| Deseret Mutual Benefit Administrators | 564 | $38.1K | 0.02% | +100+21.6% | Added |
| Root Financial Partners, LLC | 535 | $36.1K | 0.00% | +74+16.1% | Added |
| Versant Capital Management, Inc | 534 | $36.1K | 0.00% | −3−0.6% | Reduced |
| Atlantic Union Bankshares Corp | 528 | $35.7K | 0.00% | +528 | New |
| DV Trading LLC | 462 | $31.2K | 0.00% | +462 | New |
| Clark Wealth Partners | 461 | $31.1K | 0.02% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 457 | $30.9K | 0.00% | +457 | New |
| Bryn Mawr Trust Co | 427 | $28.8K | 0.00% | −127−22.9% | Reduced |
| Fourth Dimension Wealth, LLC | 400 | $27.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 375 | $26.8K | 0.00% | −343−47.8% | Reduced |
| Altshuler Shaham Ltd | 374 | $25.3K | 0.00% | −26−6.5% | Reduced |
| CIBC Private Wealth Group, LLC | 374 | $25.3K | 0.00% | +202+117.4% | Added |
| True Wealth Design, LLC | 349 | $23.6K | 0.01% | +135+63.1% | Added |
| Huntington National Bank | 345 | $23.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 350 | $22.9K | 0.00% | +100+40.0% | Added |
| GoalVest Advisory LLC | 325 | $22.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 315 | $21.3K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 300 | $20.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 300 | $20.3K | 0.00% | +300 | New |
| SJS Investment Consulting Inc. | 292 | $19.7K | 0.00% | +276+1,725.0% | Added |
| TD Capital Management LLC | 281 | $19.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 254 | $17.2K | 0.00% | +5+2.0% | Added |
| TD Private Client Wealth LLC | 244 | $16.5K | 0.00% | +15+6.6% | Added |
| Private Trust Co NA | 233 | $15.7K | 0.00% | +7+3.1% | Added |
| Rossby Financial, LCC | 226 | $15.3K | 0.00% | +139+159.8% | Added |
| Smartleaf Asset Management LLC | 220 | $15.0K | 0.00% | −23−9.5% | Reduced |
| Meeder Asset Management Inc | 215 | $14.5K | 0.00% | −1,657−88.5% | Reduced |
| Evolution Wealth Management Inc. | 212 | $14.3K | 0.01% | 00.0% | Unchanged |
| Compass Financial Services Inc | 207 | $14.0K | 0.01% | +3+1.5% | Added |
| Rakuten Securities, Inc. | 201 | $13.6K | 0.00% | +69+52.3% | Added |
| Vermillion Wealth Management, Inc. | 200 | $13.5K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 192 | $13.0K | 0.00% | +192 | New |
| Atlantic Trust, LLC | 188 | $12.7K | 0.00% | +151+408.1% | Added |
| Clearstead Advisors, LLC | 179 | $12.1K | 0.00% | −58−24.5% | Reduced |
| Medallion Wealth Advisors, LLC | 163 | $11.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 161 | $10.9K | 0.00% | +46+40.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 144 | $9.73K | 0.00% | +144 | New |
| Fortitude Family Office, LLC | 138 | $9.32K | 0.00% | +4+3.0% | Added |
| Keating Financial Advisory Services, Inc. | 117 | $7.90K | 0.00% | +117 | New |
| Hurley Capital, LLC | 115 | $7.77K | 0.00% | +2+1.8% | Added |
| Bell Investment Advisors, Inc | 115 | $7.77K | 0.00% | +89+342.3% | Added |
| WPG Advisers, LLC | 108 | $7.29K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 109 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 103 | $7.00K | 0.00% | +103 | New |
| First Pacific Financial | 98 | $6.62K | 0.00% | +23+30.7% | Added |
| New Millennium Group LLC | 92 | $6.23K | 0.00% | +1+1.1% | Added |
| UMA Financial Services, Inc. | 92 | $6.21K | 0.00% | +44+91.7% | Added |
| GHP Investment Advisors, Inc. | 87 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 84 | $5.67K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 83 | $5.61K | 0.00% | −8−8.8% | Reduced |
| City State Bank | 80 | $5.40K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 74 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 73 | $4.93K | 0.00% | −816−91.8% | Reduced |
| Retirement Wealth Solutions LLC | 71 | $4.80K | 0.00% | +25+54.3% | Added |
| Global Trust Asset Management, LLC | 65 | $4.39K | 0.00% | +65 | New |
| South State Corp. | 62 | $4.19K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 58 | $3.92K | 0.00% | +39+205.3% | Added |
| North Star Investment Management Corp. | 55 | $3.71K | 0.00% | +55 | New |
| Colonial Trust Co | 53 | $3.59K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 43 | $2.90K | 0.00% | +43 | New |
| Legacy Wealth Managment, LLC | 38 | $2.57K | 0.00% | +38 | New |
| Cornerstone Financial Management LLC | 36 | $2.43K | 0.00% | +36 | New |
| Turning Point Benefit Group, Inc. | 36 | $2.43K | 0.00% | +36 | New |
| Massmutual Trust Co FSB | 34 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $2.30K | 0.00% | +4+13.3% | Added |
| ZRC Wealth Management, LLC | 32 | $2.16K | 0.00% | +20+166.7% | Added |
| Marquette Asset Management, LLC | 32 | $2.16K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 30 | $2.03K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 29 | $1.97K | 0.00% | +29 | New |
| Principia Wealth Advisory, LLC | 29 | $1.96K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 29 | $1.93K | 0.00% | +1+3.6% | Added |
| Federated Hermes, Inc. | 26 | $1.76K | 0.00% | −1−3.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 24 | $1.62K | 0.00% | −126−84.0% | Reduced |
| Fifth Third Bancorp | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $1.42K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 21 | $1.42K | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $1.35K | 0.00% | +4+25.0% | Added |
| Glen Eagle Advisors, LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $1.30K | 0.00% | +18+900.0% | Added |
| Elyxium Wealth, LLC | 19 | $1.28K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | −31−53.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 13 | $878 | 0.00% | +3+30.0% | Added |
| Valued Wealth Advisors LLC | 12 | $809 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $744 | 0.00% | −1−8.3% | Reduced |
| Bare Financial Services, Inc | 8 | $540 | 0.00% | +8 | New |
| Signature Resources Capital Management, LLC | 7 | $473 | 0.00% | +7 | New |
| SHP Wealth Management | 5 | $338 | 0.00% | +5 | New |
| Ameriflex Group, Inc. | 3 | $203 | 0.00% | −3−50.0% | Reduced |
| Dunhill Financial, LLC | 2 | $141 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $0 | 0.00% | −11−50.0% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −118,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −78,567−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −28,534−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −26,232−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −23,879−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,652−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,059−100.0% | Sold out |