| Glass Jacobson Investment Advisors llc | 272 | $7.10K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 250 | $7.00K | 0.00% | −100−28.6% | Reduced |
| Private Wealth Management Group, LLC | 263 | $6.87K | 0.00% | +263 | New |
| Quintet Private Bank (Europe) S.A. | 250 | $6.53K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 245 | $6.40K | 0.00% | −51−17.2% | Reduced |
| Salem Investment Counselors Inc | 240 | $6.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 230 | $6.01K | 0.00% | +3+1.3% | Added |
| Financial Management Professionals, Inc. | 221 | $6.00K | 0.00% | +33+17.6% | Added |
| Salomon & Ludwin, LLC | 269 | $5.98K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 221 | $5.77K | 0.00% | +16+7.8% | Added |
| Operose Advisors LLC | 212 | $5.54K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 205 | $5.35K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 200 | $5.22K | 0.00% | +100+100.0% | Added |
| Davis Capital Management | 200 | $5.22K | 0.01% | +200 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $5.22K | 0.00% | +200 | New |
| MB, Levis & Associates, LLC | 195 | $5.08K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 193 | $5.04K | 0.00% | +193 | New |
| Hazlett, Burt & Watson, Inc. | 180 | $5.00K | 0.00% | −3,825−95.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $4.79K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 179 | $4.67K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 172 | $4.49K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 161 | $4.21K | 0.00% | +161 | New |
| NBT Bank N A | 160 | $4.18K | 0.00% | +160 | New |
| CarsonAllaria Wealth Management, Ltd. | 151 | $3.95K | 0.00% | +3+2.0% | Added |
| Bell Investment Advisors, Inc | 148 | $3.87K | 0.00% | −866−85.4% | Reduced |
| Coppell Advisory Solutions LLC | 125 | $3.26K | 0.00% | −1,933−93.9% | Reduced |
| Washington Trust Co | 122 | $3.19K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 117 | $3.06K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 128 | $3.00K | 0.00% | −206−61.7% | Reduced |
| FSA Wealth Management LLC | 100 | $3.00K | 0.00% | +100 | New |
| Pathway Financial Advisers, LLC | 113 | $2.95K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 102 | $2.67K | 0.00% | −59−36.6% | Reduced |
| PayPay Securities Corp | 101 | $2.65K | 0.13% | +25+32.9% | Added |
| NewSquare Capital LLC | 101 | $2.64K | 0.00% | −21−17.2% | Reduced |
| St. Johns Investment Management Company, LLC | 100 | $2.61K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $2.61K | 0.00% | +100 | New |
| BFSG, LLC | 100 | $2.61K | 0.00% | +100 | New |
| Game Plan Financial Advisors, LLC | 100 | $2.61K | 0.00% | +100 | New |
| Kozak & Associates, Inc. | 102 | $2.33K | 0.00% | +2+2.0% | Added |
| Concord Wealth Partners | 85 | $2.22K | 0.00% | −2−2.3% | Reduced |
| Clear Street Markets LLC | 69 | $2.00K | 0.00% | −2,228−97.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 96 | $2.00K | 0.00% | +46+92.0% | Added |
| Prestige Wealth Management Group LLC | 67 | $1.75K | 0.00% | +52+346.7% | Added |
| American Capital Advisory, LLC | 60 | $1.58K | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 58 | $1.51K | 0.00% | +58 | New |
| CNB Bank | 57 | $1.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 52 | $1.35K | 0.00% | +52 | New |
| Institutional & Family Asset Management, LLC | 50 | $1.31K | 0.00% | −1−2.0% | Reduced |
| Global Wealth Strategies & Associates | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $1.18K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 30 | $1.00K | 0.00% | +30 | New |
| Wetzel Investment Advisors, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Long Island Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Trifecta Capital Advisors, LLC | 37 | $967 | 0.00% | +37 | New |
| Wolff Wiese Magana LLC | 27 | $705 | 0.00% | +15+125.0% | Added |
| Sachetta, LLC | 22 | $575 | 0.00% | +22 | New |
| ClariVest Asset Management LLC | 21 | $559 | 0.00% | −8−27.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 21 | $549 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 20 | $522 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $392 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $366 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $287 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $267 | 0.00% | −42−80.8% | Reduced |
| Barrett & Company, Inc. | 4 | $104 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3 | $94 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 2 | $62 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $53 | 0.00% | +2 | New |
| Birchbrook, Inc. | 2 | $40 | 0.00% | +2 | New |
| Investment Research & Advisory Group, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| PrairieView Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −908,526−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −495,547−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −454,085−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −412,764−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −279,178−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −247,031−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −195,636−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −194,985−100.0% | Sold out |
| Adams Asset Advisors, LLC | 0 | $0 | 0.00% | −165,969−100.0% | Sold out |
| Boyer & Corporon Wealth Management, LLC | 0 | $0 | 0.00% | −159,251−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −156,455−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −133,378−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −132,788−100.0% | Sold out |
| Sompo Asset Management Co., Ltd. | 0 | $0 | 0.00% | −128,930−100.0% | Sold out |
| Robinson Value Management, Ltd. | 0 | $0 | 0.00% | −108,548−100.0% | Sold out |
| Kinloch Capital, LLC | 0 | $0 | 0.00% | −95,686−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −92,222−100.0% | Sold out |
| Keene & Associates, Inc. | 0 | $0 | 0.00% | −88,910−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −88,392−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −87,048−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −78,028−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −64,022−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −42,371−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −43,042−100.0% | Sold out |
| Slocum, Gordon & Co LLP | 0 | $0 | 0.00% | −38,089−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −37,816−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −34,825−100.0% | Sold out |