| Sachetta, LLC | 209 | $3.36K | 0.00% | +127+154.9% | Added |
| City State Bank | 205 | $3.30K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $3.22K | 0.00% | −401−66.7% | Reduced |
| Pinnacle Bancorp, Inc. | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 196 | $3.15K | 0.00% | +53+37.1% | Added |
| Bartlett & Co. Wealth Management LLC | 191 | $3.07K | 0.00% | +191 | New |
| Princeton Global Asset Management LLC | 187 | $3.01K | 0.00% | +3+1.6% | Added |
| Essential Partners LLC | 186 | $2.99K | 0.00% | +186 | New |
| Financial Network Wealth Advisors LLC | 170 | $2.73K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 170 | $2.73K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 169 | $2.72K | 0.00% | +156+1,200.0% | Added |
| Howard Hughes Medical Institute | 150 | $2.41K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 150 | $2.41K | 0.00% | +150 | New |
| Quest Partners LLC | 146 | $2.35K | 0.00% | −2,718−94.9% | Reduced |
| Barrett & Company, Inc. | 137 | $2.21K | 0.00% | −1,399−91.1% | Reduced |
| N.E.W. Advisory Services LLC | 133 | $2.14K | 0.00% | +133 | New |
| Basepoint Wealth LLC | 130 | $2.10K | 0.00% | +130 | New |
| Financial Management Professionals, Inc. | 128 | $2.06K | 0.00% | +55+75.3% | Added |
| Fortitude Family Office, LLC | 127 | $2.04K | 0.00% | −61−32.4% | Reduced |
| Clayton Financial Group LLC | 125 | $2.01K | 0.00% | +125 | New |
| Horizon Bancorp Inc | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 122 | $1.96K | 0.00% | +122 | New |
| J.Safra Asset Management Corp | 120 | $1.93K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 119 | $1.91K | 0.00% | +119 | New |
| Aspect Partners, LLC | 114 | $1.83K | 0.00% | +17+17.5% | Added |
| UMA Financial Services, Inc. | 113 | $1.82K | 0.00% | +113 | New |
| St. Johns Investment Management Company, LLC | 110 | $1.77K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 107 | $1.73K | 0.00% | −3,112−96.7% | Reduced |
| Private Wealth Management Group, LLC | 103 | $1.66K | 0.00% | −9−8.0% | Reduced |
| Principia Wealth Advisory, LLC | 101 | $1.62K | 0.00% | +3+3.1% | Added |
| Sfam, LLC | 100 | $1.61K | 0.00% | +100 | New |
| Legacy Bridge, LLC | 97 | $1.56K | 0.00% | +97 | New |
| Cornerstone Financial Management LLC | 87 | $1.40K | 0.00% | +87 | New |
| Eukles Asset Management | 86 | $1.38K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 85 | $1.37K | 0.00% | −75−46.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 76 | $1.29K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 78 | $1.25K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 67 | $1.08K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 60 | $970 | 0.00% | +47+361.5% | Added |
| SHP Wealth Management | 56 | $900 | 0.00% | +56 | New |
| Kilter Group LLC | 50 | $804 | 0.00% | −15−23.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 49 | $788 | 0.00% | −43−46.7% | Reduced |
| True Wealth Design, LLC | 47 | $756 | 0.00% | −32−40.5% | Reduced |
| Raffa Wealth Management, LLC | 47 | $756 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 46 | $745 | 0.00% | +1+2.2% | Added |
| Align Financial, LLC | 691 | $691 | 0.00% | +691 | New |
| Acumen Wealth Advisors, LLC | 41 | $660 | 0.00% | +41 | New |
| Maseco LLP | 39 | $627 | 0.00% | +39 | New |
| Bare Financial Services, Inc | 38 | $611 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $547 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 30 | $518 | 0.00% | +30 | New |
| Optima Capital LLC | 31 | $498 | 0.00% | +31 | New |
| Financial Consulate, Inc | 30 | $483 | 0.00% | +10+50.0% | Added |
| NVWM, LLC | 30 | $482 | 0.00% | +20+200.0% | Added |
| Keating Financial Advisory Services, Inc. | 28 | $450 | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 23 | $370 | 0.00% | −2−8.0% | Reduced |
| Investors Portfolio Services LLC | 21 | $332 | 0.00% | +21 | New |
| Aventura Private Wealth, LLC | 20 | $322 | 0.00% | +20 | New |
| Clark Wealth Partners | 19 | $306 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 17 | $274 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 17 | $274 | 0.00% | +17 | New |
| Glen Eagle Advisors, LLC | 16 | $261 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $234 | 0.00% | −10,769−99.9% | Reduced |
| American Capital Advisory, LLC | 14 | $226 | 0.00% | −2−12.5% | Reduced |
| Colonial Trust Co | 13 | $209 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $165 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $129 | 0.00% | +8 | New |
| Caitlin John, LLC | 6 | $101 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $16 | 0.00% | −345−99.7% | Reduced |
| Avion Wealth | 61 | $0 | 0.00% | −53−46.5% | Reduced |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −1,305,556−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −642,517−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −559,662−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −434,962−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −155,009−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −152,122−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −149,073−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −145,007−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −99,797−100.0% | Sold out |
| Avanza Fonder AB | 0 | $0 | 0.00% | −85,799−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −82,933−100.0% | Sold out |
| Accordant Advisory Group Inc | 0 | $0 | 0.00% | −79,998−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −59,631−100.0% | Sold out |
| Fortem Financial Group, LLC | 0 | $0 | 0.00% | −51,716−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −46,098−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −45,632−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −45,015−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −44,836−100.0% | Sold out |
| Samalin Investment Counsel, LLC | 0 | $0 | 0.00% | −44,810−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −37,283−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −36,767−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −32,655−100.0% | Sold out |
| Journey Advisory Group, LLC | 0 | $0 | 0.00% | −25,430−100.0% | Sold out |
| LDR Capital Management LLC | 0 | $0 | 0.00% | −24,987−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −24,491−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −17,756−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −16,961−100.0% | Sold out |
| Arista Wealth Management, LLC | 0 | $0 | 0.00% | −15,926−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −15,455−100.0% | Sold out |
