| Maryland Capital Advisors Inc. | 99 | $25.3K | 0.01% | +99 | New |
| Alpha Financial Advisors, LLC | 96 | $24.5K | 0.01% | +96 | New |
| Horizon Financial Services, LLC | 91 | $23.2K | 0.01% | +82+911.1% | Added |
| Measured Wealth Private Client Group, LLC | 87 | $22.2K | 0.01% | 00.0% | Unchanged |
| Imprint Wealth LLC | 87 | $22.2K | 0.09% | 00.0% | Unchanged |
| Kilter Group LLC | 85 | $21.7K | 0.01% | −2−2.3% | Reduced |
| Kimelman & Baird, LLC | 83 | $21.2K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 130 | $20.6K | 0.01% | +130 | New |
| Leo H. Evart, Inc. | 80 | $20.4K | 0.02% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 80 | $20.4K | 0.01% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 100 | $19.7K | 0.02% | +100 | New |
| Toth Financial Advisory Corp | 75 | $19.2K | 0.00% | +65+650.0% | Added |
| Paladin Partners, LLC | 75 | $19.2K | 0.01% | −25−25.0% | Reduced |
| Quintet Private Bank (Europe) S.A. | 75 | $19.2K | 0.00% | +75 | New |
| Principia Wealth Advisory, LLC | 73 | $18.6K | 0.01% | +7+10.6% | Added |
| Bullseye Investment Management, LLC | 73 | $18.6K | 0.01% | +23+46.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 68 | $17.4K | 0.00% | +68 | New |
| Three Bearings Fiduciary Advisors, Inc. | 66 | $16.9K | 0.02% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 76 | $16.6K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 65 | $16.6K | 0.01% | −97−59.9% | Reduced |
| Miller Global Investments, LLC | 65 | $16.6K | 0.01% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 65 | $16.6K | 0.00% | +65 | New |
| Retirement Wealth Solutions LLC | 63 | $16.1K | 0.01% | +1+1.6% | Added |
| Quarry LP | 60 | $15.3K | 0.00% | −2,396−97.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 60 | $15.3K | 0.24% | +1+1.7% | Added |
| Provenance Wealth Advisors, LLC | 57 | $14.6K | 0.00% | +57 | New |
| Meramec Financial Planners, LLC | 100 | $14.3K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 56 | $14.3K | 0.00% | +56 | New |
| HFM Investment Advisors, LLC | 52 | $13.3K | 0.00% | +25+92.6% | Added |
| Access Investment Management LLC | 51 | $13.0K | 0.00% | −800−94.0% | Reduced |
| Centerpoint Advisors, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| LOM Asset Management Ltd | 50 | $12.8K | 0.00% | +50 | New |
| Park Place Capital Corp | 41 | $10.5K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 39 | $9.96K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 36 | $9.20K | 0.00% | +36 | New |
| NVWM, LLC | 35 | $8.94K | 0.00% | +3+9.4% | Added |
| Edmond de Rothschild Holding S.A. | 35 | $8.94K | 0.00% | +35 | New |
| Bayforest Capital Ltd | 35 | $8.94K | 0.01% | +35 | New |
| Planning Strategies Inc. | 33 | $8.43K | 0.01% | +33 | New |
| MidFirst Bank | 32 | $8.17K | 0.00% | +32 | New |
| Frazier Financial Advisors, LLC | 31 | $7.92K | 0.00% | +27+675.0% | Added |
| Glass Jacobson Investment Advisors llc | 30 | $7.67K | 0.00% | +30 | New |
| Sawyer & Company, Inc | 30 | $7.66K | 0.00% | −30−50.0% | Reduced |
| Insight Financial Services | 30 | $7.66K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 28 | $7.15K | 0.01% | +28 | New |
| Collier Financial | 27 | $6.87K | 0.00% | −70−72.2% | Reduced |
| Monetary Solutions, Ltd | 25 | $6.39K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $6.39K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 46 | $6.25K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 24 | $6.13K | 0.00% | −1−4.0% | Reduced |
| Silicon Valley Capital Partners | 21 | $5.38K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 20 | $5.11K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 20 | $5.11K | 0.00% | +14+233.3% | Added |
| Carolina Wealth Advisors, LLC | 19 | $4.85K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $4.34K | 0.00% | −7−29.2% | Reduced |
| Investors Portfolio Services LLC | 16 | $4.09K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 16 | $4.00K | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 18 | $3.97K | 0.00% | +11+157.1% | Added |
| Atlantic Private Wealth, LLC | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 15 | $3.83K | 0.00% | +2+15.4% | Added |
| Breakwater Investment Management | 14 | $3.58K | 0.00% | +5+55.6% | Added |
| Mascoma Wealth Management LLC | 13 | $3.32K | 0.00% | +1+8.3% | Added |
| Mechanics Financial Corp | 13 | $3.32K | 0.00% | +13 | New |
| Seneschal Advisors, LLC | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 10 | $2.56K | 0.00% | +10 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $2.55K | 0.00% | −2,350−99.6% | Reduced |
| Private Wealth Asset Management, LLC | 10 | $2.55K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 9 | $2.30K | 0.00% | +9 | New |
| Arlington Trust Co LLC | 8 | $2.04K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 7 | $1.79K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $1.53K | 0.00% | −9−60.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 6 | $1.48K | 0.00% | +6 | New |
| Noble Wealth Management PBC | 5 | $1.28K | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 4 | $1.02K | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $493 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 1 | $256 | 0.00% | +1 | New |
| Comprehensive Financial Planning, Inc. | 1 | $255 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $255 | 0.00% | +1 | New |
| BDF-Gestion | 13,808 | – | – | −1,553−10.1% | Reduced |
| ABS Investment Management LLC | 255 | – | – | +255 | New |
| WT Asset Management Ltd | 0 | $0 | 0.00% | −1,978,013−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −1,129,500−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −611,522−100.0% | Sold out |
| E20 Capital Ltd | 0 | $0 | 0.00% | −535,776−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −384,521−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −323,933−100.0% | Sold out |
| Trivest Advisors Ltd | 0 | $0 | 0.00% | −169,200−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −166,777−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −166,768−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −166,525−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −147,755−100.0% | Sold out |
| Talos Asset Management LP | 0 | $0 | 0.00% | −144,539−100.0% | Sold out |
| Ariose Capital Management Ltd | 0 | $0 | 0.00% | −126,729−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −93,793−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −93,706−100.0% | Sold out |
