| Raffa Wealth Management, LLC | 24 | $4.88K | 0.00% | −3−11.1% | Reduced |
| Morse Asset Management, Inc | 24 | $4.88K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 21 | $4.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $4.07K | 0.00% | −1−4.8% | Reduced |
| NBT Bank N A | 20 | $4.07K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 19 | $3.87K | 0.00% | −1−5.0% | Reduced |
| Red Tortoise LLC | 19 | $3.87K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 19 | $3.87K | 0.00% | +19 | New |
| S&T Bank | 18 | $3.66K | 0.00% | +12+200.0% | Added |
| Silicon Valley Capital Partners | 18 | $3.66K | 0.00% | +18 | New |
| Holos Integrated Wealth LLC | 19 | $3.55K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $3.46K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $3.26K | 0.00% | −1−5.9% | Reduced |
| AdvisorNet Financial, Inc | 15 | $3.05K | 0.00% | −25−62.5% | Reduced |
| MCF Advisors LLC | 14 | $2.85K | 0.00% | −5−26.3% | Reduced |
| First Horizon Advisors, Inc. | 14 | $2.85K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 14 | $2.85K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 13 | $2.65K | 0.00% | −2−13.3% | Reduced |
| Addison Advisors LLC | 13 | $2.65K | 0.00% | +13 | New |
| Copia Wealth Management | 12 | $2.44K | 0.00% | −13−52.0% | Reduced |
| Activest Wealth Management | 11 | $2.24K | 0.00% | +6+120.0% | Added |
| Dunhill Financial, LLC | 10 | $2.22K | 0.00% | −9−47.4% | Reduced |
| Painted Porch Advisors LLC | 10 | $2.04K | 0.00% | −5−33.3% | Reduced |
| Horizon Financial Services, LLC | 10 | $2.04K | 0.00% | +5+100.0% | Added |
| IMG Wealth Management, Inc. | 10 | $2.04K | 0.00% | +10 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | +1+11.1% | Added |
| NBC Securities, Inc. | 14 | $2.00K | 0.00% | +14 | New |
| Creative Capital Management Investments LLC | 9 | $1.83K | 0.00% | +9 | New |
| Evergreen Private Wealth LLC | 9 | $1.83K | 0.00% | +9 | New |
| Sittner & Nelson, LLC | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 8 | $1.63K | 0.00% | +1+14.3% | Added |
| NVWM, LLC | 8 | $1.63K | 0.00% | +2+33.3% | Added |
| Total Investment Management Inc | 8 | $1.63K | 0.00% | +8 | New |
| TFC Financial Management | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $1.43K | 0.00% | +7 | New |
| Anfield Capital Management, LLC | 7 | $1.43K | 0.00% | +7 | New |
| FWL Investment Management, LLC | 7 | $1.43K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $1.42K | 0.00% | +1+16.7% | Added |
| True Wealth Design, LLC | 6 | $1.22K | 0.00% | −11−64.7% | Reduced |
| Albion Financial Group | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $1.22K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $1.02K | 0.00% | +4+400.0% | Added |
| Stephens Consulting, LLC | 5 | $1.02K | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4 | $821 | 0.00% | −23−85.2% | Reduced |
| Tortoise Investment Management, LLC | 4 | $814 | 0.00% | +4 | New |
| Signature Resources Capital Management, LLC | 4 | $814 | 0.00% | +4 | New |
| Marshall & Sterling Wealth Advisors Inc. | 3 | $611 | 0.00% | −35−92.1% | Reduced |
| WealthTrak Capital Management LLC | 3 | $611 | 0.00% | −2−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $611 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $611 | 0.00% | +3 | New |
| Values First Advisors, Inc. | 2 | $422 | 0.00% | +2 | Added |
| DecisionPoint Financial, LLC | 2 | $407 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 1 | $204 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $204 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $204 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 1 | $109 | 0.00% | −32−97.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $70 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −204,318−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −165,285−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −124,096−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −96,919−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −75,317−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −53,727−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −53,159−100.0% | Sold out |
| Landmark Investment Partners, L.P. | 0 | $0 | 0.00% | −51,525−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −49,400−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −47,054−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −40,952−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −35,402−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −33,520−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −18,140−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −16,379−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Abc Arbitrage SA | 0 | $0 | 0.00% | −15,118−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −13,992−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −13,156−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −13,638−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −10,619−100.0% | Sold out |
| Bayview Asset Management, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,830−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −8,711−100.0% | Sold out |
| Delphi Management Inc | 0 | $0 | 0.00% | −6,525−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −6,354−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −5,532−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,393−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −4,282−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −3,748−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,605−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −3,338−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,315−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
