| Creekmur Asset Management LLC | 45 | $10.3K | 0.00% | +45 | New |
| Venturi Wealth Management, LLC | 44 | $10.1K | 0.00% | −7−13.7% | Reduced |
| Raleigh Capital Management Inc. | 41 | $9.40K | 0.00% | +14+51.9% | Added |
| Cullen/Frost Bankers, Inc. | 40 | $9.19K | 0.00% | −91−69.5% | Reduced |
| Highline Wealth Partners LLC | 40 | $9.19K | 0.00% | +40 | New |
| Sofos Investments, Inc. | 40 | $9.03K | 0.00% | −15−27.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 39 | $8.96K | 0.00% | −12−23.5% | Reduced |
| Wolff Wiese Magana LLC | 39 | $8.96K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 38 | $8.73K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $8.73K | 0.01% | +38 | New |
| BKM Wealth Management, LLC | 35 | $8.04K | 0.00% | +35 | New |
| Abound Wealth Management | 35 | $7.98K | 0.00% | −3−7.9% | Reduced |
| WealthCollab, LLC | 34 | $7.81K | 0.01% | +34 | New |
| Addison Advisors LLC | 33 | $7.58K | 0.00% | +33 | New |
| HighMark Wealth Management LLC | 33 | $7.58K | 0.01% | 00.0% | Unchanged |
| Solstein Capital, LLC | 31 | $7.12K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 30 | $6.89K | 0.01% | +30 | New |
| Smartleaf Asset Management LLC | 29 | $6.70K | 0.00% | +29 | New |
| Geneos Wealth Management Inc. | 29 | $6.66K | 0.00% | −198−87.2% | Reduced |
| Key Financial Inc | 29 | $6.66K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 29 | $6.66K | 0.01% | +29 | New |
| Lee Financial Co | 28 | $6.46K | 0.00% | +28 | New |
| Bell Investment Advisors, Inc | 28 | $6.43K | 0.00% | −20−41.7% | Reduced |
| Trifecta Capital Advisors, LLC | 28 | $6.43K | 0.00% | +23+460.0% | Added |
| City State Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 26 | $6.00K | 0.00% | +26 | New |
| TCTC Holdings, LLC | 26 | $5.97K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 24 | $5.51K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 23 | $5.00K | 0.00% | −13−36.1% | Reduced |
| Fortitude Family Office, LLC | 20 | $4.59K | 0.00% | +20 | New |
| Dunhill Financial, LLC | 20 | $4.48K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 18 | $4.13K | 0.00% | +18 | New |
| Kiely Wealth Advisory Group, Inc. | 17 | $3.71K | 0.00% | +17 | New |
| Legend Financial Advisors, Inc. | 16 | $3.67K | 0.00% | +16 | New |
| O'Dell Group, LLC | 15 | $3.45K | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 14 | $3.22K | 0.00% | +14 | New |
| Naples Money Management LLC | 14 | $3.22K | 0.00% | +14 | New |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 11 | $3.00K | 0.00% | −2−15.4% | Reduced |
| Focused Wealth Management, Inc | 12 | $2.79K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13 | $2.72K | 0.00% | −29−69.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $2.53K | 0.00% | +11 | New |
| PSI Advisors, LLC | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 11 | $2.53K | 0.00% | +11 | New |
| Caldwell Sutter Capital, Inc. | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 10 | $2.30K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 9 | $2.07K | 0.00% | −10−52.6% | Reduced |
| Perkins Coie Trust Co | 9 | $2.07K | 0.00% | −3−25.0% | Reduced |
| Tortoise Investment Management, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $2.07K | 0.00% | +4+80.0% | Added |
| Scarborough Advisors, LLC | 9 | $2.07K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.84K | 0.00% | +8 | New |
| Sanctuary Wealth Management, L.L.C. | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.38K | 0.00% | −2−25.0% | Reduced |
| Grove Bank & Trust | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 5 | $1.15K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 4 | $1.00K | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 3 | $693 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $690 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $517 | 0.00% | +2 | New |
| Evermay Wealth Management LLC | 2 | $460 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 2 | $459 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1 | $230 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −711,599−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −364,190−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −92,237−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −91,219−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −59,311−100.0% | Sold out |
| Franklin Street Advisors Inc | 0 | $0 | 0.00% | −47,448−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −32,530−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −29,040−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −23,828−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,983−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −19,893−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −19,861−100.0% | Sold out |
| Annex Advisory Services, LLC | 0 | $0 | 0.00% | −17,166−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −15,720−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −14,977−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −14,884−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −13,480−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pentwater Capital Management LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −6,095−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,762−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −4,465−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −3,857−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −3,789−100.0% | Sold out |