| Cornerstone Planning Group LLC | 167 | $17.8K | 0.01% | −8−4.6% | Reduced |
| Bell Investment Advisors, Inc | 195 | $17.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 189 | $16.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 185 | $16.5K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 184 | $16.4K | 0.00% | +172+1,433.3% | Added |
| Salomon & Ludwin, LLC | 184 | $16.4K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 176 | $15.7K | 0.00% | +176 | New |
| Gilliland Jeter Wealth Management LLC | 171 | $15.2K | 0.01% | +58+51.3% | Added |
| Central Trust Co | 168 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 163 | $14.6K | 0.01% | +163 | New |
| Kings Path Partners LLC | 154 | $13.7K | 0.01% | +154 | New |
| Washington Trust Co | 150 | $13.4K | 0.00% | +79+111.3% | Added |
| GW&K Investment Management, LLC | 146 | $13.0K | 0.00% | +20+15.9% | Added |
| Salem Investment Counselors Inc | 137 | $12.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 137 | $12.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 135 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 122 | $10.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 122 | $10.9K | 0.00% | +27+28.4% | Added |
| West Paces Advisors Inc. | 120 | $10.7K | 0.00% | −60−33.3% | Reduced |
| Concord Wealth Partners | 120 | $10.7K | 0.00% | +120 | New |
| Continuum Advisory, LLC | 118 | $10.5K | 0.00% | +4+3.5% | Added |
| JFS Wealth Advisors, LLC | 111 | $9.89K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.91K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 99 | $8.82K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 98 | $8.73K | 0.00% | +98 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 98 | $8.73K | 0.00% | +98 | New |
| Colonial Trust Co | 94 | $8.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 93 | $8.31K | 0.00% | −10−9.7% | Reduced |
| Abound Wealth Management | 81 | $7.22K | 0.00% | −4−4.7% | Reduced |
| Exchange Traded Concepts, LLC | 80 | $7.13K | 0.00% | −53−39.8% | Reduced |
| Financial Management Professionals, Inc. | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 76 | $6.77K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $6.00K | 0.00% | +5+7.1% | Added |
| Main Street Group, LTD | 65 | $5.59K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 61 | $5.44K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 55 | $4.90K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 51 | $4.54K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 44 | $3.92K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 37 | $3.30K | 0.00% | +37 | New |
| CoreCap Advisors, LLC | 36 | $3.21K | 0.00% | −139−79.4% | Reduced |
| Eagle Bay Advisors LLC | 36 | $3.21K | 0.00% | +36 | New |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $3.12K | 0.00% | +13+59.1% | Added |
| Avion Wealth | 39 | $3.00K | 0.00% | +12+44.4% | Added |
| Cullen/Frost Bankers, Inc. | 32 | $2.85K | 0.00% | −72−69.2% | Reduced |
| Hoey Investments, Inc | 32 | $2.85K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $2.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 30 | $2.67K | 0.00% | +4+15.4% | Added |
| Pacifica Partners Inc. | 29 | $2.53K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $2.50K | 0.00% | +1+3.7% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 25 | $2.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.41K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $2.32K | 0.00% | +26 | New |
| Unique Wealth Strategies, LLC | 23 | $2.24K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 25 | $2.20K | 0.00% | +1+4.2% | Added |
| Fairway Wealth LLC | 24 | $2.14K | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 19 | $2.00K | 0.00% | −5−20.8% | Reduced |
| Prestige Wealth Management Group LLC | 22 | $1.96K | 0.00% | −3,655−99.4% | Reduced |
| WR Wealth Planners, LLC | 22 | $1.96K | 0.00% | +5+29.4% | Added |
| Armstrong Advisory Group, Inc | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 20 | $1.78K | 0.00% | +20 | New |
| Fairman Group, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $1.16K | 0.00% | −90−87.4% | Reduced |
| Versant Capital Management, Inc | 13 | $1.16K | 0.00% | +13 | New |
| Carolinas Wealth Consulting LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 11 | $980 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $892 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $891 | 0.00% | −21−67.7% | Reduced |
| North Star Investment Management Corp. | 10 | $891 | 0.00% | −4−28.6% | Reduced |
| Valued Wealth Advisors LLC | 8 | $713 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $624 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 6 | $535 | 0.00% | +6 | New |
| Lynx Investment Advisory | 6 | $535 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 5 | $446 | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $446 | 0.00% | +5 | New |
| Pension & Wealth Management Advisors, Inc. | 5 | $446 | 0.00% | +5 | New |
| Scarborough Advisors, LLC | 3 | $267 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 3 | $267 | 0.00% | +3 | New |
| Westend Capital Management, LLC | 1 | $86 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Ariadne Wealth Management, LP | 1,132 | – | – | +1,132 | New |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −2,470,748−100.0% | Sold out |
| Gallagher Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −1,009,070−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −835,615−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −223,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −130,200−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −80,400−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −70,531−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −62,912−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −61,475−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −51,066−100.0% | Sold out |
| Progressive Investment Management Corp | 0 | $0 | 0.00% | −50,699−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −35,770−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −31,050−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −23,584−100.0% | Sold out |
| Castle Hook Partners LP | 0 | $0 | 0.00% | −21,763−100.0% | Sold out |
