| Security National Bank | 111 | $21.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 110 | $20.8K | 0.00% | +12+12.2% | Added |
| Cedar Mountain Advisors, LLC | 106 | $20.1K | 0.00% | +106 | New |
| Community Bank, N.A. | 102 | $19.3K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 93 | $17.6K | 0.01% | +93 | New |
| Nomura Asset Management Co Ltd | 92 | $17.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 88 | $16.7K | 0.00% | +1+1.1% | Added |
| Glen Eagle Advisors, LLC | 82 | $15.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $15.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 75 | $14.2K | 0.00% | −10−11.8% | Reduced |
| True Link Financial Advisors, LLC | 72 | $13.6K | 0.00% | +72 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 71 | $13.4K | 0.01% | −9−11.3% | Reduced |
| Caitlin John, LLC | 67 | $12.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 59 | $11.2K | 0.00% | −43−42.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 56 | $10.6K | 0.00% | +8+16.7% | Added |
| Essential Partners LLC | 53 | $10.0K | 0.00% | −241−82.0% | Reduced |
| Massmutual Trust Co FSB | 50 | $9.47K | 0.00% | −68−57.6% | Reduced |
| Basecamp Wealth Advisors LLC | 49 | $9.28K | 0.00% | +3+6.5% | Added |
| AdvisorNet Financial, Inc | 47 | $8.97K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 46 | $8.66K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $8.53K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $7.77K | 0.00% | +41 | New |
| JFS Wealth Advisors, LLC | 40 | $7.58K | 0.00% | −1−2.4% | Reduced |
| Wolff Wiese Magana LLC | 35 | $6.63K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $6.44K | 0.00% | +34 | New |
| Meeder Asset Management Inc | 33 | $6.25K | 0.00% | +12+57.1% | Added |
| First Horizon Corp | 31 | $5.87K | 0.00% | −22−41.5% | Reduced |
| Farmers & Merchants Investments Inc | 29 | $5.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 24 | $4.55K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $4.36K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 22 | $4.17K | 0.00% | +22 | New |
| Rossby Financial, LCC | 21 | $4.01K | 0.00% | +20+2,000.0% | Added |
| MidFirst Bank | 20 | $3.79K | 0.00% | −1,180−98.3% | Reduced |
| Fortitude Family Office, LLC | 20 | $3.79K | 0.00% | +14+233.3% | Added |
| Tidemark, LLC | 20 | $3.79K | 0.00% | +20 | New |
| Richardson Capital Management LLC | 19 | $3.60K | 0.00% | +19 | New |
| Harbour Investments, Inc. | 18 | $3.47K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 18 | $3.41K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 17 | $3.22K | 0.00% | −16−48.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 17 | $3.22K | 0.00% | −4−19.0% | Reduced |
| J.Safra Asset Management Corp | 17 | $3.22K | 0.00% | +8+88.9% | Added |
| UMA Financial Services, Inc. | 17 | $3.22K | 0.00% | +17 | New |
| Zions Bancorporation, National Association | 16 | $3.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $2.84K | 0.00% | +15 | New |
| JPL Wealth Management, LLC | 15 | $2.84K | 0.00% | +15 | New |
| Transce3nd, LLC | 14 | $2.65K | 0.02% | −12−46.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 13 | $2.46K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 13 | $2.46K | 0.00% | +13 | New |
| Burk Holdings LLC | 10 | $1.90K | 0.00% | +10 | New |
| Owl Creek Wealth Partners LLC | 10 | $1.90K | 0.00% | +10 | New |
| Provenance Wealth Advisors, LLC | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $1.71K | 0.00% | +9 | New |
| First Command Advisory Services, Inc. | 9 | $1.71K | 0.00% | +9 | New |
| Wealth Preservation Advisors, LLC | 9 | $1.71K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 8 | $1.65K | 0.00% | +7+700.0% | Added |
| Montag A & Associates Inc | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $1.14K | 0.00% | −25−80.6% | Reduced |
| Albion Financial Group | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $953 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $948 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $948 | 0.00% | +2+66.7% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $947 | 0.00% | −1−16.7% | Reduced |
| Torren Management, LLC | 4 | $761 | 0.00% | −84−95.5% | Reduced |
| Cromwell Holdings LLC | 4 | $759 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $758 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $758 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $570 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $569 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $568 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $568 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $568 | 0.00% | +3 | New |
| McGuire Capital Advisors Inc | 2 | $388 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $379 | 0.00% | −1−33.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $379 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $379 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $379 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 1 | $191 | 0.00% | −3−75.0% | Reduced |
| Cassaday & Co Wealth Management LLC | 1 | $190 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $190 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $189 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $189 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $189 | 0.00% | +1 | New |
| Creative Financial Designs Inc | 0 | $2 | 0.00% | 0 | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −104,237−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −40,883−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,660−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −33,300−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −33,104−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −17,413−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −14,190−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −11,529−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −10,896−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,517−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −9,749−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −9,099−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −8,872−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −7,907−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,496−100.0% | Sold out |