| Annis Gardner Whiting Capital Advisors, LLC | 67 | $7.82K | 0.00% | +67 | New |
| Fortitude Family Office, LLC | 66 | $7.70K | 0.00% | +51+340.0% | Added |
| Legacy Wealth Managment, LLC | 59 | $6.88K | 0.00% | −11−15.7% | Reduced |
| Legacy Investment Solutions, LLC | 59 | $6.88K | 0.00% | +59 | New |
| Capital A Wealth Management, LLC | 40 | $6.68K | 0.08% | +40 | New |
| Cornerstone Planning Group LLC | 42 | $5.58K | 0.00% | −10−19.2% | Reduced |
| WealthCollab, LLC | 47 | $5.49K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 46 | $5.37K | 0.00% | +46 | New |
| Kozak & Associates, Inc. | 40 | $5.32K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $4.43K | 0.00% | +38 | New |
| Cranbrook Wealth Management, LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $4.32K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $4.08K | 0.00% | −60−63.2% | Reduced |
| Capital Advisors, Ltd. LLC | 30 | $4.00K | 0.00% | −17−36.2% | Reduced |
| Brown Brothers Harriman & Co | 33 | $3.85K | 0.00% | +13+65.0% | Added |
| Bayforest Capital Ltd | 32 | $3.73K | 0.00% | −97−75.2% | Reduced |
| Costello Asset Management, INC | 32 | $3.73K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $3.62K | 0.00% | +1+3.3% | Added |
| BankPlus Trust Department | 30 | $3.50K | 0.00% | −29−49.2% | Reduced |
| Golden State Wealth Management, LLC | 30 | $3.50K | 0.00% | +7+30.4% | Added |
| WealthTrak Capital Management LLC | 29 | $3.38K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $3.38K | 0.00% | +29 | New |
| Meeder Asset Management Inc | 24 | $2.80K | 0.00% | −42−63.6% | Reduced |
| Howard Hughes Medical Institute | 24 | $2.80K | 0.00% | +24 | New |
| Zions Bancorporation, National Association | 23 | $2.68K | 0.00% | −138−85.7% | Reduced |
| Valued Wealth Advisors LLC | 23 | $2.68K | 0.00% | −22−48.9% | Reduced |
| Binnacle Investments Inc | 23 | $2.68K | 0.00% | +17+283.3% | Added |
| Atlantic Union Bankshares Corp | 23 | $2.68K | 0.00% | +23 | New |
| Colonial Trust Co | 22 | $2.62K | 0.00% | +2+10.0% | Added |
| Sachetta, LLC | 20 | $2.33K | 0.00% | −3−13.0% | Reduced |
| Painted Porch Advisors LLC | 20 | $2.33K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 17 | $2.15K | 0.00% | +12+240.0% | Added |
| Asset Dedication, LLC | 18 | $2.10K | 0.00% | −103−85.1% | Reduced |
| SJS Investment Consulting Inc. | 18 | $2.10K | 0.00% | −14−43.8% | Reduced |
| Trifecta Capital Advisors, LLC | 18 | $2.10K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 17 | $1.98K | 0.00% | −4−19.0% | Reduced |
| Abound Wealth Management | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $1.98K | 0.00% | +9+112.5% | Added |
| Ritter Daniher Financial Advisory LLC | 17 | $1.98K | 0.00% | +17 | New |
| Winch Advisory Services, LLC | 15 | $1.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 14 | $1.63K | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 13 | $1.52K | 0.00% | −17−56.7% | Reduced |
| Hager Investment Management Services, LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 13 | $1.52K | 0.00% | +2+18.2% | Added |
| Whipplewood Advisors, LLC | 13 | $1.52K | 0.00% | +7+116.7% | Added |
| Sunbelt Securities, Inc. | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $1.40K | 0.00% | +1+9.1% | Added |
| Financial Management Professionals, Inc. | 12 | $1.40K | 0.00% | +4+50.0% | Added |
| Garde Capital, Inc. | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $1.17K | 0.00% | −9−47.4% | Reduced |
| Rialto Wealth Management, LLC | 10 | $1.17K | 0.00% | +3+42.9% | Added |
| Total Investment Management Inc | 10 | $1.17K | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 9 | $1.05K | 0.00% | +7+350.0% | Added |
| Atlantic Trust, LLC | 8 | $934 | 0.00% | −54−87.1% | Reduced |
| HFM Investment Advisors, LLC | 8 | $934 | 0.00% | +7+700.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $933 | 0.00% | +4+100.0% | Added |
| Stone House Investment Management, LLC | 7 | $817 | 0.00% | +7 | New |
| Park Place Capital Corp | 6 | $761 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $700 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $584 | 0.00% | −44−89.8% | Reduced |
| South State Corp. | 5 | $584 | 0.00% | −20−80.0% | Reduced |
| Manchester Capital Management LLC | 5 | $584 | 0.00% | −5−50.0% | Reduced |
| Ancora Advisors, LLC | 5 | $583 | 0.00% | −2−28.6% | Reduced |
| Motco | 4 | $509 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 4 | $467 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $381 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $351 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 3 | $351 | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 3 | $350 | 0.00% | −1−25.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $350 | 0.00% | +3 | New |
| Tortoise Investment Management, LLC | 2 | $233 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $233 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $117 | 0.00% | −2−66.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $117 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 0 | $18 | 0.00% | −22−100.0% | Reduced |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −366,394−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −231,184−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −213,562−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −152,599−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −84,300−100.0% | Sold out |
| Wilkinson Global Asset Management LLC | 0 | $0 | 0.00% | −73,746−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −55,732−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −50,578−100.0% | Sold out |
| Firetrail Investments Pty Ltd | 0 | $0 | 0.00% | −43,335−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −38,450−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −38,283−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −28,768−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −27,385−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −22,753−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −24,053−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −20,146−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −15,526−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,826−100.0% | Sold out |
| Monimus Capital Management, LP | 0 | $0 | 0.00% | −14,723−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −13,592−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −13,138−100.0% | Sold out |
| Paragon Advisors, LLC | 0 | $0 | 0.00% | −11,992−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −11,735−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −10,524−100.0% | Sold out |
