| High Note Wealth, LLC | 15 | $4.93K | 0.00% | +1+7.1% | Added |
| First United Bank Trust | 15 | $4.93K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $4.88K | 0.00% | +7+87.5% | Added |
| Sachetta, LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $4.61K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 13 | $4.28K | 0.00% | +13 | New |
| Retirement Wealth Solutions LLC | 13 | $4.28K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $4.25K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 12 | $3.95K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 11 | $3.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $3.29K | 0.00% | −6−37.5% | Reduced |
| First Command Advisory Services, Inc. | 10 | $3.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $3.29K | 0.00% | +1+11.1% | Added |
| Wealth Watch Advisors, INC | 10 | $3.29K | 0.00% | +10 | New |
| Rossby Financial, LCC | 8 | $2.65K | 0.00% | +8 | New |
| Activest Wealth Management | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7 | $2.30K | 0.00% | −1−12.5% | Reduced |
| SJS Investment Consulting Inc. | 7 | $2.30K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 7 | $2.30K | 0.00% | +7 | New |
| Cloud Capital Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| True Wealth Design, LLC | 6 | $1.97K | 0.00% | −4−40.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 5 | $1.65K | 0.00% | −57−91.9% | Reduced |
| Rakuten Securities, Inc. | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $1.31K | 0.00% | +1+33.3% | Added |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Bell Investment Advisors, Inc | 3 | $987 | 0.00% | −2−40.0% | Reduced |
| Kilter Group LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $987 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $974 | 0.00% | −2−40.0% | Reduced |
| ORG Partners LLC | 2 | $862 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $687 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $661 | 0.00% | +1+100.0% | Added |
| Aventura Private Wealth, LLC | 2 | $658 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $658 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $658 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $385 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $331 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $329 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $329 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $318 | 0.00% | −2−66.7% | Reduced |
| Raleigh Capital Management Inc. | 0 | $34 | 0.00% | 0 | New |
| FIL Ltd | 0 | $0 | 0.00% | −139,557−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −96,057−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −52,624−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −48,424−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −47,286−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,544−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −17,398−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Nia Impact Advisors, LLC | 0 | $0 | 0.00% | −16,169−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −11,818−100.0% | Sold out |
| EFG Asset Management (North America) Corp. | 0 | $0 | 0.00% | −8,725−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −8,548−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −8,404−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,384−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −5,354−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,237−100.0% | Sold out |
| Sage Capital Advisors,llc | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −4,456−100.0% | Sold out |
| Ilex Capital Partners (UK) LLP | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −4,059−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −3,142−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −2,903−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −2,777−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −2,592−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −2,406−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,195−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −2,076−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,057−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −2,055−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −1,754−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −1,416−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,180−100.0% | Sold out |
| Cape Ann Savings Bank | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −1,052−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −914−100.0% | Sold out |
| Guardian Wealth Advisors, LLC | 0 | $0 | 0.00% | −792−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −777−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −752−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −697−100.0% | Sold out |