| South State Corp. | 84 | $2.41K | 0.00% | +84 | New |
| Creative Financial Designs Inc | 83 | $2.38K | 0.00% | +83 | New |
| ROSS\JOHNSON & Associates LLC | 83 | $2.38K | 0.04% | +83 | New |
| Semmax Financial Advisors Inc. | 75 | $2.37K | 0.00% | +1+1.4% | Added |
| SRS Capital Advisors, Inc. | 82 | $2.36K | 0.00% | +51+164.5% | Added |
| Bokf, NA | 82 | $2.35K | 0.00% | −68−45.3% | Reduced |
| Ancora Advisors, LLC | 82 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 78 | $2.26K | 0.00% | −173−68.9% | Reduced |
| Prestige Wealth Management Group LLC | 76 | $2.18K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $2.03K | 0.00% | +71 | New |
| Smallwood Wealth Investment Management, LLC | 70 | $2.02K | 0.00% | +70 | New |
| WealthCollab, LLC | 70 | $2.01K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 68 | $1.95K | 0.00% | −36−34.6% | Reduced |
| Harbor Investment Advisory, LLC | 66 | $1.89K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 63 | $1.80K | 0.00% | +33+110.0% | Added |
| True Wealth Design, LLC | 60 | $1.72K | 0.00% | −991−94.3% | Reduced |
| Quest Partners LLC | 60 | $1.72K | 0.00% | +60 | New |
| Grove Bank & Trust | 59 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 56 | $1.61K | 0.00% | −7−11.1% | Reduced |
| Private Wealth Management Group, LLC | 51 | $1.46K | 0.00% | −187−78.6% | Reduced |
| Key Financial Inc | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 47 | $1.35K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 47 | $1.35K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 46 | $1.32K | 0.00% | −369−88.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 41 | $1.18K | 0.00% | −2−4.7% | Reduced |
| Colonial Trust Co | 39 | $1.12K | 0.00% | −45,328−99.9% | Reduced |
| Parvin Asset Management, LLC | 38 | $1.09K | 0.00% | −12−24.0% | Reduced |
| Rakuten Securities, Inc. | 35 | $1.00K | 0.00% | −100−74.1% | Reduced |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | −5,681−99.4% | Reduced |
| GW&K Investment Management, LLC | 48 | $1.00K | 0.00% | −113−70.2% | Reduced |
| PrairieView Partners, LLC | 64 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $974 | 0.00% | −935−96.5% | Reduced |
| Glen Eagle Advisors, LLC | 34 | $964 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 31 | $888 | 0.00% | +31 | New |
| MV Capital Management, Inc. | 29 | $831 | 0.00% | −199−87.3% | Reduced |
| Global Financial Private Client, LLC | 27 | $774 | 0.00% | +15+125.0% | Added |
| Horizon Financial Services, LLC | 27 | $774 | 0.00% | +27 | New |
| Capital A Wealth Management, LLC | 25 | $716 | 0.00% | −8−24.2% | Reduced |
| Marshall Investment Management, LLC | 25 | $716 | 0.00% | +25 | New |
| TD Waterhouse Canada Inc. | 25 | $710 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 24 | $691 | 0.00% | −489−95.3% | Reduced |
| ORG Partners LLC | 23 | $656 | 0.00% | +23 | New |
| Toth Financial Advisory Corp | 22 | $631 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 52 | $630 | 0.00% | +30+136.4% | Added |
| Provenance Wealth Advisors, LLC | 22 | $630 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $544 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 19 | $544 | 0.00% | +19 | New |
| National Bank of Canada | 18 | $516 | 0.00% | −101,257−100.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $515 | 0.00% | +2+12.5% | Added |
| Perkins Coie Trust Co | 15 | $429 | 0.00% | +15 | New |
| Abound Wealth Management | 14 | $402 | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 13 | $372 | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 12 | $344 | 0.00% | −22−64.7% | Reduced |
| Transce3nd, LLC | 12 | $344 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $316 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $316 | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 9 | $259 | 0.00% | −2−18.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $229 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 7 | $201 | 0.00% | −2−22.2% | Reduced |
| Distillate Capital Partners LLC | 7 | $201 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 7 | $201 | 0.00% | +7 | New |
| Binnacle Investments Inc | 7 | $201 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 6 | $184 | 0.00% | −5−45.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $144 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $138 | 0.00% | −134−96.4% | Reduced |
| Cornerstone Planning Group LLC | 3 | $82 | 0.00% | +3 | New |
| Trust Co of Vermont | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 1 | $29 | 0.00% | −599−99.8% | Reduced |
| American Capital Advisory, LLC | 1 | $29 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −3,053−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −1,702,333−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −607,803−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −481,122−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −470,000−100.0% | Sold out |
| ACK Asset Management LLC | 0 | $0 | 0.00% | −351,400−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −315,920−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −191,256−100.0% | Sold out |
| 683 Capital Management, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −159,700−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −115,963−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −105,310−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −99,826−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −94,100−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −92,018−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −88,078−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −82,200−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −67,378−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −63,751−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −59,388−100.0% | Sold out |
| Spectrum Asset Management, Inc. (NB/CA) | 0 | $0 | 0.00% | −59,268−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −59,025−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −50,300−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −49,936−100.0% | Sold out |
| Czech National Bank | 0 | $0 | 0.00% | −47,428−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −42,858−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −41,096−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −38,818−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −38,629−100.0% | Sold out |
| RNC Capital Management LLC | 0 | $0 | 0.00% | −33,595−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −33,409−100.0% | Sold out |
