| Wealth Enhancement Trust Services, Inc. | 412 | $33.9K | 0.00% | +382+1,273.3% | Added |
| Nomura Asset Management Co Ltd | 400 | $32.9K | 0.00% | −950−70.4% | Reduced |
| National Bank of Canada | 376 | $30.9K | 0.00% | −288−43.4% | Reduced |
| IFG Advisory, LLC | 320 | $26.3K | 0.00% | +320 | New |
| Salomon & Ludwin, LLC | 310 | $25.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 312 | $25.7K | 0.00% | −145−31.7% | Reduced |
| Harbour Investments, Inc. | 310 | $25.5K | 0.00% | +13+4.4% | Added |
| Toth Financial Advisory Corp | 284 | $23.3K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 279 | $22.9K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 257 | $21.5K | 0.00% | +12+4.9% | Added |
| Parkside Financial Bank & Trust | 255 | $21.0K | 0.00% | +18+7.6% | Added |
| Massmutual Trust Co FSB | 248 | $20.4K | 0.00% | −5−2.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 240 | $19.8K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 223 | $18.3K | 0.00% | +140+168.7% | Added |
| Danske Bank A/S | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 187 | $15.4K | 0.00% | +45+31.7% | Added |
| Bogart Wealth, LLC | 171 | $14.1K | 0.00% | +119+228.8% | Added |
| Zions Bancorporation, National Association | 163 | $13.4K | 0.00% | +1+0.6% | Added |
| Mather Group, LLC. | 151 | $12.4K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 139 | $11.3K | 0.00% | +139 | New |
| Ameriflex Group, Inc. | 133 | $10.9K | 0.00% | +24+22.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 132 | $10.9K | 0.00% | +132 | New |
| Fortitude Family Office, LLC | 132 | $10.8K | 0.00% | +24+22.2% | Added |
| Activest Wealth Management | 127 | $10.4K | 0.00% | +18+16.5% | Added |
| JFS Wealth Advisors, LLC | 126 | $10.4K | 0.00% | +5+4.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $10.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 121 | $9.95K | 0.00% | +121 | New |
| SBI Securities Co., Ltd. | 111 | $9.12K | 0.00% | −200−64.3% | Reduced |
| NBT Bank N A | 107 | $8.77K | 0.00% | +1+0.9% | Added |
| LRI Investments, LLC | 104 | $8.55K | 0.00% | +8+8.3% | Added |
| Elevated Capital Advisors, LLC | 103 | $8.47K | 0.00% | −30−22.6% | Reduced |
| Golden State Wealth Management, LLC | 100 | $8.22K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 100 | $8.20K | 0.00% | −85−45.9% | Reduced |
| Farmers & Merchants Investments Inc | 94 | $7.73K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 92 | $7.53K | 0.00% | +1+1.1% | Added |
| Bell Investment Advisors, Inc | 91 | $7.48K | 0.00% | 00.0% | Unchanged |
| Natixis | 88 | $7.23K | 0.00% | −9,557−99.1% | Reduced |
| CX Institutional | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $6.17K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 69 | $5.67K | 0.00% | +34+97.1% | Added |
| Rossby Financial, LCC | 66 | $5.42K | 0.00% | +44+200.0% | Added |
| Keating Financial Advisory Services, Inc. | 60 | $4.93K | 0.00% | +24+66.7% | Added |
| Silver Grove Financial Group, Inc. | 55 | $4.52K | 0.00% | +55 | New |
| Optiver Holding B.V. | 52 | $4.27K | 0.00% | −35,262−99.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 51 | $4.19K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 48 | $3.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 44 | $3.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 41 | $3.37K | 0.00% | −3−6.8% | Reduced |
| Torren Management, LLC | 39 | $3.17K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 38 | $3.12K | 0.00% | +38 | New |
| Sachetta, LLC | 33 | $2.71K | 0.00% | +2+6.5% | Added |
| Private Wealth Management Group, LLC | 30 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 27 | $2.22K | 0.00% | +27 | New |
| WPG Advisers, LLC | 26 | $2.14K | 0.00% | +6+30.0% | Added |
| Avion Wealth | 30 | $2.00K | 0.00% | +6+25.0% | Added |
| Cromwell Holdings LLC | 24 | $1.97K | 0.00% | +8+50.0% | Added |
| Kilter Group LLC | 24 | $1.97K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 23 | $1.89K | 0.00% | +9+64.3% | Added |
| Rakuten Securities, Inc. | 21 | $1.73K | 0.00% | −280−93.0% | Reduced |
| Westfuller Advisors, LLC | 20 | $1.65K | 0.00% | +20 | New |
| Nalls Sherbakoff Group, LLC | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 19 | $1.56K | 0.00% | −3−13.6% | Reduced |
| MidFirst Bank | 18 | $1.48K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 17 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.23K | 0.00% | +2+15.4% | Added |
| UMA Financial Services, Inc. | 14 | $1.15K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.07K | 0.00% | −2−13.3% | Reduced |
| HFM Investment Advisors, LLC | 13 | $1.07K | 0.00% | +6+85.7% | Added |
| Manning & Napier Advisors LLC | 12 | $995 | 0.00% | +12 | New |
| Transamerica Financial Advisors, Inc. | 12 | $986 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $904 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $822 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $752 | 0.00% | +4+80.0% | Added |
| Cornerstone Planning Group LLC | 9 | $751 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $740 | 0.00% | +1+12.5% | Added |
| Planning Strategies Inc. | 9 | $740 | 0.00% | +9 | New |
| Marquette Asset Management, LLC | 7 | $576 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 7 | $576 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $575 | 0.00% | +7 | New |
| Marshall Investment Management, LLC | 7 | $575 | 0.00% | +7 | New |
| South State Corp. | 6 | $494 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 5 | $411 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $411 | 0.00% | +2+66.7% | Added |
| Bruce G. Allen Investments, LLC | 4 | $329 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $256 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $247 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $247 | 0.00% | +1+50.0% | Added |
| Raffa Wealth Management, LLC | 2 | $164 | 0.00% | −1−33.3% | Reduced |
| MV Capital Management, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $83 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $82 | 0.00% | +1 | New |
| Beacon Capital Management, Inc. | 0 | $26 | 0.00% | 0 | Unchanged |
| Raleigh Capital Management Inc. | 0 | $8 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −168,267−100.0% | Sold out |
