| Larson Financial Group LLC | 74 | $14.4K | 0.00% | −13−14.9% | Reduced |
| Financial Management Professionals, Inc. | 72 | $14.1K | 0.00% | −8−10.0% | Reduced |
| UMA Financial Services, Inc. | 72 | $14.1K | 0.00% | +72 | New |
| Castleview Partners, LLC | 70 | $13.8K | 0.01% | +4+6.1% | Added |
| Coppell Advisory Solutions LLC | 69 | $13.5K | 0.00% | +69 | New |
| Versant Capital Management, Inc | 66 | $12.9K | 0.00% | +24+57.1% | Added |
| MV Capital Management, Inc. | 63 | $12.3K | 0.00% | +7+12.5% | Added |
| St Germain D J Co Inc | 61 | $11.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 60 | $11.7K | 0.00% | −11−15.5% | Reduced |
| Caitlin John, LLC | 57 | $11.1K | 0.01% | −80−58.4% | Reduced |
| Anchor Investment Management, LLC | 57 | $11.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 56 | $10.9K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 52 | $10.2K | 0.01% | +52 | New |
| Anfield Capital Management, LLC | 50 | $9.77K | 0.00% | +50 | New |
| Transamerica Financial Advisors, Inc. | 45 | $9.00K | 0.00% | +21+87.5% | Added |
| Painted Porch Advisors LLC | 45 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $8.79K | 0.00% | +9+25.0% | Added |
| CoreCap Advisors, LLC | 43 | $8.40K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 41 | $8.01K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 40 | $7.82K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 40 | $7.82K | 0.00% | +40 | New |
| Bogart Wealth, LLC | 39 | $7.62K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 38 | $7.42K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 38 | $7.42K | 0.00% | +33+660.0% | Added |
| Richardson Financial Services Inc. | 36 | $7.05K | 0.00% | −10−21.7% | Reduced |
| Provenance Wealth Advisors, LLC | 35 | $6.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $6.64K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 33 | $6.45K | 0.00% | −4−10.8% | Reduced |
| FPC Investment Advisory, Inc. | 31 | $6.33K | 0.00% | +31 | New |
| True Wealth Design, LLC | 31 | $6.06K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 31 | $6.06K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 28 | $5.47K | 0.00% | +2+7.7% | Added |
| Prestige Wealth Management Group LLC | 27 | $5.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 26 | $5.08K | 0.00% | −5−16.1% | Reduced |
| Stonebridge Financial Group, LLC | 25 | $4.88K | 0.00% | +25 | New |
| 1620 Investment Advisors, Inc. | 22 | $4.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $4.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $4.00K | 0.00% | +2+10.5% | Added |
| SRS Capital Advisors, Inc. | 20 | $3.95K | 0.00% | −7−25.9% | Reduced |
| Grove Bank & Trust | 20 | $3.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $3.91K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 19 | $3.71K | 0.00% | −8−29.6% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $3.52K | 0.00% | +18 | New |
| Sierra Ocean, LLC | 17 | $3.33K | 0.00% | +17 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 15 | $2.93K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $2.74K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.65K | 0.00% | +6+75.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.95K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.95K | 0.00% | +2+25.0% | Added |
| Nemes Rush Group LLC | 10 | $1.95K | 0.00% | +10 | New |
| TD Capital Management LLC | 7 | $1.37K | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 7 | $1.37K | 0.00% | +2+40.0% | Added |
| Horizon Financial Services, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 6 | $1.17K | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| TFC Financial Management | 5 | $977 | 0.00% | −1−16.7% | Reduced |
| Global Financial Private Client, LLC | 5 | $977 | 0.00% | +5 | New |
| Hilltop National Bank | 4 | $782 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 4 | $782 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $782 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $616 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $587 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $587 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 3 | $587 | 0.00% | +3 | New |
| Capital A Wealth Management, LLC | 3 | $586 | 0.00% | +3 | New |
| Rise Advisors, LLC | 2 | $391 | 0.00% | −21−91.3% | Reduced |
| WestEnd Advisors, LLC | 2 | $391 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $391 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $391 | 0.00% | +2 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $196 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $195 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $195 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $195 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $195 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 125 | $67 | 0.00% | +66+111.9% | Added |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −4,370−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −1,843,744−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −102,738−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −74,070−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −54,056−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −29,721−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −26,489−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,334−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −20,155−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −16,321−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −11,786−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −10,251−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −8,042−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −7,234−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |