| Harbour Investments, Inc. | 261 | $19.4K | 0.00% | +125+91.9% | Added |
| Central Trust Co | 254 | $18.9K | 0.00% | −206−44.8% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 208 | $15.4K | 0.00% | +208 | New |
| Baldwin Brothers Inc | 201 | $14.9K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 200 | $14.9K | 0.00% | +200 | New |
| Financial Management Professionals, Inc. | 189 | $14.0K | 0.00% | +189 | New |
| Park Place Capital Corp | 185 | $13.7K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 182 | $13.5K | 0.00% | +13+7.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 159 | $11.8K | 0.00% | −2−1.2% | Reduced |
| Glassman Wealth Services | 156 | $11.6K | 0.00% | +8+5.4% | Added |
| Asset Dedication, LLC | 151 | $11.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 145 | $10.8K | 0.01% | +145 | New |
| GW&K Investment Management, LLC | 135 | $10.0K | 0.00% | +11+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 134 | $9.95K | 0.00% | +134 | New |
| USA Financial Portformulas Corp | 125 | $9.28K | 0.00% | −14,801−99.2% | Reduced |
| Avalon Trust Co | 125 | $9.28K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 119 | $8.84K | 0.00% | +119 | New |
| Fortitude Family Office, LLC | 115 | $8.54K | 0.01% | +115 | New |
| EverSource Wealth Advisors, LLC | 113 | $8.39K | 0.00% | +10+9.7% | Added |
| Bruce G. Allen Investments, LLC | 111 | $8.24K | 0.01% | +111 | New |
| Ronald Blue Trust, Inc. | 97 | $8.00K | 0.00% | +7+7.8% | Added |
| Private Wealth Management Group, LLC | 105 | $7.80K | 0.00% | +105 | New |
| Rocky Mountain Advisers, LLC | 99 | $7.35K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 97 | $7.20K | 0.00% | +61+169.4% | Added |
| Washington Trust Advisors, Inc. | 92 | $6.86K | 0.00% | +2+2.2% | Added |
| Abound Wealth Management | 86 | $6.39K | 0.00% | +15+21.1% | Added |
| LGT Financial Advisors LLC | 76 | $5.64K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 75 | $5.57K | 0.00% | +75 | New |
| Kayne Anderson Rudnick Investment Management LLC | 73 | $5.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 69 | $5.13K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 69 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 65 | $4.83K | 0.00% | +65 | New |
| SJS Investment Consulting Inc. | 64 | $4.75K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 55 | $4.08K | 0.00% | +24+77.4% | Added |
| Abich Financial Wealth Management LLC | 55 | $4.08K | 0.00% | +55 | New |
| Valued Wealth Advisors LLC | 51 | $4.07K | 0.00% | +51 | New |
| Avion Wealth | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $3.79K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $3.71K | 0.00% | −49−49.5% | Reduced |
| MV Capital Management, Inc. | 48 | $3.56K | 0.00% | +3+6.7% | Added |
| Venturi Wealth Management, LLC | 48 | $3.56K | 0.00% | +16+50.0% | Added |
| WealthCollab, LLC | 45 | $3.34K | 0.00% | +45 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 45 | $3.34K | 0.00% | −5,115−99.1% | Reduced |
| Barrett & Company, Inc. | 44 | $3.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $3.27K | 0.00% | +44 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 40 | $2.97K | 0.00% | +28+233.3% | Added |
| Raffa Wealth Management, LLC | 39 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 37 | $2.75K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 35 | $2.60K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 32 | $2.00K | 0.00% | +5+18.5% | Added |
| Bellevue Asset Management, LLC | 24 | $1.78K | 0.00% | −1−4.0% | Reduced |
| Dunhill Financial, LLC | 22 | $1.65K | 0.00% | +22 | New |
| Cape Investment Advisory, Inc. | 20 | $1.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $1.26K | 0.00% | +17 | New |
| Colonial Trust Advisors | 14 | $1.04K | 0.00% | +14 | New |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | +15 | New |
| Tfo-TDC, LLC | 12 | $891 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $743 | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 8 | $638 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 8 | $594 | 0.00% | +8 | New |
| TFC Financial Management | 7 | $520 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 4 | $328 | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 3 | $229 | 0.05% | +3 | New |
| JJJ Advisors Inc. | 3 | $223 | 0.00% | +3 | New |
| TD Waterhouse Canada Inc. | 2 | $155 | 0.00% | 00.0% | Unchanged |
| Boston Partners | 0 | $0 | 0.00% | −1,690,400−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −313,927−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −182,800−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −164,908−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −135,717−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −70,417−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −48,690−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −29,563−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −22,026−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −19,138−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,146−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −10,962−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −9,453−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −8,605−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −6,874−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −6,508−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −5,333−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,110−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,761−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −3,542−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −3,286−100.0% | Sold out |
| Henry James International Management, Inc. | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Crestone Asset Management LLC | 0 | $0 | 0.00% | −2,836−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −2,803−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −2,687−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
