| Creekmur Asset Management LLC | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.79K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.79K | 0.00% | +16 | New |
| REAP Financial Group, LLC | 15 | $1.68K | 0.00% | +8+114.3% | Added |
| Ruedi Wealth Management, Inc. | 15 | $1.68K | 0.00% | −9−37.5% | Reduced |
| BFSG, LLC | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 15 | $1.68K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 17 | $1.62K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 13 | $1.46K | 0.00% | +13 | New |
| Voisard Asset Management Group, Inc. | 13 | $1.46K | 0.00% | +3+30.0% | Added |
| CGC Financial Services, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.12K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $1.00K | 0.00% | −79−83.2% | Reduced |
| New England Capital Financial Advisors LLC | 8 | $898 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 8 | $895 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 7 | $784 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 7 | $783 | 0.00% | −58−89.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 7 | $783 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 7 | $783 | 0.00% | +7 | New |
| Pacific Center for Financial Services | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 6 | $671 | 0.00% | +6 | New |
| Wells Financial Advisors INC | 5 | $560 | 0.00% | +5 | New |
| Logan Capital Management Inc | 5 | $559 | 0.00% | −23−82.1% | Reduced |
| Alpine Bank Wealth Management | 5 | $559 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $449 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $447 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $446 | 0.00% | −1−20.0% | Reduced |
| Nemes Rush Group LLC | 5 | $443 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 3 | $336 | 0.00% | −12−80.0% | Reduced |
| Tucker Asset Management LLC | 3 | $336 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3 | $336 | 0.00% | +3 | New |
| Bullock Wealth Management Group | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2 | $224 | 0.00% | −5−71.4% | Reduced |
| Richardson Financial Services Inc. | 2 | $207 | 0.00% | +1+100.0% | Added |
| Bear Mountain Capital, Inc. | 1 | $113 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $112 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 1 | $112 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $112 | 0.00% | +1 | New |
| Princeton Global Asset Management LLC | 1 | $112 | 0.00% | +1 | New |
| Reuter James Wealth Management, LLC | 1 | $112 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $112 | 0.00% | +1 | New |
| Gen-Wealth Partners Inc | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 0 | $37 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| iA Global Asset Management Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | −121−99.2% | Reduced |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −290,411−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −198,614−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −160,133−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −71,000−100.0% | Sold out |
| Kames Capital plc | 0 | $0 | 0.00% | −22,713−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −20,848−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −17,670−100.0% | Sold out |
| Primecap Management Co | 0 | $0 | 0.00% | −9,667−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −9,045−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,508−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −8,471−100.0% | Sold out |
| Nkcfo LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −6,220−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −5,281−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −4,877−100.0% | Sold out |
| Stevard, LLC | 0 | $0 | 0.00% | −4,702−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −4,604−100.0% | Sold out |
| WMS Partners, LLC | 0 | $0 | 0.00% | −4,323−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,086−100.0% | Sold out |
| GYL Financial Synergies, LLC | 0 | $0 | 0.00% | −3,927−100.0% | Sold out |
| Long Island Wealth Management, Inc. | 0 | $0 | 0.00% | −3,425−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| AlTi Global, Inc. | 0 | $0 | 0.00% | −3,250−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −2,858−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −2,739−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| Marshall & Sullivan Inc | 0 | $0 | 0.00% | −2,160−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −2,115−100.0% | Sold out |
| Pinnacle Financial Partners Inc | 0 | $0 | 0.00% | −1,008−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −896−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −509−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Robinswood Financial LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −205−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −233−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |