| Caitlin John, LLC | 56 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $4.57K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $4.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 50 | $4.15K | 0.00% | +50 | New |
| GHP Investment Advisors, Inc. | 48 | $3.98K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $3.90K | 0.00% | −192−80.3% | Reduced |
| Farmers & Merchants Investments Inc | 46 | $3.82K | 0.00% | −2−4.2% | Reduced |
| Financial Perspectives, Inc | 43 | $3.57K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 41 | $3.40K | 0.00% | −44−51.8% | Reduced |
| Sound Income Strategies, LLC | 40 | $3.34K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $3.07K | 0.00% | +10+37.0% | Added |
| Owl Creek Wealth Partners LLC | 37 | $3.07K | 0.00% | +37 | New |
| SHP Wealth Management | 34 | $2.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $2.33K | 0.00% | +18+180.0% | Added |
| Pension & Wealth Management Advisors, Inc. | 27 | $2.24K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 23 | $2.00K | 0.00% | −1,012−97.8% | Reduced |
| Torren Management, LLC | 24 | $1.99K | 0.00% | −434−94.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 23 | $1.91K | 0.00% | +23 | New |
| JFS Wealth Advisors, LLC | 22 | $1.83K | 0.00% | −9−29.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 22 | $1.83K | 0.00% | +1+4.8% | Added |
| SJS Investment Consulting Inc. | 20 | $1.66K | 0.00% | −7−25.9% | Reduced |
| Kilter Group LLC | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $1.66K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $1.50K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $1.25K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $1.16K | 0.00% | −110−88.7% | Reduced |
| Zions Bancorporation, National Association | 13 | $1.08K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $914 | 0.00% | +4+57.1% | Added |
| TFC Financial Management | 10 | $831 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $830 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 10 | $830 | 0.00% | +3+42.9% | Added |
| Ares Financial Consulting, LLC | 9 | $752 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $750 | 0.00% | +8+800.0% | Added |
| Retirement Wealth Solutions LLC | 9 | $748 | 0.00% | −12−57.1% | Reduced |
| Activest Wealth Management | 8 | $664 | 0.00% | −16−66.7% | Reduced |
| Hughes Financial Services, LLC | 8 | $664 | 0.00% | +2+33.3% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $664 | 0.00% | +4+100.0% | Added |
| Brown Brothers Harriman & Co | 7 | $581 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 5 | $416 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $416 | 0.00% | +1+25.0% | Added |
| USA Financial Portformulas Corp | 5 | $415 | 0.00% | −1−16.7% | Reduced |
| Central Trust Co | 4 | $333 | 0.00% | −63−94.0% | Reduced |
| Distillate Capital Partners LLC | 3 | $249 | 0.00% | −183,199−100.0% | Reduced |
| Gould Capital, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $249 | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 3 | $249 | 0.00% | +3 | New |
| Assetmark, Inc | 2 | $175 | 0.00% | −11−84.6% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $167 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $166 | 0.00% | −3−60.0% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $166 | 0.00% | +2 | New |
| Ritter Daniher Financial Advisory LLC | 1 | $84 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $83 | 0.00% | −8−88.9% | Reduced |
| 1620 Investment Advisors, Inc. | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $83 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $83 | 0.00% | +1 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |
| Generali Powszechne Towarzystwo Emerytalne | 0 | $0 | 0.00% | −183,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −73,075−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −56,765−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −54,975−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −44,431−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −42,877−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −38,988−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −34,903−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −34,604−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −34,358−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −27,591−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −22,882−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −22,206−100.0% | Sold out |
| MH & Associates Securities Management Corp | 0 | $0 | 0.00% | −20,298−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −19,811−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −19,383−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −18,521−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −16,400−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −14,077−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −13,744−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −13,065−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| O'Brien Greene & Co. Inc | 0 | $0 | 0.00% | −8,562−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −8,533−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −8,410−100.0% | Sold out |
| Limestone Investment Advisors LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −7,704−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,175−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −7,069−100.0% | Sold out |
| Trilogy Capital Inc. | 0 | $0 | 0.00% | −6,335−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,846−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −5,083−100.0% | Sold out |
| Andina Capital Management, LLC | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −4,529−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |