| Carolinas Wealth Consulting LLC | 48 | $14.4K | 0.00% | −7−12.7% | Reduced |
| Pin Oak Investment Advisors Inc | 35 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 43 | $12.9K | 0.00% | +30+230.8% | Added |
| Evermay Wealth Management LLC | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 42 | $12.6K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 40 | $12.0K | 0.01% | +40 | New |
| Ameliora Wealth Management Ltd. | 40 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 39 | $11.7K | 0.02% | +39 | New |
| Anchor Investment Management, LLC | 37 | $11.1K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 37 | $11.1K | 0.00% | +37 | New |
| Chilton Capital Management LLC | 35 | $10.5K | 0.00% | −21−37.5% | Reduced |
| Atala Financial Inc | 34 | $10.2K | 0.01% | +34 | New |
| Harbor Capital Advisors, Inc. | 34 | $10.0K | 0.00% | +34 | New |
| Sachetta, LLC | 33 | $9.91K | 0.00% | +4+13.8% | Added |
| Cherry Tree Wealth Management, LLC | 30 | $9.01K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 30 | $9.00K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 27 | $8.18K | 0.00% | −14−34.1% | Reduced |
| ORG Partners LLC | 25 | $7.52K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25 | $7.50K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 24 | $7.34K | 0.00% | +15+166.7% | Added |
| Global Financial Private Client, LLC | 23 | $6.90K | 0.00% | +2+9.5% | Added |
| Washington Trust Co | 22 | $6.60K | 0.00% | −180−89.1% | Reduced |
| Kozak & Associates, Inc. | 20 | $6.01K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 20 | $6.00K | 0.00% | −5−20.0% | Reduced |
| MCF Advisors LLC | 20 | $6.00K | 0.00% | −1−4.8% | Reduced |
| Clean Yield Group | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 20 | $6.00K | 0.00% | +10+100.0% | Added |
| Raffa Wealth Management, LLC | 19 | $5.70K | 0.00% | −4−17.4% | Reduced |
| HM Payson & Co | 19 | $5.70K | 0.00% | −1−5.0% | Reduced |
| Vision Financial Markets LLC | 19 | $5.56K | 0.01% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $5.10K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 17 | $5.10K | 0.00% | +15+750.0% | Added |
| New Millennium Group LLC | 17 | $5.10K | 0.00% | +17 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $5.10K | 0.00% | +4+30.8% | Added |
| Avion Wealth | 19 | $5.00K | 0.00% | −6−24.0% | Reduced |
| SJS Investment Consulting Inc. | 16 | $4.80K | 0.00% | −3−15.8% | Reduced |
| WR Wealth Planners, LLC | 16 | $4.80K | 0.00% | +3+23.1% | Added |
| South Plains Financial, Inc. | 15 | $4.50K | 0.00% | +15 | New |
| Evelyn Partners Asset Management Ltd | 15 | $4.50K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $4.32K | 0.00% | +2+18.2% | Added |
| Transce3nd, LLC | 12 | $3.60K | 0.00% | +12 | New |
| Westend Capital Management, LLC | 11 | $3.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $2.70K | 0.00% | −2−18.2% | Reduced |
| North Star Investment Management Corp. | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $2.40K | 0.00% | −1−11.1% | Reduced |
| Highline Wealth Partners LLC | 8 | $2.40K | 0.00% | +4+100.0% | Added |
| FLP Wealth Management, LLC | 7 | $2.24K | 0.01% | +7 | New |
| True Wealth Design, LLC | 7 | $1.95K | 0.00% | −3−30.0% | Reduced |
| TFC Financial Management | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $1.80K | 0.00% | +6 | New |
| Cassady Schiller Wealth Management, LLC | 6 | $1.80K | 0.00% | +6 | New |
| Pineridge Advisors LLC | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $1.50K | 0.07% | +1+25.0% | Added |
| PSI Advisors, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Perkins Coie Trust Co | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.36K | 0.00% | +5 | New |
| NBC Securities, Inc. | 4 | $1.28K | 0.12% | −4,549−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 4 | $1.20K | 0.00% | +4 | New |
| Coppell Advisory Solutions LLC | 4 | $1.19K | 0.00% | −100−96.2% | Reduced |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 3 | $901 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 3 | $901 | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 3 | $900 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $900 | 0.00% | +3 | New |
| TD Capital Management LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $601 | 0.00% | −35−94.6% | Reduced |
| WestEnd Advisors, LLC | 2 | $600 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 2 | $600 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 2 | $600 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $310 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 1 | $300 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $300 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $299 | 0.00% | −2−66.7% | Reduced |
| Meritage Group LP | 0 | $0 | 0.00% | −370,416−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −101,785−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −25,346−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −20,133−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −15,780−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −15,730−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −13,901−100.0% | Sold out |
| Hedeker Wealth, LLC | 0 | $0 | 0.00% | −11,263−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −8,729−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −8,041−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −6,885−100.0% | Sold out |
| Game Plan Financial Advisors, LLC | 0 | $0 | 0.00% | −6,585−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −5,501−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −3,189−100.0% | Sold out |