| DV Equities, LLC | 149 | $16.4K | 0.00% | +149 | New |
| SageView Advisory Group, LLC | 146 | $16.1K | 0.00% | +146 | New |
| American National Bank | 140 | $15.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 140 | $15.4K | 0.01% | +113+418.5% | Added |
| Umb Bank N A | 136 | $15.0K | 0.00% | −1−0.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 135 | $14.9K | 0.01% | +135 | New |
| Elyxium Wealth, LLC | 120 | $13.2K | 0.00% | +120 | New |
| Larson Financial Group LLC | 114 | $12.5K | 0.00% | +10+9.6% | Added |
| Peregrine Capital Management LLC | 110 | $12.1K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 111 | $12.0K | 0.00% | −4−3.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 108 | $11.9K | 0.00% | −8−6.9% | Reduced |
| Central Trust Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 100 | $11.0K | 0.00% | +100 | New |
| Harbor Investment Advisory, LLC | 99 | $10.9K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 91 | $10.1K | 0.00% | +91 | New |
| Dogwood Wealth Management LLC | 91 | $10.0K | 0.00% | +55+152.8% | Added |
| Prestige Wealth Management Group LLC | 87 | $9.67K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 86 | $9.47K | 0.00% | +7+8.9% | Added |
| Tobam | 84 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 72 | $7.93K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 66 | $7.27K | 0.00% | +66 | New |
| Archer Investment Corp | 66 | $7.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 65 | $7.15K | 0.00% | +55+550.0% | Added |
| Smithfield Trust Co | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $6.67K | 0.00% | +1+1.7% | Added |
| Sachetta, LLC | 60 | $6.61K | 0.00% | +21+53.8% | Added |
| Keating Financial Advisory Services, Inc. | 56 | $6.16K | 0.00% | +56 | New |
| MJT & Associates Financial Advisory Group, Inc. | 54 | $5.95K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.72K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 53 | $5.68K | 0.00% | −6−10.2% | Reduced |
| MV Capital Management, Inc. | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 45 | $4.95K | 0.00% | −13−22.4% | Reduced |
| Zions Bancorporation, National Association | 35 | $3.85K | 0.00% | +6+20.7% | Added |
| Harbour Investments, Inc. | 35 | $3.85K | 0.00% | +13+59.1% | Added |
| Spire Wealth Management | 33 | $3.63K | 0.00% | −9−21.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 32 | $3.56K | 0.00% | +32 | New |
| ZRC Wealth Management, LLC | 31 | $3.41K | 0.00% | −15−32.6% | Reduced |
| UMA Financial Services, Inc. | 29 | $3.19K | 0.00% | +20+222.2% | Added |
| Transamerica Financial Advisors, Inc. | 28 | $3.12K | 0.00% | +12+75.0% | Added |
| Colonial Trust Co | 27 | $3.02K | 0.00% | +2+8.0% | Added |
| South State Corp. | 24 | $2.64K | 0.00% | +4+20.0% | Added |
| Howard Hughes Medical Institute | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 22 | $2.42K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 22 | $2.42K | 0.00% | +22 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $2.22K | 0.00% | −2−9.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 20 | $2.20K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 19 | $2.09K | 0.00% | +19 | New |
| NBC Securities, Inc. | 18 | $1.98K | 0.00% | +18 | New |
| Webster Bank, N. A. | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 16 | $1.76K | 0.00% | +16 | New |
| First Command Advisory Services, Inc. | 16 | $1.76K | 0.00% | +16 | New |
| Wealth Watch Advisors, INC | 16 | $1.76K | 0.00% | +16 | New |
| TFC Financial Management | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $1.62K | 0.00% | +6+66.7% | Added |
| CoreCap Advisors, LLC | 13 | $1.43K | 0.00% | +13 | New |
| Bullock Wealth Management Group | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 11 | $1.21K | 0.00% | +8+266.7% | Added |
| Optima Capital LLC | 10 | $1.11K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 10 | $1.11K | 0.00% | +5+100.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $1.05K | 0.00% | +1+11.1% | Added |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 9 | $991 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 9 | $991 | 0.00% | +9 | New |
| Stephens Consulting, LLC | 9 | $991 | 0.00% | +9 | New |
| Sunrise Financial Services, LLC | 9 | $991 | 0.00% | +9 | New |
| IMG Wealth Management, Inc. | 8 | $881 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 8 | $831 | 0.00% | +8 | New |
| Golden State Wealth Management, LLC | 6 | $660 | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $660 | 0.00% | +6 | New |
| Kilter Group LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $551 | 0.00% | +5 | New |
| Clark Wealth Partners | 5 | $550 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $550 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 2 | $220 | 0.00% | −4−66.7% | Reduced |
| Hughes Financial Services, LLC | 2 | $220 | 0.00% | +2 | New |
| Basecamp Wealth Advisors LLC | 1 | $110 | 0.00% | +1 | New |
| PGGM Investments | 0 | $0 | 0.00% | −210,852−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −145,400−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −105,847−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −67,388−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −66,703−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −46,671−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −45,817−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −43,989−100.0% | Sold out |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −43,764−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −43,331−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −36,187−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −28,279−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −27,979−100.0% | Sold out |