| Safe Harbor Fiduciary, LLC | 34 | $6.39K | 0.01% | +34 | New |
| Benson Wealth Management INC | 33 | $6.21K | 0.01% | +33 | New |
| Front Row Advisors LLC | 32 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 32 | $6.02K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 32 | $6.02K | 0.00% | +32 | New |
| Bayban | 32 | $6.02K | 0.01% | +32 | New |
| Penserra Capital Management LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $5.64K | 0.00% | −52−63.4% | Reduced |
| First Pacific Financial | 28 | $5.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $5.27K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 27 | $5.08K | 0.00% | +27 | New |
| Hanson & Doremus Investment Management | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $4.89K | 0.00% | +10+62.5% | Added |
| Estate Planners Group, LLC | 24 | $4.60K | 0.00% | +24 | New |
| MJT & Associates Financial Advisory Group, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 24 | $4.51K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 23 | $4.33K | 0.00% | −118−83.7% | Reduced |
| Altshuler Shaham Ltd | 22 | $4.14K | 0.00% | +2+10.0% | Added |
| Legacy Bridge, LLC | 20 | $3.76K | 0.00% | +20 | New |
| Rosenberg Matthew Hamilton | 20 | $3.76K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 19 | $3.58K | 0.00% | −889−97.9% | Reduced |
| Imprint Wealth LLC | 19 | $3.57K | 0.02% | −41−68.3% | Reduced |
| POM Investment Strategies, LLC | 18 | $3.40K | 0.00% | +18 | New |
| S&T Bank | 17 | $3.20K | 0.00% | +2+13.3% | Added |
| Missouri Trust & Investment Co | 16 | $3.01K | 0.00% | −52−76.5% | Reduced |
| Wealth Preservation Advisors, LLC | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $3.01K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.01K | 0.00% | +5+45.5% | Added |
| Family CFO Inc | 16 | $3.01K | 0.00% | +16 | New |
| Rialto Wealth Management, LLC | 15 | $2.82K | 0.00% | −2−11.8% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $2.82K | 0.00% | −175−92.1% | Reduced |
| Cedar Mountain Advisors, LLC | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $2.82K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 15 | $2.82K | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 14 | $2.63K | 0.00% | +14 | New |
| Quattro Advisors LLC | 12 | $2.26K | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 12 | $2.26K | 0.00% | −12−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.26K | 0.00% | +6+100.0% | Added |
| Elevated Capital Advisors, LLC | 12 | $2.26K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 12 | $2.26K | 0.00% | −22−64.7% | Reduced |
| American Capital Advisory, LLC | 10 | $1.88K | 0.00% | +7+233.3% | Added |
| Proathlete Wealth Management LLC | 10 | $1.88K | 0.00% | +10 | New |
| Bangor Savings Bank | 9 | $1.69K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.69K | 0.00% | +2+28.6% | Added |
| 1015 Capital Partners, LLC | 9 | $1.69K | 0.00% | +9 | New |
| Three Bearings Fiduciary Advisors, Inc. | 8 | $1.53K | 0.00% | +8 | New |
| BankPlus Trust Department | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 8 | $1.50K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.50K | 0.00% | +8 | New |
| Merited Wealth, LLC | 8 | $1.50K | 0.00% | +8 | New |
| Lodestone Wealth Management LLC | 7 | $1.32K | 0.00% | +7 | New |
| Winnow Wealth LLC | 4 | $756 | 0.00% | −7−63.6% | Reduced |
| Retirement Wealth Solutions LLC | 4 | $753 | 0.00% | −7−63.6% | Reduced |
| Financial Consulate, Inc | 4 | $753 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $753 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 4 | $753 | 0.00% | +4 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $579 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $565 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $564 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 2 | $318 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 1 | $189 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $188 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $188 | 0.00% | +1 | New |
| Loomis Sayles & Co L P | 0 | $2 | 0.00% | 0 | Unchanged |
| DekaBank Deutsche Girozentrale | 71,094 | – | – | 00.0% | Unchanged |
| Advisors Preferred, LLC | 1,524 | – | – | +364+31.4% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −230,972−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −180,419−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −162,334−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −156,286−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −147,064−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −59,120−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −49,220−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −46,409−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −39,990−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −38,800−100.0% | Sold out |
| Generate Investment Management Ltd | 0 | $0 | 0.00% | −36,201−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −34,458−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −23,996−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −21,489−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −19,090−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −18,366−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −17,343−100.0% | Sold out |
| Peterson Wealth Management | 0 | $0 | 0.00% | −16,503−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −16,359−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −14,249−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −11,856−100.0% | Sold out |
| Element Squared LLC | 0 | $0 | 0.00% | −10,267−100.0% | Sold out |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |