| First PREMIER Bank | 77 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 71 | $8.70K | 0.01% | +71 | New |
| Global Financial Private Client, LLC | 67 | $8.21K | 0.00% | +10+17.5% | Added |
| General Partner, Inc. | 66 | $8.09K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 65 | $7.97K | 0.01% | +65 | New |
| Harbor Investment Advisory, LLC | 64 | $7.85K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 62 | $7.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 60 | $7.36K | 0.00% | +60 | New |
| Front Row Advisors LLC | 60 | $7.36K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $7.36K | 0.00% | 00.0% | Unchanged |
| XY Capital Ltd | 60 | $7.36K | 0.01% | +60 | New |
| Dunhill Financial, LLC | 58 | $7.10K | 0.00% | +2+3.6% | Added |
| Allianz SE | 57 | $6.99K | 0.00% | +57 | New |
| AllSquare Wealth Management LLC | 50 | $6.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 49 | $6.04K | 0.00% | −227−82.2% | Reduced |
| Highline Wealth Partners LLC | 49 | $6.02K | 0.00% | −7−12.5% | Reduced |
| Tucker Asset Management LLC | 48 | $5.88K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 46 | $5.64K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 45 | $5.52K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 43 | $5.27K | 0.00% | +9+26.5% | Added |
| Salomon & Ludwin, LLC | 42 | $5.15K | 0.00% | −6−12.5% | Reduced |
| Wolff Wiese Magana LLC | 42 | $5.15K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $5.03K | 0.00% | −15−26.8% | Reduced |
| Costello Asset Management, INC | 38 | $4.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 37 | $4.54K | 0.00% | −14−27.5% | Reduced |
| Red Tortoise LLC | 37 | $4.54K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 35 | $4.29K | 0.00% | −365−91.3% | Reduced |
| TFC Financial Management | 34 | $4.19K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 34 | $4.17K | 0.00% | +34 | New |
| Holos Integrated Wealth LLC | 31 | $3.80K | 0.00% | +31 | New |
| Colonial Trust Advisors | 30 | $3.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 29 | $3.56K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 25 | $3.06K | 0.00% | −50−66.7% | Reduced |
| Park Square Financial Group, LLC | 25 | $3.06K | 0.00% | +25 | New |
| Avion Wealth | 30 | $3.00K | 0.00% | +1+3.4% | Added |
| Creekmur Asset Management LLC | 23 | $2.82K | 0.00% | −23−50.0% | Reduced |
| Rakuten Securities, Inc. | 22 | $2.70K | 0.00% | +21+2,100.0% | Added |
| Cedar Wealth Management, LLC | 21 | $2.57K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 21 | $2.57K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 21 | $2.57K | 0.11% | +21 | New |
| Conquis Financial LLC | 21 | $2.57K | 0.00% | +21 | New |
| Roxbury Financial LLC | 18 | $2.50K | 0.00% | +18 | New |
| Vermillion Wealth Management, Inc. | 20 | $2.49K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 20 | $2.45K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $2.45K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 18 | $2.21K | 0.00% | +6+50.0% | Added |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | −50−76.9% | Reduced |
| Hantz Financial Services, Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $1.88K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 15 | $1.88K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 13 | $1.61K | 0.00% | +13 | New |
| Ridgewood Investments LLC | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $1.48K | 0.00% | +12 | New |
| Davis Capital Management | 12 | $1.47K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 9 | $1.10K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.10K | 0.00% | −67−88.2% | Reduced |
| Caitlin John, LLC | 9 | $1.10K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $1.10K | 0.00% | +5+125.0% | Added |
| Noble Wealth Management PBC | 9 | $1.10K | 0.00% | +9 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $1.00K | 0.00% | −1,439−99.1% | Reduced |
| WealthCollab, LLC | 8 | $981 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 8 | $966 | 0.00% | +1+14.3% | Added |
| Perritt Capital Management Inc | 7 | $892 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7 | $859 | 0.00% | +7 | New |
| Delta Asset Management LLC | 7 | $858 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $858 | 0.00% | +7 | New |
| Broadwater Capital Management LLC | 6 | $736 | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 5 | $613 | 0.00% | +5 | New |
| YANKCOM Partnership | 5 | $613 | 0.00% | +5 | New |
| NBC Securities, Inc. | 4 | $493 | 0.05% | −4,125−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $368 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $368 | 0.00% | +3 | New |
| Richard W. Paul & Associates, LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $245 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $123 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $123 | 0.00% | +1 | New |
| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −330,088−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −294,500−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −229,077−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −100,633−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −91,947−100.0% | Sold out |
| Kadensa Capital Ltd | 0 | $0 | 0.00% | −66,776−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −54,175−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −43,844−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −43,632−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −42,996−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −30,978−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −28,989−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −28,629−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −21,735−100.0% | Sold out |
| Advent Capital Management | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −19,062−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −18,600−100.0% | Sold out |
| Centric Wealth Management | 0 | $0 | 0.00% | −16,114−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −15,371−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −14,864−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |