| Creative Capital Management Investments LLC | 86 | $2.76K | 0.00% | +86 | New |
| Bruce G. Allen Investments, LLC | 85 | $2.72K | 0.00% | −8−8.6% | Reduced |
| Spire Wealth Management | 81 | $2.60K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 78 | $2.50K | 0.00% | +42+116.7% | Added |
| Essential Partners LLC | 75 | $2.40K | 0.00% | −5,729−98.7% | Reduced |
| Copia Wealth Management | 72 | $2.31K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 68 | $2.18K | 0.00% | −28−29.2% | Reduced |
| Westside Investment Management, Inc. | 63 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $2.00K | 0.00% | −66−44.9% | Reduced |
| Ronald Blue Trust, Inc. | 60 | $1.92K | 0.00% | −31−34.1% | Reduced |
| Whittier Trust Co | 57 | $1.84K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 56 | $1.79K | 0.00% | +56 | New |
| Silver Grove Financial Group, Inc. | 51 | $1.64K | 0.00% | +51 | New |
| SHP Wealth Management | 50 | $1.60K | 0.00% | +50 | New |
| Investors Portfolio Services LLC | 47 | $1.51K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 47 | $1.51K | 0.00% | +1+2.2% | Added |
| Retirement Wealth Solutions LLC | 47 | $1.50K | 0.00% | +3+6.8% | Added |
| Bay Harbor Wealth Management, LLC | 46 | $1.47K | 0.00% | +11+31.4% | Added |
| DiNuzzo Private Wealth, Inc. | 45 | $1.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 41 | $1.31K | 0.00% | +21+105.0% | Added |
| Zions Bancorporation, National Association | 37 | $1.19K | 0.00% | −5−11.9% | Reduced |
| Raffa Wealth Management, LLC | 32 | $1.03K | 0.00% | +3+10.3% | Added |
| Advocate Investing Services LLC | 31 | $994 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $929 | 0.00% | +7+31.8% | Added |
| Activest Wealth Management | 24 | $769 | 0.00% | −6−20.0% | Reduced |
| Hughes Financial Services, LLC | 24 | $769 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 24 | $769 | 0.00% | +7+41.2% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $737 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 23 | $737 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 22 | $705 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 20 | $641 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 20 | $641 | 0.00% | +20 | New |
| Financial Consulate, Inc | 18 | $577 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $545 | 0.00% | +17 | New |
| MV Capital Management, Inc. | 16 | $513 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $492 | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 15 | $481 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $481 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $449 | 0.00% | +5+55.6% | Added |
| Signature Equity Partners, LLC | 9 | $288 | 0.00% | −23−71.9% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 9 | $288 | 0.00% | +9 | New |
| Buck Wealth Strategies, LLC | 7 | $224 | 0.00% | +7 | New |
| Pacific Center for Financial Services | 6 | $193 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $182 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $161 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $161 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 5 | $160 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $97 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $96 | 0.00% | +3 | New |
| CGC Financial Services, LLC | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $64 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 2 | $64 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −3,173,756−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,063,800−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −550,608−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −365,093−100.0% | Sold out |
| ArrowMark Colorado Holdings LLC | 0 | $0 | 0.00% | −264,900−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −109,584−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −95,469−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −91,249−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −77,377−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −72,240−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −64,378−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −45,290−100.0% | Sold out |
| Persistent Asset Partners Ltd | 0 | $0 | 0.00% | −42,096−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −34,805−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −33,959−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −19,497−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −14,175−100.0% | Sold out |
| Rice Partnership, LLC | 0 | $0 | 0.00% | −13,194−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −11,553−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −11,319−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −10,044−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −9,377−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −9,349−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −9,184−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −8,278−100.0% | Sold out |
| Sagewood Asset Management LP | 0 | $0 | 0.00% | −8,259−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −7,710−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −4,869−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −2,142−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −183−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |