| Hughes Financial Services, LLC | 50 | $7.70K | 0.00% | +4+8.7% | Added |
| Caitong International Asset Management Co., Ltd | 51 | $7.59K | 0.01% | +51 | New |
| CNB Bank | 50 | $7.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $7.15K | 0.00% | −17−26.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 47 | $7.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 45 | $6.81K | 0.00% | +45 | New |
| Creekmur Asset Management LLC | 46 | $6.81K | 0.00% | +46 | New |
| DHJJ Financial Advisors, Ltd. | 43 | $6.40K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 42 | $6.33K | 0.00% | +13+44.8% | Added |
| Nemes Rush Group LLC | 40 | $5.96K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 39 | $5.81K | 0.00% | +39 | New |
| Key Financial Inc | 36 | $5.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 33 | $5.01K | 0.00% | −2−5.7% | Reduced |
| Pin Oak Investment Advisors Inc | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 33 | $4.91K | 0.00% | +33 | New |
| Sachetta, LLC | 32 | $4.77K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 32 | $4.76K | 0.00% | +5+18.5% | Added |
| MV Capital Management, Inc. | 31 | $4.62K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $4.47K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $4.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 26 | $3.87K | 0.00% | +26 | New |
| Abound Wealth Management | 25 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $3.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $3.72K | 0.00% | +1+4.2% | Added |
| Albion Financial Group | 23 | $3.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $3.42K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 21 | $3.13K | 0.00% | +21 | New |
| Ameriflex Group, Inc. | 21 | $3.03K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 20 | $3.01K | 0.00% | +7+53.8% | Added |
| Bogart Wealth, LLC | 20 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 19 | $2.83K | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 16 | $2.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.94K | 0.00% | −8−38.1% | Reduced |
| Sound Income Strategies, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.79K | 0.00% | +5+71.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.64K | 0.00% | +6+120.0% | Added |
| Rakuten Securities, Inc. | 11 | $1.64K | 0.00% | +10+1,000.0% | Added |
| GPS Wealth Strategies Group, LLC | 10 | $1.50K | 0.00% | +3+42.9% | Added |
| Principia Wealth Advisory, LLC | 10 | $1.49K | 0.00% | +6+150.0% | Added |
| Rialto Wealth Management, LLC | 9 | $1.34K | 0.00% | −5−35.7% | Reduced |
| SWAN Capital LLC | 9 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $1.20K | 0.00% | +4+100.0% | Added |
| WealthTrak Capital Management LLC | 8 | $1.19K | 0.00% | +6+300.0% | Added |
| Bayforest Capital Ltd | 8 | $1.19K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $1.04K | 0.00% | +4+133.3% | Added |
| Parkworth Wealth Management, Inc. | 6 | $894 | 0.00% | +2+50.0% | Added |
| Total Investment Management Inc | 6 | $894 | 0.00% | +6 | New |
| Tortoise Investment Management, LLC | 6 | $894 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 6 | $893 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $745 | 0.00% | −16−76.2% | Reduced |
| Garde Capital, Inc. | 5 | $745 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 4 | $596 | 0.00% | −4−50.0% | Reduced |
| Stephens Consulting, LLC | 4 | $596 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $447 | 0.00% | −2−40.0% | Reduced |
| American Capital Advisory, LLC | 3 | $447 | 0.00% | +2+200.0% | Added |
| Kilter Group LLC | 3 | $447 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $298 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $292 | 0.00% | −9−81.8% | Reduced |
| NVWM, LLC | 1 | $149 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $149 | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 142 | $62 | 0.00% | −78−35.5% | Reduced |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −95,561−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −71,600−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −62,703−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −51,036−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −37,078−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −23,733−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −23,505−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −21,328−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −19,499−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −18,615−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −18,082−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −15,695−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −15,166−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −11,078−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −10,431−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −10,358−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,189−100.0% | Sold out |
| RIA Advisory Group LLC | 0 | $0 | 0.00% | −6,309−100.0% | Sold out |
| AssuredPartners Investment Advisors, LLC | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −4,577−100.0% | Sold out |
| Everstar Asset Management, LLC | 0 | $0 | 0.00% | −4,499−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,188−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −3,486−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,275−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −3,175−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,115−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| Wharton Business Group, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,201−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Oakland Financial Corp | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |