| Smallwood Wealth Investment Management, LLC | 71 | $9.56K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 70 | $9.43K | 0.00% | +24+52.2% | Added |
| WPG Advisers, LLC | 68 | $9.16K | 0.01% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 66 | $8.89K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 65 | $8.75K | 0.00% | −6−8.5% | Reduced |
| Clark Wealth Partners | 64 | $8.68K | 0.01% | 00.0% | Unchanged |
| Breakwater Investment Management | 64 | $8.62K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $8.08K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 60 | $8.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 56 | $7.47K | 0.00% | −14−20.0% | Reduced |
| Bare Financial Services, Inc | 54 | $7.27K | 0.00% | +3+5.9% | Added |
| Capital Analysts, LLC | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 51 | $6.87K | 0.00% | +6+13.3% | Added |
| Eastern Bank | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $6.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $6.62K | 0.00% | +16+53.3% | Added |
| Private Wealth Management Group, LLC | 49 | $6.60K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 48 | $6.46K | 0.00% | +48 | New |
| 1620 Investment Advisors, Inc. | 47 | $6.33K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 45 | $6.06K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $6.06K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 44 | $5.92K | 0.00% | +44 | New |
| Clean Yield Group | 42 | $5.66K | 0.00% | −94−69.1% | Reduced |
| Kemnay Advisory Services Inc. | 41 | $5.52K | 0.00% | +41 | New |
| Whipplewood Advisors, LLC | 40 | $5.39K | 0.00% | +40 | New |
| Bryn Mawr Trust Co | 39 | $5.25K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 34 | $4.58K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 32 | $4.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $4.04K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 33 | $4.00K | 0.00% | −16−32.7% | Reduced |
| Avion Wealth | 32 | $4.00K | 0.00% | −4−11.1% | Reduced |
| UMA Financial Services, Inc. | 28 | $3.77K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 25 | $3.37K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $3.37K | 0.00% | +25 | New |
| True Wealth Design, LLC | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $3.23K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $3.10K | 0.00% | +6+35.3% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 22 | $2.90K | 0.00% | +11+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $2.83K | 0.00% | +1+5.0% | Added |
| Rakuten Securities, Inc. | 20 | $2.69K | 0.00% | +20 | New |
| SHP Wealth Management | 19 | $2.57K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 19 | $2.56K | 0.00% | +19 | New |
| JDM Financial Group LLC | 18 | $2.42K | 0.00% | +18 | New |
| Anchor Investment Management, LLC | 17 | $2.29K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $2.15K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $2.02K | 0.00% | +6+66.7% | Added |
| Bayban | 15 | $2.02K | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 14 | $1.89K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 14 | $1.89K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.62K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 11 | $1.42K | 0.00% | −8−42.1% | Reduced |
| Sachetta, LLC | 10 | $1.36K | 0.00% | −13−56.5% | Reduced |
| Harbor Investment Advisory, LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.35K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.08K | 0.00% | +1+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $1.08K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 7 | $943 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $943 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 6 | $808 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $674 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $674 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $669 | 0.00% | −7−58.3% | Reduced |
| Triumph Capital Management | 4 | $554 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $543 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 4 | $539 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 3 | $405 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $404 | 0.00% | +3 | New |
| Burk Holdings LLC | 3 | $404 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $279 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $269 | 0.00% | −23−92.0% | Reduced |
| Atlas Capital Advisors LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 2 | $269 | 0.00% | +2 | New |
| South State Corp. | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $135 | 0.00% | +1 | New |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −390,100−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −244,914−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −218,047−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −205,567−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −102,901−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −54,239−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −33,121−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −25,165−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,996−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −7,972−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −7,561−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |