| Financial Gravity Companies, Inc. | 49 | $3.01K | 0.00% | +49 | New |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.88K | 0.00% | −172−78.5% | Reduced |
| Anchor Investment Management, LLC | 47 | $2.88K | 0.00% | +19+67.9% | Added |
| SJS Investment Consulting Inc. | 45 | $2.76K | 0.00% | −66−59.5% | Reduced |
| St. Johns Investment Management Company, LLC | 45 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $2.52K | 0.00% | +31+310.0% | Added |
| NBT Bank N A | 40 | $2.46K | 0.00% | −16−28.6% | Reduced |
| Ameriflex Group, Inc. | 37 | $2.27K | 0.00% | +37 | New |
| Hilltop National Bank | 35 | $2.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33 | $2.03K | 0.00% | +28+560.0% | Added |
| Avion Wealth | 35 | $2.00K | 0.00% | −6−14.6% | Reduced |
| Hoey Investments, Inc | 32 | $1.97K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.97K | 0.00% | +5+18.5% | Added |
| Valued Wealth Advisors LLC | 31 | $1.90K | 0.00% | −8−20.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 31 | $1.90K | 0.00% | +31 | New |
| Trust Co of Vermont | 30 | $1.84K | 0.00% | +30 | New |
| Colonial Trust Advisors | 30 | $1.84K | 0.00% | +30 | New |
| Bay Harbor Wealth Management, LLC | 29 | $1.78K | 0.00% | +7+31.8% | Added |
| WealthCollab, LLC | 26 | $1.60K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 25 | $1.53K | 0.00% | −3−10.7% | Reduced |
| LRI Investments, LLC | 25 | $1.53K | 0.00% | +12+92.3% | Added |
| HFM Investment Advisors, LLC | 25 | $1.53K | 0.00% | +14+127.3% | Added |
| Triumph Capital Management | 21 | $1.29K | 0.00% | −1−4.5% | Reduced |
| Retirement Wealth Solutions LLC | 18 | $1.10K | 0.00% | −1−5.3% | Reduced |
| Vanguard National Trust Co | 17 | $1.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 16 | $982 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 15 | $921 | 0.00% | −38−71.7% | Reduced |
| TFC Financial Management | 14 | $860 | 0.00% | +4+40.0% | Added |
| Bruce G. Allen Investments, LLC | 14 | $859 | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 12 | $737 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 10 | $614 | 0.00% | −11−52.4% | Reduced |
| Key Financial Inc | 10 | $614 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $553 | 0.00% | −32−78.0% | Reduced |
| Abound Wealth Management | 9 | $553 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 8 | $492 | 0.00% | +8 | New |
| IMG Wealth Management, Inc. | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 7 | $430 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $430 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $422 | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 6 | $368 | 0.00% | +1+20.0% | Added |
| Planning Strategies Inc. | 6 | $368 | 0.00% | +6 | New |
| Torren Management, LLC | 5 | $307 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 5 | $307 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $306 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $246 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $246 | 0.00% | +2+100.0% | Added |
| Valley National Advisers Inc | 4 | $246 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 4 | $232 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $185 | 0.00% | −2−40.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $185 | 0.00% | +1+50.0% | Added |
| Activest Wealth Management | 3 | $184 | 0.00% | −23−88.5% | Reduced |
| Stone House Investment Management, LLC | 3 | $184 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $184 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $184 | 0.00% | +1+50.0% | Added |
| CWM Advisors, LLC | 3 | $161 | 0.00% | −10−76.9% | Reduced |
| Hughes Financial Services, LLC | 2 | $123 | 0.00% | +1+100.0% | Added |
| Maryland Capital Advisors Inc. | 2 | $123 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $123 | 0.00% | +2 | New |
| Downshift Financial, LLC | 2 | $123 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 1 | $61 | 0.00% | −12−92.3% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −693,637−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −683,463−100.0% | Sold out |
| Goodnow Investment Group, LLC | 0 | $0 | 0.00% | −678,923−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −521,622−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −441,383−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −429,685−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −418,546−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −255,835−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −252,462−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −225,000−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −216,756−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −183,008−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −163,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −119,948−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −82,510−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −71,029−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −62,802−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −58,111−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −48,223−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −42,823−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,178−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −36,653−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −33,603−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −28,161−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −27,656−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −32,458−100.0% | Sold out |
| LuminArx Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −25,057−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −24,073−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −23,623−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −22,300−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −18,280−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −17,958−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −17,925−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,332−100.0% | Sold out |
