| GW&K Investment Management, LLC | 52 | $9.00K | 0.00% | −10−16.1% | Reduced |
| Stance Capital LLC | 51 | $8.99K | 0.01% | +51 | New |
| Gordian Capital Singapore Pte Ltd | 50 | $8.90K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 50 | $8.90K | 0.00% | +10+25.0% | Added |
| HighMark Wealth Management LLC | 50 | $8.81K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 50 | $8.81K | 0.01% | +50 | New |
| Rothschild Investment LLC | 49 | $8.64K | 0.00% | −44−47.3% | Reduced |
| Quent Capital, LLC | 49 | $8.64K | 0.00% | +1+2.1% | Added |
| First Horizon Advisors, Inc. | 49 | $8.63K | 0.00% | −90−64.7% | Reduced |
| Bruce G. Allen Investments, LLC | 45 | $7.93K | 0.01% | −5−10.0% | Reduced |
| Vision Financial Markets LLC | 42 | $7.40K | 0.01% | +42 | New |
| Venturi Wealth Management, LLC | 41 | $7.23K | 0.00% | −16−28.1% | Reduced |
| Colonial Trust Co | 41 | $7.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 42 | $7.00K | 0.00% | −6−12.5% | Reduced |
| Beacon Capital Management, LLC | 38 | $6.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 37 | $6.52K | 0.00% | −120−76.4% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 32 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 34 | $5.99K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 32 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $5.64K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $5.46K | 0.00% | −1−3.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 31 | $5.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $4.76K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 25 | $4.41K | 0.00% | −1−3.8% | Reduced |
| AllSquare Wealth Management LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $4.41K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 25 | $4.41K | 0.00% | +25 | New |
| Armstrong Advisory Group, Inc | 24 | $4.23K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 24 | $4.23K | 0.00% | +24 | New |
| Demars Financial Group, LLC | 722,760 | $4.10K | 0.13% | +718,631+17,404.5% | Added |
| Ameriflex Group, Inc. | 22 | $3.69K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 20 | $3.52K | 0.00% | −16−44.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 20 | $3.52K | 0.00% | +20 | New |
| Johnson Financial Group, Inc. | 21 | $3.44K | 0.00% | −1−4.5% | Reduced |
| CVA Family Office, LLC | 18 | $3.17K | 0.00% | −38−67.9% | Reduced |
| Avion Wealth | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $2.73K | 0.00% | −3−16.7% | Reduced |
| Evermay Wealth Management LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 15 | $2.64K | 0.00% | +15 | New |
| Decker Retirement Planning Inc. | 15 | $2.64K | 0.00% | +15 | New |
| Brown Brothers Harriman & Co | 14 | $2.47K | 0.00% | −31−68.9% | Reduced |
| PayPay Securities Corp | 14 | $2.47K | 0.11% | +14 | New |
| Roxbury Financial LLC | 12 | $2.39K | 0.00% | +12 | New |
| Center for Financial Planning, Inc. | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 13 | $2.29K | 0.00% | −10−43.5% | Reduced |
| Red Tortoise LLC | 12 | $2.12K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $1.76K | 0.00% | +10 | New |
| Financially Speaking Inc | 10 | $1.76K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $1.23K | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $1.17K | 0.00% | +2+40.0% | Added |
| PFG Private Wealth Management, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 6 | $1.06K | 0.00% | +6 | New |
| Winthrop Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 5 | $891 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 5 | $881 | 0.00% | −5−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $881 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 5 | $881 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 4 | $708 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $705 | 0.00% | −6,105−99.9% | Reduced |
| WR Wealth Planners, LLC | 4 | $705 | 0.00% | −14−77.8% | Reduced |
| TFC Financial Management | 4 | $705 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 4 | $705 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 4 | $705 | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 3 | $535 | 0.00% | +3 | New |
| Evergreen Private Wealth LLC | 3 | $529 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $529 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $529 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $353 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $353 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $353 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $352 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $352 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $329 | 0.00% | −2−50.0% | Reduced |
| NewSquare Capital LLC | 1 | $176 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $176 | 0.00% | +1 | New |
| Sugar Maple Asset Management, LLC | 1 | $176 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Egerton Capital (UK) LLP | 0 | $0 | 0.00% | −348,161−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −317,345−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −156,146−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −150,554−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −108,918−100.0% | Sold out |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −94,920−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −93,608−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −83,141−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
