| Parkside Financial Bank & Trust | 297 | $17.2K | 0.00% | +74+33.2% | Added |
| Los Angeles Capital Management LLC | 296 | $17.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 286 | $16.6K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 282 | $16.4K | 0.01% | −1,828−86.6% | Reduced |
| Southern Michigan Bank & Trust | 275 | $16.0K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 274 | $15.9K | 0.01% | +37+15.6% | Added |
| Quent Capital, LLC | 268 | $15.5K | 0.00% | +140+109.4% | Added |
| Sarver Vrooman Wealth Advisors | 258 | $14.9K | 0.01% | +4+1.6% | Added |
| Rossby Financial, LCC | 257 | $14.9K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 249 | $14.4K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 233 | $13.5K | 0.00% | +233 | New |
| Arlington Trust Co LLC | 222 | $12.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 211 | $12.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 206 | $12.0K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 201 | $11.7K | 0.00% | +201 | New |
| Costello Asset Management, INC | 200 | $11.6K | 0.00% | −202−50.2% | Reduced |
| First Horizon Corp | 192 | $11.1K | 0.00% | +192 | New |
| Massmutual Trust Co FSB | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 183 | $10.7K | 0.01% | +2+1.1% | Added |
| Prestige Wealth Management Group LLC | 176 | $10.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 148 | $8.59K | 0.00% | +116+362.5% | Added |
| Vision Financial Markets LLC | 134 | $7.74K | 0.01% | +2+1.5% | Added |
| JPL Wealth Management, LLC | 133 | $7.72K | 0.00% | +133 | New |
| Aberdeen Wealth Management LLC | 130 | $7.54K | 0.00% | +130 | New |
| Kerr Financial Planning Corp | 125 | $7.25K | 0.01% | −500−80.0% | Reduced |
| Planning Strategies Inc. | 122 | $7.08K | 0.00% | +122 | New |
| IMA Wealth, Inc. | 116 | $6.76K | 0.00% | +42+56.8% | Added |
| Bell Investment Advisors, Inc | 115 | $6.67K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 114 | $6.61K | 0.00% | −65−36.3% | Reduced |
| Napier Financial, LLC | 112 | $6.50K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 111 | $6.44K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 105 | $6.09K | 0.00% | −1,675−94.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 100 | $5.80K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 88 | $5.11K | 0.00% | −300−77.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 84 | $4.87K | 0.00% | +84 | New |
| Strategic Wealth Partners, Ltd. | 75 | $4.35K | 0.00% | 00.0% | Unchanged |
| City State Bank | 75 | $4.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $4.35K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 70 | $4.06K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 68 | $3.89K | 0.00% | +68 | New |
| Trust Co of Vermont | 66 | $3.83K | 0.00% | +66 | New |
| Rothschild Investment LLC | 65 | $3.77K | 0.00% | −31−32.3% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $3.77K | 0.00% | −4−5.8% | Reduced |
| TD Waterhouse Canada Inc. | 60 | $3.46K | 0.00% | −1,943−97.0% | Reduced |
| Brown Brothers Harriman & Co | 59 | $3.42K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 59 | $3.42K | 0.00% | +24+68.6% | Added |
| Boreal Capital Management LLC | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 50 | $2.90K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 48 | $2.79K | 0.00% | +9+23.1% | Added |
| Manning & Napier Advisors LLC | 46 | $2.71K | 0.00% | +46 | New |
| Transamerica Financial Advisors, Inc. | 46 | $2.70K | 0.00% | −37−44.6% | Reduced |
| Clearstead Advisors, LLC | 45 | $2.61K | 0.00% | +25+125.0% | Added |
| CoreCap Advisors, LLC | 38 | $2.20K | 0.00% | −279−88.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 38 | $2.20K | 0.00% | +38 | New |
| Roble, Belko & Company, Inc | 31 | $2.00K | 0.00% | +1+3.3% | Added |
| Silver Grove Financial Group, Inc. | 32 | $1.86K | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 31 | $1.80K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 30 | $1.73K | 0.00% | +1+3.4% | Added |
| Archer Investment Corp | 29 | $1.68K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 27 | $1.59K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 25 | $1.45K | 0.00% | +22+733.3% | Added |
| PEAK6 LLC | 23 | $1.33K | 0.00% | −48,953−100.0% | Reduced |
| Rialto Wealth Management, LLC | 22 | $1.28K | 0.00% | +12+120.0% | Added |
| Central Trust Co | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $1.16K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $1.15K | 0.00% | +1+5.3% | Added |
| Ancora Advisors, LLC | 19 | $1.10K | 0.00% | −1,601−98.8% | Reduced |
| Signature Equity Partners, LLC | 19 | $1.10K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $987 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $816 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $758 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $642 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 10 | $580 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $465 | 0.00% | +8 | New |
| Financial Perspectives, Inc | 8 | $464 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 6 | $348 | 0.00% | +2+50.0% | Added |
| Silicon Valley Capital Partners | 5 | $298 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 5 | $290 | 0.00% | −218−97.8% | Reduced |
| Buck Wealth Strategies, LLC | 5 | $290 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 3 | $188 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $174 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 3 | $174 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −281,766−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −118,688−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −96,027−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,719−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −35,650−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −32,532−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −29,880−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −43,995−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −12,502−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,134−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −10,367−100.0% | Sold out |
