| Godsey & Gibb Associates | 50 | $4.05K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 42 | $3.40K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $3.40K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 37 | $3.00K | 0.00% | +15+68.2% | Added |
| Johnson Financial Group, Inc. | 34 | $2.77K | 0.00% | +34 | New |
| Groupe la Francaise | 35 | $2.59K | 0.00% | +35 | New |
| Blume Capital Management, Inc. | 30 | $2.43K | 0.00% | −300−90.9% | Reduced |
| DT Investment Partners, LLC | 30 | $2.43K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $2.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 27 | $2.19K | 0.00% | −30−52.6% | Reduced |
| Raffa Wealth Management, LLC | 27 | $2.19K | 0.00% | −65−70.7% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $2.11K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 25 | $2.03K | 0.00% | +25 | New |
| Howard Hughes Medical Institute | 25 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.78K | 0.00% | +2+10.0% | Added |
| Financial Consulate, Inc | 22 | $1.78K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 21 | $1.70K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 21 | $1.70K | 0.00% | +21 | New |
| Wealth Watch Advisors, INC | 20 | $1.62K | 0.00% | +20 | New |
| Montag A & Associates Inc | 19 | $1.55K | 0.00% | +19 | New |
| Grove Bank & Trust | 19 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $1.46K | 0.00% | −12−40.0% | Reduced |
| Atlantic Trust, LLC | 17 | $1.38K | 0.00% | +2+13.3% | Added |
| ZRC Wealth Management, LLC | 15 | $1.22K | 0.00% | +15 | New |
| Stone House Investment Management, LLC | 15 | $1.22K | 0.00% | +13+650.0% | Added |
| Rialto Wealth Management, LLC | 14 | $1.14K | 0.00% | +4+40.0% | Added |
| Innovative Advisory Group, LLC | 13 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $1.00K | 0.00% | −30−75.0% | Reduced |
| Avion Wealth | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 11 | $912 | 0.00% | +11 | New |
| Strategic Investment Solutions, Inc. | 10 | $825 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $811 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 9 | $794 | 0.00% | +3+50.0% | Added |
| Stance Capital LLC | 9 | $730 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 8 | $651 | 0.00% | +8 | New |
| Heartwood Wealth Advisors LLC | 8 | $649 | 0.00% | +8 | New |
| American National Bank | 7 | $568 | 0.00% | −2,800−99.8% | Reduced |
| Bare Financial Services, Inc | 7 | $568 | 0.00% | +7 | New |
| Clear Investment Research, LLC | 6 | $502 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $488 | 0.00% | +5+500.0% | Added |
| Tradewinds Capital Management, LLC | 6 | $487 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $405 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $405 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 5 | $405 | 0.00% | +5 | New |
| West Oak Capital, LLC | 5 | $400 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $340 | 0.00% | +3+300.0% | Added |
| Robinswood Financial LLC | 4 | $324 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $324 | 0.00% | +4 | New |
| Clark Wealth Partners | 2 | $283 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $218 | 0.00% | −1−25.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $163 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $163 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $163 | 0.00% | +2 | New |
| Global Trust Asset Management, LLC | 2 | $162 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $162 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $162 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 1 | $82 | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $82 | 0.00% | +1 | New |
| CGC Financial Services, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $74 | 0.00% | −40−95.2% | Reduced |
| Painted Porch Advisors LLC | 0 | $10 | 0.00% | 0 | New |
| Creekmur Asset Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8 | $0 | 0.00% | +8 | New |
| Wiley Bros.-Aintree Capital, LLC | 2,725 | – | – | +2,725 | New |
| Shell Asset Management Co | 0 | $0 | 0.00% | −7,019−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −4,150,223−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −217,914−100.0% | Sold out |
| Mirae Asset Securities (USA) Inc. | 0 | $0 | 0.00% | −125,325−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −89,408−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −82,587−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −66,401−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −63,952−100.0% | Sold out |
| Tejara Capital Ltd | 0 | $0 | 0.00% | −61,670−100.0% | Sold out |
| Hancock Prospecting Pty Ltd | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −51,875−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −34,430−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −33,802−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −31,435−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −27,443−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −26,814−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −22,841−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −20,644−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −20,593−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −15,781−100.0% | Sold out |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 0 | $0 | 0.00% | −14,864−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −12,539−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −11,603−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −9,752−100.0% | Sold out |
| Cox Capital Mgt LLC | 0 | $0 | 0.00% | −7,811−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −7,515−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,496−100.0% | Sold out |
| Delta Financial Advisors LLC | 0 | $0 | 0.00% | −7,356−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −7,334−100.0% | Sold out |