| Dunhill Financial, LLC | 147 | $22.4K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 146 | $22.2K | 0.00% | +146 | New |
| Triad Wealth Partners, LLC | 140 | $21.3K | 0.01% | +140 | New |
| Valley National Advisers Inc | 142 | $21.0K | 0.00% | +48+51.1% | Added |
| Venturi Wealth Management, LLC | 134 | $20.4K | 0.00% | +77+135.1% | Added |
| Prestige Wealth Management Group LLC | 134 | $20.4K | 0.00% | −3,645−96.5% | Reduced |
| West Paces Advisors Inc. | 125 | $19.0K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 126 | $19.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 124 | $19.0K | 0.00% | +15+13.8% | Added |
| Harbor Investment Advisory, LLC | 119 | $18.1K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 118 | $17.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 118 | $17.9K | 0.01% | +23+24.2% | Added |
| Coppell Advisory Solutions LLC | 113 | $17.2K | 0.00% | +113 | New |
| Larson Financial Group LLC | 106 | $16.1K | 0.00% | −35−24.8% | Reduced |
| Raleigh Capital Management Inc. | 104 | $15.8K | 0.01% | −6−5.5% | Reduced |
| Sachetta, LLC | 105 | $15.2K | 0.01% | +34+47.9% | Added |
| ESL Trust Services, LLC | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $15.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $14.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 96 | $14.6K | 0.00% | +73+317.4% | Added |
| Delta Asset Management LLC | 92 | $14.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 89 | $13.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 85 | $12.9K | 0.00% | −168−66.4% | Reduced |
| Crewe Advisors LLC | 85 | $12.9K | 0.00% | −33−28.0% | Reduced |
| Operose Advisors LLC | 85 | $12.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 80 | $12.2K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $12.2K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $12.0K | 0.00% | +77+1,283.3% | Added |
| Atticus Wealth Management, LLC | 79 | $12.0K | 0.00% | +1+1.3% | Added |
| Bangor Savings Bank | 75 | $11.4K | 0.00% | −8−9.6% | Reduced |
| Activest Wealth Management | 73 | $11.1K | 0.00% | +73 | New |
| Financial Management Professionals, Inc. | 71 | $11.0K | 0.00% | +3+4.4% | Added |
| Bell Investment Advisors, Inc | 71 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cultivar Capital, Inc. | 69 | $10.5K | 0.01% | +69 | New |
| Pacific Capital Wealth Advisors, Inc | 66 | $10.0K | 0.00% | +62+1,550.0% | Added |
| Pineridge Advisors LLC | 60 | $9.12K | 0.00% | +60 | New |
| Anfield Capital Management, LLC | 55 | $8.36K | 0.00% | +55 | New |
| Smithfield Trust Co | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $7.96K | 0.00% | −85−62.0% | Reduced |
| Semmax Financial Advisors Inc. | 52 | $7.76K | 0.00% | +1+2.0% | Added |
| Colonial Trust Advisors | 50 | $7.60K | 0.00% | −2−3.8% | Reduced |
| Newton One Investments LLC | 49 | $7.42K | 0.00% | +1+2.1% | Added |
| Old Second National Bank of Aurora | 46 | $6.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $6.82K | 0.00% | −6−11.8% | Reduced |
| Aspire Private Capital, LLC | 44 | $6.69K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 43 | $6.54K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $6.23K | 0.00% | +4+10.8% | Added |
| Avion Wealth | 45 | $6.00K | 0.00% | +12+36.4% | Added |
| SRS Capital Advisors, Inc. | 35 | $5.32K | 0.00% | −5−12.5% | Reduced |
| Frazier Financial Advisors, LLC | 33 | $5.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $5.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $5.01K | 0.00% | +3+10.3% | Added |
| MCF Advisors LLC | 28 | $4.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $4.26K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.35K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $3.19K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 20 | $3.04K | 0.00% | +10+100.0% | Added |
| South State Corp. | 20 | $3.04K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 19 | $2.89K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 18 | $2.74K | 0.00% | −5−21.7% | Reduced |
| Castleview Partners, LLC | 16 | $2.43K | 0.00% | −6−27.3% | Reduced |
| Core Alternative Capital | 16 | $2.43K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 15 | $2.35K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 15 | $2.28K | 0.00% | −68−81.9% | Reduced |
| Aspect Partners, LLC | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | +2+22.2% | Added |
| Union Savings Bank | 13 | $1.98K | 0.00% | +13 | New |
| Providence Capital Advisors, LLC | 12 | $1.82K | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 11 | $1.67K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.67K | 0.00% | +3+37.5% | Added |
| Toth Financial Advisory Corp | 11 | $1.67K | 0.00% | +11 | New |
| RFP Financial Group LLC | 11 | $1.67K | 0.00% | +11 | New |
| HighMark Wealth Management LLC | 10 | $1.52K | 0.00% | +10 | New |
| Unique Wealth Strategies, LLC | 10 | $1.44K | 0.00% | +10 | New |
| MeadowBrook Investment Advisors LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 7 | $1.06K | 0.00% | −2−22.2% | Reduced |
| Strengthening Families & Communities, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $912 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $744 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $608 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 3 | $487 | 0.00% | +3 | New |
| JJJ Advisors Inc. | 2 | $305 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $304 | 0.00% | +2 | New |
| Redwood Wealth Management Group, LLC | 1 | $152 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 152 | $23 | 0.02% | +1+0.7% | Added |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Davis Selected Advisers | 101,905 | $0 | 0.00% | −60−0.1% | Reduced |
| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | +3 | New |
| Gladstone Capital Management LLP | 0 | $0 | 0.00% | −251,333−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −121,756−100.0% | Sold out |
| Monolith Management Ltd | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −81,186−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −62,589−100.0% | Sold out |
| One Fin Capital Management LP | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |