| Hexagon Capital Partners LLC | 100 | $7.54K | 0.00% | −43−30.1% | Reduced |
| First United Bank Trust | 100 | $7.54K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 98 | $7.39K | 0.00% | +98 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 97 | $7.32K | 0.00% | −279−74.2% | Reduced |
| Raleigh Capital Management Inc. | 95 | $7.17K | 0.00% | +10+11.8% | Added |
| Smithfield Trust Co | 90 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 87 | $6.56K | 0.00% | +10+13.0% | Added |
| Trust Co of Vermont | 80 | $6.04K | 0.00% | +80 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $5.91K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 76 | $5.73K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 71 | $5.36K | 0.00% | +61+610.0% | Added |
| Johnson Financial Group, Inc. | 69 | $5.21K | 0.00% | −940−93.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $4.96K | 0.00% | −2−2.9% | Reduced |
| Washington Trust Advisors, Inc. | 66 | $4.96K | 0.00% | +6+10.0% | Added |
| DT Investment Partners, LLC | 62 | $4.68K | 0.00% | +62 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.53K | 0.00% | +9+17.6% | Added |
| Northwest Investment Counselors, LLC | 60 | $4.53K | 0.00% | +60 | New |
| Private Trust Co NA | 59 | $4.45K | 0.00% | −27−31.4% | Reduced |
| Bellevue Asset Management, LLC | 58 | $4.38K | 0.00% | −2−3.3% | Reduced |
| Financial Management Professionals, Inc. | 47 | $4.00K | 0.00% | +26+123.8% | Added |
| Fortitude Family Office, LLC | 53 | $4.00K | 0.00% | +53 | New |
| Central Trust Co | 51 | $3.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 50 | $3.77K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $3.77K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $3.77K | 0.00% | +38+316.7% | Added |
| WR Wealth Planners, LLC | 48 | $3.62K | 0.00% | +22+84.6% | Added |
| Itau Unibanco Holding S.A. | 48 | $3.62K | 0.00% | +48 | New |
| Fairman Group, LLC | 47 | $3.55K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 44 | $3.32K | 0.00% | +44 | New |
| Sachetta, LLC | 41 | $3.09K | 0.00% | +25+156.3% | Added |
| Raffa Wealth Management, LLC | 40 | $3.02K | 0.00% | −929−95.9% | Reduced |
| Arlington Trust Co LLC | 40 | $3.02K | 0.00% | +40 | New |
| Avion Wealth | 40 | $3.00K | 0.00% | −10−20.0% | Reduced |
| Salem Investment Counselors Inc | 38 | $2.87K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 33 | $2.49K | 0.00% | −71−68.3% | Reduced |
| Sandy Spring Bank | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 30 | $2.26K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.26K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $2.19K | 0.00% | +1+3.6% | Added |
| Liberty One Investment Management, LLC | 28 | $2.11K | 0.00% | −163−85.3% | Reduced |
| Cape Investment Advisory, Inc. | 27 | $2.04K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 26 | $1.96K | 0.00% | +1+4.0% | Added |
| Coppell Advisory Solutions LLC | 26 | $1.95K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $1.66K | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 21 | $1.58K | 0.00% | +11+110.0% | Added |
| Carolinas Wealth Consulting LLC | 20 | $1.51K | 0.00% | +15+300.0% | Added |
| Core Alternative Capital | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 12 | $906 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $905 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $755 | 0.00% | −2−16.7% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $755 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $754 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $754 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 9 | $679 | 0.06% | −33−78.6% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 9 | $679 | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 8 | $604 | 0.00% | +3+60.0% | Added |
| Claris Advisors, LLC | 8 | $604 | 0.00% | +8 | New |
| JDM Financial Group LLC | 8 | $604 | 0.00% | +8 | New |
| Strengthening Families & Communities, LLC | 7 | $528 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 7 | $528 | 0.00% | +7 | New |
| Voisard Asset Management Group, Inc. | 6 | $453 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $378 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $377 | 0.00% | +3+150.0% | Added |
| Chesapeake Asset Management LLC | 5 | $377 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 4 | $300 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 3 | $226 | 0.00% | +3 | New |
| HM Payson & Co | 2 | $151 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $151 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −819,550−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −518,680−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −286,836−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −232,495−100.0% | Sold out |
| Long Pond Capital, LP | 0 | $0 | 0.00% | −222,500−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −190,990−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −185,141−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −147,295−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −142,604−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −138,149−100.0% | Sold out |
| Ninety One North America, Inc. | 0 | $0 | 0.00% | −98,541−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −73,885−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −68,614−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −62,742−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −61,404−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −56,763−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −56,499−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −55,670−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −46,129−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −42,430−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −39,979−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −33,397−100.0% | Sold out |
| united american securities inc. (d/b/a uas asset management) | 0 | $0 | 0.00% | −30,035−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −29,845−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −27,138−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −26,585−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −23,813−100.0% | Sold out |