| WR Wealth Planners, LLC | 193 | $24.3K | 0.01% | +113+141.3% | Added |
| NBC Securities, Inc. | 195 | $24.0K | 0.00% | −2−1.0% | Reduced |
| Itau Unibanco Holding S.A. | 187 | $23.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $23.5K | 0.00% | +3+1.6% | Added |
| Millburn Ridgefield Corp | 183 | $23.1K | 0.00% | +2+1.1% | Added |
| Central Trust Co | 178 | $22.4K | 0.00% | −138−43.7% | Reduced |
| Brown Brothers Harriman & Co | 170 | $21.4K | 0.00% | +125+277.8% | Added |
| Caitlin John, LLC | 149 | $21.1K | 0.01% | −560−79.0% | Reduced |
| GW&K Investment Management, LLC | 167 | $21.0K | 0.00% | +9+5.7% | Added |
| Integrated Investment Consultants, LLC | 17,124 | $20.9K | 0.00% | +17,124 | New |
| Planning Capital Management Corp | 164 | $20.6K | 0.01% | +164 | New |
| Harvest Fund Management Co., Ltd | 160 | $20.0K | 0.00% | +160 | New |
| TD Private Client Wealth LLC | 152 | $19.2K | 0.00% | −21−12.1% | Reduced |
| Delta Asset Management LLC | 150 | $18.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 136 | $17.1K | 0.00% | +79+138.6% | Added |
| C M Bidwell & Associates Ltd | 128 | $16.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 128 | $16.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 125 | $15.8K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 125 | $15.8K | 0.00% | +125 | New |
| Hexagon Capital Partners LLC | 119 | $15.0K | 0.00% | −152−56.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 101 | $12.7K | 0.00% | −108−51.7% | Reduced |
| Tortoise Investment Management, LLC | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 94 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 92 | $11.6K | 0.01% | +1+1.1% | Added |
| Valued Wealth Advisors LLC | 91 | $11.5K | 0.01% | −60−39.7% | Reduced |
| LRI Investments, LLC | 82 | $11.3K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 80 | $10.0K | 0.01% | −72−47.4% | Reduced |
| Ashton Thomas Securities, LLC | 77 | $9.71K | 0.00% | +77 | New |
| Venturi Wealth Management, LLC | 71 | $8.95K | 0.00% | −4−5.3% | Reduced |
| Rosenberg Matthew Hamilton | 65 | $8.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 60 | $7.57K | 0.00% | −5−7.7% | Reduced |
| Talon Private Wealth, LLC | 56 | $7.06K | 0.00% | +56 | New |
| Whittier Trust Co of Nevada Inc | 53 | $6.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 52 | $6.56K | 0.00% | −9−14.8% | Reduced |
| City State Bank | 52 | $6.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $6.43K | 0.00% | −38−42.7% | Reduced |
| SJS Investment Consulting Inc. | 50 | $6.30K | 0.00% | −3−5.7% | Reduced |
| Legacy Investment Solutions, LLC | 44 | $6.24K | 0.00% | +44 | New |
| Legacy Wealth Managment, LLC | 44 | $6.24K | 0.00% | +44 | New |
| GWM Advisors LLC | 47 | $5.92K | 0.00% | −24−33.8% | Reduced |
| REAP Financial Group, LLC | 47 | $5.89K | 0.00% | −50−51.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 42 | $5.30K | 0.00% | −2−4.5% | Reduced |
| Sachetta, LLC | 40 | $5.05K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 36 | $4.96K | 0.00% | −48−57.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $4.68K | 0.00% | −316−89.5% | Reduced |
| Manchester Capital Management LLC | 37 | $4.67K | 0.00% | −1,072−96.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 37 | $4.66K | 0.00% | −39−51.3% | Reduced |
| Atlantic Trust, LLC | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 36 | $4.54K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $4.54K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 35 | $4.41K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $4.18K | 0.00% | +16+94.1% | Added |
| Zions Bancorporation, N.A. | 33 | $4.16K | 0.00% | +1+3.1% | Added |
| Transamerica Financial Advisors, Inc. | 30 | $4.00K | 0.00% | +26+650.0% | Added |
| Gen-Wealth Partners Inc | 30 | $3.98K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $3.40K | 0.00% | −1−3.6% | Reduced |
| Abound Wealth Management | 27 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $2.90K | 0.00% | −11−32.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $2.77K | 0.00% | +13+144.4% | Added |
| Capital Performance Advisors LLP | 20 | $2.52K | 0.00% | +20 | New |
| Park Place Capital Corp | 17 | $2.14K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 15 | $1.89K | 0.00% | +15 | New |
| Golden State Equity Partners | 15 | $1.89K | 0.00% | +15 | New |
| Jaffetilchin Investment Partners, LLC | 14 | $1.76K | 0.00% | +14 | New |
| ClariVest Asset Management LLC | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $1.51K | 0.00% | +12 | New |
| True Wealth Design, LLC | 11 | $1.39K | 0.00% | −1−8.3% | Reduced |
| Semmax Financial Advisors Inc. | 9 | $1.32K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 10 | $1.26K | 0.00% | +10 | New |
| Trust Co of Vermont | 8 | $1.01K | 0.00% | +8 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $814 | 0.00% | −3−33.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $631 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $510 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 4 | $504 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $405 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $253 | 0.00% | +1+100.0% | Added |
| Crewe Advisors LLC | 2 | $253 | 0.00% | +2 | New |
| First Personal Financial Services | 1 | $127 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | −12−70.6% | Reduced |
| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marex Group plc | 0 | $0 | 0.00% | −53,081−100.0% | Sold out |
| Vista Investment Partners LLC | 0 | $0 | 0.00% | −52,778−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −37,750−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −23,551−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −19,487−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −18,255−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,780−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −16,364−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −15,387−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −11,570−100.0% | Sold out |
