| Quarry LP | 28 | $4.49K | 0.00% | +28 | New |
| Bare Financial Services, Inc | 27 | $4.33K | 0.00% | +24+800.0% | Added |
| TD Private Client Wealth LLC | 25 | $4.01K | 0.00% | −4−13.8% | Reduced |
| JPL Wealth Management, LLC | 25 | $4.01K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 22 | $3.53K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $3.53K | 0.00% | +22 | New |
| Caldwell Sutter Capital, Inc. | 20 | $3.21K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $3.05K | 0.00% | −1−5.0% | Reduced |
| Cape Investment Advisory, Inc. | 19 | $3.05K | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 17 | $2.73K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 17 | $2.69K | 0.00% | +2+13.3% | Added |
| Wolff Wiese Magana LLC | 16 | $2.56K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 15 | $2.40K | 0.00% | +15 | New |
| Westfuller Advisors, LLC | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $2.25K | 0.00% | −5−26.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 14 | $2.25K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 13 | $2.08K | 0.02% | −12−48.0% | Reduced |
| True Wealth Design, LLC | 13 | $2.08K | 0.00% | −4−23.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13 | $2.08K | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 12 | $1.92K | 0.00% | −5−29.4% | Reduced |
| Cromwell Holdings LLC | 12 | $1.92K | 0.00% | +12 | New |
| Private Wealth Management Group, LLC | 11 | $1.76K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $1.76K | 0.00% | −11−50.0% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 11 | $1.76K | 0.00% | +11 | New |
| Creative Capital Management Investments LLC | 11 | $1.76K | 0.00% | +11 | New |
| Whittier Trust Co | 9 | $1.50K | 0.00% | +9 | New |
| CVA Family Office, LLC | 9 | $1.44K | 0.00% | −45−83.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $1.44K | 0.00% | −2−18.2% | Reduced |
| HFM Investment Advisors, LLC | 8 | $1.28K | 0.00% | +5+166.7% | Added |
| Highline Wealth Partners LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $1.28K | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $962 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $641 | 0.00% | −3−42.9% | Reduced |
| Trust Co | 4 | $641 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $481 | 0.00% | −99−97.1% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $481 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $481 | 0.00% | +1+50.0% | Added |
| Investors Portfolio Services LLC | 3 | $481 | 0.00% | +3 | New |
| Planning Strategies Inc. | 2 | $321 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $161 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $161 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −318,394−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −259,917−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −168,926−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −58,056−100.0% | Sold out |
| PensionDanmark Pensionsforsikringsaktieselskab | 0 | $0 | 0.00% | −53,107−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −52,247−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −41,787−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −30,810−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −30,124−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −28,832−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −27,411−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −20,531−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −17,770−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −17,315−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −11,936−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,294−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −8,878−100.0% | Sold out |
| Argent Capital Management LLC | 0 | $0 | 0.00% | −7,640−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −7,071−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −7,032−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −6,397−100.0% | Sold out |
| Sheets Smith Wealth Management | 0 | $0 | 0.00% | −5,986−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −5,608−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −5,278−100.0% | Sold out |
| Oak Associates, Ltd | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Evolve Private Wealth, LLC | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −4,443−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −4,622−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −4,029−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Pittenger & Anderson Inc | 0 | $0 | 0.00% | −3,895−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| HMS Capital Management, LLC | 0 | $0 | 0.00% | −2,596−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |
| Brown Miller Wealth Management, LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −2,199−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,102−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,099−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| Advyzon Investment Management, LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,415−100.0% | Sold out |