| Macroview Investment Management LLC | 68 | $8.05K | 0.01% | +68 | New |
| TSFG, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 64 | $8.00K | 0.00% | +14+28.0% | Added |
| Semmax Financial Advisors Inc. | 61 | $7.63K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 62 | $7.34K | 0.00% | +50+416.7% | Added |
| Abound Wealth Management | 55 | $6.51K | 0.00% | +1+1.9% | Added |
| Stephens Consulting, LLC | 54 | $6.39K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 53 | $6.38K | 0.00% | −1−1.9% | Reduced |
| Tradition Wealth Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 48 | $5.68K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 48 | $5.68K | 0.00% | +44+1,100.0% | Added |
| Stone House Investment Management, LLC | 45 | $5.33K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 44 | $5.21K | 0.00% | +44 | New |
| Wetzel Investment Advisors, Inc. | 44 | $5.00K | 0.00% | +44 | New |
| Creative Financial Designs Inc | 38 | $4.50K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 37 | $4.38K | 0.00% | +25+208.3% | Added |
| Gradient Investments LLC | 36 | $4.26K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 36 | $4.26K | 0.00% | +3+9.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 34 | $4.02K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 34 | $4.02K | 0.00% | +34 | New |
| Frazier Financial Advisors, LLC | 34 | $4.02K | 0.00% | +34 | New |
| Asset Dedication, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 33 | $3.91K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $3.79K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $3.55K | 0.00% | +2+7.1% | Added |
| Clearstead Advisors, LLC | 28 | $3.31K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 27 | $3.20K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 27 | $3.19K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 25 | $2.96K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $2.96K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $2.72K | 0.00% | +23 | New |
| Raffa Wealth Management, LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 20 | $2.37K | 0.00% | −7−25.9% | Reduced |
| Red Tortoise LLC | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $2.01K | 0.00% | +17 | New |
| Rothschild Investment LLC | 16 | $1.89K | 0.00% | +16 | New |
| Addison Advisors LLC | 16 | $1.89K | 0.00% | +16 | New |
| Arlington Trust Co LLC | 16 | $1.89K | 0.00% | +16 | New |
| Sachetta, LLC | 16 | $1.89K | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 15 | $1.78K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 15 | $1.78K | 0.00% | +15 | New |
| Winch Advisory Services, LLC | 14 | $1.66K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 12 | $1.42K | 0.00% | +12 | New |
| Perkins Coie Trust Co | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $1.18K | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $1.18K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $1.16K | 0.00% | +10 | New |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $947 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $947 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $592 | 0.00% | +5 | New |
| TFC Financial Management | 4 | $474 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $356 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 2 | $341 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $118 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −463,930−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −127,179−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −88,086−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −39,767−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −21,492−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −18,751−100.0% | Sold out |
| Savoie Capital LLC | 0 | $0 | 0.00% | −14,900−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,258−100.0% | Sold out |
| Tairen Capital Ltd | 0 | $0 | 0.00% | −9,410−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −7,260−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −6,111−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −5,326−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,306−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,847−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,770−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Tactive Advisors, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| Green Alpha Advisors, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Synovus Financial Corp | 0 | $0 | 0.00% | −3,577−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,353−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −3,304−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,001−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −2,314−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −603−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| BluePath Capital Management, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |