| Capital Analysts, LLC | 33 | $10.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $9.19K | 0.00% | −4−12.1% | Reduced |
| Silver Grove Financial Group, Inc. | 28 | $8.87K | 0.00% | +28 | New |
| Cape Investment Advisory, Inc. | 27 | $8.56K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 25 | $7.92K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $7.92K | 0.00% | +5+25.0% | Added |
| Cedar Mountain Advisors, LLC | 24 | $7.61K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 23 | $7.29K | 0.00% | +9+64.3% | Added |
| Retirement Wealth Solutions LLC | 22 | $6.82K | 0.00% | +1+4.8% | Added |
| Kilter Group LLC | 21 | $6.66K | 0.00% | +11+110.0% | Added |
| Salomon & Ludwin, LLC | 21 | $6.65K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 20 | $6.34K | 0.00% | −8−28.6% | Reduced |
| Colonial Trust Advisors | 20 | $6.34K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 19 | $6.02K | 0.00% | +19 | New |
| Avion Wealth | 19 | $6.00K | 0.00% | +5+35.7% | Added |
| High Note Wealth, LLC | 18 | $5.70K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $5.51K | 0.00% | +5+41.7% | Added |
| Atlantic Trust, LLC | 17 | $5.39K | 0.00% | −3−15.0% | Reduced |
| Hurley Capital, LLC | 17 | $5.39K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 16 | $5.12K | 0.00% | −14−46.7% | Reduced |
| S&T Bank | 15 | $4.75K | 0.00% | +15 | New |
| Wall Street Access Asset Management, LLC | 15 | $4.75K | 0.00% | +15 | New |
| Creative Capital Management Investments LLC | 15 | $4.75K | 0.00% | +15 | New |
| United Financial Planning Group LLC | 15 | $4.75K | 0.00% | +15 | New |
| Torren Management, LLC | 14 | $4.44K | 0.00% | +11+366.7% | Added |
| True Wealth Design, LLC | 14 | $4.44K | 0.00% | +6+75.0% | Added |
| Zions Bancorporation, National Association | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 13 | $4.12K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $4.12K | 0.00% | +4+44.4% | Added |
| Cromwell Holdings LLC | 13 | $4.12K | 0.00% | +4+44.4% | Added |
| Bare Financial Services, Inc | 12 | $3.80K | 0.00% | −8−40.0% | Reduced |
| GWM Advisors LLC | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $3.80K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $3.80K | 0.00% | +1+9.1% | Added |
| Ameritas Advisory Services, LLC | 12 | $3.80K | 0.00% | +12 | New |
| Colonial Trust Co | 11 | $3.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $3.17K | 0.00% | −9−47.4% | Reduced |
| HFM Investment Advisors, LLC | 9 | $2.85K | 0.00% | +5+125.0% | Added |
| Brown, Lisle/Cummings, Inc. | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $2.54K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 7 | $2.26K | 0.00% | +7 | New |
| South State Corp. | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6 | $2.00K | 0.00% | +6 | New |
| MidFirst Bank | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Fedenia Advisers LLC | 6 | $1.90K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $1.89K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.58K | 0.00% | −30−85.7% | Reduced |
| Bogart Wealth, LLC | 5 | $1.58K | 0.00% | +1+25.0% | Added |
| LRI Investments, LLC | 4 | $1.27K | 0.00% | −50−92.6% | Reduced |
| North Star Investment Management Corp. | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| Cornerstone Financial Management LLC | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| Oakmont Advisory Group, LLC | 4 | $1.27K | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 3 | $964 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $951 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $951 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $951 | 0.00% | +1+50.0% | Added |
| Planning Strategies Inc. | 3 | $951 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $634 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $317 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $317 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $317 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $101 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Ogorek Anthony Joseph | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Massachusetts Financial Services Co | 397,796 | – | – | +93,755+30.8% | Added |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −317,308−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −278,558−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −167,336−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −62,313−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −16,059−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,446−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −9,774−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,101−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −8,284−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −5,895−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Anderson Financial Strategies, LLC | 0 | $0 | 0.00% | −5,295−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −5,372−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −5,063−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,576−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,048−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |