| Johnson Financial Group, Inc. | 12 | $14.0K | 0.00% | +6+100.0% | Added |
| Glassman Wealth Services | 11 | $12.8K | 0.00% | −1−8.3% | Reduced |
| WealthCollab, LLC | 10 | $11.6K | 0.01% | +10 | New |
| Anchor Investment Management, LLC | 10 | $11.6K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 9 | $10.5K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 9 | $10.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $10.5K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 8 | $9.31K | 0.00% | +1+14.3% | Added |
| Frazier Financial Advisors, LLC | 8 | $9.31K | 0.01% | +8 | New |
| Catalyst Capital Advisors LLC | 8 | $9.31K | 0.00% | −7−46.7% | Reduced |
| Abound Wealth Management | 7 | $8.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $8.15K | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $8.15K | 0.01% | +7 | New |
| TD Waterhouse Canada Inc. | 6 | $7.07K | 0.00% | +1+20.0% | Added |
| Trifecta Capital Advisors, LLC | 6 | $6.99K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $6.99K | 0.00% | +6 | New |
| Independence Bank of Kentucky | 6 | $6.98K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 6 | $6.98K | 0.00% | +6 | New |
| Avion Wealth | 5 | $6.00K | 0.00% | +4+400.0% | Added |
| Smartleaf Asset Management LLC | 5 | $5.84K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 5 | $5.82K | 0.00% | −1−16.7% | Reduced |
| Zions Bancorporation, N.A. | 5 | $5.82K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $5.82K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $5.82K | 0.00% | +1+25.0% | Added |
| Rothschild Investment LLC | 5 | $5.82K | 0.00% | +5 | New |
| West Paces Advisors Inc. | 5 | $5.82K | 0.00% | +5 | New |
| Lee Financial Co | 4 | $4.66K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $4.66K | 0.00% | −5−55.6% | Reduced |
| M&R Capital Management Inc | 4 | $4.66K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $4.66K | 0.00% | +4 | New |
| VisionPoint Advisory Group, LLC | 3 | $3.49K | 0.00% | −5−62.5% | Reduced |
| Cornerstone Planning Group LLC | 3 | $3.49K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3 | $3.49K | 0.00% | +3 | New |
| Provenance Wealth Advisors, LLC | 3 | $3.49K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 3 | $3.00K | 0.00% | +2+200.0% | Added |
| Clearstead Advisors, LLC | 2 | $2.33K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.33K | 0.00% | +2 | New |
| Laffer Tengler Investments | 2 | $2.33K | 0.00% | +2 | New |
| Psagot Value Holdings Ltd. / (Israel) | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $1.87K | 0.00% | +2 | New |
| True Wealth Design, LLC | 1 | $1.17K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $1.17K | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $1.16K | 0.00% | +1 | New |
| GQG Partners LLC | 0 | $0 | 0.00% | −98,800−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −16,747−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −9,887−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −7,409−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −4,861−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −3,930−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −3,829−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −1,920−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −1,197−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| Fukoku Mutual Life Insurance Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Settian Capital LP | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Syntal Capital Partners, LLC | 0 | $0 | 0.00% | −630−100.0% | Sold out |
| Private Capital Advisors, Inc. | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Epacria Capital Partners, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −419−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −374−100.0% | Sold out |
| Fund Management at Engine No. 1 LLC | 0 | $0 | 0.00% | −355−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −294−100.0% | Sold out |
| Cornerstone Wealth Management, LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| Laidlaw Wealth Management LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −253−100.0% | Sold out |
| Pegasus Partners Ltd. | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| American Trust | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Quintet Private Bank (Europe) S.A. | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ritter Daniher Financial Advisory LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Carmel Capital Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Thomas J. Herzfeld Advisors, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |