| Jackson, Grant Investment Advisers, Inc. | 28 | $4.01K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 28 | $4.00K | 0.00% | −28−50.0% | Reduced |
| Avion Wealth | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Beaird Harris Wealth Management, LLC | 28 | $3.96K | 0.00% | +2+7.7% | Added |
| Founders Capital Management | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $3.86K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 27 | $3.86K | 0.00% | +27 | New |
| Atlantic Trust, LLC | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 24 | $3.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 22 | $3.15K | 0.00% | −9−29.0% | Reduced |
| Washington Trust Advisors, Inc. | 21 | $3.08K | 0.00% | +17+425.0% | Added |
| Highline Wealth Partners LLC | 21 | $3.06K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 21 | $3.02K | 0.00% | +21 | New |
| FSA Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $2.83K | 0.00% | −1−5.0% | Reduced |
| Pineridge Advisors LLC | 20 | $2.79K | 0.00% | +1+5.3% | Added |
| TFC Financial Management | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 19 | $2.72K | 0.00% | −86−81.9% | Reduced |
| Team Financial Group, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $2.58K | 0.00% | +10+125.0% | Added |
| Rialto Wealth Management, LLC | 17 | $2.43K | 0.00% | −1−5.6% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $2.43K | 0.00% | +2+13.3% | Added |
| Guerra Advisors Inc | 17 | $2.43K | 0.00% | +17 | New |
| Evelyn Partners Asset Management Ltd | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $2.15K | 0.00% | −151−91.0% | Reduced |
| Wolff Wiese Magana LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Vermillion Wealth Management, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 16 | $2.00K | 0.00% | −16−50.0% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $1.86K | 0.00% | +13 | New |
| Activest Wealth Management | 12 | $1.72K | 0.00% | −11−47.8% | Reduced |
| Addison Advisors LLC | 11 | $1.57K | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 11 | $1.57K | 0.00% | +5+83.3% | Added |
| Golden State Wealth Management, LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Clark Wealth Partners | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Heartwood Wealth Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Avalon Trust Co | 4 | $573 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $558 | 0.00% | −2−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $515 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $489 | 0.00% | −155−98.1% | Reduced |
| First Pacific Financial | 3 | $446 | 0.00% | −13−81.3% | Reduced |
| DecisionPoint Financial, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 2 | $287 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $287 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $287 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 2 | $286 | 0.00% | +2 | New |
| Westend Capital Management, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $143 | 0.00% | +1 | New |
| Rakuten Investment Management, Inc. | 29,991 | – | – | +29,991 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −263,160−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −132,057−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −65,380−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −52,355−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −49,970−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −42,137−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −42,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −25,510−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −24,117−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −24,027−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −22,190−100.0% | Sold out |
| Dupree Financial Group, LLC | 0 | $0 | 0.00% | −21,241−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −18,358−100.0% | Sold out |
| Garda Capital Partners LP | 0 | $0 | 0.00% | −18,356−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −16,242−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −15,925−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −13,690−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −11,380−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −10,934−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −10,490−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,825−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −7,487−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −6,998−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −6,655−100.0% | Sold out |
| Abbot Financial Management, Inc. | 0 | $0 | 0.00% | −5,918−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −5,269−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −5,122−100.0% | Sold out |
| Davis Investment Partners, LLC | 0 | $0 | 0.00% | −4,951−100.0% | Sold out |
| Heritage Wealth Management, Inc. | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,033−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |