 | $4.31K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 19 | $4.31K | 0.00% | +14+280.0% | Added |
| NBC Securities, Inc. | 21 | $4.00K | 0.00% | +21 | New |
| SBI Securities Co., Ltd. | 17 | $3.85K | 0.00% | −3−15.0% | Reduced |
| Abound Wealth Management | 16 | $3.63K | 0.00% | −3−15.8% | Reduced |
| Aventura Private Wealth, LLC | 16 | $3.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $3.40K | 0.00% | +9+150.0% | Added |
| Raffa Wealth Management, LLC | 14 | $3.17K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $2.95K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $2.49K | 0.00% | +11 | New |
| Rossby Financial, LCC | 11 | $2.48K | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 10 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $2.27K | 0.00% | +1+11.1% | Added |
| Missouri Trust & Investment Co | 9 | $2.04K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 9 | $2.00K | 0.00% | −251−96.5% | Reduced |
| Crowley Wealth Management, Inc. | 8 | $1.81K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $1.81K | 0.00% | +3+60.0% | Added |
| Financial Perspectives, Inc | 7 | $1.67K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $1.59K | 0.00% | +3+75.0% | Added |
| Dogwood Wealth Management LLC | 7 | $1.59K | 0.00% | +7 | New |
| Sachetta, LLC | 6 | $1.36K | 0.00% | −2−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.13K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Nalls Sherbakoff Group, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 5 | $1.13K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.13K | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $1.13K | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $1.13K | 0.00% | −335−98.5% | Reduced |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $907 | 0.00% | +3+300.0% | Added |
| Tradewinds Capital Management, LLC | 3 | $680 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $680 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $680 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $680 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $679 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $669 | 0.00% | +2+200.0% | Added |
| American Capital Advisory, LLC | 2 | $454 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $454 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $453 | 0.00% | −6−75.0% | Reduced |
| Parkworth Wealth Management, Inc. | 2 | $453 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $453 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $451 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $227 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $227 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $227 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −276−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −951,758−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −77,717−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −76,951−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −21,649−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −16,391−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −16,072−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −12,607−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,933−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,235−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,934−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,381−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,759−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,689−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −7,728−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,120−100.0% | Sold out |
| Cullen Investment Group, Ltd. | 0 | $0 | 0.00% | −6,912−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |