| Westside Investment Management, Inc. | 160 | $7.89K | 0.00% | −6−3.6% | Reduced |
| Country Trust Bank | 154 | $7.55K | 0.00% | −33−17.6% | Reduced |
| USA Financial Portformulas Corp | 153 | $7.50K | 0.00% | −20,031−99.2% | Reduced |
| Cornerstone Financial Management LLC | 153 | $7.50K | 0.01% | +11+7.7% | Added |
| Carolina Wealth Advisors, LLC | 150 | $7.35K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 150 | $7.35K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 142 | $6.94K | 0.00% | +2+1.4% | Added |
| Aventura Private Wealth, LLC | 135 | $6.62K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 21,988 | $6.47K | 0.01% | +21,852+16,067.6% | Added |
| South State Corp. | 131 | $6.42K | 0.00% | −46−26.0% | Reduced |
| Abound Wealth Management | 128 | $6.28K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 126 | $6.18K | 0.00% | −3−2.3% | Reduced |
| Legacy Wealth Managment, LLC | 120 | $5.88K | 0.00% | +120 | New |
| Investors Portfolio Services LLC | 113 | $5.49K | 0.01% | −17−13.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 112 | $5.49K | 0.00% | +32+40.0% | Added |
| North Ridge Wealth Advisors, Inc. | 111 | $5.45K | 0.00% | +111 | New |
| ZRC Wealth Management, LLC | 110 | $5.39K | 0.00% | +5+4.8% | Added |
| Thompson Investment Management, Inc. | 108 | $5.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 108 | $5.29K | 0.00% | +108 | New |
| J.Safra Asset Management Corp | 105 | $5.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 102 | $5.00K | 0.00% | +37+56.9% | Added |
| Rachor Investment Advisory Services, LLC | 101 | $4.94K | 0.00% | +101 | New |
| Curio Wealth, LLC | 100 | $4.90K | 0.00% | +7+7.5% | Added |
| IMA Wealth, Inc. | 95 | $4.66K | 0.00% | +10+11.8% | Added |
| Bangor Savings Bank | 90 | $4.41K | 0.00% | −10−10.0% | Reduced |
| Hughes Financial Services, LLC | 90 | $4.41K | 0.00% | −7−7.2% | Reduced |
| Prudent Man Investment Management, Inc. | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $4.26K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 85 | $4.17K | 0.00% | +16+23.2% | Added |
| Colonial Trust Advisors | 83 | $4.07K | 0.00% | +43+107.5% | Added |
| Coston, McIsaac & Partners | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 87 | $4.00K | 0.00% | +3+3.6% | Added |
| United Financial Planning Group LLC | 80 | $3.92K | 0.00% | +80 | New |
| DT Investment Partners, LLC | 79 | $3.87K | 0.00% | −258−76.6% | Reduced |
| Principia Wealth Advisory, LLC | 75 | $3.68K | 0.00% | +37+97.4% | Added |
| Sunrise Financial Services, LLC | 69 | $3.38K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 67 | $3.28K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 61 | $2.99K | 0.00% | −167−73.2% | Reduced |
| Aspect Partners, LLC | 59 | $2.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 53 | $2.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $2.45K | 0.00% | −35−41.2% | Reduced |
| IAG Wealth Partners, LLC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 46 | $2.25K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 46 | $2.25K | 0.00% | +46 | New |
| Activest Wealth Management | 45 | $2.21K | 0.00% | +45 | New |
| WestEnd Advisors, LLC | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 43 | $2.11K | 0.00% | −320−88.2% | Reduced |
| Key Capital Management, INC | 43 | $2.11K | 0.00% | +43 | New |
| Intentional Wealth Strategies, LLC | 42 | $2.06K | 0.00% | +42 | New |
| Burk Holdings LLC | 41 | $2.01K | 0.00% | +41 | New |
| Main Street Group, LTD | 39 | $1.91K | 0.00% | +39 | New |
| United Community Bank | 38 | $1.86K | 0.00% | −371−90.7% | Reduced |
| POM Investment Strategies, LLC | 37 | $1.81K | 0.00% | +37 | New |
| Signature Resources Capital Management, LLC | 35 | $1.72K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 32 | $1.57K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 29 | $1.42K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.38K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 27 | $1.32K | 0.00% | +27 | New |
| 1015 Capital Partners, LLC | 26 | $1.27K | 0.00% | +6+30.0% | Added |
| Sankala Group LLC | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 22 | $1.08K | 0.00% | +22 | New |
| New England Capital Financial Advisors LLC | 20 | $998 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $981 | 0.00% | +3+17.6% | Added |
| Davis Capital Management | 20 | $980 | 0.00% | +9+81.8% | Added |
| Portus Wealth Advisors, LLC | 20 | $980 | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $896 | 0.00% | −19−51.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 17 | $833 | 0.00% | −83−83.0% | Reduced |
| Synergy Investment Management, LLC | 17 | $833 | 0.00% | +17 | New |
| Ameriflex Group, Inc. | 12 | $588 | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 12 | $557 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 11 | $540 | 0.00% | +4+57.1% | Added |
| Evermay Wealth Management LLC | 11 | $526 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 9 | $442 | 0.00% | +9 | New |
| Oakworth Capital, Inc. | 9 | $441 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 9 | $441 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 8 | $393 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 6 | $300 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5 | $246 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $197 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $197 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 2 | $98 | 0.00% | +2 | New |
| Meeder Asset Management Inc | 1 | $49 | 0.00% | −426−99.8% | Reduced |
| Evelyn Partners Asset Management Ltd | 1 | $49 | 0.00% | +1 | New |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −1,645,168−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −285,728−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −229,073−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −206,408−100.0% | Sold out |
| Kayne Anderson Capital Advisors LP | 0 | $0 | 0.00% | −191,092−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −141,279−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −113,269−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −78,068−100.0% | Sold out |
| Capital Innovations LLC | 0 | $0 | 0.00% | −77,480−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −65,029−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −58,133−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −57,528−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −57,040−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
