| Sunbelt Securities, Inc. | 189 | $24.5K | 0.00% | +189 | New |
| Prestige Wealth Management Group LLC | 184 | $24.3K | 0.01% | −1,100−85.7% | Reduced |
| BDO Wealth Advisors, LLC | 180 | $23.8K | 0.00% | −50−21.7% | Reduced |
| Quarry LP | 180 | $23.8K | 0.01% | +180 | New |
| IAG Wealth Partners, LLC | 178 | $23.5K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 175 | $23.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 169 | $22.3K | 0.01% | −14−7.7% | Reduced |
| TFC Financial Management | 169 | $22.3K | 0.01% | +4+2.4% | Added |
| Accel Wealth Management | 161 | $21.3K | 0.01% | −28−14.8% | Reduced |
| MCF Advisors LLC | 159 | $21.0K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 155 | $20.5K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $19.8K | 0.01% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 151 | $19.5K | 0.01% | +1+0.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 147 | $19.4K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 140 | $18.5K | 0.01% | +140 | New |
| Financial Synergies Wealth Advisors, Inc. | 136 | $18.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 132 | $17.4K | 0.00% | −50,569−99.7% | Reduced |
| American State Bank (Iowa) | 130 | $17.2K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 120 | $16.0K | 0.00% | +10+9.1% | Added |
| Delos Wealth Advisors, LLC | 116 | $15.3K | 0.02% | −47−28.8% | Reduced |
| Grayhawk Investment Strategies Inc. | 82 | $15.0K | 0.01% | −1,390−94.4% | Reduced |
| HighMark Wealth Management LLC | 112 | $14.8K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $14.8K | 0.01% | −6−5.1% | Reduced |
| Riverview Trust Co | 112 | $14.8K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $14.5K | 0.00% | +3+2.8% | Added |
| Stone House Investment Management, LLC | 107 | $14.2K | 0.00% | +107 | New |
| Dark Forest Capital Management LP | 105 | $13.9K | 0.00% | +105 | New |
| Hollencrest Capital Management | 103 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 103 | $13.6K | 0.01% | +1+1.0% | Added |
| Norwood Financial Corp | 100 | $13.2K | 0.02% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 100 | $13.0K | 0.01% | +1+1.0% | Added |
| First PREMIER Bank | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 101 | $13.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 90 | $11.9K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 89 | $11.8K | 0.00% | +41+85.4% | Added |
| Crewe Advisors LLC | 87 | $11.5K | 0.00% | +50+135.1% | Added |
| Raffa Wealth Management, LLC | 86 | $11.4K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 80 | $10.6K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 79 | $10.4K | 0.01% | −614−88.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 80 | $10.3K | 0.01% | +80 | New |
| Center for Financial Planning, Inc. | 64 | $8.45K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 58 | $7.66K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $7.08K | 0.00% | +1+1.9% | Added |
| Earnest Partners LLC | 52 | $6.87K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 46 | $6.08K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 46 | $6.08K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $5.69K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $5.31K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 40 | $5.28K | 0.00% | +40 | New |
| Schubert & Co | 39 | $5.15K | 0.00% | +4+11.4% | Added |
| Worth Asset Management, LLC | 39 | $5.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 39 | $5.15K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 38 | $5.02K | 0.01% | 00.0% | Unchanged |
| PayPay Securities Corp | 37 | $4.89K | 0.33% | −19−33.9% | Reduced |
| Abound Wealth Management | 30 | $3.97K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 28 | $3.70K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 25 | $3.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $3.17K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $2.64K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 20 | $2.64K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 18 | $2.38K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 16 | $2.09K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 16 | $2.00K | 0.00% | −24,447−99.9% | Reduced |
| Toth Financial Advisory Corp | 14 | $1.85K | 0.00% | +14 | New |
| Central Bank & Trust Co | 13 | $1.72K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 13 | $1.72K | 0.00% | +13 | New |
| McIlrath & Eck, LLC | 11 | $1.45K | 0.00% | −9−45.0% | Reduced |
| SRS Capital Advisors, Inc. | 9 | $1.24K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Cutler Group LP | 10 | $1.00K | 0.00% | +10 | New |
| Lee Financial Co | 7 | $925 | 0.00% | −3−30.0% | Reduced |
| Bangor Savings Bank | 3 | $396 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 2 | $265 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $264 | 0.00% | – | – |
| Tfo-TDC, LLC | 2 | $264 | 0.00% | −9−81.8% | Reduced |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Avion Wealth | 4 | $0 | 0.00% | +4 | New |
| Summit Wealth Group, LLC | 10,566 | $0 | 0.00% | +10,566 | New |
| Strengthening Families & Communities, LLC | 13,032 | – | – | +289+2.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −124,849−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −75,284−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −65,283−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −60,408−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −37,658−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −30,225−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −18,125−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −15,247−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −14,119−100.0% | Sold out |
| Emerson Point Capital LP | 0 | $0 | 0.00% | −10,845−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −8,827−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −5,978−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −5,689−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −4,725−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −4,542−100.0% | Sold out |
