| Creative Financial Designs Inc | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $5.63K | 0.00% | +50 | New |
| Adkins Seale Capital Management LLC | 49 | $5.52K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $5.18K | 0.00% | −898−95.1% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $5.18K | 0.00% | −36−43.9% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $5.18K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $4.73K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 39 | $4.42K | 0.00% | +39 | New |
| IMA Wealth, Inc. | 39 | $4.39K | 0.00% | −3−7.1% | Reduced |
| Rialto Wealth Management, LLC | 36 | $4.06K | 0.00% | +27+300.0% | Added |
| Park Square Financial Group, LLC | 35 | $3.94K | 0.03% | +3+9.4% | Added |
| Dogwood Wealth Management LLC | 33 | $3.72K | 0.00% | −20−37.7% | Reduced |
| Golden State Equity Partners | 33 | $3.72K | 0.00% | +33 | New |
| Kilter Group LLC | 31 | $3.49K | 0.00% | +31 | New |
| Brown Brothers Harriman & Co | 31 | $3.49K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $3.38K | 0.00% | +30 | New |
| Financial Management Professionals, Inc. | 28 | $3.15K | 0.00% | +25+833.3% | Added |
| Webster Bank, N. A. | 26 | $2.93K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 25 | $2.82K | 0.00% | +25 | New |
| Mosley Wealth Management | 21 | $2.56K | 0.00% | +21 | New |
| Financial Network Wealth Advisors LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.03K | 0.00% | +3+20.0% | Added |
| Purpose Unlimited Inc. | 18 | $2.03K | 0.00% | +18 | New |
| Avion Wealth | 23 | $2.00K | 0.00% | +9+64.3% | Added |
| Cornerstone Planning Group LLC | 19 | $1.98K | 0.00% | +1+5.6% | Added |
| Sachetta, LLC | 17 | $1.92K | 0.00% | +17 | New |
| Kingdom Financial Group LLC. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 17 | $1.92K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.80K | 0.00% | +1+6.7% | Added |
| MidFirst Bank | 16 | $1.80K | 0.00% | +16 | New |
| CWM Advisors, LLC | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $1.58K | 0.00% | +11+366.7% | Added |
| South State Corp. | 14 | $1.58K | 0.00% | +14 | New |
| Albion Financial Group | 14 | $1.58K | 0.00% | +14 | New |
| High Note Wealth, LLC | 14 | $1.58K | 0.00% | +14 | New |
| Simplex Trading, LLC | 13 | $1.46K | 0.00% | +13 | New |
| Sound Income Strategies, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 12 | $1.35K | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 12 | $1.27K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.24K | 0.00% | +4+57.1% | Added |
| Cromwell Holdings LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $1.01K | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 8 | $902 | 0.00% | +8 | New |
| Evolution Wealth Management Inc. | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $676 | 0.00% | +5+500.0% | Added |
| UMA Financial Services, Inc. | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $451 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $451 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $338 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $226 | 0.00% | −1−33.3% | Reduced |
| Atlantic Union Bankshares Corp | 2 | $225 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $225 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $225 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $225 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $172 | 0.00% | −1−50.0% | Reduced |
| Anchor Investment Management, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −347,903−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −130,100−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −123,173−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −60,624−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −58,072−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −48,997−100.0% | Sold out |
| Moneta Group Investment Advisors LLC | 0 | $0 | 0.00% | −32,557−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −29,830−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −24,931−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −19,582−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −18,397−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,303−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −15,604−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −13,426−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −13,239−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −9,868−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −9,836−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −9,398−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −5,738−100.0% | Sold out |
| River Street Advisors LLC | 0 | $0 | 0.00% | −5,406−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −4,943−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −4,143−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,828−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −3,703−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −3,149−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −2,746−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Spirepoint Private Client, LLC | 0 | $0 | 0.00% | −2,429−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,303−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |