| JNBA Financial Advisors | 196 | $20.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 190 | $20.3K | 0.00% | +28+17.3% | Added |
| Clear Street Markets LLC | 183 | $19.5K | 0.01% | +110+150.7% | Added |
| Riverview Trust Co | 175 | $18.7K | 0.02% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 167 | $17.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 150 | $16.0K | 0.00% | +56+59.6% | Added |
| T. Rowe Price Investment Management, Inc. | 143 | $16.0K | 0.00% | +143 | New |
| Financial Consulate, Inc | 149 | $15.9K | 0.00% | +149 | New |
| American National Bank | 140 | $14.9K | 0.00% | +140 | New |
| Umb Bank N A | 137 | $14.6K | 0.00% | −1−0.7% | Reduced |
| Raiffeisen Bank International AG | 134 | $14.3K | 0.00% | +134 | New |
| Group One Trading, L.P. | 125 | $13.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 116 | $12.1K | 0.00% | −1−0.9% | Reduced |
| GW&K Investment Management, LLC | 115 | $12.0K | 0.00% | +19+19.8% | Added |
| Peregrine Capital Management LLC | 110 | $11.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $11.1K | 0.00% | −86−45.3% | Reduced |
| Central Trust Co | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 99 | $10.6K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $9.38K | 0.00% | 00.0% | Unchanged |
| Tobam | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Canada Post Corp Registered Pension Plan | 80 | $8.52K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 79 | $8.44K | 0.00% | +61+338.9% | Added |
| Farmers & Merchants Investments Inc | 75 | $8.01K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 72 | $7.69K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 66 | $7.05K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 60 | $6.45K | 0.00% | −31−34.1% | Reduced |
| Meeder Asset Management Inc | 58 | $6.19K | 0.00% | −44−43.1% | Reduced |
| Ronald Blue Trust, Inc. | 58 | $6.19K | 0.00% | −21−26.6% | Reduced |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $5.83K | 0.00% | +10+20.4% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 54 | $5.77K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.55K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $5.34K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 46 | $4.91K | 0.00% | +46 | New |
| Spire Wealth Management | 42 | $4.49K | 0.00% | +9+27.3% | Added |
| Bartlett & Co. Wealth Management LLC | 41 | $4.42K | 0.00% | +40+4,000.0% | Added |
| Sachetta, LLC | 39 | $4.17K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $3.84K | 0.00% | −60−62.5% | Reduced |
| Zions Bancorporation, National Association | 29 | $3.10K | 0.00% | −3−9.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 27 | $2.88K | 0.01% | −1,332−98.0% | Reduced |
| Colonial Trust Co | 25 | $2.71K | 0.00% | −13−34.2% | Reduced |
| Howard Hughes Medical Institute | 23 | $2.46K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $2.35K | 0.00% | +22 | New |
| Investors Research Corp | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 22 | $2.35K | 0.00% | +5+29.4% | Added |
| South State Corp. | 20 | $2.14K | 0.00% | −15−42.9% | Reduced |
| Bruce G. Allen Investments, LLC | 19 | $2.03K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 28 | $2.00K | 0.00% | −94−77.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $1.72K | 0.00% | +16 | New |
| Webster Bank, N. A. | 16 | $1.71K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.60K | 0.00% | +15 | New |
| Ancora Advisors, LLC | 14 | $1.50K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 12 | $1.28K | 0.00% | +12 | New |
| Bullock Wealth Management Group | 11 | $1.16K | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 10 | $1.12K | 0.00% | −11−52.4% | Reduced |
| Raffa Wealth Management, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $1.07K | 0.00% | +7+233.3% | Added |
| Beaird Harris Wealth Management, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 9 | $1.00K | 0.00% | −220−96.1% | Reduced |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | +5+100.0% | Added |
| UMA Financial Services, Inc. | 9 | $962 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $935 | 0.00% | +1+12.5% | Added |
| Johnson Financial Group, Inc. | 6 | $647 | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $641 | 0.00% | −2−25.0% | Reduced |
| Rise Advisors, LLC | 6 | $641 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $641 | 0.00% | +5+500.0% | Added |
| Clark Wealth Partners | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $539 | 0.00% | +3+150.0% | Added |
| GWM Advisors LLC | 5 | $534 | 0.00% | −15−75.0% | Reduced |
| Tortoise Investment Management, LLC | 5 | $534 | 0.00% | −4−44.4% | Reduced |
| Kilter Group LLC | 5 | $534 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $534 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $534 | 0.00% | +1+25.0% | Added |
| Fortitude Family Office, LLC | 4 | $427 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 3 | $320 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 1 | $118 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $107 | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −217,159−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −185,581−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −145,234−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −57,001−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −55,660−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −40,200−100.0% | Sold out |
| HGI Capital Management, LLC | 0 | $0 | 0.00% | −31,590−100.0% | Sold out |
| Sarasin & Partners LLP | 0 | $0 | 0.00% | −30,947−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −30,789−100.0% | Sold out |
| Lincluden Management Ltd | 0 | $0 | 0.00% | −26,705−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −24,124−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −21,700−100.0% | Sold out |