| Rothschild Investment LLC | 513 | $12.3K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 492 | $12.0K | 0.00% | +492 | New |
| Brown Brothers Harriman & Co | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 500 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 481 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 468 | $11.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 465 | $11.1K | 0.00% | 00.0% | Unchanged |
| Hershey Financial Advisers, LLC | 401 | $9.58K | 0.01% | +401 | New |
| Jones Financial Companies LLLP | 400 | $9.56K | 0.00% | +400 | New |
| Allspring Global Investments Holdings, LLC | 375 | $8.96K | 0.00% | +11+3.0% | Added |
| Ronald Blue Trust, Inc. | 321 | $8.84K | 0.00% | +321 | New |
| SOA Wealth Advisors, LLC. | 363 | $8.66K | 0.00% | −49−11.9% | Reduced |
| Fortitude Family Office, LLC | 351 | $8.38K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $7.36K | 0.00% | +150+94.9% | Added |
| Clearstead Advisors, LLC | 300 | $7.17K | 0.00% | +300 | New |
| Rosenberg Matthew Hamilton | 303 | $7.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 265 | $6.33K | 0.00% | +265 | New |
| JFS Wealth Advisors, LLC | 261 | $6.24K | 0.00% | +7+2.8% | Added |
| TFC Financial Management | 252 | $6.01K | 0.00% | +252 | New |
| Private Trust Co NA | 248 | $5.92K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 233 | $5.57K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 210 | $5.02K | 0.00% | +210 | New |
| Bell Investment Advisors, Inc | 175 | $4.18K | 0.00% | +1+0.6% | Added |
| Bessemer Group Inc | 172 | $4.00K | 0.00% | −600−77.7% | Reduced |
| Private Wealth Management Group, LLC | 148 | $3.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 143 | $3.42K | 0.00% | +111+346.9% | Added |
| MV Capital Management, Inc. | 137 | $3.27K | 0.00% | +2+1.5% | Added |
| HM Payson & Co | 125 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $2.89K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 120 | $2.87K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 115 | $2.75K | 0.00% | +1+0.9% | Added |
| VisionPoint Advisory Group, LLC | 114 | $2.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 105 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $2.39K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 98 | $2.34K | 0.00% | −127−56.4% | Reduced |
| SJS Investment Consulting Inc. | 88 | $2.10K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 86 | $2.06K | 0.00% | +86 | New |
| Foster Dykema Cabot & Partners, LLC | 82 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 84 | $1.92K | 0.00% | +84 | New |
| Continuum Advisory, LLC | 79 | $1.89K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 75 | $1.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 66 | $1.58K | 0.00% | +17+34.7% | Added |
| Hoey Investments, Inc | 65 | $1.55K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $1.03K | 0.00% | −218−83.5% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 25 | $597 | 0.05% | −119−82.6% | Reduced |
| Bear Mountain Capital, Inc. | 23 | $551 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $454 | 0.00% | +19 | New |
| Valued Wealth Advisors LLC | 15 | $359 | 0.00% | +10+200.0% | Added |
| Opal Wealth Advisors, LLC | 15 | $359 | 0.00% | +15 | New |
| Assetmark, Inc | 15 | $358 | 0.00% | +10+200.0% | Added |
| Ridgewood Investments LLC | 13 | $299 | 0.00% | +13 | New |
| Gradient Investments LLC | 11 | $263 | 0.00% | −41−78.8% | Reduced |
| Belpointe Asset Management LLC | 11 | $262 | 0.00% | −8,697−99.9% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $169 | 0.00% | +1+14.3% | Added |
| Tucker Asset Management LLC | 5 | $119 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 4 | $96 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 2 | $48 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 0 | $1 | 0.00% | 0 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,070,900−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −883,689−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −841,248−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −737,056−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −284,538−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −188,238−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −155,334−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −148,599−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −144,216−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −143,600−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −115,264−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −105,863−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −105,639−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −97,296−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −96,080−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −84,100−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −82,557−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −82,464−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −67,406−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −63,456−100.0% | Sold out |
| Foguth Wealth Management, LLC. | 0 | $0 | 0.00% | −63,456−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −40,764−100.0% | Sold out |
| Three Seasons Wealth, LLC | 0 | $0 | 0.00% | −41,587−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −40,131−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,420−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −29,665−100.0% | Sold out |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −14,358−100.0% | Sold out |
| Win Advisors, Inc | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −12,442−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −8,646−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −8,234−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −7,532−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −7,509−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| New Covenant Trust Company, N.A. | 0 | $0 | 0.00% | −1,167−100.0% | Sold out |