| PrairieView Partners, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $4.00K | 0.00% | +10+32.3% | Added |
| Indiana Trust & Investment Management CO | 39 | $3.93K | 0.00% | +39 | New |
| Pineridge Advisors LLC | 38 | $3.86K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 32 | $3.23K | 0.00% | +32 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $3.23K | 0.00% | +32 | New |
| Voisard Asset Management Group, Inc. | 30 | $3.03K | 0.00% | +30 | New |
| Caldwell Sutter Capital, Inc. | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 30 | $3.00K | 0.00% | +30 | New |
| Sachetta, LLC | 29 | $2.92K | 0.00% | +29 | New |
| Pacific Center for Financial Services | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 26 | $2.62K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 23 | $2.42K | 0.00% | +23 | New |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 21 | $2.12K | 0.00% | −16−43.2% | Reduced |
| Missouri Trust & Investment Co | 21 | $2.12K | 0.00% | +21 | New |
| ClariVest Asset Management LLC | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $2.02K | 0.00% | +20 | New |
| Motco | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $1.61K | 0.00% | +16 | New |
| Tfo-TDC, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.11K | 0.00% | +3+37.5% | Added |
| Sofos Investments, Inc. | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Semmax Financial Advisors Inc. | 6 | $633 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $605 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $504 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $504 | 0.00% | +5 | New |
| Evermay Wealth Management LLC | 4 | $404 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $403 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $403 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −639,783−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −142,137−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −131,258−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −120,508−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −67,246−100.0% | Sold out |
| Pavadi Capital LLC | 0 | $0 | 0.00% | −58,331−100.0% | Sold out |
| Kickstand Ventures, LLC. | 0 | $0 | 0.00% | −54,170−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −41,109−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −22,329−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −20,784−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −20,424−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −19,237−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −19,134−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −18,427−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −18,206−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −17,461−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −13,717−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −9,860−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −7,838−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −6,245−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −5,351−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,597−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −4,589−100.0% | Sold out |
| Neville Rodie & Shaw Inc | 0 | $0 | 0.00% | −4,472−100.0% | Sold out |
| Inlet Private Wealth, LLC | 0 | $0 | 0.00% | −3,765−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −3,639−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −3,423−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −3,037−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,863−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −2,750−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −2,696−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −2,477−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −2,391−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −1,732−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −1,440−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −1,328−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −946−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −391−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |