| RE Dickinson Investment Advisors, LLC | 200 | $9.80K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 200 | $9.80K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 200 | $9.80K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 192 | $9.41K | 0.00% | −11,016−98.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 183 | $9.00K | 0.01% | −3,579−95.1% | Reduced |
| WR Wealth Planners, LLC | 178 | $8.72K | 0.00% | −39−18.0% | Reduced |
| Cape Investment Advisory, Inc. | 171 | $8.38K | 0.00% | +21+14.0% | Added |
| Baldwin Brothers Inc | 166 | $8.13K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 166 | $8.13K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 162 | $7.94K | 0.00% | +102+170.0% | Added |
| Security National Bank | 159 | $7.79K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 159 | $7.79K | 0.00% | +86+117.8% | Added |
| Nemes Rush Group LLC | 154 | $7.55K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 152 | $7.48K | 0.00% | +77+102.7% | Added |
| Trust Co | 150 | $7.35K | 0.00% | −500−76.9% | Reduced |
| Barrett & Company, Inc. | 150 | $7.35K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 149 | $7.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 147 | $7.20K | 0.00% | +147 | New |
| Newton One Investments LLC | 141 | $6.92K | 0.00% | +2+1.4% | Added |
| Accordant Advisory Group Inc | 141 | $6.91K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 140 | $6.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 140 | $6.86K | 0.00% | +7+5.3% | Added |
| MB, Levis & Associates, LLC | 133 | $6.54K | 0.00% | +1+0.8% | Added |
| Fairscale Capital, LLC | 127 | $6.51K | 0.01% | +127 | New |
| AlphaMark Advisors, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 120 | $5.88K | 0.00% | +120 | New |
| Clear Point Advisors Inc. | 119 | $5.83K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 114 | $5.59K | 0.00% | −102−47.2% | Reduced |
| Highline Wealth Partners LLC | 112 | $5.49K | 0.00% | +83+286.2% | Added |
| Fortitude Family Office, LLC | 111 | $5.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $5.34K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 107 | $5.24K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 104 | $5.10K | 0.00% | +20+23.8% | Added |
| Mascoma Wealth Management LLC | 100 | $4.90K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 91 | $4.46K | 0.00% | −293−76.3% | Reduced |
| Kozak & Associates, Inc. | 88 | $4.31K | 0.00% | +2+2.3% | Added |
| Signature Resources Capital Management, LLC | 86 | $4.21K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 82 | $4.02K | 0.00% | −710−89.6% | Reduced |
| Dunhill Financial, LLC | 81 | $3.97K | 0.00% | +16+24.6% | Added |
| Rogco, LP | 80 | $3.92K | 0.00% | −19−19.2% | Reduced |
| Morton Brown Family Wealth, LLC | 72 | $3.71K | 0.00% | −77−51.7% | Reduced |
| Centennial Bank | 71 | $3.48K | 0.00% | +71 | New |
| Quarry LP | 65 | $3.19K | 0.00% | −225−77.6% | Reduced |
| Legend Financial Advisors, Inc. | 63 | $3.09K | 0.00% | −13−17.1% | Reduced |
| Ritter Daniher Financial Advisory LLC | 62 | $3.04K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $3.00K | 0.00% | −3−4.3% | Reduced |
| Bellevue Asset Management, LLC | 58 | $2.87K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 56 | $2.74K | 0.00% | −240−81.1% | Reduced |
| WealthCollab, LLC | 54 | $2.65K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $2.45K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 44 | $2.16K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 41 | $2.01K | 0.00% | +41 | New |
| Financial Network Wealth Advisors LLC | 41 | $2.01K | 0.00% | +41 | New |
| Coston, McIsaac & Partners | 56 | $2.00K | 0.00% | +21+60.0% | Added |
| Tidemark, LLC | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 29 | $1.42K | 0.00% | −9,694−99.7% | Reduced |
| Atlas Capital Advisors LLC | 28 | $1.37K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.18K | 0.00% | +5+26.3% | Added |
| Redmont Wealth Advisors LLC | 22 | $1.08K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 21 | $1.03K | 0.00% | +5+31.3% | Added |
| PrairieView Partners, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 20 | $980 | 0.00% | +20 | New |
| Great Lakes Retirement, Inc. | 16 | $784 | 0.00% | +16 | New |
| Iron Horse Wealth Management, LLC | 15 | $735 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 13 | $637 | 0.00% | −18,927−99.9% | Reduced |
| True Wealth Design, LLC | 13 | $637 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $637 | 0.00% | +13 | New |
| Ruedi Wealth Management, Inc. | 13 | $637 | 0.00% | +13 | New |
| ClariVest Asset Management LLC | 11 | $546 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 11 | $539 | 0.00% | −2−15.4% | Reduced |
| Valued Wealth Advisors LLC | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $49 | 0.00% | −26−96.3% | Reduced |
| Creative Capital Management Investments LLC | 1 | $49 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 49 | $36 | 0.03% | +49 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −185−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −211,945−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −178,536−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −172,851−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −170,811−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −83,518−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −66,105−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −57,931−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −36,658−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −29,710−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −33,750−100.0% | Sold out |
| Ategra Capital Management, LLC | 0 | $0 | 0.00% | −28,095−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −26,322−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −20,900−100.0% | Sold out |
| Buttonwood Financial Advisors Inc. | 0 | $0 | 0.00% | −20,449−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −19,640−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −17,116−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −15,115−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −14,690−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −13,249−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −12,778−100.0% | Sold out |