| Worth Asset Management, LLC | 40 | $4.56K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 39 | $4.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $4.44K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.99K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 34 | $3.87K | 0.00% | +10+41.7% | Added |
| Robinswood Financial LLC | 34 | $3.87K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 33 | $3.76K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 29 | $3.30K | 0.00% | +29 | New |
| Activest Wealth Management | 20 | $3.29K | 0.00% | +1+5.3% | Added |
| Venturi Wealth Management, LLC | 29 | $3.27K | 0.00% | −34−54.0% | Reduced |
| Center for Financial Planning, Inc. | 27 | $3.08K | 0.00% | +23+575.0% | Added |
| Eukles Asset Management | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 26 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 24 | $2.73K | 0.00% | −114−82.6% | Reduced |
| Paladin Advisory Group, LLC | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $2.05K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 21 | $2.00K | 0.00% | −264−92.6% | Reduced |
| Avion Wealth | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Delta Asset Management LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 154 | $1.40K | 0.01% | +154 | New |
| Point72 Asset Management, L.P. | 12 | $1.40K | 0.00% | −248,644−100.0% | Reduced |
| Silicon Valley Capital Partners | 12 | $1.37K | 0.00% | +10+500.0% | Added |
| TFC Financial Management | 10 | $1.14K | 0.00% | −6−37.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Piershale Financial Group, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Stuart Chaussee & Associates, Inc. | 5 | $570 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $456 | 0.00% | −240−98.4% | Reduced |
| USA Financial Portformulas Corp | 2 | $228 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Clean Yield Group | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −309,235−100.0% | Sold out |
| Eventide Asset Management, LLC | 0 | $0 | 0.00% | −235,052−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −73,579−100.0% | Sold out |
| Makena Capital Management LLC | 0 | $0 | 0.00% | −67,344−100.0% | Sold out |
| Capital Group Investment Management Pte. Ltd. | 0 | $0 | 0.00% | −58,416−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −56,887−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −53,182−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Oak Harvest Investment Services | 0 | $0 | 0.00% | −44,903−100.0% | Sold out |
| Boston Common Asset Management, LLC | 0 | $0 | 0.00% | −38,156−100.0% | Sold out |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −37,059−100.0% | Sold out |
| Barrier Capital Management, LLC | 0 | $0 | 0.00% | −27,319−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −27,049−100.0% | Sold out |
| Woodley Farra Manion Portfolio Management Inc | 0 | $0 | 0.00% | −22,716−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −19,766−100.0% | Sold out |
| Verger Capital Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Smith, Salley & Associates | 0 | $0 | 0.00% | −14,744−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −14,301−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −14,220−100.0% | Sold out |
| Wealth Advisory Solutions, LLC | 0 | $0 | 0.00% | −13,607−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −10,857−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −10,103−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −9,816−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −8,659−100.0% | Sold out |
| Vanderbilt University | 0 | $0 | 0.00% | −8,561−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −7,911−100.0% | Sold out |
| WT Wealth Management | 0 | $0 | 0.00% | −7,698−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −7,344−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −6,911−100.0% | Sold out |
| Iams Wealth Management, LLC | 0 | $0 | 0.00% | −6,778−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,298−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −5,988−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −5,638−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −5,079−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −5,027−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Peconic Partners LLC | 0 | $0 | 0.00% | −4,126−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −15,454−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −13,995−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −3,790−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,493−100.0% | Sold out |
| Shepherd Financial Partners LLC | 0 | $0 | 0.00% | −3,417−100.0% | Sold out |
| Chicago Trust Co NA | 0 | $0 | 0.00% | −3,365−100.0% | Sold out |
| West Michigan Advisors, LLC | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −2,792−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,724−100.0% | Sold out |
| Enterprise Bank & Trust Co | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −2,640−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Sequent Asset Management, LLC | 0 | $0 | 0.00% | −2,553−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −2,504−100.0% | Sold out |