| Zions Bancorporation, N.A. | 27 | $1.50K | 0.00% | −465−94.5% | Reduced |
| PayPay Securities Corp | 27 | $1.50K | 0.10% | +27 | New |
| Core Alternative Capital | 25 | $1.39K | 0.00% | −26−51.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 25 | $1.39K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 25 | $1.39K | 0.00% | +25 | New |
| Sutton Wealth Advisors Inc. | 22 | $1.22K | 0.00% | +3+15.8% | Added |
| BerganKDV Wealth Management, LLC | 21 | $1.16K | 0.00% | −102−82.9% | Reduced |
| Raffa Wealth Management, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 20 | $1.11K | 0.00% | +20 | New |
| Coppell Advisory Solutions Corp. | 20 | $1.11K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 271 | $1.00K | 0.00% | −410−60.2% | Reduced |
| Jones Financial Companies LLLP | 18 | $1.00K | 0.00% | +18 | New |
| ClariVest Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Audent Global Asset Management, LLC | 17 | $933 | 0.00% | +17 | New |
| Clearview Wealth Advisors LLC | 16 | $887 | 0.00% | −82−83.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 15 | $831 | 0.00% | −1−6.3% | Reduced |
| Fifth Third Bancorp | 12 | $665 | 0.00% | −42−77.8% | Reduced |
| Pittenger & Anderson Inc | 11 | $610 | 0.00% | −25−69.4% | Reduced |
| Focused Wealth Management, Inc | 10 | $554 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 10 | $554 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 8 | $443 | 0.00% | −104−92.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 7 | $388 | 0.00% | +7 | New |
| Key Financial Inc | 7 | $374 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $332 | 0.00% | −7−53.8% | Reduced |
| Coastal Capital Group, Inc. | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 4 | $222 | 0.00% | −2−33.3% | Reduced |
| Disciplined Investments, LLC | 3 | $166 | 0.00% | +2+200.0% | Added |
| Horan Securities, Inc. | 3 | $140 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 55 | $84 | 0.00% | +55 | New |
| Goodwin Investment Advisory | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1 | $55 | 0.00% | +1 | New |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $0 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −2,518,551−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −421,100−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −314,119−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −155,736−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −119,158−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −111,604−100.0% | Sold out |
| Parcion Private Wealth LLC | 0 | $0 | 0.00% | −46,141−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −46,038−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −35,451−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −30,467−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −25,390−100.0% | Sold out |
| Nelson Capital Management, LLC | 0 | $0 | 0.00% | −20,424−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −17,582−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −17,109−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −15,460−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −14,568−100.0% | Sold out |
| Roberts Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,439−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −12,463−100.0% | Sold out |
| Bradley Mark J. | 0 | $0 | 0.00% | −12,390−100.0% | Sold out |
| NEIRG Wealth Management, LLC | 0 | $0 | 0.00% | −11,014−100.0% | Sold out |
| Louisiana State Employees Retirement System | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −10,432−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −10,091−100.0% | Sold out |
| Highland Private Wealth Management | 0 | $0 | 0.00% | −9,754−100.0% | Sold out |
| Synergy Financial Group, LTD | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −9,302−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −8,970−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −8,867−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −8,275−100.0% | Sold out |
| Mountain Capital Investment Advisors, Inc | 0 | $0 | 0.00% | −9,414−100.0% | Sold out |
| Lattice Capital Management, LLC | 0 | $0 | 0.00% | −7,760−100.0% | Sold out |
| KLK Capital Management LLC | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Benchmark Investment Advisors LLC | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −7,293−100.0% | Sold out |
| Ocean Capital Management, LLC | 0 | $0 | 0.00% | −7,075−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −6,725−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −6,351−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −6,299−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −5,946−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −5,806−100.0% | Sold out |
| Tortoise Index Solutions, LLC | 0 | $0 | 0.00% | −5,476−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −5,209−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −4,915−100.0% | Sold out |
| Meridian Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −4,504−100.0% | Sold out |
| Ameritas Investment Partners, Inc. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Focus Financial Network, Inc. | 0 | $0 | 0.00% | −4,303−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Octavia Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,153−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −4,017−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −3,132−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Sigma Investment Counselors Inc | 0 | $0 | 0.00% | −3,896−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| Burton Enright Welch | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,753−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −3,654−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
