| Chilton Capital Management LLC | 133 | $4.98K | 0.00% | +133 | New |
| True Wealth Design, LLC | 117 | $4.38K | 0.00% | −308−72.5% | Reduced |
| CoreCap Advisors, LLC | 110 | $4.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 109 | $4.08K | 0.00% | −762−87.5% | Reduced |
| Abound Wealth Management | 109 | $4.07K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $3.75K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 86 | $3.22K | 0.00% | +86 | New |
| Lodestone Wealth Management LLC | 85 | $3.18K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 84 | $3.15K | 0.00% | −9−9.7% | Reduced |
| Ameriflex Group, Inc. | 78 | $2.92K | 0.00% | −82−51.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 67 | $2.90K | 0.00% | +67 | New |
| Quent Capital, LLC | 74 | $2.77K | 0.00% | −87−54.0% | Reduced |
| Fortitude Family Office, LLC | 71 | $2.66K | 0.00% | +36+102.9% | Added |
| JFS Wealth Advisors, LLC | 68 | $2.55K | 0.00% | +31+83.8% | Added |
| Private Wealth Management Group, LLC | 68 | $2.55K | 0.00% | +68 | New |
| Basecamp Wealth Advisors LLC | 67 | $2.51K | 0.00% | +67 | New |
| Rakuten Securities, Inc. | 60 | $2.25K | 0.00% | −105−63.6% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 51 | $1.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 51 | $1.91K | 0.00% | +1+2.0% | Added |
| N.E.W. Advisory Services LLC | 50 | $1.87K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 50 | $1.87K | 0.00% | +50 | New |
| Zions Bancorporation, National Association | 48 | $1.80K | 0.00% | +26+118.2% | Added |
| Sankala Group LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 43 | $1.60K | 0.00% | +6+16.2% | Added |
| Caitong International Asset Management Co., Ltd | 39 | $1.46K | 0.00% | +36+1,200.0% | Added |
| Massmutual Trust Co FSB | 34 | $1.27K | 0.00% | −100−74.6% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 34 | $1.27K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $1.20K | 0.00% | −93−74.4% | Reduced |
| Harbour Investments, Inc. | 31 | $1.16K | 0.00% | +28+933.3% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $1.12K | 0.00% | +18+150.0% | Added |
| Cedar Mountain Advisors, LLC | 28 | $1.05K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 27 | $1.01K | 0.00% | −6−18.2% | Reduced |
| Intentional Wealth Strategies, LLC | 27 | $1.01K | 0.00% | +27 | New |
| Cromwell Holdings LLC | 26 | $974 | 0.00% | +10+62.5% | Added |
| IMA Wealth, Inc. | 23 | $861 | 0.00% | −4−14.8% | Reduced |
| SJS Investment Consulting Inc. | 22 | $825 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 19 | $712 | 0.00% | −69−78.4% | Reduced |
| Raffa Wealth Management, LLC | 19 | $712 | 0.00% | +2+11.8% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $637 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 16 | $599 | 0.00% | +16 | New |
| Atlantic Trust, LLC | 15 | $562 | 0.00% | −102−87.2% | Reduced |
| South State Corp. | 15 | $562 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $562 | 0.00% | +15 | New |
| Spire Wealth Management | 14 | $535 | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 14 | $524 | 0.00% | +3+27.3% | Added |
| Marquette Asset Management, LLC | 13 | $487 | 0.00% | −58−81.7% | Reduced |
| Bare Financial Services, Inc | 12 | $450 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 11 | $413 | 0.00% | −2−15.4% | Reduced |
| WPG Advisers, LLC | 11 | $412 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $375 | 0.00% | +3+42.9% | Added |
| SHP Wealth Management | 7 | $262 | 0.00% | +7 | New |
| Curio Wealth, LLC | 6 | $225 | 0.00% | −377−98.4% | Reduced |
| Kilter Group LLC | 6 | $225 | 0.00% | −23−79.3% | Reduced |
| Principia Wealth Advisory, LLC | 4 | $150 | 0.00% | −7−63.6% | Reduced |
| Dunhill Financial, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 3 | $116 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $113 | 0.00% | +3 | New |
| JPL Wealth Management, LLC | 3 | $113 | 0.00% | +3 | New |
| Private Trust Co NA | 3 | $112 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $75 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $38 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $38 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $38 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $38 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,805,821−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −1,938,835−100.0% | Sold out |
| Champlain Investment Partners, LLC | 0 | $0 | 0.00% | −1,373,352−100.0% | Sold out |
| Capital Impact Advisors, LLC | 0 | $0 | 0.00% | −1,359,107−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −917,620−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −557,350−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −496,553−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −192,085−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −116,009−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −114,716−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −90,700−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −90,264−100.0% | Sold out |
| Darwins River Capital, LP | 0 | $0 | 0.00% | −88,988−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −74,212−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −70,203−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −56,987−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −51,918−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −48,942−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −44,006−100.0% | Sold out |
| Intercapital, LLC | 0 | $0 | 0.00% | −36,320−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −33,279−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −29,778−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −26,866−100.0% | Sold out |
| Shaker Investments LLC | 0 | $0 | 0.00% | −26,426−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −23,740−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −23,643−100.0% | Sold out |
| Spears Abacus Advisors LLC | 0 | $0 | 0.00% | −18,410−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −16,448−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −15,308−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −14,067−100.0% | Sold out |
