| Abound Wealth Management | 160 | $10.5K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 138 | $9.03K | 0.00% | −70−33.7% | Reduced |
| High Note Wealth, LLC | 138 | $9.03K | 0.00% | +3+2.2% | Added |
| First PREMIER Bank | 145 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 129 | $8.44K | 0.00% | +129 | New |
| Crews Bank & Trust | 125 | $8.18K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 119 | $7.79K | 0.01% | +119 | New |
| Gilpin Wealth Management, LLC | 118 | $7.72K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 116 | $7.59K | 0.00% | +35+43.2% | Added |
| Sachetta, LLC | 113 | $7.40K | 0.00% | +36+46.8% | Added |
| Armstrong Advisory Group, Inc | 109 | $7.14K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 106 | $6.94K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 105 | $6.87K | 0.00% | −11−9.5% | Reduced |
| First Pacific Financial | 103 | $6.74K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 103 | $6.74K | 0.00% | +103 | New |
| LRI Investments, LLC | 100 | $6.55K | 0.00% | +100 | New |
| Golden State Equity Partners | 97 | $6.35K | 0.00% | +97 | New |
| Intentional Wealth Strategies, LLC | 96 | $6.28K | 0.01% | +96 | New |
| Manchester Capital Management LLC | 93 | $6.09K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 92 | $6.02K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 91 | $5.96K | 0.00% | −1,198−92.9% | Reduced |
| North Star Investment Management Corp. | 87 | $5.70K | 0.00% | +87 | New |
| WPG Advisers, LLC | 85 | $5.56K | 0.00% | −131−60.6% | Reduced |
| HM Payson & Co | 82 | $5.37K | 0.00% | −32−28.1% | Reduced |
| Raffa Wealth Management, LLC | 80 | $5.24K | 0.00% | +7+9.6% | Added |
| Principia Wealth Advisory, LLC | 77 | $5.04K | 0.00% | +13+20.3% | Added |
| Ogorek Anthony Joseph | 77 | $5.00K | 0.00% | +77 | New |
| Smartleaf Asset Management LLC | 82 | $4.97K | 0.00% | +46+127.8% | Added |
| Sapience Investments, LLC | 72 | $4.71K | 0.61% | −6,240−98.9% | Reduced |
| Cromwell Holdings LLC | 72 | $4.71K | 0.00% | +20+38.5% | Added |
| Bay Harbor Wealth Management, LLC | 68 | $4.45K | 0.00% | +12+21.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 66 | $4.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 60 | $4.00K | 0.00% | +60 | New |
| Bare Financial Services, Inc | 58 | $3.80K | 0.00% | +19+48.7% | Added |
| Rialto Wealth Management, LLC | 55 | $3.60K | 0.00% | +25+83.3% | Added |
| IMA Wealth, Inc. | 54 | $3.53K | 0.00% | +54 | New |
| Beaird Harris Wealth Management, LLC | 51 | $3.34K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $3.27K | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 49 | $3.21K | 0.00% | +31+172.2% | Added |
| Vanguard National Trust Co | 40 | $2.62K | 0.00% | +40 | New |
| Purpose Unlimited Inc. | 39 | $2.55K | 0.00% | −93−70.5% | Reduced |
| Highline Wealth Partners LLC | 38 | $2.49K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 35 | $2.29K | 0.00% | +35 | New |
| JNBA Financial Advisors | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $2.23K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 33 | $2.16K | 0.00% | +1+3.1% | Added |
| Dogwood Wealth Management LLC | 33 | $2.16K | 0.00% | +11+50.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 30 | $1.96K | 0.00% | −23−43.4% | Reduced |
| Lloyd Advisory Services, LLC. | 29 | $1.90K | 0.00% | +29 | New |
| Kingdom Financial Group LLC. | 29 | $1.90K | 0.00% | +29 | New |
| Triumph Capital Management | 28 | $1.83K | 0.00% | +5+21.7% | Added |
| 1015 Capital Partners, LLC | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 26 | $1.70K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $1.64K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 25 | $1.64K | 0.00% | +21+525.0% | Added |
| Bogart Wealth, LLC | 25 | $1.64K | 0.00% | +25 | New |
| Vermillion Wealth Management, Inc. | 25 | $1.64K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 24 | $1.57K | 0.00% | −340−93.4% | Reduced |
| Financial Management Professionals, Inc. | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 24 | $1.57K | 0.00% | +24 | New |
| Atwood & Palmer Inc | 21 | $1.38K | 0.00% | −120−85.1% | Reduced |
| Legacy Wealth Managment, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.31K | 0.00% | +20 | New |
| Aspect Partners, LLC | 18 | $1.18K | 0.00% | +18 | New |
| South State Corp. | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $1.05K | 0.00% | −200−92.6% | Reduced |
| McGuire Capital Advisors Inc | 16 | $1.05K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +24 | New |
| Wealth Preservation Advisors, LLC | 14 | $916 | 0.00% | −30−68.2% | Reduced |
| TopTier Wealth Management, LLC | 14 | $916 | 0.00% | +14 | New |
| Seneschal Advisors, LLC | 12 | $786 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $721 | 0.00% | +4+57.1% | Added |
| Harbor Investment Advisory, LLC | 10 | $655 | 0.00% | +10 | New |
| Larson Financial Group LLC | 9 | $589 | 0.00% | −187−95.4% | Reduced |
| Sofos Investments, Inc. | 8 | $524 | 0.00% | +7+700.0% | Added |
| Atlantic Union Bankshares Corp | 8 | $524 | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $524 | 0.00% | +8 | New |
| Curio Wealth, LLC | 7 | $458 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $458 | 0.00% | +7 | New |
| Caitong International Asset Management Co., Ltd | 5 | $327 | 0.00% | −4,698−99.9% | Reduced |
| MV Capital Management, Inc. | 4 | $262 | 0.00% | +3+300.0% | Added |
| 3 Factor Indexing, LLC | 3 | $197 | 0.00% | +3 | New |
| Huntington National Bank | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 1 | $65 | 0.00% | +1 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −947,295−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −864,808−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −803,056−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −495,550−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −444,176−100.0% | Sold out |
| Simcoe Capital Management, LLC | 0 | $0 | 0.00% | −281,295−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −184,300−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −144,079−100.0% | Sold out |
| Templeton & Phillips Capital Management, LLC | 0 | $0 | 0.00% | −139,360−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −130,690−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −117,187−100.0% | Sold out |
