| Dogwood Wealth Management LLC | 13 | $4.12K | 0.00% | +13 | New |
| Creative Capital Management Investments LLC | 12 | $3.80K | 0.00% | +12 | New |
| West Paces Advisors Inc. | 12 | $3.80K | 0.00% | +12 | New |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.80K | 0.00% | +12 | New |
| Private Trust Co NA | 11 | $3.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $3.48K | 0.00% | +1+10.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 10 | $3.17K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $3.17K | 0.00% | +2+25.0% | Added |
| Avion Wealth | 10 | $3.00K | 0.00% | +4+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 9 | $2.85K | 0.00% | −2−18.2% | Reduced |
| Bell Investment Advisors, Inc | 9 | $2.85K | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 9 | $2.85K | 0.00% | +4+80.0% | Added |
| UMA Financial Services, Inc. | 8 | $2.54K | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $2.54K | 0.00% | +5+166.7% | Added |
| Bogart Wealth, LLC | 8 | $2.53K | 0.00% | +2+33.3% | Added |
| Brown Brothers Harriman & Co | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $2.22K | 0.00% | +4+133.3% | Added |
| Dunhill Financial, LLC | 7 | $2.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $1.90K | 0.00% | −14−70.0% | Reduced |
| North Star Investment Management Corp. | 6 | $1.90K | 0.00% | −2−25.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.90K | 0.00% | −1−14.3% | Reduced |
| Albion Financial Group | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 6 | $1.90K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $1.90K | 0.00% | +5+500.0% | Added |
| Signature Equity Partners, LLC | 6 | $1.90K | 0.00% | +6 | New |
| CWM Advisors, LLC | 5 | $1.64K | 0.00% | −5−50.0% | Reduced |
| Creative Financial Designs Inc | 5 | $1.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 4 | $1.37K | 0.00% | +4 | New |
| HM Payson & Co | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.27K | 0.00% | +2+100.0% | Added |
| LRI Investments, LLC | 4 | $1.27K | 0.00% | −14−77.8% | Reduced |
| SHP Wealth Management | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $951 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $951 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $950 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $950 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 3 | $950 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $891 | 0.00% | +3 | New |
| Spire Wealth Management | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $634 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $634 | 0.00% | +1+100.0% | Added |
| Motco | 2 | $634 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $634 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 2 | $633 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $630 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $317 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $317 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $317 | 0.00% | +1 | New |
| Mosley Wealth Management | 1 | $317 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $317 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $317 | 0.00% | +1 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Capital World Investors | 0 | $0 | 0.00% | −896,117−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −383,231−100.0% | Sold out |
| Alua Capital Management LP | 0 | $0 | 0.00% | −185,800−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −137,021−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −136,809−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −45,128−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −44,242−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −26,873−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −21,359−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −19,895−100.0% | Sold out |
| Darwins River Capital, LP | 0 | $0 | 0.00% | −17,629−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −10,648−100.0% | Sold out |
| Range Rock Capital, LLC | 0 | $0 | 0.00% | −10,265−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −10,182−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −8,754−100.0% | Sold out |
| Bayberry Capital Partners LP | 0 | $0 | 0.00% | −5,920−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,096−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −761−100.0% | Sold out |
| DV Trading LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Abundance Wealth Counselors | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Legacy Financial Advisors, Inc. | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| MBL Wealth, LLC | 0 | $0 | 0.00% | −713−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −681−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −680−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −671−100.0% | Sold out |
| Allegiance Financial Group Advisory Services LLC | 0 | $0 | 0.00% | −664−100.0% | Sold out |
| Poinciana Advisors Group, LLC | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −628−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −618−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −516−100.0% | Sold out |