| Atala Financial Inc | 39 | $14.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 37 | $13.7K | 0.01% | −6,860−99.5% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $12.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 33 | $12.2K | 0.00% | +14+73.7% | Added |
| Binnacle Investments Inc | 32 | $11.8K | 0.01% | +32 | New |
| DT Investment Partners, LLC | 30 | $11.1K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $11.1K | 0.00% | +30 | New |
| Keener Financial Planning LLC | 30 | $11.0K | 0.01% | +30 | New |
| City Holding Co | 29 | $10.7K | 0.00% | +29 | New |
| Vermillion & White Wealth Management Group, LLC | 29 | $10.7K | 0.01% | +29 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 25 | $9.24K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $9.24K | 0.00% | +25 | New |
| South State Corp. | 23 | $8.50K | 0.00% | +23 | New |
| IMG Wealth Management, Inc. | 22 | $8.13K | 0.01% | +22 | New |
| NewSquare Capital LLC | 21 | $7.76K | 0.00% | +21 | New |
| Main Street Group, LTD | 20 | $7.39K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $7.39K | 0.00% | +20 | New |
| Frazier Financial Advisors, LLC | 19 | $7.02K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $6.65K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 18 | $6.65K | 0.04% | +18 | New |
| Bokf, NA | 17 | $6.28K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $5.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 16 | $5.74K | 0.00% | −1−5.9% | Reduced |
| Bell Investment Advisors, Inc | 13 | $4.81K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13 | $4.80K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $4.80K | 0.00% | +13 | New |
| Accent Capital Management, LLC | 13 | $4.80K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $4.44K | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 10 | $3.70K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $3.33K | 0.00% | +9 | New |
| Sachetta, LLC | 8 | $2.96K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $2.96K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 7 | $2.59K | 0.00% | +4+133.3% | Added |
| Bank of Jackson Hole Trust | 6 | $2.45K | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $2.22K | 0.00% | −127−95.5% | Reduced |
| Eastern Bank | 6 | $2.22K | 0.00% | −7−53.8% | Reduced |
| Byrne Asset Management LLC | 6 | $2.22K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $1.85K | 0.00% | −4−44.4% | Reduced |
| Rialto Wealth Management, LLC | 5 | $1.85K | 0.00% | +5 | New |
| Painted Porch Advisors LLC | 5 | $1.85K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 5 | $1.85K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $1.85K | 0.00% | +5 | New |
| Rossby Financial, LCC | 4 | $1.64K | 0.00% | +4 | New |
| ORG Partners LLC | 4 | $1.50K | 0.00% | +4 | New |
| Center for Financial Planning, Inc. | 4 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.48K | 0.00% | +4 | New |
| Parvin Asset Management, LLC | 4 | $1.48K | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 3 | $1.11K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $1.11K | 0.00% | −2−40.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 4 | $1.00K | 0.00% | +4 | New |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 LLC | 3 | $966 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 2 | $740 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $740 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $739 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 2 | $739 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 2 | $739 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $739 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 1 | $391 | 0.00% | −1−50.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $376 | 0.00% | +1 | New |
| Hollencrest Capital Management | 1 | $370 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $370 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $370 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $370 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $370 | 0.00% | +1 | New |
| North Capital, Inc. | 1 | $370 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $370 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,042−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −71,931−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −68,352−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −32,725−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −29,747−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −26,029−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −19,893−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −18,877−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −12,320−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −12,233−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −8,999−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −7,575−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −6,104−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −5,549−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,187−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,168−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −4,773−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −4,646−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Spectrum Wealth Counsel, LLC | 0 | $0 | 0.00% | −4,444−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −4,130−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −4,080−100.0% | Sold out |