| Wolff Wiese Magana LLC | 80 | $2.26K | 0.00% | +60+300.0% | Added |
| Caitlin John, LLC | 80 | $2.25K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 80 | $2.25K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 78 | $2.20K | 0.00% | −25−24.3% | Reduced |
| Sittner & Nelson, LLC | 74 | $2.09K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 72 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 72 | $2.03K | 0.00% | +72 | New |
| Rialto Wealth Management, LLC | 71 | $2.00K | 0.00% | +54+317.6% | Added |
| MidFirst Bank | 71 | $2.00K | 0.00% | +54+317.6% | Added |
| Capital Advisors, Ltd. LLC | 56 | $2.00K | 0.00% | −220−79.7% | Reduced |
| Planning Strategies Inc. | 68 | $1.92K | 0.00% | +68 | New |
| West Paces Advisors Inc. | 67 | $1.89K | 0.00% | +67 | New |
| Valued Wealth Advisors LLC | 65 | $1.83K | 0.00% | −11−14.5% | Reduced |
| Financial Management Professionals, Inc. | 64 | $1.80K | 0.00% | −134−67.7% | Reduced |
| Geneos Wealth Management Inc. | 64 | $1.80K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 63 | $1.78K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 60 | $1.69K | 0.00% | +60 | New |
| DiNuzzo Private Wealth, Inc. | 59 | $1.66K | 0.00% | −10−14.5% | Reduced |
| Elevated Capital Advisors, LLC | 58 | $1.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 58 | $1.64K | 0.00% | +44+314.3% | Added |
| Burk Holdings LLC | 56 | $1.58K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 54 | $1.52K | 0.00% | −120−69.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 54 | $1.52K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 52 | $1.47K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $1.41K | 0.00% | −1,274−96.2% | Reduced |
| Bravera Wealth | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 44 | $1.24K | 0.00% | +44 | New |
| Bay Harbor Wealth Management, LLC | 41 | $1.16K | 0.00% | −3−6.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $1.13K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 39 | $1.10K | 0.00% | +39 | New |
| BOK Financial Private Wealth, Inc. | 33 | $931 | 0.00% | +33 | New |
| Transamerica Financial Advisors, Inc. | 32 | $902 | 0.00% | −302−90.4% | Reduced |
| Provenance Wealth Advisors, LLC | 28 | $789 | 0.00% | +28 | New |
| 1015 Capital Partners, LLC | 27 | $761 | 0.00% | +19+237.5% | Added |
| Buck Wealth Strategies, LLC | 25 | $705 | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 24 | $677 | 0.00% | −389−94.2% | Reduced |
| Signature Equity Partners, LLC | 24 | $677 | 0.00% | −42−63.6% | Reduced |
| N.E.W. Advisory Services LLC | 24 | $677 | 0.00% | +24 | New |
| Quaker Wealth Management, LLC | 21 | $592 | 0.00% | −3−12.5% | Reduced |
| HFM Investment Advisors, LLC | 21 | $592 | 0.00% | +15+250.0% | Added |
| Davis Capital Management | 20 | $564 | 0.00% | +20 | New |
| Cassaday & Co Wealth Management LLC | 18 | $508 | 0.00% | −118−86.8% | Reduced |
| High Note Wealth, LLC | 16 | $451 | 0.00% | −173−91.5% | Reduced |
| United Community Bank | 16 | $451 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 16 | $451 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $423 | 0.00% | −39−72.2% | Reduced |
| Strengthening Families & Communities, LLC | 13 | $366 | 0.00% | +13 | New |
| Seneschal Advisors, LLC | 10 | $282 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $231 | 0.00% | +4+100.0% | Added |
| Cherry Tree Wealth Management, LLC | 8 | $226 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $226 | 0.00% | +8 | New |
| Spectrum Wealth Advisory Group, LLC | 8 | $226 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 6 | $189 | 0.00% | −7−53.8% | Reduced |
| Stone House Investment Management, LLC | 6 | $169 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $85 | 0.00% | +3 | New |
| Highland Investment Advisors LLC | 3 | $85 | 0.00% | +3 | New |
| Tiaa Trust, National Association | 2 | $56 | 0.00% | −57−96.6% | Reduced |
| CKW Financial Group | 8 | $0 | 0.00% | +8 | New |
| Evolution Advisers, Inc. | 21 | $0 | 0.00% | +21 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| GFS Advisors, LLC | 490 | – | – | +490 | New |
| Capital International Investors | 0 | $0 | 0.00% | −5,011,050−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −3,204,135−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −1,274,152−100.0% | Sold out |
| Baskin Financial Services Inc. | 0 | $0 | 0.00% | −760,384−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −739,923−100.0% | Sold out |
| FFT Wealth Management LLC | 0 | $0 | 0.00% | −324,699−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −268,126−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −191,897−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −163,787−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −162,953−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −133,350−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −103,259−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −97,380−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −88,180−100.0% | Sold out |
| Ironvine Capital Partners, LLC | 0 | $0 | 0.00% | −74,231−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −73,041−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −64,928−100.0% | Sold out |
| Harbour Trust & Investment Management Co | 0 | $0 | 0.00% | −64,023−100.0% | Sold out |
| First Foundation Advisors | 0 | $0 | 0.00% | −61,766−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −56,566−100.0% | Sold out |
| Edgemoor Investment Advisors, Inc. | 0 | $0 | 0.00% | −51,743−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −48,055−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −45,182−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −43,918−100.0% | Sold out |
| PKO Investment Management Joint-Stock Co | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −30,830−100.0% | Sold out |
| Bancreek Capital Management, LP | 0 | $0 | 0.00% | −29,942−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −29,460−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −28,577−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −27,788−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −25,730−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,529−100.0% | Sold out |
| Asset Advisors Investment Management, LLC | 0 | $0 | 0.00% | −25,315−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −25,311−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −23,386−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −17,893−100.0% | Sold out |
| Regency Capital Management Inc. | 0 | $0 | 0.00% | −17,610−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −16,103−100.0% | Sold out |
| Suncoast Equity Management | 0 | $0 | 0.00% | −14,890−100.0% | Sold out |
