| Fortitude Family Office, LLC | 356 | $25.8K | 0.01% | −14−3.8% | Reduced |
| V-Square Quantitative Management LLC | 333 | $24.1K | 0.00% | +333 | New |
| Institute for Wealth Management, LLC. | 318 | $23.0K | 0.00% | +318 | New |
| First Horizon Corp | 313 | $22.7K | 0.00% | +313 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 108 | $21.8K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 279 | $20.2K | 0.00% | +279 | New |
| N.E.W. Advisory Services LLC | 252 | $18.3K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 250 | $18.1K | 0.00% | +250 | New |
| WealthCollab, LLC | 218 | $15.8K | 0.01% | −103−32.1% | Reduced |
| Decker Retirement Planning Inc. | 215 | $15.6K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 213 | $15.4K | 0.00% | +20+10.4% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 210 | $15.2K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 200 | $14.5K | 0.01% | +200 | New |
| True Wealth Design, LLC | 199 | $14.4K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $14.2K | 0.00% | +72+58.1% | Added |
| Harbour Investments, Inc. | 183 | $13.2K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 167 | $12.1K | 0.00% | +167 | New |
| Cherry Tree Wealth Management, LLC | 165 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 161 | $11.7K | 0.00% | +114+242.6% | Added |
| SBI Securities Co., Ltd. | 161 | $11.7K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 159 | $11.5K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 150 | $10.9K | 0.00% | −104−40.9% | Reduced |
| Massmutual Trust Co FSB | 139 | $10.1K | 0.00% | −4−2.8% | Reduced |
| Acumen Wealth Advisors, LLC | 135 | $9.77K | 0.00% | −61−31.1% | Reduced |
| GWM Advisors LLC | 125 | $9.01K | 0.00% | −91−42.1% | Reduced |
| Signature Equity Partners, LLC | 124 | $8.98K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 123 | $8.90K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 118 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 119 | $8.62K | 0.00% | −23−16.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 114 | $8.25K | 0.00% | −2,108−94.9% | Reduced |
| Key Financial Inc | 113 | $8.18K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 111 | $8.04K | 0.00% | +8+7.8% | Added |
| J.Safra Asset Management Corp | 109 | $7.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 107 | $7.71K | 0.00% | +107 | New |
| Danske Bank A/S | 100 | $7.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 95 | $6.88K | 0.00% | +14+17.3% | Added |
| MCF Advisors LLC | 93 | $6.73K | 0.00% | −22−19.1% | Reduced |
| Private Wealth Management Group, LLC | 89 | $6.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 86 | $6.23K | 0.00% | +86 | New |
| Rossby Financial, LCC | 85 | $6.15K | 0.00% | −4−4.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 80 | $5.79K | 0.00% | −1−1.2% | Reduced |
| Bokf, NA | 80 | $5.79K | 0.00% | +80 | New |
| Godfrey Financial Associates, Inc. | 78 | $5.65K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 72 | $5.21K | 0.00% | −22−23.4% | Reduced |
| Clearstead Advisors, LLC | 65 | $4.71K | 0.00% | +40+160.0% | Added |
| Manning & Napier Advisors LLC | 62 | $4.56K | 0.00% | −5−7.5% | Reduced |
| JFS Wealth Advisors, LLC | 62 | $4.49K | 0.00% | +6+10.7% | Added |
| Bare Financial Services, Inc | 57 | $4.13K | 0.00% | −8−12.3% | Reduced |
| MidFirst Bank | 56 | $4.05K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 54 | $3.91K | 0.00% | +23+74.2% | Added |
| Bogart Wealth, LLC | 51 | $3.69K | 0.00% | +51 | New |
| Northwestern Mutual Wealth Management Co | 50 | $3.62K | 0.00% | −2−3.8% | Reduced |
| Action Point Financial Planning, LLC | 50 | $3.40K | 0.00% | +50 | New |
| Colonial Trust Advisors | 40 | $2.90K | 0.00% | +40 | New |
| Bellevue Asset Management, LLC | 40 | $2.90K | 0.00% | +40 | New |
| Zions Bancorporation, National Association | 39 | $2.82K | 0.00% | −8−17.0% | Reduced |
| Prestige Wealth Management Group LLC | 35 | $2.53K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.39K | 0.00% | −1−2.9% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 32 | $2.32K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 30 | $2.17K | 0.00% | −4−11.8% | Reduced |
| Quent Capital, LLC | 30 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 24 | $1.74K | 0.00% | −25−51.0% | Reduced |
| Manchester Capital Management LLC | 24 | $1.74K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $1.52K | 0.00% | +21 | New |
| Torren Management, LLC | 19 | $1.34K | 0.00% | +1+5.6% | Added |
| Quarry LP | 15 | $1.09K | 0.00% | −2,083−99.3% | Reduced |
| JPL Wealth Management, LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $1.09K | 0.00% | +3+25.0% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $942 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 13 | $941 | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $854 | 0.00% | −12−50.0% | Reduced |
| HFM Investment Advisors, LLC | 10 | $724 | 0.00% | +5+100.0% | Added |
| Financial Consulate, Inc | 9 | $652 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $579 | 0.00% | +1+14.3% | Added |
| Larson Financial Group LLC | 7 | $507 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 6 | $434 | 0.00% | +6 | New |
| SHP Wealth Management | 3 | $217 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $138 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $73 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $72 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,238,924−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −259,913−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −188,700−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −121,684−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −118,891−100.0% | Sold out |
| Alpine Associates Management Inc. | 0 | $0 | 0.00% | −107,432−100.0% | Sold out |
| Wolf Hill Capital Management, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −95,329−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −50,743−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −45,564−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,901−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −36,989−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −36,436−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −33,432−100.0% | Sold out |