| Armstrong Advisory Group, Inc | 337 | $8.81K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 400 | $8.68K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 400 | $8.68K | 0.01% | +400 | New |
| Rosenberg Matthew Hamilton | 425 | $8.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 362 | $7.84K | 0.00% | −100−21.6% | Reduced |
| 1832 Asset Management L.P. | 358 | $7.76K | 0.00% | −861−70.6% | Reduced |
| Carolinas Wealth Consulting LLC | 356 | $7.72K | 0.00% | −6−1.7% | Reduced |
| ICA Group Wealth Management, LLC | 351 | $7.62K | 0.00% | −307−46.7% | Reduced |
| CVA Family Office, LLC | 351 | $7.61K | 0.00% | −460−56.7% | Reduced |
| Godsey & Gibb Associates | 323 | $7.01K | 0.00% | −100−23.6% | Reduced |
| Grove Bank & Trust | 312 | $6.77K | 0.00% | −119−27.6% | Reduced |
| Financial Avengers, Inc. | 343 | $6.69K | 0.00% | +4+1.2% | Added |
| PSI Advisors, LLC | 306 | $6.64K | 0.00% | +1+0.3% | Added |
| Register Financial Advisors LLC | 306 | $6.63K | 0.00% | +306 | New |
| MidAtlantic Capital Management, Inc. | 296 | $6.43K | 0.01% | −300−50.3% | Reduced |
| C M Bidwell & Associates Ltd | 286 | $6.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 261 | $5.66K | 0.00% | −179−40.7% | Reduced |
| TruNorth Capital Management, LLC | 259 | $5.62K | 0.00% | +259 | New |
| Gen-Wealth Partners Inc | 254 | $5.51K | 0.00% | +254 | New |
| Private Wealth Management Group, LLC | 249 | $5.40K | 0.00% | −14−5.3% | Reduced |
| Quintet Private Bank (Europe) S.A. | 239 | $5.39K | 0.00% | −11−4.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| Motco | 209 | $4.53K | 0.00% | −700−77.0% | Reduced |
| Abound Wealth Management | 205 | $4.45K | 0.00% | −25−10.9% | Reduced |
| DHJJ Financial Advisors, Ltd. | 205 | $4.45K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 195 | $4.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 193 | $4.19K | 0.00% | +45+30.4% | Added |
| Valley National Advisers Inc | 225 | $4.00K | 0.00% | −666−74.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 180 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 200 | $3.91K | 0.00% | −400−66.7% | Reduced |
| Davis Capital Management | 200 | $3.91K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 179 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 162 | $3.51K | 0.00% | +1+0.6% | Added |
| NBT Bank N A | 160 | $3.47K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 153 | $3.32K | 0.00% | +2+1.3% | Added |
| Nemes Rush Group LLC | 150 | $3.25K | 0.00% | −704−82.4% | Reduced |
| GHP Investment Advisors, Inc. | 136 | $2.96K | 0.00% | −433−76.1% | Reduced |
| PayPay Securities Corp | 126 | $2.73K | 0.14% | +25+24.8% | Added |
| Washington Trust Co | 122 | $2.65K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 117 | $2.54K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 116 | $2.52K | 0.00% | +116 | New |
| SYSTM Wealth Solutions LLC | 112 | $2.43K | 0.00% | +112 | New |
| Fernwood Investment Management, LLC | 110 | $2.39K | 0.00% | +110 | New |
| Prestige Wealth Management Group LLC | 107 | $2.32K | 0.00% | +40+59.7% | Added |
| SOA Wealth Advisors, LLC. | 102 | $2.22K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.17K | 0.00% | −100−50.0% | Reduced |
| FSA Wealth Management LLC | 100 | $2.17K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $2.17K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $2.17K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 103 | $1.89K | 0.00% | +1+1.0% | Added |
| Private Ocean, LLC | 87 | $1.89K | 0.00% | +87 | New |
| Concord Wealth Partners | 85 | $1.84K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 83 | $1.63K | 0.00% | −1,974−96.0% | Reduced |
| Oakworth Capital, Inc. | 75 | $1.63K | 0.00% | −558−88.2% | Reduced |
| BFSG, LLC | 70 | $1.52K | 0.00% | −30−30.0% | Reduced |
| HHM Wealth Advisors, LLC | 69 | $1.50K | 0.00% | +69 | New |
| Sofos Investments, Inc. | 64 | $1.39K | 0.00% | +62+3,100.0% | Added |
| West Paces Advisors Inc. | 63 | $1.37K | 0.00% | −158−71.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 62 | $1.34K | 0.00% | +4+6.9% | Added |
| Dunhill Financial, LLC | 62 | $1.34K | 0.00% | +10+19.2% | Added |
| CNB Bank | 57 | $1.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $1.15K | 0.00% | −192−78.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 50 | $1.08K | 0.00% | −311−86.1% | Reduced |
| Institutional & Family Asset Management, LLC | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $1.08K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 47 | $1.02K | 0.00% | −49−51.0% | Reduced |
| Penserra Capital Management LLC | 69 | $1.00K | 0.00% | −3,259−97.9% | Reduced |
| Financial Management Professionals, Inc. | 31 | $1.00K | 0.00% | −190−86.0% | Reduced |
| First PREMIER Bank | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 50 | $880 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $803 | 0.00% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 15,632 | $800 | 0.04% | +15,632 | New |
| Cypress Capital Management LLC (WY) | 30 | $651 | 0.00% | +30 | New |
| Wolff Wiese Magana LLC | 27 | $586 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 22 | $575 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 26 | $564 | 0.00% | +25+2,500.0% | Added |
| True Wealth Design, LLC | 23 | $499 | 0.00% | +8+53.3% | Added |
| Cherry Tree Wealth Management, LLC | 21 | $456 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 19 | $412 | 0.00% | −250−92.9% | Reduced |
| Macroview Investment Management LLC | 14 | $304 | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 13 | $282 | 0.00% | −7,257−99.8% | Reduced |
| AM Squared Ltd | 12 | $260 | 0.00% | +12 | New |
| Gilliland Jeter Wealth Management LLC | 12 | $260 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $184 | 0.00% | +1+10.0% | Added |
| Manchester Capital Management LLC | 8 | $174 | 0.00% | −371−97.9% | Reduced |
| WestEnd Advisors, LLC | 6 | $130 | 0.00% | −5−45.5% | Reduced |
| Barrett & Company, Inc. | 4 | $87 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $52 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 2 | $44 | 0.00% | −270−99.3% | Reduced |
| PFS Partners, LLC | 2 | $44 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $34 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 1 | $16 | 0.00% | −839−99.9% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| PrairieView Partners, LLC | 2 | – | – | 00.0% | Unchanged |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −502,032−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −441,004−100.0% | Sold out |
| Sprucegrove Investment Management Ltd | 0 | $0 | 0.00% | −398,958−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −301,232−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −278,315−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −272,532−100.0% | Sold out |
