| JPL Wealth Management, LLC | 50 | $4.23K | 0.00% | +50 | New |
| Geneos Wealth Management Inc. | 46 | $3.90K | 0.00% | −5−9.8% | Reduced |
| Dogwood Wealth Management LLC | 46 | $3.89K | 0.00% | −7−13.2% | Reduced |
| Altshuler Shaham Ltd | 46 | $3.89K | 0.00% | −3−6.1% | Reduced |
| Sunbelt Securities, Inc. | 46 | $3.89K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 44 | $3.73K | 0.00% | +44 | New |
| Salomon & Ludwin, LLC | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 37 | $3.13K | 0.00% | +28+311.1% | Added |
| First Command Advisory Services, Inc. | 36 | $3.05K | 0.00% | +36 | New |
| GW&K Investment Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | +33 | New |
| Torren Management, LLC | 33 | $2.82K | 0.00% | −17−34.0% | Reduced |
| Zions Bancorporation, National Association | 33 | $2.79K | 0.00% | +21+175.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.62K | 0.00% | +31 | New |
| Webster Bank, N. A. | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 26 | $2.20K | 0.00% | +1+4.0% | Added |
| Dunhill Financial, LLC | 25 | $2.17K | 0.00% | +21+525.0% | Added |
| Sound Income Strategies, LLC | 24 | $2.06K | 0.00% | +12+100.0% | Added |
| Cromwell Holdings LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 24 | $2.03K | 0.00% | +24 | New |
| Navigoe, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.86K | 0.00% | +1+4.8% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.86K | 0.00% | +5+29.4% | Added |
| Marquette Asset Management, LLC | 21 | $1.78K | 0.00% | +21 | New |
| Aspect Partners, LLC | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $1.69K | 0.00% | +5+33.3% | Added |
| Colonial Trust Co | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 18 | $1.52K | 0.00% | −3,018−99.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $1.52K | 0.00% | +18 | New |
| TD Capital Management LLC | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 17 | $1.44K | 0.00% | −66−79.5% | Reduced |
| Richardson Capital Management LLC | 17 | $1.44K | 0.00% | +17 | New |
| Kilter Group LLC | 16 | $1.35K | 0.00% | +16 | New |
| International Assets Investment Management, LLC | 15 | $1.28K | 0.00% | −23−60.5% | Reduced |
| MPWM Advisory Solutions, LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.10K | 0.00% | +3+30.0% | Added |
| South State Corp. | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.02K | 0.00% | +2+20.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $1.02K | 0.00% | +12 | New |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $847 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $762 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 9 | $762 | 0.00% | +2+28.6% | Added |
| Manning & Napier Advisors LLC | 9 | $746 | 0.00% | +1+12.5% | Added |
| DecisionPoint Financial, LLC | 8 | $678 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 8 | $677 | 0.00% | +8 | New |
| St Germain D J Co Inc | 6 | $508 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $508 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $507 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $473 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 5 | $423 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $339 | 0.00% | +2+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $339 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $254 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $254 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $254 | 0.00% | +3 | New |
| High Note Wealth, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $169 | 0.00% | +2 | New |
| Leonteq Securities AG | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Flossbach Von Storch AG | 0 | $0 | 0.00% | −3,252,150−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,014,700−100.0% | Sold out |
| Fundsmith LLPSuperinvestorFundsmith | 0 | $0 | 0.00% | −579,016−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −382,762−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −38,615−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −18,660−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −18,482−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −18,219−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −15,429−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −10,785−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −9,375−100.0% | Sold out |
| Quantum Private Wealth, LLC | 0 | $0 | 0.00% | −8,029−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,583−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −7,191−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −6,970−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,826−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −5,413−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −4,833−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −4,391−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −8,357−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −3,439−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| True North Advisors, LLC | 0 | $0 | 0.00% | −2,917−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −2,786−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −2,556−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −2,547−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −555−100.0% | Sold out |
| eCIO, Inc. | 0 | $0 | 0.00% | −237−100.0% | Sold out |
| West Branch Capital LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |