| Brown Brothers Harriman & Co | 530 | $27.4K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 523 | $27.1K | 0.00% | −81−13.4% | Reduced |
| Synergy Investment Management, LLC | 502 | $26.0K | 0.01% | +502 | New |
| Tacita Capital Inc | 500 | $25.8K | 0.02% | −17−3.3% | Reduced |
| Verdence Capital Advisors LLC | 494 | $25.6K | 0.00% | +494 | New |
| Community Financial Services Group, LLC | 480 | $25.5K | 0.00% | +480 | New |
| Ares Financial Consulting, LLC | 475 | $25.3K | 0.02% | +475 | New |
| Atlas Capital Advisors LLC | 473 | $24.5K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 471 | $24.4K | 0.00% | +108+29.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 469 | $24.3K | 0.00% | −9−1.9% | Reduced |
| Zions Bancorporation, National Association | 464 | $24.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 456 | $23.6K | 0.00% | −94−17.1% | Reduced |
| Harvest Fund Management Co., Ltd | 443 | $23.0K | 0.00% | +443 | New |
| Addison Advisors LLC | 432 | $22.4K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 401 | $20.8K | 0.00% | +401 | New |
| Gen-Wealth Partners Inc | 400 | $20.7K | 0.01% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 385 | $19.9K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 381 | $19.7K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 363 | $19.0K | 0.00% | −193−34.7% | Reduced |
| NBC Securities, Inc. | 364 | $18.8K | 0.00% | +145+66.2% | Added |
| Purpose Unlimited Inc. | 337 | $17.4K | 0.00% | +337 | New |
| TD Capital Management LLC | 322 | $16.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 322 | $16.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 321 | $16.6K | 0.00% | +200+165.3% | Added |
| HM Payson & Co | 318 | $16.5K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 311 | $16.1K | 0.00% | +115+58.7% | Added |
| Nisa Investment Advisors, LLC | 305 | $15.8K | 0.00% | +240+369.2% | Added |
| AdvisorNet Financial, Inc | 271 | $14.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 257 | $13.3K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 256 | $13.2K | 0.00% | +256 | New |
| Silicon Valley Capital Partners | 235 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 241 | $12.0K | 0.00% | +241 | New |
| Richardson Capital Management LLC | 215 | $11.1K | 0.01% | 00.0% | Unchanged |
| EFG International AG | 206 | $10.7K | 0.00% | +206 | New |
| Entrust Financial LLC | 197 | $10.2K | 0.01% | −19−8.8% | Reduced |
| N.E.W. Advisory Services LLC | 188 | $9.73K | 0.00% | +188 | New |
| Bell Investment Advisors, Inc | 186 | $9.63K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 179 | $9.26K | 0.00% | +4+2.3% | Added |
| UMA Financial Services, Inc. | 162 | $8.38K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $8.28K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 164 | $8.00K | 0.00% | −125−43.3% | Reduced |
| Raleigh Capital Management Inc. | 147 | $7.61K | 0.00% | +147 | New |
| Copia Wealth Management | 125 | $6.47K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 125 | $6.47K | 0.00% | +100+400.0% | Added |
| Newbridge Financial Services Group, Inc. | 121 | $6.26K | 0.00% | +121 | New |
| Bravera Wealth | 120 | $6.21K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $6.11K | 0.00% | −10−7.8% | Reduced |
| Colonial Trust Co | 119 | $5.75K | 0.00% | −63−34.6% | Reduced |
| Adirondack Trust Co | 97 | $5.02K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 92 | $4.76K | 0.00% | +92 | New |
| Atlantic Union Bankshares Corp | 90 | $4.66K | 0.00% | +90 | New |
| Plato Investment Management Ltd | 89 | $4.59K | 0.00% | +89 | New |
| Asset Dedication, LLC | 86 | $4.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $4.35K | 0.00% | −156−65.0% | Reduced |
| Benson Wealth Management INC | 83 | $4.29K | 0.01% | +83 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $4.14K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 79 | $4.07K | 0.02% | +36+83.7% | Added |
| Rossby Financial, LCC | 69 | $3.67K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 70 | $3.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 68 | $3.52K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 61 | $3.16K | 0.00% | 00.0% | Unchanged |
| Rhumbline Advisers | 57 | $2.95K | 0.00% | −4−6.6% | Reduced |
| Ameriflex Group, Inc. | 55 | $2.85K | 0.00% | −664−92.4% | Reduced |
| Kilter Group LLC | 53 | $2.74K | 0.00% | −12−18.5% | Reduced |
| Crewe Advisors LLC | 53 | $2.74K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $2.74K | 0.00% | +53 | New |
| Raffa Wealth Management, LLC | 52 | $2.69K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 52 | $2.69K | 0.00% | +2+4.0% | Added |
| Cornerstone Planning Group LLC | 45 | $2.60K | 0.00% | +24+114.3% | Added |
| Sunrise Financial Services, LLC | 50 | $2.59K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 49 | $2.54K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 49 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 47 | $2.41K | 0.00% | −73−60.8% | Reduced |
| GAMMA Investing LLC | 45 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 45 | $2.33K | 0.00% | +9+25.0% | Added |
| Cornerstone Financial Management LLC | 39 | $2.02K | 0.00% | +11+39.3% | Added |
| Vermillion Wealth Management, Inc. | 39 | $2.02K | 0.00% | +39 | New |
| Golden State Wealth Management, LLC | 36 | $1.86K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 35 | $1.81K | 0.00% | +35 | New |
| SHP Wealth Management | 34 | $1.76K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 33 | $1.71K | 0.00% | +33 | New |
| Accordant Advisory Group Inc | 30 | $1.55K | 0.00% | +30 | New |
| Ninety One UK Ltd | 26 | $1.35K | 0.00% | −1,260,771−100.0% | Reduced |
| McGuire Capital Advisors Inc | 25 | $1.29K | 0.00% | −19−43.2% | Reduced |
| Harbor Investment Advisory, LLC | 22 | $1.14K | 0.00% | +22 | New |
| Golden State Equity Partners | 20 | $1.03K | 0.00% | +20 | New |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 17 | $880 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $621 | 0.00% | +7+140.0% | Added |
| Westfuller Advisors, LLC | 11 | $549 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 8 | $414 | 0.00% | +8 | New |
| Mather Group, LLC. | 3 | $155 | 0.00% | +3 | New |
| Huntington National Bank | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Carrhae Capital LLP | 0 | $0 | 0.00% | −2,063,912−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −1,566,212−100.0% | Sold out |
| Maple Rock Capital Partners Inc. | 0 | $0 | 0.00% | −1,393,516−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −990,694−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −650,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −517,729−100.0% | Sold out |