| SJS Investment Consulting Inc. | 21 | $6.94K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 20 | $6.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $6.61K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 19 | $6.32K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 19 | $6.28K | 0.00% | +19 | New |
| EntryPoint Capital, LLC | 19 | $6.28K | 0.00% | +19 | New |
| Hilltop National Bank | 18 | $5.95K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $5.62K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $5.62K | 0.00% | +4+30.8% | Added |
| Halpern Financial, Inc. | 17 | $5.62K | 0.00% | +17 | New |
| Tradewinds Capital Management, LLC | 16 | $5.29K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $4.98K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $4.96K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $4.96K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 15 | $4.96K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 14 | $4.63K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $4.33K | 0.00% | −28−68.3% | Reduced |
| Ruedi Wealth Management, Inc. | 13 | $4.30K | 0.00% | +8+160.0% | Added |
| New Millennium Group LLC | 13 | $4.30K | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 11 | $3.66K | 0.00% | −56−83.6% | Reduced |
| Delos Wealth Advisors, LLC | 11 | $3.64K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $3.64K | 0.00% | −1−8.3% | Reduced |
| Gleason Group, Inc. | 11 | $3.64K | 0.00% | +11 | New |
| Lynx Investment Advisory | 11 | $3.64K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $3.58K | 0.00% | +5+83.3% | Added |
| DT Investment Partners, LLC | 10 | $3.31K | 0.00% | +10 | New |
| Spectrum Wealth Counsel, LLC | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.86K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.81K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 8 | $2.68K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.65K | 0.00% | −50−86.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6 | $2.07K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.65K | 0.00% | −34−87.2% | Reduced |
| Toth Financial Advisory Corp | 5 | $1.65K | 0.00% | +5 | New |
| Baldwin Brothers Inc | 5 | $1.65K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 4 | $1.32K | 0.00% | −1−20.0% | Reduced |
| Acima Private Wealth, LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $1.32K | 0.00% | +4 | New |
| Ulland Investment Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Macroview Investment Management LLC | 3 | $992 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $992 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $830 | 0.00% | −4−57.1% | Reduced |
| First Pacific Financial | 1 | $404 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $331 | 0.00% | −25−96.2% | Reduced |
| McClarren Financial Advisors, Inc. | 661 | $46 | 0.03% | +520+368.8% | Added |
| Dogwood Wealth Management LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −149,346−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −86,658−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −74,087−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −72,219−100.0% | Sold out |
| Redmile Group, LLC | 0 | $0 | 0.00% | −65,435−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −60,468−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −58,400−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −29,930−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −28,173−100.0% | Sold out |
| Scion Asset Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| McKinley Capital Management LLC /Delaware | 0 | $0 | 0.00% | −19,220−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,476−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −16,650−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −12,084−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −11,798−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,639−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −7,850−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −7,633−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −7,229−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −6,830−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −6,382−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,788−100.0% | Sold out |
| Buck Wealth Strategies, LLC | 0 | $0 | 0.00% | −5,184−100.0% | Sold out |
| Stamos Capital Partners, L.P. | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −3,749−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Legacy Capital Group California, Inc. | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −2,606−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −2,118−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| Keynote Financial Services LLC | 0 | $0 | 0.00% | −1,864−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −1,719−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,675−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Bank Pictet & Cie (Asia) Ltd | 0 | $0 | 0.00% | −1,663−100.0% | Sold out |
| Demars Financial Group, LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −1,504−100.0% | Sold out |