| Bell Investment Advisors, Inc | 46 | $3.10K | 0.00% | +8+21.1% | Added |
| Institute for Wealth Management, LLC. | 45 | $3.03K | 0.00% | +45 | New |
| Your Advocates Ltd., LLP | 44 | $2.96K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 44 | $2.96K | 0.00% | +28+175.0% | Added |
| Kilter Group LLC | 43 | $2.90K | 0.00% | −18−29.5% | Reduced |
| Valued Wealth Advisors LLC | 43 | $2.90K | 0.00% | +8+22.9% | Added |
| Chesapeake Asset Management LLC | 40 | $2.69K | 0.00% | +40 | New |
| Marquette Asset Management, LLC | 37 | $2.49K | 0.00% | −34−47.9% | Reduced |
| Dogwood Wealth Management LLC | 37 | $2.49K | 0.00% | +4+12.1% | Added |
| GHP Investment Advisors, Inc. | 37 | $2.48K | 0.00% | −23−38.3% | Reduced |
| J.Safra Asset Management Corp | 36 | $2.42K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 36 | $2.42K | 0.00% | +35+3,500.0% | Added |
| Brown, Lisle/Cummings, Inc. | 36 | $2.42K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $2.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $2.36K | 0.00% | +8+29.6% | Added |
| JPL Wealth Management, LLC | 32 | $2.16K | 0.00% | −16−33.3% | Reduced |
| 10Elms LLP | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 31 | $2.09K | 0.00% | −8−20.5% | Reduced |
| NVWM, LLC | 31 | $2.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $2.02K | 0.00% | +13+76.5% | Added |
| AdvisorNet Financial, Inc | 30 | $2.02K | 0.00% | +30 | New |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $1.89K | 0.00% | +16+133.3% | Added |
| Synergy Investment Management, LLC | 25 | $1.88K | 0.00% | +21+525.0% | Added |
| Rakuten Securities, Inc. | 25 | $1.68K | 0.00% | +14+127.3% | Added |
| Asset Dedication, LLC | 25 | $1.68K | 0.00% | +25 | New |
| NBT Bank N A | 24 | $1.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $1.55K | 0.00% | −5−17.9% | Reduced |
| Clark Wealth Partners | 23 | $1.55K | 0.00% | +4+21.1% | Added |
| TFC Financial Management | 22 | $1.48K | 0.00% | +20+1,000.0% | Added |
| Strive Financial Group ,LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $1.35K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 19 | $1.28K | 0.00% | +19 | New |
| Quaker Wealth Management, LLC | 18 | $1.21K | 0.00% | +9+100.0% | Added |
| Toth Financial Advisory Corp | 17 | $1.15K | 0.00% | −402−95.9% | Reduced |
| Bayban | 17 | $1.15K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $1.08K | 0.00% | +5+45.5% | Added |
| Retirement Wealth Solutions LLC | 15 | $1.01K | 0.00% | −6−28.6% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 14 | $943 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 14 | $942 | 0.00% | +14 | New |
| PayPay Securities Corp | 13 | $876 | 0.03% | −1−7.1% | Reduced |
| Nvest Wealth Strategies, Inc. | 13 | $876 | 0.00% | +9+225.0% | Added |
| Davis Capital Management | 13 | $876 | 0.00% | +13 | New |
| Prestige Wealth Management Group LLC | 12 | $809 | 0.00% | +12 | New |
| WestEnd Advisors, LLC | 12 | $808 | 0.00% | +2+20.0% | Added |
| Abound Wealth Management | 11 | $741 | 0.00% | −32−74.4% | Reduced |
| Downshift Financial, LLC | 11 | $741 | 0.00% | +11 | New |
| Burk Holdings LLC | 10 | $674 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $610 | 0.00% | −3−25.0% | Reduced |
| Basepoint Wealth LLC | 9 | $606 | 0.00% | 00.0% | Unchanged |
| Motco | 9 | $606 | 0.00% | +9 | New |
| DecisionPoint Financial, LLC | 8 | $551 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 8 | $539 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $539 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 7 | $472 | 0.00% | 00.0% | Unchanged |
| Timbuktu Capital Management, LLC | 6 | $404 | 0.00% | +6 | New |
| Trust Co | 5 | $337 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $337 | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 4 | $294 | 0.00% | +1+33.3% | Added |
| DHJJ Financial Advisors, Ltd. | 4 | $270 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $203 | 0.00% | −2−40.0% | Reduced |
| Maryland Capital Advisors Inc. | 3 | $203 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $202 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 2 | $135 | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 2 | $135 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $67 | 0.00% | −12−92.3% | Reduced |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 12 | $0 | 0.00% | +12 | New |
| Coppell Advisory Solutions LLC | 3 | – | – | +3 | New |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −1,384,000−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −1,048,097−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −800,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −566,312−100.0% | Sold out |
| Defilade Capital Management, L.P. | 0 | $0 | 0.00% | −538,762−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −393,576−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −175,000−100.0% | Sold out |
| PFM Health Sciences, LP | 0 | $0 | 0.00% | −149,734−100.0% | Sold out |
| Soleus Capital Management, L.P. | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −120,760−100.0% | Sold out |
| Meridiem Capital Partners LP | 0 | $0 | 0.00% | −118,345−100.0% | Sold out |
| Ithaka Group LLC | 0 | $0 | 0.00% | −105,626−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −71,347−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −59,875−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −43,560−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −38,524−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −35,640−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −32,645−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −30,928−100.0% | Sold out |
| Comprehensive Financial Consultants Institutional, Inc. | 0 | $0 | 0.00% | −30,592−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −30,492−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −20,106−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −19,906−100.0% | Sold out |