| DiNuzzo Private Wealth, Inc. | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $1.25K | 0.00% | +5+35.7% | Added |
| Winthrop Capital Management, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 19 | $1.00K | 0.00% | +19 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $984 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 13 | $852 | 0.00% | +13 | New |
| Rothschild Investment LLC | 12 | $787 | 0.00% | −88−88.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $787 | 0.00% | −10−45.5% | Reduced |
| Principia Wealth Advisory, LLC | 12 | $787 | 0.00% | +8+200.0% | Added |
| Creative Financial Designs Inc | 11 | $725 | 0.00% | +11 | New |
| Anchor Investment Management, LLC | 10 | $656 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $656 | 0.00% | +3+42.9% | Added |
| Operose Advisors LLC | 10 | $656 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $590 | 0.00% | +6+200.0% | Added |
| NewSquare Capital LLC | 9 | $590 | 0.00% | +9 | New |
| Parkworth Wealth Management, Inc. | 8 | $525 | 0.00% | +4+100.0% | Added |
| TFC Financial Management | 7 | $462 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $459 | 0.00% | −39−84.8% | Reduced |
| Horizon Financial Services, LLC | 7 | $459 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $459 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 7 | $459 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 6 | $393 | 0.00% | +4+200.0% | Added |
| Curio Wealth, LLC | 5 | $328 | 0.00% | +4+400.0% | Added |
| Rialto Wealth Management, LLC | 5 | $328 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $266 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $259 | 0.00% | −26−89.7% | Reduced |
| Quaker Wealth Management, LLC | 3 | $197 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $197 | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 2 | $131 | 0.00% | −69−97.2% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $131 | 0.00% | −7−77.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | −34−81.0% | Reduced |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −809,461−100.0% | Sold out |
| Todd Asset Management LLC | 0 | $0 | 0.00% | −375,365−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −264,100−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −164,816−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −125,400−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −116,208−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −64,900−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −52,159−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −43,700−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −40,507−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −38,436−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −35,613−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −31,976−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −30,602−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −30,362−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,136−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −25,813−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −23,800−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −23,053−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −22,942−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −22,652−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −22,090−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −15,114−100.0% | Sold out |
| Harfst & Associates, Inc. | 0 | $0 | 0.00% | −14,439−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,294−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −10,905−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −10,499−100.0% | Sold out |
| Southeast Asset Advisors Inc. | 0 | $0 | 0.00% | −10,189−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −9,751−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,493−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −8,053−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −7,151−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −7,037−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −6,729−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −6,587−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −6,570−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −6,360−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −6,319−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −6,324−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −6,318−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −6,262−100.0% | Sold out |
| Eisler Capital Management Ltd. | 0 | $0 | 0.00% | −6,256−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −6,121−100.0% | Sold out |
| Everett Harris & Co | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −6,065−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −5,981−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,748−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −5,496−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Howard Capital Management Inc. | 0 | $0 | 0.00% | −4,807−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −4,780−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −4,676−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,549−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −4,404−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −4,382−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −4,002−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −3,797−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,754−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −3,511−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −3,252−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −3,168−100.0% | Sold out |
