| Cary Street Partner Investment Advisory LLC | 1,288 | $49.7K | 0.01% | +207+19.1% | Added |
| Westside Investment Management, Inc. | 1,186 | $47.0K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 1,167 | $45.0K | 0.01% | +1,167 | New |
| Meramec Financial Planners, LLC | 1,000 | $37.2K | 0.01% | +1,000 | New |
| Umb Bank N A | 946 | $36.5K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 937 | $36.1K | 0.00% | +45+5.0% | Added |
| JFS Wealth Advisors, LLC | 930 | $35.9K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 898 | $34.6K | 0.00% | +198+28.3% | Added |
| Frazier Financial Advisors, LLC | 874 | $33.7K | 0.02% | −24−2.7% | Reduced |
| Parkside Financial Bank & Trust | 834 | $32.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 704 | $27.9K | 0.00% | −81−10.3% | Reduced |
| SJS Investment Consulting Inc. | 718 | $27.7K | 0.00% | +718 | New |
| Root Financial Partners, LLC | 692 | $26.7K | 0.00% | −80−10.4% | Reduced |
| Robinswood Financial LLC | 666 | $25.7K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 577 | $22.3K | 0.01% | −102−15.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 574 | $22.1K | 0.00% | +84+17.1% | Added |
| WealthCollab, LLC | 568 | $21.9K | 0.01% | 00.0% | Unchanged |
| Maseco LLP | 555 | $21.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 537 | $20.7K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 514 | $19.8K | 0.00% | +217+73.1% | Added |
| TFC Financial Management | 514 | $19.8K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 500 | $19.3K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 494 | $19.0K | 0.00% | +494 | New |
| FNY Investment Advisers, LLC | 500 | $19.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 397 | $15.3K | 0.00% | +46+13.1% | Added |
| Key Financial Inc | 354 | $13.7K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 346 | $13.4K | 0.00% | +346 | New |
| Retirement Wealth Solutions LLC | 345 | $13.3K | 0.01% | +154+80.6% | Added |
| Transamerica Financial Advisors, Inc. | 341 | $13.1K | 0.00% | +341 | New |
| Bruce G. Allen Investments, LLC | 339 | $13.1K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 326 | $12.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 325 | $12.5K | 0.00% | +151+86.8% | Added |
| GW&K Investment Management, LLC | 308 | $12.0K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 300 | $11.6K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 281 | $10.8K | 0.01% | +281 | New |
| Sound Income Strategies, LLC | 231 | $8.98K | 0.00% | +231 | New |
| Financial Consulate, Inc | 229 | $8.83K | 0.00% | +47+25.8% | Added |
| FWL Investment Management, LLC | 223 | $8.62K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 216 | $8.33K | 0.00% | +216 | New |
| Cape Investment Advisory, Inc. | 212 | $8.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 199 | $7.67K | 0.00% | −18−8.3% | Reduced |
| UMA Financial Services, Inc. | 192 | $7.40K | 0.00% | +22+12.9% | Added |
| Bangor Savings Bank | 192 | $7.40K | 0.00% | +192 | New |
| TD Private Client Wealth LLC | 187 | $7.21K | 0.00% | +65+53.3% | Added |
| WPG Advisers, LLC | 163 | $6.29K | 0.00% | −10−5.8% | Reduced |
| Raffa Wealth Management, LLC | 156 | $6.01K | 0.00% | +83+113.7% | Added |
| Financial Management Professionals, Inc. | 151 | $5.82K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 145 | $5.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 145 | $5.59K | 0.00% | +72+98.6% | Added |
| IMA Wealth, Inc. | 145 | $5.59K | 0.00% | +145 | New |
| MUFG Securities EMEA plc | 134 | $5.21K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 126 | $4.86K | 0.00% | +126 | New |
| Reyes Financial Architecture, Inc. | 115 | $4.43K | 0.00% | +115 | New |
| Bryn Mawr Trust Co | 108 | $4.16K | 0.00% | +108 | New |
| Principia Wealth Advisory, LLC | 106 | $4.09K | 0.00% | −1−0.9% | Reduced |
| Tucker Asset Management LLC | 104 | $4.01K | 0.00% | +104 | New |
| Penserra Capital Management LLC | 120 | $4.00K | 0.00% | −48−28.6% | Reduced |
| ORG Partners LLC | 100 | $3.86K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 99 | $3.82K | 0.00% | +99 | New |
| CVA Family Office, LLC | 98 | $3.78K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 95 | $3.66K | 0.00% | +95 | New |
| Entrust Financial LLC | 95 | $3.66K | 0.00% | +95 | New |
| Ancora Advisors, LLC | 93 | $3.59K | 0.00% | +93 | New |
| SHP Wealth Management | 92 | $3.54K | 0.00% | +92 | New |
| Lodestone Wealth Management LLC | 90 | $3.47K | 0.00% | +90 | New |
| Independence Bank of Kentucky | 84 | $3.24K | 0.00% | +84 | New |
| Bare Financial Services, Inc | 81 | $3.12K | 0.00% | +54+200.0% | Added |
| Cornerstone Financial Management LLC | 77 | $2.97K | 0.00% | +77 | New |
| North Star Investment Management Corp. | 76 | $2.93K | 0.00% | +76 | New |
| YANKCOM Partnership | 75 | $2.89K | 0.00% | +75 | New |
| JNBA Financial Advisors | 66 | $2.54K | 0.00% | +66 | New |
| Hantz Financial Services, Inc. | 49 | $2.00K | 0.00% | +49 | New |
| Keating Financial Advisory Services, Inc. | 50 | $1.93K | 0.00% | +50 | New |
| Private Wealth Asset Management, LLC | 49 | $1.89K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 49 | $1.89K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 48 | $1.86K | 0.00% | +48 | New |
| Central Trust Co | 37 | $1.42K | 0.00% | +7+23.3% | Added |
| Richardson Financial Services Inc. | 28 | $1.41K | 0.00% | +28 | New |
| St Germain D J Co Inc | 34 | $1.31K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $1.08K | 0.00% | −1−3.4% | Reduced |
| Pacific Center for Financial Services | 25 | $886 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $771 | 0.00% | 00.0% | Unchanged |
| Trust Co | 18 | $694 | 0.00% | +18 | New |
| Addison Advisors LLC | 15 | $579 | 0.00% | +15 | New |
| TD Capital Management LLC | 14 | $540 | 0.00% | +14 | New |
| Kilter Group LLC | 9 | $348 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 9 | $347 | 0.00% | +9 | New |
| Godfrey Financial Associates, Inc. | 9 | $347 | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 7 | $270 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 1 | $39 | 0.00% | −26−96.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Forsta Ap-Fonden | 427,972 | $0 | 0.00% | +53,167+14.2% | Added |
| GQG Partners LLC | 0 | $0 | 0.00% | −20,063,955−100.0% | Sold out |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −6,102,855−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −1,650,060−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −819,314−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −617,100−100.0% | Sold out |
| Gemsstock Limited | 0 | $0 | 0.00% | −490,166−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −212,757−100.0% | Sold out |
