| Private Wealth Management Group, LLC | 54 | $2.73K | 0.00% | +39+260.0% | Added |
| Webster Bank, N. A. | 51 | $2.58K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 51 | $2.58K | 0.00% | +51 | New |
| Security National Bank of So Dak | 45 | $2.27K | 0.00% | +45 | New |
| Brown Brothers Harriman & Co | 39 | $1.97K | 0.00% | −19−32.8% | Reduced |
| Strive Financial Group ,LLC | 39 | $1.97K | 0.00% | +39 | New |
| Assetmark, Inc | 37 | $1.85K | 0.00% | −49−57.0% | Reduced |
| LRI Investments, LLC | 35 | $1.77K | 0.00% | +5+16.7% | Added |
| Versant Capital Management, Inc | 32 | $1.62K | 0.00% | −231−87.8% | Reduced |
| Raffa Wealth Management, LLC | 32 | $1.62K | 0.00% | +31+3,100.0% | Added |
| JFS Wealth Advisors, LLC | 28 | $1.43K | 0.00% | −13−31.7% | Reduced |
| Mather Group, LLC. | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 25 | $1.36K | 0.00% | +15+150.0% | Added |
| Purpose Unlimited Inc. | 26 | $1.31K | 0.00% | −23−46.9% | Reduced |
| Ameriflex Group, Inc. | 25 | $1.26K | 0.00% | +25 | New |
| WealthCollab, LLC | 24 | $1.21K | 0.00% | −338−93.4% | Reduced |
| Asset Dedication, LLC | 23 | $1.16K | 0.00% | +23 | New |
| JDM Financial Group LLC | 23 | $1.16K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 22 | $1.11K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 19 | $961 | 0.00% | +14+280.0% | Added |
| HM Payson & Co | 17 | $860 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 17 | $859 | 0.00% | +17 | New |
| Triumph Capital Management | 16 | $809 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 15 | $758 | 0.00% | +15 | New |
| Torren Management, LLC | 15 | $740 | 0.00% | −14−48.3% | Reduced |
| Cromwell Holdings LLC | 10 | $511 | 0.00% | −9−47.4% | Reduced |
| Action Point Financial Planning, LLC | 9 | $455 | 0.00% | +9 | New |
| Oakmont Advisory Group, LLC | 8 | $404 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $304 | 0.00% | −5−45.5% | Reduced |
| HFM Investment Advisors, LLC | 6 | $304 | 0.00% | +3+100.0% | Added |
| Valued Wealth Advisors LLC | 5 | $256 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $203 | 0.00% | −89−95.7% | Reduced |
| Fortitude Family Office, LLC | 4 | $202 | 0.00% | −21−84.0% | Reduced |
| Horizon Investments, LLC | 4 | $202 | 0.00% | −4−50.0% | Reduced |
| SHP Wealth Management | 4 | $189 | 0.00% | −2−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $152 | 0.00% | −9−75.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $103 | 0.00% | +2 | New |
| Fifth Third Bancorp | 2 | $101 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $101 | 0.00% | +1+100.0% | Added |
| Financial Gravity Companies, Inc. | 2 | $101 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $78 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 1 | $51 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $51 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $51 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $51 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $51 | 0.00% | +1 | New |
| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −354,383−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −248,417−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −233,043−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −207,570−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −140,326−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −46,126−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −41,757−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −26,677−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −26,024−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −20,870−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,552−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −15,292−100.0% | Sold out |
| Total Wealth Planning & Management, Inc. | 0 | $0 | 0.00% | −14,651−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −9,292−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −9,163−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −8,651−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −8,189−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −7,012−100.0% | Sold out |
| Catalyst Financial Partners LLC | 0 | $0 | 0.00% | −6,745−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −6,008−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,947−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −5,885−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −5,462−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −5,407−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −5,172−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −4,965−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Ifrah Financial Services, Inc. | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Tempus Wealth Planning, LLC | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −3,760−100.0% | Sold out |
| Torrey Growth & Income Advisors | 0 | $0 | 0.00% | −3,755−100.0% | Sold out |
| NorthCrest Asset Manangement, LLC | 0 | $0 | 0.00% | −3,643−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −3,686−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −3,443−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −3,348−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| denkapparat Operations GmbH | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −3,212−100.0% | Sold out |
| GeoWealth Management, LLC | 0 | $0 | 0.00% | −3,195−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| North Dakota State Investment Board | 0 | $0 | 0.00% | −3,165−100.0% | Sold out |
| Signature Estate & Investment Advisors LLC | 0 | $0 | 0.00% | −3,131−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −3,062−100.0% | Sold out |
