| Root Financial Partners, LLC | 72 | $29.0K | 0.00% | +14+24.1% | Added |
| Cornerstone Planning Group LLC | 63 | $28.0K | 0.00% | −14,543−99.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 67 | $27.0K | 0.01% | +67 | New |
| Elyxium Wealth, LLC | 67 | $27.0K | 0.01% | +67 | New |
| Community Bank, N.A. | 65 | $26.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 63 | $25.0K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 60 | $24.1K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 59 | $24.0K | 0.01% | −6−9.2% | Reduced |
| Retirement Wealth Solutions LLC | 57 | $22.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 50 | $20.2K | 0.00% | −12−19.4% | Reduced |
| Sunbelt Securities, Inc. | 49 | $19.7K | 0.00% | −62−55.9% | Reduced |
| YANKCOM Partnership | 40 | $16.1K | 0.01% | 00.0% | Unchanged |
| Kennebec Savings Bank | 37 | $14.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $14.5K | 0.00% | +16+80.0% | Added |
| SageView Advisory Group, LLC | 30 | $12.1K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 28 | $11.3K | 0.00% | −3−9.7% | Reduced |
| Assetmark, Inc | 28 | $11.3K | 0.00% | +4+16.7% | Added |
| Smithfield Trust Co | 26 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $10.9K | 0.00% | +16+145.5% | Added |
| WPG Advisers, LLC | 26 | $10.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $9.66K | 0.00% | +6+33.3% | Added |
| Caitlin John, LLC | 24 | $9.66K | 0.01% | −3,301−99.3% | Reduced |
| Wolff Wiese Magana LLC | 22 | $8.85K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $8.85K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $8.85K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 21 | $8.45K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 19 | $7.64K | 0.00% | −19−50.0% | Reduced |
| Brown Brothers Harriman & Co | 18 | $7.24K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $7.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 17 | $6.84K | 0.00% | −2,000−99.2% | Reduced |
| St Germain D J Co Inc | 17 | $6.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $6.84K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 17 | $6.84K | 0.00% | +4+30.8% | Added |
| South State Corp. | 14 | $5.63K | 0.00% | +12+600.0% | Added |
| High Note Wealth, LLC | 14 | $5.63K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 14 | $5.63K | 0.00% | +5+55.6% | Added |
| Central Trust Co | 13 | $5.23K | 0.00% | +13 | New |
| Bravera Wealth | 13 | $5.23K | 0.00% | +13 | New |
| Whittier Trust Co of Nevada Inc | 11 | $4.63K | 0.00% | −3−21.4% | Reduced |
| PFS Partners, LLC | 11 | $4.44K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $4.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $4.02K | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 10 | $4.02K | 0.00% | +10 | New |
| Trust Co of Vermont | 9 | $3.62K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 9 | $3.62K | 0.00% | +6+200.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 8 | $3.22K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 8 | $3.22K | 0.00% | +8 | New |
| MJT & Associates Financial Advisory Group, Inc. | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $2.41K | 0.00% | +6 | New |
| Park Place Capital Corp | 6 | $2.41K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 5 | $2.22K | 0.00% | −125−96.2% | Reduced |
| Fortitude Family Office, LLC | 5 | $2.01K | 0.00% | −2−28.6% | Reduced |
| Sachetta, LLC | 5 | $2.01K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 5 | $2.01K | 0.00% | +3+150.0% | Added |
| First Command Advisory Services, Inc. | 5 | $2.01K | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 5 | $2.01K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 4 | $1.61K | 0.00% | +4 | New |
| Private Trust Co NA | 4 | $1.61K | 0.00% | −3−42.9% | Reduced |
| TD Waterhouse Canada Inc. | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 4 | $1.61K | 0.00% | +4 | New |
| Pinnacle Wealth Planning Services, Inc. | 4 | $1.61K | 0.00% | +4 | New |
| TFC Financial Management | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.21K | 0.00% | +3 | New |
| Basecamp Wealth Advisors LLC | 3 | $1.21K | 0.00% | +3 | New |
| Cromwell Holdings LLC | 2 | $806 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 2 | $806 | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $805 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $805 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $804 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 1 | $403 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $403 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $402 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $402 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −11,772−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −10,335−100.0% | Sold out |
| Lawson Kroeker Investment Management Inc | 0 | $0 | 0.00% | −8,529−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,804−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,511−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,859−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,457−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −1,232−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Washington Capital Management Inc | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −977−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −943−100.0% | Sold out |