| Bayforest Capital Ltd | 138 | $7.91K | 0.01% | +138 | New |
| Raleigh Capital Management Inc. | 133 | $7.62K | 0.00% | +25+23.1% | Added |
| SBI Securities Co., Ltd. | 128 | $7.34K | 0.00% | +128 | New |
| Golden State Wealth Management, LLC | 126 | $7.22K | 0.00% | +126 | New |
| Caldwell Trust Co | 125 | $7.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 125 | $7.17K | 0.00% | +14+12.6% | Added |
| Park Square Financial Group, LLC | 125 | $7.17K | 0.00% | +125 | New |
| Hemington Wealth Management | 139 | $7.00K | 0.00% | +71+104.4% | Added |
| Harvest Fund Management Co., Ltd | 116 | $7.00K | 0.00% | +116 | New |
| Bartlett & Co. Wealth Management LLC | 122 | $6.99K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 117 | $6.71K | 0.00% | +117 | New |
| Hexagon Capital Partners LLC | 114 | $6.53K | 0.00% | +35+44.3% | Added |
| MV Capital Management, Inc. | 108 | $6.19K | 0.00% | +4+3.8% | Added |
| Farmers & Merchants Investments Inc | 105 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 105 | $6.02K | 0.00% | +65+162.5% | Added |
| Delta Asset Management LLC | 100 | $5.73K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 100 | $5.73K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.73K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $5.73K | 0.00% | +100 | New |
| Zions Bancorporation, N.A. | 95 | $5.45K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $5.16K | 0.00% | −49−35.3% | Reduced |
| Richardson Financial Services Inc. | 85 | $4.83K | 0.00% | +6+7.6% | Added |
| Sachetta, LLC | 83 | $4.74K | 0.00% | +7+9.2% | Added |
| Creative Financial Designs Inc | 80 | $4.57K | 0.00% | +1+1.3% | Added |
| GHP Investment Advisors, Inc. | 77 | $4.41K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 72 | $4.10K | 0.00% | +1+1.4% | Added |
| Caldwell Sutter Capital, Inc. | 70 | $4.01K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 69 | $3.96K | 0.00% | +12+21.1% | Added |
| Umb Bank N A | 64 | $3.67K | 0.00% | −53−45.3% | Reduced |
| Vermillion Wealth Management, Inc. | 60 | $3.46K | 0.00% | +60 | New |
| Private Wealth Management Group, LLC | 57 | $3.27K | 0.00% | +12+26.7% | Added |
| WPG Advisers, LLC | 56 | $3.21K | 0.00% | +56 | New |
| Valley National Advisers Inc | 68 | $3.00K | 0.00% | +18+36.0% | Added |
| Central Trust Co | 51 | $2.92K | 0.00% | +41+410.0% | Added |
| AdvisorNet Financial, Inc | 47 | $2.69K | 0.00% | −54−53.5% | Reduced |
| Colonial Trust Co | 46 | $2.64K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 45 | $2.59K | 0.00% | −161−78.2% | Reduced |
| Cornerstone Planning Group LLC | 44 | $2.51K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 42 | $2.41K | 0.00% | −45−51.7% | Reduced |
| Whipplewood Advisors, LLC | 42 | $2.41K | 0.00% | +42 | New |
| CVA Family Office, LLC | 40 | $2.29K | 0.00% | −10−20.0% | Reduced |
| MCF Advisors LLC | 40 | $2.29K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 39 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $2.22K | 0.00% | +1+2.6% | Added |
| Sierra Ocean, LLC | 36 | $2.11K | 0.00% | +36 | New |
| Thompson Investment Management, Inc. | 36 | $2.05K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.01K | 0.00% | +6+20.7% | Added |
| GW&K Investment Management, LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $1.95K | 0.00% | +5+17.2% | Added |
| HGK Asset Management Inc | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $1.72K | 0.00% | +30 | New |
| Core Alternative Capital | 27 | $1.55K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | +5+38.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 17 | $974 | 0.00% | +17 | New |
| Financial Management Professionals, Inc. | 15 | $860 | 0.00% | −11−42.3% | Reduced |
| Rakuten Securities, Inc. | 14 | $802 | 0.00% | −50−78.1% | Reduced |
| Old Second National Bank of Aurora | 13 | $745 | 0.00% | +13 | New |
| Trifecta Capital Advisors, LLC | 12 | $688 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $631 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $631 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 11 | $631 | 0.00% | +11 | New |
| Carolinas Wealth Consulting LLC | 10 | $574 | 0.00% | +10 | New |
| Continuum Advisory, LLC | 9 | $516 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 9 | $516 | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 8 | $459 | 0.00% | −76−90.5% | Reduced |
| TFC Financial Management | 8 | $459 | 0.00% | +8 | New |
| Distillate Capital Partners LLC | 7 | $401 | 0.00% | +7 | New |
| NBC Securities, Inc. | 6 | $389 | 0.04% | −5,952−99.9% | Reduced |
| New Millennium Group LLC | 6 | $344 | 0.00% | +6 | New |
| Decker Retirement Planning Inc. | 6 | $344 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $344 | 0.00% | +6 | New |
| NVWM, LLC | 5 | $287 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $287 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $287 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $286 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 4 | $252 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2 | $115 | 0.00% | −9,687−100.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $57 | 0.00% | +1 | New |
| REAP Financial Group, LLC | 1 | $29 | 0.00% | +1 | New |
| Covestor Ltd | 8 | $0 | 0.00% | +1+14.3% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −660,720−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −329,512−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −253,900−100.0% | Sold out |
| Centre Asset Management, LLC | 0 | $0 | 0.00% | −151,757−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −148,727−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −143,896−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −113,978−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −51,643−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −48,474−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −40,527−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −40,367−100.0% | Sold out |