| Meeder Asset Management Inc | 26 | $8.32K | 0.00% | +19+271.4% | Added |
| WPG Advisers, LLC | 26 | $8.32K | 0.01% | +26 | New |
| Bravera Wealth | 26 | $8.32K | 0.00% | +26 | New |
| Tobam | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 25 | $8.00K | 0.00% | +25 | New |
| Key Financial Inc | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 24 | $7.68K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 20 | $6.40K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 20 | $6.40K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 20 | $6.40K | 0.00% | +20 | New |
| First Horizon Corp | 19 | $6.08K | 0.00% | −2−9.5% | Reduced |
| Itau Unibanco Holding S.A. | 19 | $6.08K | 0.00% | −22−53.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 19 | $6.08K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 18 | $5.87K | 0.00% | +11+157.1% | Added |
| SJS Investment Consulting Inc. | 18 | $5.76K | 0.00% | +11+157.1% | Added |
| TD Private Client Wealth LLC | 17 | $5.44K | 0.00% | −3−15.0% | Reduced |
| Wilkerson Advisory Group LLC | 16 | $5.12K | 0.00% | +16 | New |
| Union Savings Bank | 16 | $5.12K | 0.00% | +16 | New |
| Greenline Wealth Management LLC | 14 | $4.48K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $4.48K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $4.48K | 0.00% | +8+133.3% | Added |
| Arlington Trust Co LLC | 14 | $4.48K | 0.00% | −378−96.4% | Reduced |
| High Note Wealth, LLC | 14 | $4.48K | 0.00% | −1−6.7% | Reduced |
| First Command Advisory Services, Inc. | 14 | $4.48K | 0.00% | +4+40.0% | Added |
| Red Tortoise LLC | 12 | $3.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $3.75K | 0.00% | −4−26.7% | Reduced |
| Sound Income Strategies, LLC | 10 | $3.64K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $3.52K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $3.20K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $3.20K | 0.00% | +10 | New |
| Ransom Advisory, Ltd | 9 | $2.88K | 0.00% | +9 | New |
| South State Corp. | 8 | $2.56K | 0.00% | −2−20.0% | Reduced |
| Rialto Wealth Management, LLC | 8 | $2.56K | 0.00% | −2−20.0% | Reduced |
| Retirement Wealth Solutions LLC | 6 | $1.92K | 0.00% | −7−53.8% | Reduced |
| UMA Financial Services, Inc. | 6 | $1.92K | 0.00% | +6 | New |
| Cromwell Holdings LLC | 6 | $1.92K | 0.00% | −2−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $1.92K | 0.00% | +2+50.0% | Added |
| Old Second National Bank of Aurora | 6 | $1.92K | 0.00% | +6 | New |
| Wealth Enhancement Trust Services, Inc. | 6 | $1.92K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $1.60K | 0.00% | +2+66.7% | Added |
| Albion Financial Group | 5 | $1.60K | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 5 | $1.60K | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.40K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $1.28K | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 4 | $1.28K | 0.00% | −14−77.8% | Reduced |
| Bogart Wealth, LLC | 4 | $1.28K | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $1.28K | 0.00% | +4 | New |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 3 | $992 | 0.00% | +1+50.0% | Added |
| Basepoint Wealth LLC | 3 | $971 | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 3 | $960 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $960 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 3 | $960 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $960 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $960 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $960 | 0.00% | +3 | New |
| Signature Equity Partners, LLC | 3 | $960 | 0.00% | +3 | New |
| Montag A & Associates Inc | 3 | $831 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $640 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $640 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 2 | $640 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 2 | $640 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 1 | $320 | 0.00% | −2−66.7% | Reduced |
| Valued Wealth Advisors LLC | 1 | $320 | 0.00% | −1−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $320 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $320 | 0.00% | +1 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 1 | $320 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 1 | $319 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $293 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $33 | 0.00% | 0 | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −11,015−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −101,073−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −77,668−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −55,524−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −44,342−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −21,362−100.0% | Sold out |
| Advisory Resource Group | 0 | $0 | 0.00% | −16,764−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −13,054−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −12,312−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −9,350−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −8,947−100.0% | Sold out |
| Aristotle Capital Boston, LLC | 0 | $0 | 0.00% | −8,843−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −7,228−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −6,210−100.0% | Sold out |
| Dean Investment Associates, LLC | 0 | $0 | 0.00% | −5,868−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,639−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,141−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −3,143−100.0% | Sold out |
| Daymark Wealth Partners, LLC | 0 | $0 | 0.00% | −3,011−100.0% | Sold out |
| Dean Capital Management | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −2,840−100.0% | Sold out |
| Sumitomo Life Insurance Co | 0 | $0 | 0.00% | −2,376−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,097−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |