| J.Safra Asset Management Corp | 26 | $3.41K | 0.00% | +16+160.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $3.28K | 0.00% | +7+38.9% | Added |
| CoreCap Advisors, LLC | 24 | $3.24K | 0.00% | −4−14.3% | Reduced |
| Root Financial Partners, LLC | 24 | $3.15K | 0.00% | −1−4.0% | Reduced |
| POM Investment Strategies, LLC | 24 | $3.15K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $3.15K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $3.02K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 23 | $3.02K | 0.00% | +23 | New |
| Indiana Trust & Investment Management CO | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $2.77K | 0.00% | +3+16.7% | Added |
| Darwin Advisors, LLC | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 20 | $2.62K | 0.00% | −1,722−98.9% | Reduced |
| SJS Investment Consulting Inc. | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $2.49K | 0.00% | +19 | New |
| Investors Research Corp | 19 | $2.49K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.36K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 17 | $2.29K | 0.00% | −48−73.8% | Reduced |
| Wolff Wiese Magana LLC | 17 | $2.23K | 0.00% | −10−37.0% | Reduced |
| First Command Advisory Services, Inc. | 17 | $2.23K | 0.00% | +17 | New |
| Wilkerson Advisory Group LLC | 17 | $2.23K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.11K | 0.00% | −173−91.5% | Reduced |
| Bangor Savings Bank | 16 | $2.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.97K | 0.00% | +8+114.3% | Added |
| Clayton Financial Group LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $1.84K | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 13 | $1.74K | 0.00% | +2+18.2% | Added |
| Kilter Group LLC | 13 | $1.71K | 0.00% | −6−31.6% | Reduced |
| Hollencrest Capital Management | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $1.71K | 0.00% | +13 | New |
| Financial Consulate, Inc | 12 | $1.57K | 0.00% | +2+20.0% | Added |
| Kingdom Financial Group LLC. | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $1.56K | 0.00% | +12 | New |
| TFC Financial Management | 11 | $1.44K | 0.00% | −4−26.7% | Reduced |
| Raleigh Capital Management Inc. | 11 | $1.44K | 0.00% | +11 | New |
| Burk Holdings LLC | 11 | $1.44K | 0.00% | +11 | New |
| Signature Equity Partners, LLC | 11 | $1.42K | 0.00% | +1+10.0% | Added |
| NVWM, LLC | 10 | $1.31K | 0.00% | +5+100.0% | Added |
| Arlington Trust Co LLC | 10 | $1.31K | 0.00% | +10 | New |
| South State Corp. | 9 | $1.18K | 0.00% | −6−40.0% | Reduced |
| Ameriflex Group, Inc. | 9 | $1.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.05K | 0.00% | +4+100.0% | Added |
| TIAA Wealth Investment Management LLC | 8 | $1.03K | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 7 | $925 | 0.00% | +3+75.0% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $918 | 0.00% | +2+40.0% | Added |
| Rialto Wealth Management, LLC | 7 | $918 | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $918 | 0.00% | +7 | New |
| Strategic Wealth Partners, Ltd. | 6 | $787 | 0.00% | −9−60.0% | Reduced |
| Triumph Capital Management | 6 | $787 | 0.00% | +1+20.0% | Added |
| RWM Asset Management, LLC | 5 | $656 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 4 | $525 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $525 | 0.00% | +2+100.0% | Added |
| Nvest Wealth Strategies, Inc. | 4 | $525 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 3 | $393 | 0.00% | −1−25.0% | Reduced |
| Silicon Valley Capital Partners | 2 | $266 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $263 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $262 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $262 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $262 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $132 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −392,329−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −385,535−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −218,563−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −55,897−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −39,292−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −38,344−100.0% | Sold out |
| Masterton Capital Management, LP | 0 | $0 | 0.00% | −33,850−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −30,991−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −31,001−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,430−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −27,921−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −25,967−100.0% | Sold out |
| Lasalle Investment Management Securities LLC | 0 | $0 | 0.00% | −23,416−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −22,705−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −13,226−100.0% | Sold out |
| Lotus Technology Management, LP | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −7,797−100.0% | Sold out |
| Fulton Breakefield Broenniman LLC | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −5,201−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −4,720−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −3,779−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −3,521−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,076−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −2,384−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −2,321−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,058−100.0% | Sold out |
| Symphony Financial, Ltd. Co. | 0 | $0 | 0.00% | −1,985−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |