| Tortoise Investment Management, LLC | 95 | $6.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 91 | $6.30K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $6.09K | 0.00% | −3−3.3% | Reduced |
| Venturi Wealth Management, LLC | 87 | $6.02K | 0.00% | +66+314.3% | Added |
| CVA Family Office, LLC | 85 | $5.88K | 0.00% | −359−80.9% | Reduced |
| Eastern Bank | 82 | $5.67K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $5.54K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 77 | $5.33K | 0.00% | +77 | New |
| Zions Bancorporation, N.A. | 75 | $5.19K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 75 | $5.19K | 0.00% | +75 | New |
| Hantz Financial Services, Inc. | 65 | $5.00K | 0.00% | −15−18.8% | Reduced |
| Hager Investment Management Services, LLC | 70 | $4.84K | 0.00% | +70 | New |
| Meeder Asset Management Inc | 69 | $4.78K | 0.00% | −23−25.0% | Reduced |
| Sandy Spring Bank | 65 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $4.50K | 0.00% | +31+91.2% | Added |
| Sierra Ocean, LLC | 64 | $4.43K | 0.00% | +64 | New |
| Private Wealth Management Group, LLC | 64 | $4.43K | 0.00% | +64 | New |
| GoalVest Advisory LLC | 64 | $4.43K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 61 | $4.22K | 0.00% | −179−74.6% | Reduced |
| GW&K Investment Management, LLC | 65 | $4.00K | 0.00% | +14+27.5% | Added |
| Caitong International Asset Management Co., Ltd | 51 | $3.53K | 0.00% | +51 | New |
| Hilltop National Bank | 50 | $3.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $3.18K | 0.00% | −11−19.3% | Reduced |
| Hollencrest Capital Management | 44 | $3.04K | 0.00% | +44 | New |
| Continuum Advisory, LLC | 43 | $2.98K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 41 | $2.84K | 0.00% | +41 | New |
| Golden State Wealth Management, LLC | 41 | $2.84K | 0.00% | +41 | New |
| Sachetta, LLC | 34 | $2.35K | 0.00% | +25+277.8% | Added |
| Bogart Wealth, LLC | 34 | $2.35K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | +2+7.4% | Added |
| Raffa Wealth Management, LLC | 19 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19 | $1.31K | 0.00% | +19 | New |
| Riverview Trust Co | 18 | $1.25K | 0.00% | −124−87.3% | Reduced |
| NVWM, LLC | 17 | $1.18K | 0.00% | +17 | New |
| BOK Financial Private Wealth, Inc. | 16 | $1.11K | 0.00% | +4+33.3% | Added |
| Menard Financial Group LLC | 16 | $1.11K | 0.00% | −3,745−99.6% | Reduced |
| C M Bidwell & Associates Ltd | 16 | $1.11K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 15 | $1.04K | 0.00% | −51−77.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 15 | $1.04K | 0.00% | +15 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Cedar Wealth Management, LLC | 14 | $969 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $969 | 0.00% | +6+75.0% | Added |
| Cornerstone Planning Group LLC | 13 | $964 | 0.00% | +10+333.3% | Added |
| UMA Financial Services, Inc. | 10 | $693 | 0.00% | +10 | New |
| Cassady Schiller Wealth Management, LLC | 9 | $623 | 0.00% | +9 | New |
| Global Financial Private Client, LLC | 8 | $554 | 0.00% | +3+60.0% | Added |
| Crewe Advisors LLC | 8 | $554 | 0.00% | +7+700.0% | Added |
| Financial Management Professionals, Inc. | 7 | $484 | 0.00% | −16−69.6% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $416 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $415 | 0.00% | −236−97.5% | Reduced |
| Clark Wealth Partners | 6 | $415 | 0.00% | +6 | New |
| WealthTrak Capital Management LLC | 5 | $347 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $346 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $346 | 0.00% | +5 | New |
| New Wave Wealth Advisors LLC | 4 | $277 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 3 | $238 | 0.00% | −13−81.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $208 | 0.00% | −10−76.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $208 | 0.00% | −10−76.9% | Reduced |
| True Wealth Design, LLC | 3 | $208 | 0.00% | −6−66.7% | Reduced |
| Transce3nd, LLC | 3 | $208 | 0.00% | +3 | New |
| Winnow Wealth LLC | 2 | $133 | 0.00% | +2 | New |
| Truvestments Capital LLC | 1 | $76 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $69 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $58 | 0.00% | −35−97.2% | Reduced |
| Hallmark Capital Management Inc | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 0 | $12 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Lyrical Asset Management LP | 0 | $0 | 0.00% | −1,038,912−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −959,353−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −409,522−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −217,523−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −160,443−100.0% | Sold out |
| Nixon Capital, LLC | 0 | $0 | 0.00% | −76,266−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −42,242−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −38,167−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,700−100.0% | Sold out |
| Kerusso Capital Management LLC | 0 | $0 | 0.00% | −21,702−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −20,114−100.0% | Sold out |
| Pine Valley Investments Ltd Liability Co | 0 | $0 | 0.00% | −17,397−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −16,397−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −15,740−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −13,322−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −12,461−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −11,458−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −10,185−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −9,174−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −8,510−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −8,193−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −7,368−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −7,329−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −7,198−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,069−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −7,045−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −7,039−100.0% | Sold out |
| Hartford Funds Management Co LLC | 0 | $0 | 0.00% | −6,896−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −6,208−100.0% | Sold out |