| Jones Financial Companies LLLP | 713 | $28.5K | 0.00% | +377+112.2% | Added |
| Medallion Wealth Advisors, LLC | 660 | $26.7K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 618 | $25.0K | 0.01% | −308−33.3% | Reduced |
| Parallel Advisors, LLC | 545 | $22.1K | 0.00% | −6−1.1% | Reduced |
| Massmutual Trust Co FSB | 543 | $22.0K | 0.00% | −150−21.6% | Reduced |
| Los Angeles Capital Management LLC | 527 | $21.4K | 0.00% | −16,919−97.0% | Reduced |
| Sterling Capital Management LLC | 499 | $20.2K | 0.00% | −448−47.3% | Reduced |
| International Assets Investment Management, LLC | 507 | $20.0K | 0.00% | +129+34.1% | Added |
| Pacer Advisors, Inc. | 463 | $19.0K | 0.00% | +209+82.3% | Added |
| City Holding Co | 342 | $13.9K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 333 | $13.5K | 0.00% | −875−72.4% | Reduced |
| Ronald Blue Trust, Inc. | 324 | $13.1K | 0.00% | +151+87.3% | Added |
| Graticule Asia Macro Advisors LLC | 315 | $12.8K | 0.00% | +315 | New |
| Moisand Fitzgerald Tamayo, LLC | 299 | $12.1K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 297 | $12.0K | 0.00% | +21+7.6% | Added |
| TD Private Client Wealth LLC | 284 | $11.5K | 0.00% | +28+10.9% | Added |
| Richardson Capital Management LLC | 280 | $11.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 267 | $10.8K | 0.00% | +231+641.7% | Added |
| NBH Bank | 261 | $10.6K | 0.00% | +261 | New |
| Bare Financial Services, Inc | 193 | $7.82K | 0.00% | +168+672.0% | Added |
| Huntington National Bank | 193 | $7.82K | 0.00% | +44+29.5% | Added |
| Fortitude Family Office, LLC | 178 | $7.21K | 0.00% | +74+71.2% | Added |
| CVA Family Office, LLC | 168 | $6.81K | 0.00% | +34+25.4% | Added |
| Cullen/Frost Bankers, Inc. | 150 | $6.08K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 146 | $5.92K | 0.00% | +146 | New |
| Private Wealth Management Group, LLC | 136 | $5.51K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 134 | $5.43K | 0.00% | +85+173.5% | Added |
| Parkside Financial Bank & Trust | 115 | $4.66K | 0.00% | −1,943−94.4% | Reduced |
| Cassaday & Co Wealth Management LLC | 111 | $4.50K | 0.00% | +111 | New |
| Action Point Financial Planning, LLC | 111 | $4.42K | 0.00% | +111 | New |
| Global Retirement Partners, LLC | 100 | $4.05K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 99 | $4.01K | 0.00% | +20+25.3% | Added |
| Silver Grove Financial Group, Inc. | 97 | $3.93K | 0.00% | +97 | New |
| TD Capital Management LLC | 93 | $3.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 83 | $3.36K | 0.00% | +83 | New |
| Manning & Napier Advisors LLC | 77 | $3.04K | 0.00% | +5+6.9% | Added |
| Godfrey Financial Associates, Inc. | 72 | $2.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 71 | $2.88K | 0.00% | +1+1.4% | Added |
| Farmers & Merchants Investments Inc | 65 | $2.63K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 59 | $2.39K | 0.00% | −19−24.4% | Reduced |
| Hughes Financial Services, LLC | 54 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $2.11K | 0.00% | +17+48.6% | Added |
| Assetmark, Inc | 49 | $1.99K | 0.00% | +15+44.1% | Added |
| Arlington Trust Co LLC | 47 | $1.90K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $1.86K | 0.00% | +46 | New |
| Toth Financial Advisory Corp | 40 | $1.62K | 0.00% | +40 | New |
| Westfuller Advisors, LLC | 33 | $1.33K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 30 | $1.22K | 0.00% | +10+50.0% | Added |
| Creative Capital Management Investments LLC | 30 | $1.22K | 0.00% | +30 | New |
| Creative Financial Designs Inc | 29 | $1.18K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 29 | $1.18K | 0.00% | +29 | New |
| Ankerstar Wealth, LLC | 25 | $1.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $932 | 0.00% | +22+2,200.0% | Added |
| Kilter Group LLC | 20 | $811 | 0.00% | −70−77.8% | Reduced |
| Bay Harbor Wealth Management, LLC | 18 | $729 | 0.00% | +4+28.6% | Added |
| Plante Moran Financial Advisors, LLC | 16 | $648 | 0.00% | +16 | New |
| Gilpin Wealth Management, LLC | 14 | $568 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $568 | 0.00% | +7+100.0% | Added |
| Bogart Wealth, LLC | 13 | $527 | 0.00% | +13 | New |
| Hollencrest Capital Management | 12 | $486 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $446 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $405 | 0.00% | +6+150.0% | Added |
| Quarry LP | 8 | $324 | 0.00% | +8 | New |
| Abound Wealth Management | 6 | $244 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $243 | 0.00% | +6 | New |
| LRI Investments, LLC | 6 | $243 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $202 | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 3 | $122 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $119 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $45 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $41 | 0.00% | +1 | New |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Evolution Advisers, Inc. | 18 | $0 | 0.00% | +18 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Boston Partners | 0 | $0 | 0.00% | −854,941−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −588,323−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −526,034−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −365,938−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −127,269−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −78,377−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −62,516−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −48,333−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −42,922−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −41,029−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −32,800−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −24,178−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,050−100.0% | Sold out |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Oldfield Partners LLP | 0 | $0 | 0.00% | −28,729−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −18,018−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −14,766−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −14,762−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −14,394−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −13,862−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −10,231−100.0% | Sold out |
