| Silver Grove Financial Group, Inc. | 105 | $12.7K | 0.01% | +5+5.0% | Added |
| Optiver Holding B.V. | 104 | $12.6K | 0.00% | +104 | New |
| Hilton Head Capital Partners, LLC | 100 | $12.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 102 | $12.1K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 87 | $10.6K | 0.00% | +5+6.1% | Added |
| Institute for Wealth Management, LLC. | 80 | $9.71K | 0.00% | +80 | New |
| Keating Financial Advisory Services, Inc. | 80 | $9.71K | 0.00% | +45+128.6% | Added |
| Stone House Investment Management, LLC | 79 | $9.59K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 66 | $8.00K | 0.01% | +2+3.1% | Added |
| Ronald Blue Trust, Inc. | 65 | $7.89K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 58 | $7.06K | 0.00% | +7+13.7% | Added |
| Action Point Financial Planning, LLC | 60 | $6.67K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 54 | $6.55K | 0.00% | −91−62.8% | Reduced |
| Atlantic Trust, LLC | 53 | $6.43K | 0.00% | −20−27.4% | Reduced |
| JFS Wealth Advisors, LLC | 53 | $6.43K | 0.00% | +22+71.0% | Added |
| Private Wealth Asset Management, LLC | 50 | $6.07K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $5.82K | 0.00% | +11+29.7% | Added |
| Zions Bancorporation, National Association | 44 | $5.34K | 0.00% | +44 | New |
| Addison Advisors LLC | 44 | $5.34K | 0.00% | +44 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $5.10K | 0.00% | +42 | New |
| Westfuller Advisors, LLC | 42 | $5.10K | 0.00% | +42 | New |
| DekaBank Deutsche Girozentrale | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $4.85K | 0.00% | −2,591−98.5% | Reduced |
| Ares Financial Consulting, LLC | 37 | $4.49K | 0.00% | +12+48.0% | Added |
| Fairman Group, LLC | 36 | $4.37K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 36 | $4.37K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 35 | $4.25K | 0.00% | −5−12.5% | Reduced |
| Bogart Wealth, LLC | 35 | $4.25K | 0.00% | +29+483.3% | Added |
| Torren Management, LLC | 34 | $4.13K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 35 | $3.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 32 | $3.88K | 0.00% | −27−45.8% | Reduced |
| Massmutual Trust Co FSB | 32 | $3.88K | 0.00% | +1+3.2% | Added |
| Byrne Asset Management LLC | 31 | $3.76K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 30 | $3.64K | 0.00% | −5−14.3% | Reduced |
| West Paces Advisors Inc. | 27 | $3.28K | 0.00% | +27 | New |
| First Community Trust NA | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 25 | $3.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 22 | $2.56K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 21 | $2.55K | 0.00% | +21 | New |
| Creative Capital Management Investments LLC | 21 | $2.55K | 0.00% | +21 | New |
| Noble Wealth Management PBC | 21 | $2.55K | 0.00% | +21 | New |
| South State Corp. | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $2.43K | 0.00% | +7+53.8% | Added |
| TD Capital Management LLC | 19 | $2.31K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 16 | $1.94K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.82K | 0.00% | +7+87.5% | Added |
| TD Private Client Wealth LLC | 12 | $1.46K | 0.00% | −141−92.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $1.46K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 11 | $1.33K | 0.00% | −2−15.4% | Reduced |
| Prestige Wealth Management Group LLC | 11 | $1.33K | 0.00% | +5+83.3% | Added |
| MidFirst Bank | 11 | $1.33K | 0.00% | +11 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 9 | $1.09K | 0.00% | −11−55.0% | Reduced |
| Pinnacle Bancorp, Inc. | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.09K | 0.00% | +5+125.0% | Added |
| Cedar Mountain Advisors, LLC | 9 | $1.09K | 0.00% | +8+800.0% | Added |
| Ogorek Anthony Joseph | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 6 | $728 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $728 | 0.00% | +1+20.0% | Added |
| Gilpin Wealth Management, LLC | 6 | $728 | 0.00% | +5+500.0% | Added |
| Plante Moran Financial Advisors, LLC | 6 | $728 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $728 | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $688 | 0.00% | −1−14.3% | Reduced |
| Dunhill Financial, LLC | 5 | $648 | 0.00% | −1−16.7% | Reduced |
| Kilter Group LLC | 5 | $607 | 0.00% | −10−66.7% | Reduced |
| Financial Consulate, Inc | 5 | $607 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $607 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 5 | $607 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $607 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 5 | $607 | 0.00% | +5 | New |
| Barnes Dennig Private Wealth Management LLC | 5 | $607 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 4 | $486 | 0.00% | −8−66.7% | Reduced |
| Arlington Trust Co LLC | 4 | $485 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $485 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $485 | 0.00% | +4 | New |
| Private Trust Co NA | 2 | $243 | 0.00% | −7−77.8% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $243 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $240 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $122 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $121 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $27 | 0.00% | 0 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −326,873−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −271,813−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −263,076−100.0% | Sold out |
| Apollo Management Holdings, L.P. | 0 | $0 | 0.00% | −242,067−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −241,986−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −166,151−100.0% | Sold out |
| Atlas FRM LLC | 0 | $0 | 0.00% | −165,000−100.0% | Sold out |
| Olstein Capital Management, L.P. | 0 | $0 | 0.00% | −65,750−100.0% | Sold out |