| Capital Advisors, Ltd. LLC | 136 | $11.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 130 | $10.5K | 0.00% | +121+1,344.4% | Added |
| JFS Wealth Advisors, LLC | 128 | $10.3K | 0.00% | −5−3.8% | Reduced |
| Lindbrook Capital, LLC | 126 | $10.2K | 0.00% | −421−77.0% | Reduced |
| Focused Wealth Management, Inc | 124 | $9.99K | 0.00% | +118+1,966.7% | Added |
| Quarry LP | 123 | $9.91K | 0.01% | +123 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 120 | $9.67K | 0.00% | +120 | New |
| EntryPoint Capital, LLC | 118 | $9.51K | 0.01% | +118 | New |
| Silicon Valley Capital Partners | 115 | $9.27K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 113 | $9.11K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 108 | $8.70K | 0.00% | +108 | New |
| 1832 Asset Management L.P. | 103 | $8.30K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 103 | $8.30K | 0.00% | +85+472.2% | Added |
| Fortis Group Advisors, LLC | 100 | $8.06K | 0.00% | +50+100.0% | Added |
| Wetzel Investment Advisors, Inc. | 98 | $8.00K | 0.00% | +98 | New |
| Plante Moran Financial Advisors, LLC | 97 | $7.82K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 89 | $7.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $7.09K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 80 | $6.45K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $5.96K | 0.00% | +74 | New |
| Pinnacle Bancorp, Inc. | 71 | $5.72K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 66 | $5.32K | 0.00% | +2+3.1% | Added |
| Ronald Blue Trust, Inc. | 55 | $5.00K | 0.00% | −67−54.9% | Reduced |
| Halpern Financial, Inc. | 59 | $4.72K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 57 | $4.59K | 0.00% | −11−16.2% | Reduced |
| Zions Bancorporation, N.A. | 57 | $4.59K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 55 | $4.43K | 0.00% | +55 | New |
| Whittier Trust Co of Nevada Inc | 52 | $4.19K | 0.00% | −2−3.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 49 | $3.95K | 0.00% | −62−55.9% | Reduced |
| LGT Financial Advisors LLC | 46 | $3.71K | 0.00% | −1,020−95.7% | Reduced |
| IFP Advisors, Inc | 44 | $3.55K | 0.00% | −8−15.4% | Reduced |
| Rocky Mountain Advisers, LLC | 41 | $3.30K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $2.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 33 | $2.66K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 29 | $2.34K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 29 | $2.34K | 0.00% | +1+3.6% | Added |
| Allworth Financial LP | 27 | $2.18K | 0.00% | −14−34.1% | Reduced |
| Lee Financial Co | 26 | $2.10K | 0.00% | +26 | New |
| Principal Securities, Inc. | 26 | $2.10K | 0.00% | +26 | New |
| Sachetta, LLC | 25 | $2.02K | 0.00% | +25 | New |
| Bell Investment Advisors, Inc | 25 | $2.02K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 28 | $2.00K | 0.00% | −83−74.8% | Reduced |
| Disciplined Equity Management, Inc. | 23 | $1.85K | 0.00% | +23 | New |
| Level Financial Advisors, Inc. | 22 | $1.77K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.61K | 0.00% | −1,240−98.4% | Reduced |
| Center for Financial Planning, Inc. | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 18 | $1.45K | 0.00% | −6−25.0% | Reduced |
| Fairman Group, LLC | 16 | $1.29K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 14 | $1.13K | 0.00% | −3−17.6% | Reduced |
| Salomon & Ludwin, LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | +1+7.7% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $968 | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $829 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 10 | $806 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 8 | $645 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 7 | $564 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $564 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 7 | $564 | 0.00% | +7 | New |
| Gradient Investments LLC | 6 | $484 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 5 | $403 | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $386 | 0.00% | −14−73.7% | Reduced |
| True Wealth Design, LLC | 4 | $323 | 0.00% | +2+100.0% | Added |
| Semmax Financial Advisors Inc. | 5 | $301 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $242 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $242 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 2 | $161 | 0.00% | −8−80.0% | Reduced |
| American National Bank | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $81 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| Householder Group Estate & Retirement Specialist, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Markel Group Inc.SuperinvestorMarkel Group | 0 | $0 | 0.00% | −149,859−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −147,466−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −111,375−100.0% | Sold out |
| General Equity Holdings LP | 0 | $0 | 0.00% | −92,625−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −78,779−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −76,639−100.0% | Sold out |
| Investidor Profissional Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −70,105−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −16,394−100.0% | Sold out |
| Herbst Group, LLC | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −11,516−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −11,179−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −10,274−100.0% | Sold out |
| Alpha Omega Wealth Management LLC | 0 | $0 | 0.00% | −9,695−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −8,622−100.0% | Sold out |
| PenderFund Capital Management Ltd. | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −7,855−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −7,625−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,935−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −6,492−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −5,555−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −5,188−100.0% | Sold out |