| GW&K Investment Management, LLC | 26 | $7.00K | 0.00% | −17−39.5% | Reduced |
| Acumen Wealth Advisors, LLC | 27 | $6.89K | 0.00% | +27 | New |
| Bruce G. Allen Investments, LLC | 27 | $6.89K | 0.00% | −6−18.2% | Reduced |
| BankPlus Trust Department | 25 | $6.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $6.38K | 0.00% | +24+2,400.0% | Added |
| Nemes Rush Group LLC | 24 | $6.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 22 | $5.62K | 0.00% | −2−8.3% | Reduced |
| Oakworth Capital, Inc. | 22 | $5.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $5.62K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 21 | $5.36K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 20 | $5.11K | 0.00% | −276−93.2% | Reduced |
| Prosperity Bancshares Inc | 20 | $5.11K | 0.00% | +20 | New |
| Motiv8 Investments LLC | 18 | $5.00K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 19 | $4.85K | 0.00% | +19 | New |
| Sachetta, LLC | 18 | $4.59K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $4.59K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 17 | $4.34K | 0.00% | −16−48.5% | Reduced |
| Grove Bank & Trust | 16 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $4.02K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 14 | $3.57K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 12 | $3.06K | 0.00% | −6−33.3% | Reduced |
| MV Capital Management, Inc. | 12 | $3.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $3.06K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 12 | $3.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $2.81K | 0.00% | −145−92.9% | Reduced |
| Raffa Wealth Management, LLC | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 11 | $2.81K | 0.00% | +11 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $2.76K | 0.00% | +10 | New |
| Canada Pension Plan Investment Board | 10 | $2.55K | 0.00% | −2,601−99.6% | Reduced |
| True Wealth Design, LLC | 10 | $2.55K | 0.00% | −260−96.3% | Reduced |
| South State Corp. | 10 | $2.55K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 10 | $2.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 10 | $2.55K | 0.00% | +10 | New |
| Wilkerson Advisory Group LLC | 9 | $2.30K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.06K | 0.00% | +3+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $2.04K | 0.00% | +3+60.0% | Added |
| Bartlett & Co. Wealth Management LLC | 7 | $1.79K | 0.00% | −10−58.8% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.79K | 0.00% | −3−30.0% | Reduced |
| Kilter Group LLC | 7 | $1.79K | 0.00% | +1+16.7% | Added |
| Dunhill Financial, LLC | 7 | $1.79K | 0.00% | +2+40.0% | Added |
| CoreCap Advisors, LLC | 6 | $1.53K | 0.00% | −317−98.1% | Reduced |
| Rakuten Securities, Inc. | 6 | $1.53K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $1.53K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $1.53K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 5 | $1.28K | 0.00% | −33−86.8% | Reduced |
| Marquette Asset Management, LLC | 5 | $1.28K | 0.00% | −6−54.5% | Reduced |
| Picton Mahoney Asset Management | 5 | $1.28K | 0.00% | −3,185−99.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 5 | $1.28K | 0.00% | −115−95.8% | Reduced |
| Aspect Partners, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $1.28K | 0.00% | +2+66.7% | Added |
| Abound Wealth Management | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $1.02K | 0.00% | +1+33.3% | Added |
| Turning Point Benefit Group, Inc. | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $1.02K | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $1.02K | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 3 | $766 | 0.00% | −9−75.0% | Reduced |
| Bare Financial Services, Inc | 3 | $766 | 0.00% | −3−50.0% | Reduced |
| Alerus Financial NA | 3 | $766 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $766 | 0.00% | +3 | New |
| Clayton Financial Group LLC | 3 | $766 | 0.00% | +3 | New |
| Key Capital Management, INC | 3 | $766 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 2 | $511 | 0.00% | −2−50.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $511 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $511 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1 | $292 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $256 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $256 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $255 | 0.00% | −120−99.2% | Reduced |
| WestEnd Advisors, LLC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 1 | $255 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $255 | 0.00% | +1 | New |
| Jessup Wealth Management, Inc | 1 | $255 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $255 | 0.00% | +1 | New |
| Avion Wealth | 3 | $0 | 0.00% | −5−62.5% | Reduced |
| Vinland Capital Management Gestora de Recursos LTDA. | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −312,725−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −280,763−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −212,836−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −203,665−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −84,811−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −64,583−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −50,412−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −47,835−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −45,800−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −30,148−100.0% | Sold out |
| Hamilton Point Investment Advisors, LLC | 0 | $0 | 0.00% | −29,231−100.0% | Sold out |
| Leeward Investments, LLC - MA | 0 | $0 | 0.00% | −24,457−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −23,953−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,254−100.0% | Sold out |
| Axecap Investments, LLC | 0 | $0 | 0.00% | −21,982−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,810−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −19,910−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −18,763−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −17,700−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,140−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −15,217−100.0% | Sold out |
