| North Capital, Inc. | 88 | $7.30K | 0.01% | +88 | New |
| South State Corp. | 86 | $7.13K | 0.00% | +86 | New |
| McIlrath & Eck, LLC | 86 | $7.13K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 79 | $6.55K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $6.38K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 77 | $6.38K | 0.03% | +77 | New |
| High Note Wealth, LLC | 75 | $6.22K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 74 | $6.13K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $5.80K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 69 | $5.72K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 69 | $5.70K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 68 | $5.64K | 0.00% | +68 | New |
| Wealth Preservation Advisors, LLC | 65 | $5.39K | 0.00% | +65 | New |
| Private Wealth Management Group, LLC | 63 | $5.22K | 0.00% | −25−28.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 62 | $5.18K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 58 | $4.85K | 0.01% | +3+5.5% | Added |
| Comprehensive Financial Planning, Inc. | 58 | $4.82K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 58 | $4.81K | 0.00% | +58 | New |
| Asset Dedication, LLC | 55 | $4.56K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 54 | $4.48K | 0.00% | −179−76.8% | Reduced |
| Raffa Wealth Management, LLC | 52 | $4.31K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $4.29K | 0.00% | −4−7.1% | Reduced |
| Nemes Rush Group LLC | 51 | $4.23K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 50 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 49 | $4.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $3.98K | 0.00% | +7+17.1% | Added |
| Fortitude Family Office, LLC | 46 | $3.81K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 45 | $3.73K | 0.00% | −7−13.5% | Reduced |
| Orion Capital Management LLC | 44 | $3.65K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $3.32K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 38 | $3.15K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 36 | $2.98K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 36 | $2.98K | 0.00% | +36 | New |
| Creative Financial Designs Inc | 35 | $2.90K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 33 | $2.88K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 33 | $2.74K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $2.68K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 32 | $2.65K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $2.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 23 | $1.91K | 0.00% | −6−20.7% | Reduced |
| Robinswood Financial LLC | 20 | $1.67K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $1.66K | 0.00% | +20 | New |
| Redmont Wealth Advisors LLC | 20 | $1.66K | 0.00% | +20 | New |
| WPG Advisers, LLC | 20 | $1.66K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.57K | 0.00% | −81,507−100.0% | Reduced |
| Bellwether Advisors, LLC | 19 | $1.57K | 0.00% | −4,747−99.6% | Reduced |
| Ameriflex Group, Inc. | 18 | $1.49K | 0.00% | −107−85.6% | Reduced |
| Raleigh Capital Management Inc. | 18 | $1.49K | 0.00% | −106−85.5% | Reduced |
| Provenance Wealth Advisors, LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $1.26K | 0.00% | −124−89.2% | Reduced |
| Cornerstone Planning Group LLC | 17 | $1.25K | 0.00% | +16+1,600.0% | Added |
| West Paces Advisors Inc. | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $995 | 0.00% | −422−97.2% | Reduced |
| Horizon Financial Services, LLC | 12 | $995 | 0.00% | +12 | New |
| Financial Network Wealth Advisors LLC | 11 | $912 | 0.00% | +11 | New |
| WealthTrak Capital Management LLC | 10 | $830 | 0.00% | +10 | New |
| Iron Horse Wealth Management, LLC | 10 | $829 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $666 | 0.00% | +8 | New |
| Millstone Evans Group, LLC | 8 | $663 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $663 | 0.00% | +1+14.3% | Added |
| Bare Financial Services, Inc | 8 | $663 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $581 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $536 | 0.00% | +1+16.7% | Added |
| TFC Financial Management | 6 | $498 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $498 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $479 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $439 | 0.00% | +2+50.0% | Added |
| Chesapeake Asset Management LLC | 5 | $414 | 0.00% | +5 | New |
| Colonial Trust Co | 4 | $332 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $332 | 0.00% | +3+300.0% | Added |
| Redwood Park Advisors LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $249 | 0.00% | +3 | New |
| Activest Wealth Management | 2 | $166 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $166 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $83 | 0.00% | +1 | New |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −61,712−100.0% | Sold out |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −544,520−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −229,649−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −117,803−100.0% | Sold out |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −60,715−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −57,291−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −54,248−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −54,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −53,294−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −37,615−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −36,458−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −31,410−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −29,813−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |