| Atlantic Edge Private Wealth Management, LLC | 75 | $10.5K | 0.00% | +75 | New |
| Silvant Capital Management LLC | 68 | $9.58K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 68 | $9.52K | 0.00% | +68 | New |
| Cranbrook Wealth Management, LLC | 66 | $9.24K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 63 | $8.82K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 61 | $8.54K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 57 | $7.98K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 49 | $6.86K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 49 | $6.86K | 0.00% | +49 | New |
| Red Tortoise LLC | 49 | $6.83K | 0.00% | +1+2.1% | Added |
| Tradewinds Capital Management, LLC | 45 | $6.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 44 | $6.16K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 44 | $6.11K | 0.01% | +44 | New |
| 1832 Asset Management L.P. | 40 | $5.60K | 0.00% | −59−59.6% | Reduced |
| TFC Financial Management | 39 | $5.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 39 | $5.46K | 0.00% | +5+14.7% | Added |
| RFP Financial Group LLC | 38 | $5.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 35 | $4.90K | 0.00% | −3−7.9% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $4.76K | 0.00% | +11+50.0% | Added |
| Avalon Trust Co | 30 | $4.20K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 28 | $3.92K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $3.64K | 0.00% | +26 | New |
| Hollencrest Capital Management | 25 | $3.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $3.50K | 0.00% | +25 | New |
| New Millennium Group LLC | 24 | $3.36K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $3.24K | 0.00% | +23 | New |
| Valued Wealth Advisors LLC | 25 | $2.86K | 0.00% | +25 | New |
| Caitlin John, LLC | 18 | $2.50K | 0.00% | +18 | New |
| Logan Capital Management Inc | 15 | $2.10K | 0.00% | −15−50.0% | Reduced |
| JNBA Financial Advisors | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 15 | $2.10K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 15 | $2.10K | 0.00% | +15 | New |
| Avion Wealth | 15 | $2.00K | 0.00% | +15 | New |
| Sound Income Strategies, LLC | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.40K | 0.00% | +10 | New |
| POM Investment Strategies, LLC | 9 | $1.26K | 0.00% | +9 | New |
| Aspire Private Capital, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $700 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $560 | 0.00% | −123−96.9% | Reduced |
| Pineridge Advisors LLC | 4 | $560 | 0.00% | +4 | New |
| ClariVest Asset Management LLC | 4 | $559 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $420 | 0.00% | −181−98.4% | Reduced |
| Provence Wealth Management Group | 3 | $420 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $420 | 0.00% | +3 | New |
| Moisand Fitzgerald Tamayo, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $140 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −418,355−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −305,951−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −153,957−100.0% | Sold out |
| StrategIQ Financial Group, LLC | 0 | $0 | 0.00% | −136,807−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −60,794−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,118−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −28,603−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −26,425−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −21,853−100.0% | Sold out |
| Retireful, LLC | 0 | $0 | 0.00% | −16,486−100.0% | Sold out |
| Unison Advisors LLC | 0 | $0 | 0.00% | −15,228−100.0% | Sold out |
| Concentric Wealth Management, LLC | 0 | $0 | 0.00% | −14,731−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,800−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −13,208−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −12,455−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −9,939−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −9,558−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Berkeley Capital Partners, LLC | 0 | $0 | 0.00% | −8,276−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −6,908−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −6,578−100.0% | Sold out |
| Gibraltar Capital Management, Inc. | 0 | $0 | 0.00% | −6,323−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −5,742−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −5,180−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −5,058−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,919−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| San Luis Wealth Advisors LLC | 0 | $0 | 0.00% | −4,202−100.0% | Sold out |
| 1620 Investment Advisors, Inc. | 0 | $0 | 0.00% | −24,589−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,743−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,331−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −3,268−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −3,253−100.0% | Sold out |
| Cutter & CO Brokerage, Inc. | 0 | $0 | 0.00% | −3,180−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,942−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,798−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,782−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,354−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −2,676−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −2,266−100.0% | Sold out |
| Schrum Private Wealth Management LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −2,088−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| RFG Advisory, LLC | 0 | $0 | 0.00% | −1,909−100.0% | Sold out |