| Massmutual Trust Co FSB | 549 | $24.5K | 0.00% | −106−16.2% | Reduced |
| TD Private Client Wealth LLC | 547 | $24.4K | 0.00% | +163+42.4% | Added |
| Spire Wealth Management | 523 | $23.4K | 0.00% | −97−15.6% | Reduced |
| Operose Advisors LLC | 517 | $23.1K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 483 | $21.6K | 0.00% | −243−33.5% | Reduced |
| Pin Oak Investment Advisors Inc | 465 | $21.0K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 465 | $20.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 454 | $20.3K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 429 | $19.2K | 0.01% | −2−0.5% | Reduced |
| Harbour Investments, Inc. | 420 | $18.8K | 0.00% | +12+2.9% | Added |
| Geneos Wealth Management Inc. | 411 | $18.4K | 0.00% | +411 | New |
| Triumph Capital Management | 400 | $17.9K | 0.00% | +400 | New |
| Quent Capital, LLC | 391 | $17.5K | 0.00% | −281−41.8% | Reduced |
| Key Financial Inc | 377 | $16.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 370 | $16.5K | 0.00% | −75−16.9% | Reduced |
| Activest Wealth Management | 361 | $16.1K | 0.00% | +361 | New |
| ZRC Wealth Management, LLC | 327 | $14.6K | 0.01% | +327 | New |
| Armstrong Advisory Group, Inc | 324 | $14.5K | 0.00% | −452−58.2% | Reduced |
| Wiser Advisor Group LLC | 320 | $14.3K | 0.02% | +5+1.6% | Added |
| Retirement Wealth Solutions LLC | 270 | $12.1K | 0.01% | −31−10.3% | Reduced |
| CoreCap Advisors, LLC | 269 | $12.0K | 0.00% | +37+15.9% | Added |
| GW&K Investment Management, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 252 | $11.3K | 0.00% | +252 | New |
| Farmers & Merchants Investments Inc | 245 | $10.9K | 0.00% | +13+5.6% | Added |
| Fideuram Asset Management (Ireland) dac | 232 | $10.7K | 0.00% | +232 | New |
| Quattro Advisors LLC | 238 | $10.7K | 0.01% | +238 | New |
| Commonwealth Retirement Investments LLC | 229 | $10.2K | 0.00% | +229 | New |
| Byrne Asset Management LLC | 228 | $10.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 218 | $9.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 201 | $8.98K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 188 | $8.40K | 0.00% | −2,047−91.6% | Reduced |
| CGC Financial Services, LLC | 186 | $8.31K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 156 | $7.10K | 0.01% | +2+1.3% | Added |
| Basecamp Wealth Advisors LLC | 153 | $6.84K | 0.00% | +153 | New |
| Pinnacle Bancorp, Inc. | 147 | $6.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 145 | $6.49K | 0.00% | −13−8.2% | Reduced |
| Westside Investment Management, Inc. | 146 | $6.49K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 144 | $6.44K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 139 | $6.20K | 0.00% | +49+54.4% | Added |
| Medallion Wealth Advisors, LLC | 117 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 115 | $5.14K | 0.00% | +11+10.6% | Added |
| Rialto Wealth Management, LLC | 108 | $4.83K | 0.00% | +87+414.3% | Added |
| Whittier Trust Co of Nevada Inc | 103 | $4.60K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.47K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | −21−17.4% | Reduced |
| Plato Investment Management Ltd | 88 | $3.95K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 86 | $3.84K | 0.00% | +86 | New |
| Salomon & Ludwin, LLC | 85 | $3.83K | 0.00% | −42−33.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 85 | $3.80K | 0.00% | +85 | New |
| ORG Partners LLC | 81 | $3.62K | 0.00% | +81 | New |
| Manning & Napier Advisors LLC | 75 | $3.38K | 0.00% | +75 | New |
| Bartlett & Co. Wealth Management LLC | 70 | $3.13K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 68 | $3.04K | 0.00% | −30−30.6% | Reduced |
| Root Financial Partners, LLC | 61 | $2.73K | 0.00% | +46+306.7% | Added |
| Ancora Advisors, LLC | 56 | $2.49K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 55 | $2.46K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 51 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 50 | $2.23K | 0.00% | +12+31.6% | Added |
| Ares Financial Consulting, LLC | 46 | $2.06K | 0.00% | +46 | New |
| North Star Investment Management Corp. | 42 | $1.88K | 0.00% | +42 | New |
| Fortitude Family Office, LLC | 37 | $1.65K | 0.00% | −34−47.9% | Reduced |
| Marquette Asset Management, LLC | 37 | $1.65K | 0.00% | +37 | New |
| Bruce G. Allen Investments, LLC | 36 | $1.61K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 36 | $1.61K | 0.00% | +36 | New |
| Millstone Evans Group, LLC | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 29 | $1.30K | 0.00% | +29 | New |
| Fourth Dimension Wealth, LLC | 27 | $1.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 23 | $1.03K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 22 | $983 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $894 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $894 | 0.00% | +20 | New |
| Asset Dedication, LLC | 18 | $805 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $805 | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 17 | $760 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $728 | 0.00% | +16 | New |
| Bare Financial Services, Inc | 16 | $715 | 0.00% | −66−80.5% | Reduced |
| Bogart Wealth, LLC | 13 | $581 | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 12 | $537 | 0.00% | −66−84.6% | Reduced |
| Elyxium Wealth, LLC | 11 | $492 | 0.00% | +11 | New |
| Cornerstone Financial Management LLC | 11 | $492 | 0.00% | +11 | New |
| McGuire Capital Advisors Inc | 11 | $492 | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 9 | $417 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 7 | $313 | 0.00% | −4−36.4% | Reduced |
| Central Trust Co | 6 | $269 | 0.00% | −74−92.5% | Reduced |
| MV Capital Management, Inc. | 6 | $269 | 0.00% | +1+20.0% | Added |
| Hughes Financial Services, LLC | 1 | $45 | 0.00% | +1 | New |
| POM Investment Strategies, LLC | 1 | $44 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −425,039−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −241,252−100.0% | Sold out |
| Aew Capital Management L P | 0 | $0 | 0.00% | −194,982−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −138,265−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −133,395−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −124,519−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −80,678−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −79,372−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −77,458−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −73,485−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −72,452−100.0% | Sold out |
