| GHP Investment Advisors, Inc. | 42 | $6.32K | 0.00% | +42 | New |
| Storebrand Asset Management AS | 38 | $5.72K | 0.00% | −776−95.3% | Reduced |
| SBI Securities Co., Ltd. | 38 | $5.72K | 0.00% | +7+22.6% | Added |
| MV Capital Management, Inc. | 38 | $5.72K | 0.00% | +17+81.0% | Added |
| Activest Wealth Management | 34 | $5.12K | 0.00% | +34 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 30 | $5.00K | 0.00% | −9,800−99.7% | Reduced |
| Anchor Investment Management, LLC | 31 | $4.67K | 0.00% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 29 | $4.37K | 0.00% | +29 | New |
| Cromwell Holdings LLC | 28 | $4.21K | 0.00% | −39−58.2% | Reduced |
| Pacific Center for Financial Services | 26 | $3.91K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 38 | $3.91K | 0.00% | +12+46.2% | Added |
| Tidemark, LLC | 25 | $3.76K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 24 | $3.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $3.16K | 0.00% | −5−19.2% | Reduced |
| N.E.W. Advisory Services LLC | 21 | $3.16K | 0.00% | +21 | New |
| Cornerstone Planning Group LLC | 28 | $3.05K | 0.00% | +15+115.4% | Added |
| Grove Bank & Trust | 20 | $3.01K | 0.00% | +12+150.0% | Added |
| YANKCOM Partnership | 19 | $2.86K | 0.00% | −482−96.2% | Reduced |
| Meeder Asset Management Inc | 19 | $2.86K | 0.00% | −8−29.6% | Reduced |
| Sierra Ocean, LLC | 19 | $2.86K | 0.00% | +17+850.0% | Added |
| Sachetta, LLC | 17 | $2.56K | 0.00% | +13+325.0% | Added |
| Cherry Tree Wealth Management, LLC | 16 | $2.41K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $2.26K | 0.00% | +15 | New |
| South Plains Financial, Inc. | 15 | $2.26K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 14 | $2.11K | 0.00% | +14 | New |
| Dunhill Financial, LLC | 13 | $1.97K | 0.00% | −1−7.1% | Reduced |
| Medallion Wealth Advisors, LLC | 12 | $1.75K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 11 | $1.66K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 10 | $1.50K | 0.00% | +10 | New |
| WPG Advisers, LLC | 9 | $1.35K | 0.00% | −15−62.5% | Reduced |
| Fortitude Family Office, LLC | 9 | $1.35K | 0.00% | −10−52.6% | Reduced |
| Continuum Advisory, LLC | 9 | $1.35K | 0.00% | −9−50.0% | Reduced |
| NVWM, LLC | 9 | $1.35K | 0.00% | +8+800.0% | Added |
| WealthTrak Capital Management LLC | 9 | $1.35K | 0.00% | +9 | New |
| Plante Moran Financial Advisors, LLC | 8 | $1.20K | 0.00% | −31−79.5% | Reduced |
| Synergy Investment Management, LLC | 8 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $1.05K | 0.00% | −7−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 7 | $1.05K | 0.00% | +6+600.0% | Added |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $903 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $603 | 0.00% | −2−33.3% | Reduced |
| UMA Financial Services, Inc. | 4 | $603 | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $602 | 0.00% | +2+100.0% | Added |
| Raffa Wealth Management, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $452 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 3 | $452 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $452 | 0.00% | +3 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3 | $451 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $417 | 0.00% | −2−40.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 2 | $302 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $301 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $301 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $301 | 0.00% | +1+100.0% | Added |
| Quest 10 Wealth Builders, Inc. | 1 | $191 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $151 | 0.00% | −95−99.0% | Reduced |
| Key Financial Inc | 1 | $151 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $151 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $151 | 0.00% | +1 | New |
| Abound Wealth Management | 0 | $35 | 0.00% | −2−100.0% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Meritage Group LP | 0 | $0 | 0.00% | −1,074,120−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −600,000−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −391,824−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −200,262−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −134,927−100.0% | Sold out |
| Anchor Capital Advisors LLC | 0 | $0 | 0.00% | −85,186−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −84,656−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −75,700−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −57,718−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −50,327−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −49,931−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −49,066−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −36,758−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −31,069−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −30,055−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −27,786−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −26,304−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −20,570−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −17,965−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −16,059−100.0% | Sold out |
| Rhenman & Partners Asset Management AB | 0 | $0 | 0.00% | −14,850−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,794−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,880−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −11,300−100.0% | Sold out |
| LRT Capital Management, LLC | 0 | $0 | 0.00% | −10,832−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −10,581−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,215−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Mudita Advisors LLP | 0 | $0 | 0.00% | −9,607−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −8,959−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −8,690−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −8,630−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −8,458−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −7,927−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
