| Cullen/Frost Bankers, Inc. | 99 | $4.09K | 0.00% | +1+1.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 92 | $3.82K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 80 | $3.31K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 73 | $3.02K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 71 | $2.94K | 0.00% | +45+173.1% | Added |
| Benson Wealth Management INC | 71 | $2.94K | 0.00% | +71 | New |
| Contravisory Investment Management, Inc. | 60 | $2.49K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 59 | $2.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 58 | $2.40K | 0.00% | −399−87.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 58 | $2.40K | 0.00% | +58 | New |
| Ronald Blue Trust, Inc. | 55 | $2.28K | 0.00% | −65−54.2% | Reduced |
| Phillip James Consulting Co. | 40 | $2.00K | 0.04% | +40 | New |
| Millstone Evans Group, LLC | 47 | $1.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $1.95K | 0.00% | +33+235.7% | Added |
| JFS Wealth Advisors, LLC | 46 | $1.91K | 0.00% | +41+820.0% | Added |
| Elyxium Wealth, LLC | 45 | $1.86K | 0.00% | +45 | New |
| Steigerwald, Gordon & Koch Inc. | 43 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $1.66K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 37 | $1.55K | 0.00% | +37 | New |
| Caitong International Asset Management Co., Ltd | 36 | $1.49K | 0.00% | −215−85.7% | Reduced |
| Cromwell Holdings LLC | 36 | $1.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $1.45K | 0.00% | +11+45.8% | Added |
| Fortitude Family Office, LLC | 33 | $1.37K | 0.00% | −10−23.3% | Reduced |
| Ankerstar Wealth, LLC | 30 | $1.24K | 0.00% | +30 | New |
| Sunrise Financial Services, LLC | 29 | $1.20K | 0.00% | +29 | New |
| Grove Bank & Trust | 27 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $995 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $994 | 0.00% | +24 | New |
| Ares Financial Consulting, LLC | 24 | $994 | 0.00% | +24 | New |
| Flagship Harbor Advisors, LLC | 23 | $953 | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 20 | $829 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $788 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 17 | $704 | 0.00% | +2+13.3% | Added |
| Strengthening Families & Communities, LLC | 16 | $663 | 0.00% | −6−27.3% | Reduced |
| Harbour Investments, Inc. | 16 | $663 | 0.00% | +6+60.0% | Added |
| Huntington National Bank | 15 | $621 | 0.00% | −19−55.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $621 | 0.00% | +7+87.5% | Added |
| Financial Consulate, Inc | 14 | $581 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $498 | 0.00% | +4+50.0% | Added |
| Gilpin Wealth Management, LLC | 12 | $498 | 0.00% | +12 | New |
| Atlantic Trust, LLC | 11 | $456 | 0.00% | −3−21.4% | Reduced |
| Torren Management, LLC | 10 | $432 | 0.00% | +10 | New |
| WPG Advisers, LLC | 10 | $414 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $373 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $373 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $318 | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 7 | $293 | 0.00% | −440−98.4% | Reduced |
| HFM Investment Advisors, LLC | 7 | $291 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 7 | $290 | 0.00% | +7 | New |
| Abound Wealth Management | 6 | $249 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $207 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $207 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $125 | 0.00% | +3 | New |
| Optima Capital LLC | 2 | $83 | 0.00% | +2 | New |
| Strategic Wealth Partners, Ltd. | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $1 | 0.00% | −1−100.0% | Reduced |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −1,258,601−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −683,930−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −598,798−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −536,600−100.0% | Sold out |
| EdgePoint Investment Group Inc. | 0 | $0 | 0.00% | −529,082−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −473,161−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −459,490−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −438,282−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −358,200−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −335,500−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −277,100−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −228,118−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −195,300−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −175,397−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −138,161−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −125,195−100.0% | Sold out |
| QSM Asset Management Ltd | 0 | $0 | 0.00% | −117,616−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −111,284−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −85,000−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −50,783−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −43,579−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −43,253−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −29,759−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −25,830−100.0% | Sold out |
| Ensign Peak Advisors, Inc | 0 | $0 | 0.00% | −24,934−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −24,414−100.0% | Sold out |
| Locust Wood Capital Advisers, LLC | 0 | $0 | 0.00% | −22,315−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −17,295−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −15,921−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −14,384−100.0% | Sold out |
| Tang Capital Management LLC | 0 | $0 | 0.00% | −14,274−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −13,021−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −10,956−100.0% | Sold out |
| Schaper Benz & Wise Investment Counsel Inc | 0 | $0 | 0.00% | −9,786−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −9,228−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −8,298−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −7,543−100.0% | Sold out |