| Laurel Wealth Advisors LLC | 172 | $36.8K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $36.7K | 0.01% | +118+222.6% | Added |
| NBC Securities, Inc. | 168 | $36.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 156 | $33.5K | 0.02% | +156 | New |
| Innealta Capital, LLC | 145 | $31.2K | 0.01% | +145 | New |
| JFS Wealth Advisors, LLC | 140 | $30.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 146 | $29.5K | 0.00% | +146 | New |
| ICA Group Wealth Management, LLC | 130 | $27.9K | 0.02% | +130 | New |
| Private Trust Co NA | 122 | $26.2K | 0.00% | −238−66.1% | Reduced |
| Bartlett & Co. Wealth Management LLC | 120 | $25.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 119 | $25.6K | 0.00% | +54+83.1% | Added |
| Washington Trust Advisors, Inc. | 118 | $25.4K | 0.00% | +4+3.5% | Added |
| CVA Family Office, LLC | 103 | $22.2K | 0.00% | +3+3.0% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $21.5K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $21.5K | 0.00% | +100 | New |
| Centerpoint Advisors, LLC | 94 | $20.0K | 0.01% | −23−19.7% | Reduced |
| Mather Group, LLC. | 83 | $18.7K | 0.00% | +7+9.2% | Added |
| Huntington National Bank | 85 | $18.3K | 0.00% | −103−54.8% | Reduced |
| Coppell Advisory Solutions LLC | 84 | $18.0K | 0.00% | +84 | New |
| CarsonAllaria Wealth Management, Ltd. | 82 | $17.6K | 0.01% | +1+1.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 80 | $17.2K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 80 | $17.2K | 0.00% | +80 | New |
| ESL Trust Services, LLC | 75 | $16.1K | 0.00% | −25−25.0% | Reduced |
| Arrow Financial Corp | 75 | $16.1K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 70 | $15.0K | 0.00% | +70 | New |
| Trust Co | 60 | $12.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $12.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 58 | $12.5K | 0.00% | +58 | New |
| Bell Investment Advisors, Inc | 54 | $11.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 47 | $10.1K | 0.00% | +47 | New |
| Optiver Holding B.V. | 44 | $9.45K | 0.00% | +44 | New |
| First Horizon Advisors, Inc. | 42 | $9.02K | 0.00% | +22+110.0% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 37 | $8.32K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 32 | $6.92K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 31 | $6.66K | 0.00% | −29−48.3% | Reduced |
| Bokf, NA | 30 | $6.45K | 0.00% | −263−89.8% | Reduced |
| Macroview Investment Management LLC | 30 | $6.45K | 0.01% | +30 | New |
| Prestige Wealth Management Group LLC | 29 | $6.23K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 30 | $6.07K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $6.02K | 0.00% | +28 | New |
| Abich Financial Wealth Management LLC | 27 | $5.80K | 0.00% | +12+80.0% | Added |
| Front Row Advisors LLC | 26 | $5.59K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $5.16K | 0.00% | −1−4.0% | Reduced |
| SJS Investment Consulting Inc. | 22 | $4.73K | 0.00% | +1+4.8% | Added |
| Hexagon Capital Partners LLC | 21 | $4.51K | 0.00% | −8−27.6% | Reduced |
| Investors Research Corp | 21 | $4.51K | 0.00% | +21 | New |
| Stephens Consulting, LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $4.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $4.08K | 0.00% | +3+18.8% | Added |
| TFC Financial Management | 17 | $3.65K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 16 | $3.44K | 0.00% | +16 | New |
| Red Tortoise LLC | 15 | $3.22K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 15 | $3.15K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 14 | $3.01K | 0.01% | +14 | New |
| Naples Money Management LLC | 13 | $2.63K | 0.00% | +13 | New |
| Horizon Investments, LLC | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 9 | $1.93K | 0.00% | +3+50.0% | Added |
| Addison Advisors LLC | 8 | $1.72K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8 | $1.72K | 0.00% | +2+33.3% | Added |
| Manchester Capital Management LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $1.29K | 0.00% | +6 | New |
| Spire Wealth Management | 6 | $1.29K | 0.00% | +1+20.0% | Added |
| True Wealth Design, LLC | 5 | $1.07K | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 5 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $810 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $645 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $645 | 0.00% | +1+50.0% | Added |
| Cornerstone Planning Group LLC | 3 | $594 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 2 | $430 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $430 | 0.00% | +2 | New |
| Clearstead Advisors, LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Activest Wealth Management | 0 | $0 | 0.00% | 0 | Sold out |
| Lone Pine Capital LLCSuperinvestorLone Pine Capital | 0 | $0 | 0.00% | −1,198,897−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −77,027−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −62,932−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −50,913−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −26,468−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −20,372−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −16,800−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −15,246−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −13,373−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| Tabor Asset Management, LP | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −8,898−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −5,732−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −5,639−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |