| American National Bank | 131 | $14.5K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 126 | $14.0K | 0.02% | −7−5.3% | Reduced |
| Putney Financial Group LLC | 125 | $13.8K | 0.01% | +125 | New |
| Cetera Trust Company, N.A | 123 | $13.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 123 | $13.6K | 0.00% | +48+64.0% | Added |
| High Note Wealth, LLC | 109 | $12.0K | 0.00% | +109 | New |
| Atala Financial Inc | 107 | $11.8K | 0.01% | +107 | New |
| Webster Bank, N. A. | 106 | $11.7K | 0.00% | +20+23.3% | Added |
| Glynn Capital Management LLC | 106 | $11.7K | 0.00% | +106 | New |
| Cape Investment Advisory, Inc. | 103 | $11.4K | 0.00% | +103 | New |
| Heritage Wealth Advisors | 102 | $11.3K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $10.3K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 90 | $9.94K | 0.01% | +90 | New |
| Quintet Private Bank (Europe) S.A. | 86 | $9.50K | 0.00% | +86 | New |
| SIMA Wealth Partners, LLC | 85 | $9.43K | 0.01% | +85 | New |
| Fortitude Family Office, LLC | 79 | $8.73K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 75 | $8.34K | 0.00% | −25−25.0% | Reduced |
| Park Square Financial Group, LLC | 75 | $8.28K | 0.01% | +75 | New |
| Darwin Advisors, LLC | 75 | $8.28K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 73 | $8.11K | 0.00% | +73 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 70 | $8.00K | 0.01% | +64+1,066.7% | Added |
| Kozak & Associates, Inc. | 66 | $7.81K | 0.00% | +27+69.2% | Added |
| Graney & King, LLC | 70 | $7.73K | 0.01% | +70 | New |
| FLP Wealth Management, LLC | 67 | $7.44K | 0.02% | +67 | New |
| Tradewinds Capital Management, LLC | 67 | $7.40K | 0.00% | +67 | New |
| Indiana Trust & Investment Management CO | 67 | $7.40K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 62 | $6.85K | 0.00% | +62 | New |
| Ridgewood Investments LLC | 60 | $6.63K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 60 | $6.63K | 0.00% | +60 | New |
| Ritter Daniher Financial Advisory LLC | 59 | $6.49K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $6.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $6.08K | 0.00% | +1+1.9% | Added |
| Raffa Wealth Management, LLC | 54 | $5.96K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 53 | $5.85K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 52 | $5.74K | 0.00% | −62−54.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.52K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.52K | 0.00% | +10+25.0% | Added |
| Minot DeBlois Advisors LLC | 50 | $5.52K | 0.01% | +50 | New |
| Caitlin John, LLC | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $5.00K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 45 | $4.97K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 46 | $4.62K | 0.00% | +18+64.3% | Added |
| ORG Wealth Partners, LLC | 38 | $4.20K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 38 | $4.20K | 0.00% | +38 | New |
| Cherry Tree Wealth Management, LLC | 37 | $4.09K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 36 | $3.98K | 0.00% | +36 | New |
| PayPay Securities Corp | 31 | $3.42K | 0.15% | +31 | New |
| WealthTrak Capital Management LLC | 30 | $3.31K | 0.00% | +30 | New |
| Beaird Harris Wealth Management, LLC | 28 | $3.09K | 0.00% | −672−96.0% | Reduced |
| Pacifica Partners Inc. | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 25 | $2.76K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $2.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $2.43K | 0.00% | +22 | New |
| MPWM Advisory Solutions, LLC | 22 | $2.43K | 0.00% | +22 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $2.23K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 19 | $2.10K | 0.00% | +19 | New |
| Householder Group Estate & Retirement Specialist, LLC | 20 | $2.00K | 0.00% | −585−96.7% | Reduced |
| Old Second National Bank of Aurora | 17 | $1.88K | 0.00% | +17 | New |
| TFC Financial Management | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $1.50K | 0.00% | +14 | New |
| FPC Investment Advisory, Inc. | 10 | $1.13K | 0.00% | +10 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $1.12K | 0.00% | +10 | New |
| Crewe Advisors LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $995 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $994 | 0.00% | +9 | New |
| PFG Private Wealth Management, LLC | 7 | $777 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 3 | $331 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $222 | 0.02% | −2,464−99.9% | Reduced |
| Hollencrest Capital Management | 2 | $221 | 0.00% | +2 | New |
| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −2,689,228−100.0% | Sold out |
| Kodai Capital Management LP | 0 | $0 | 0.00% | −2,024,867−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −1,165,121−100.0% | Sold out |
| TOMS Capital Investment Management LP | 0 | $0 | 0.00% | −961,500−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −395,645−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −373,002−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −182,455−100.0% | Sold out |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −109,850−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −90,151−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| Cercano Management LLC | 0 | $0 | 0.00% | −60,869−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −51,426−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −28,718−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −27,680−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −27,436−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,427−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,533−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |