| Raffa Wealth Management, LLC | 30 | $8.71K | 0.00% | +1+3.4% | Added |
| Union Savings Bank | 29 | $8.42K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 28 | $8.13K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $8.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $8.13K | 0.00% | +3+12.0% | Added |
| Bay Harbor Wealth Management, LLC | 28 | $8.13K | 0.00% | +12+75.0% | Added |
| Newbridge Financial Services Group, Inc. | 27 | $7.84K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 25 | $7.31K | 0.04% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 25 | $7.26K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 25 | $7.26K | 0.00% | +25 | New |
| Wolff Wiese Magana LLC | 24 | $6.97K | 0.00% | −800−97.1% | Reduced |
| Creative Capital Management Investments LLC | 24 | $6.97K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $6.97K | 0.00% | +17+242.9% | Added |
| Sound Income Strategies, LLC | 23 | $6.72K | 0.00% | −9−28.1% | Reduced |
| Godfrey Financial Associates, Inc. | 23 | $6.68K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 22 | $6.39K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 22 | $6.39K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 22 | $6.39K | 0.00% | +22 | New |
| Private Wealth Management Group, LLC | 21 | $6.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $5.81K | 0.00% | +6+42.9% | Added |
| Dogwood Wealth Management LLC | 20 | $5.81K | 0.00% | +18+900.0% | Added |
| Marshall Investment Management, LLC | 20 | $5.81K | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 19 | $5.52K | 0.00% | +19 | New |
| Vermillion Wealth Management, Inc. | 19 | $5.39K | 0.00% | −18−48.6% | Reduced |
| Triumph Capital Management | 17 | $5.03K | 0.00% | +3+21.4% | Added |
| Penserra Capital Management LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 17 | $4.94K | 0.02% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 17 | $4.94K | 0.00% | +1+6.3% | Added |
| Global Wealth Strategies & Associates | 16 | $4.75K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $4.36K | 0.00% | +15 | New |
| Red Tortoise LLC | 15 | $4.36K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 14 | $4.07K | 0.00% | +14 | New |
| First PREMIER Bank | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 13 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 13 | $3.78K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 13 | $3.78K | 0.00% | −14−51.9% | Reduced |
| Perkins Coie Trust Co | 13 | $3.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.55K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 12 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $3.49K | 0.00% | +2+20.0% | Added |
| Principia Wealth Advisory, LLC | 12 | $3.49K | 0.00% | +2+20.0% | Added |
| Aventus Investment Advisors, Inc. | 11 | $3.19K | 0.00% | −8−42.1% | Reduced |
| J.Safra Asset Management Corp | 11 | $3.19K | 0.00% | +11 | New |
| Burk Holdings LLC | 11 | $3.19K | 0.00% | +11 | New |
| First Financial Corp | 10 | $2.90K | 0.00% | −4−28.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.90K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 10 | $2.90K | 0.00% | −1−9.1% | Reduced |
| Vanguard Advisers Inc | 10 | $2.90K | 0.00% | +10 | New |
| Richardson Capital Management LLC | 10 | $2.90K | 0.00% | +10 | New |
| Monetary Solutions, Ltd | 9 | $2.61K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 8 | $2.38K | 0.08% | −2−20.0% | Reduced |
| Armstrong Advisory Group, Inc | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 8 | $2.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $2.32K | 0.00% | +4+100.0% | Added |
| American Capital Advisory, LLC | 8 | $2.32K | 0.00% | +5+166.7% | Added |
| Dunhill Financial, LLC | 7 | $2.13K | 0.00% | −1−12.5% | Reduced |
| Hurley Capital, LLC | 7 | $2.07K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $2.03K | 0.00% | −147−95.5% | Reduced |
| Lodestone Wealth Management LLC | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.03K | 0.00% | +3+75.0% | Added |
| Estabrook Capital Management | 7 | $2.03K | 0.00% | +7 | New |
| Clayton Financial Group LLC | 6 | $1.74K | 0.00% | +6 | New |
| Essential Partners LLC | 6 | $1.74K | 0.00% | +6 | New |
| Community Financial Services Group, LLC | 6 | $1.74K | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 5 | $1.45K | 0.00% | +5 | New |
| Osbon Capital Management LLC | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Portfolio Resources Advisor Group, Inc. | 4 | $1.16K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.16K | 0.00% | +3+300.0% | Added |
| Financial Consulate, Inc | 4 | $1.16K | 0.00% | +4 | New |
| Vision Retirement, LLC | 4 | $1.16K | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $872 | 0.00% | 00.0% | Unchanged |
| City State Bank | 3 | $871 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $871 | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $757 | 0.00% | +3 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $581 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $581 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2 | $581 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $581 | 0.00% | +2 | New |
| Kilter Group LLC | 2 | $581 | 0.00% | +2 | New |
| Kozak & Associates, Inc. | 2 | $487 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $291 | 0.00% | −1−50.0% | Reduced |
| 3 Factor Indexing, LLC | 1 | $291 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $290 | 0.00% | +1 | New |
| Y.D. More Investments Ltd | 7 | $6 | 0.00% | −5−41.7% | Reduced |
| Massachusetts Financial Services Co | 583,754 | – | – | −251,279−30.1% | Reduced |
| Worth Financial Advisory Group, LLC | 168 | – | – | +168 | New |
| Mantle Ridge LP | 0 | $0 | 0.00% | −4,107,517−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −442,683−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −101,001−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −43,615−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −41,996−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −41,865−100.0% | Sold out |
| Sone Capital Management, LLC | 0 | $0 | 0.00% | −38,113−100.0% | Sold out |
| Mattern Capital Management, LLC | 0 | $0 | 0.00% | −34,706−100.0% | Sold out |