| LGT Financial Advisors LLC | 22 | $3.63K | 0.02% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $3.41K | 0.00% | +2+10.5% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 20 | $3.25K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 19 | $3.09K | 0.00% | −154−89.0% | Reduced |
| High Note Wealth, LLC | 19 | $3.09K | 0.00% | +19 | New |
| Abound Wealth Management | 18 | $2.92K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 18 | $2.92K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 18 | $2.92K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 17 | $2.79K | 0.00% | −28−62.2% | Reduced |
| Gables Capital Management Inc. | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 15 | $2.46K | 0.00% | −1,938−99.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.44K | 0.00% | −2−11.8% | Reduced |
| Rialto Wealth Management, LLC | 15 | $2.44K | 0.00% | +7+87.5% | Added |
| Grove Bank & Trust | 15 | $2.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $2.44K | 0.00% | +9+150.0% | Added |
| Johnson Financial Group, Inc. | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 14 | $2.27K | 0.00% | +3+27.3% | Added |
| Jackson, Grant Investment Advisers, Inc. | 13 | $2.11K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $2.11K | 0.00% | +9+225.0% | Added |
| Red Tortoise LLC | 12 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.95K | 0.00% | +10+500.0% | Added |
| Wall Street Financial Group, Inc. | 12 | $1.95K | 0.00% | +12 | New |
| Corsicana & Co. | 8 | $1.94K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 11 | $1.79K | 0.00% | −3−21.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 11 | $1.79K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 11 | $1.79K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 9 | $1.46K | 0.00% | −22−71.0% | Reduced |
| Rakuten Securities, Inc. | 9 | $1.46K | 0.00% | +8+800.0% | Added |
| Basepoint Wealth LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $1.30K | 0.00% | −6−42.9% | Reduced |
| Clark Wealth Partners | 8 | $1.30K | 0.00% | +2+33.3% | Added |
| Clayton Financial Group LLC | 8 | $1.30K | 0.00% | +8 | New |
| Portus Wealth Advisors, LLC | 8 | $1.30K | 0.00% | +8 | New |
| Nvest Wealth Strategies, Inc. | 8 | $1.30K | 0.00% | +8 | New |
| Sachetta, LLC | 7 | $1.14K | 0.00% | −21−75.0% | Reduced |
| Westside Investment Management, Inc. | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $1.00K | 0.00% | −2,543−99.8% | Reduced |
| Rosenberg Matthew Hamilton | 6 | $975 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $975 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $975 | 0.00% | +4+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 6 | $974 | 0.00% | −7−53.8% | Reduced |
| TFC Financial Management | 4 | $650 | 0.00% | −1−20.0% | Reduced |
| Imprint Wealth LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 4 | $650 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $650 | 0.00% | +2+100.0% | Added |
| DecisionPoint Financial, LLC | 3 | $488 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $488 | 0.00% | +1+50.0% | Added |
| Signature Equity Partners, LLC | 3 | $487 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $487 | 0.00% | +3 | New |
| MBM Wealth Consultants, LLC | 3 | $487 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $487 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $476 | 0.00% | −8−80.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $325 | 0.00% | −3−60.0% | Reduced |
| Intentional Wealth Strategies, LLC | 2 | $325 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $320 | 0.00% | −4−66.7% | Reduced |
| Investment Research & Advisory Group, Inc. | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $163 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $162 | 0.00% | −11−91.7% | Reduced |
| Napier Financial, LLC | 1 | $162 | 0.00% | +1 | New |
| Westfuller Advisors, LLC | 0 | $9 | 0.00% | −63−100.0% | Reduced |
| Jain Global LLC | 0 | $0 | 0.00% | −155,182−100.0% | Sold out |
| Walter Public Investments Inc. | 0 | $0 | 0.00% | −65,569−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −52,385−100.0% | Sold out |
| Alley Investment Management Company, LLC | 0 | $0 | 0.00% | −51,369−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −32,247−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −31,309−100.0% | Sold out |
| Palmer Knight Co | 0 | $0 | 0.00% | −24,569−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −24,048−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −21,352−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −19,085−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −18,456−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −17,978−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −14,647−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −12,088−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −12,036−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −8,016−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −7,982−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −7,595−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −6,296−100.0% | Sold out |
| Dynasty Wealth Management, LLC | 0 | $0 | 0.00% | −5,510−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −5,421−100.0% | Sold out |
| Keeler Thomas Management LLC | 0 | $0 | 0.00% | −5,125−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −5,093−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −5,002−100.0% | Sold out |
| Menard Financial Group LLC | 0 | $0 | 0.00% | −4,735−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,207−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Longaeva Partners L.P. | 0 | $0 | 0.00% | −3,213−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,190−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −3,152−100.0% | Sold out |
| Hilltop Holdings Inc. | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
