| Versant Capital Management, Inc | 26 | $4.60K | 0.00% | −45−63.4% | Reduced |
| Raleigh Capital Management Inc. | 24 | $4.24K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 24 | $4.24K | 0.00% | +24 | New |
| Ameriflex Group, Inc. | 21 | $3.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 20 | $3.54K | 0.00% | −25−55.6% | Reduced |
| Johnson Financial Group, Inc. | 19 | $3.36K | 0.00% | +19 | New |
| Aviso Financial Inc. | 17 | $3.00K | 0.00% | −6,241−99.7% | Reduced |
| Kilter Group LLC | 15 | $2.65K | 0.00% | +15 | New |
| Activest Wealth Management | 15 | $2.65K | 0.00% | +5+50.0% | Added |
| Cape Investment Advisory, Inc. | 14 | $2.48K | 0.00% | −11−44.0% | Reduced |
| Private Trust Co NA | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $2.30K | 0.00% | −80−86.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.12K | 0.00% | +3+33.3% | Added |
| Howard Hughes Medical Institute | 12 | $2.12K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 12 | $2.12K | 0.00% | +12 | New |
| True Wealth Design, LLC | 10 | $1.77K | 0.00% | −12−54.5% | Reduced |
| Blume Capital Management, Inc. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $1.77K | 0.00% | −185−94.9% | Reduced |
| Larson Financial Group LLC | 10 | $1.77K | 0.00% | +10 | New |
| ORG Partners LLC | 9 | $1.61K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $1.59K | 0.00% | −1−10.0% | Reduced |
| Core Alternative Capital | 9 | $1.59K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $1.59K | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $1.59K | 0.00% | +9 | New |
| Smartleaf Asset Management LLC | 9 | $1.57K | 0.00% | −74−89.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10 | $1.53K | 0.00% | +10 | New |
| Park Place Capital Corp | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $1.42K | 0.00% | +8 | New |
| TD Waterhouse Canada Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $1.06K | 0.00% | −2−25.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.06K | 0.00% | +5+500.0% | Added |
| Total Investment Management Inc | 6 | $1.06K | 0.00% | +6 | New |
| Atlantic Trust, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.06K | 0.00% | +1+20.0% | Added |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Avion Wealth | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $885 | 0.00% | −1−16.7% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $885 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $884 | 0.00% | −55−91.7% | Reduced |
| NVWM, LLC | 5 | $884 | 0.00% | +1+25.0% | Added |
| TFC Financial Management | 4 | $708 | 0.00% | −1−20.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $708 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $708 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 4 | $707 | 0.00% | −49−92.5% | Reduced |
| Spire Wealth Management | 4 | $707 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $597 | 0.00% | +2+100.0% | Added |
| South State Corp. | 3 | $531 | 0.00% | −13−81.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $531 | 0.00% | −1−25.0% | Reduced |
| Whipplewood Advisors, LLC | 3 | $531 | 0.00% | −15−83.3% | Reduced |
| SWAN Capital LLC | 3 | $530 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $530 | 0.00% | +2+200.0% | Added |
| Clark Wealth Partners | 3 | $530 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $454 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 2 | $405 | 0.00% | −16−88.9% | Reduced |
| DecisionPoint Financial, LLC | 2 | $359 | 0.00% | +2 | New |
| Key Financial Inc | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $354 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $354 | 0.00% | +2 | New |
| Sunbelt Securities, Inc. | 1 | $234 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $177 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $177 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $177 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $177 | 0.00% | +1 | New |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −1,103,292−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −411,650−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −115,400−100.0% | Sold out |
| Aureus Asset Management, LLC | 0 | $0 | 0.00% | −109,733−100.0% | Sold out |
| Arvin Capital Management LP | 0 | $0 | 0.00% | −69,989−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −68,660−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −54,266−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −51,086−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −48,022−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −42,102−100.0% | Sold out |
| FengHe Fund Management Pte. Ltd. | 0 | $0 | 0.00% | −38,700−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −38,415−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −36,786−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −26,724−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −18,242−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −17,147−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −16,512−100.0% | Sold out |
| Wim Investment Management Ltd | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −13,831−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −12,857−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −12,683−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −12,566−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −12,094−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −11,340−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −11,326−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −11,100−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −10,858−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −10,825−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −10,055−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |