| National Bank of Canada | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 210 | $11.2K | 0.00% | +52+32.9% | Added |
| Cypress Capital, LLC | 205 | $10.9K | 0.00% | +205 | New |
| Bear Mountain Capital, Inc. | 200 | $10.2K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 190 | $10.1K | 0.00% | −1,500−88.8% | Reduced |
| Ameritas Investment Partners, Inc. | 190 | $10.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 186 | $9.90K | 0.00% | −4,037−95.6% | Reduced |
| Atlas Capital Advisors LLC | 186 | $9.90K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 182 | $9.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 174 | $9.76K | 0.01% | −88−33.6% | Reduced |
| Boyd Watterson Asset Management LLC | 182 | $9.69K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 182 | $9.69K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 166 | $8.84K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 160 | $8.52K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 156 | $8.30K | 0.01% | +156 | New |
| Versant Capital Management, Inc | 151 | $8.04K | 0.00% | +151 | New |
| Householder Group Estate & Retirement Specialist, LLC | 164 | $8.00K | 0.00% | −161−49.5% | Reduced |
| Independence Bank of Kentucky | 150 | $7.99K | 0.00% | +150 | New |
| Bellevue Asset Management, LLC | 145 | $7.72K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 112 | $5.96K | 0.00% | +112 | New |
| Global Financial Private Client, LLC | 111 | $5.91K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 105 | $5.89K | 0.01% | +105 | New |
| JJJ Advisors Inc. | 110 | $5.86K | 0.00% | 00.0% | Unchanged |
| Robinson Capital Management, LLC | 100 | $5.58K | 0.00% | −200−66.7% | Reduced |
| City Holding Co | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $5.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $5.32K | 0.00% | +100 | New |
| Ridgewood Investments LLC | 100 | $5.32K | 0.00% | +100 | New |
| Great Lakes Retirement, Inc. | 100 | $5.32K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 100 | $5.32K | 0.00% | +100 | New |
| CVA Family Office, LLC | 96 | $5.11K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 88 | $4.71K | 0.00% | −6−6.4% | Reduced |
| Laurel Wealth Advisors LLC | 74 | $3.94K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 74 | $3.94K | 0.00% | +74 | New |
| Assetmark, Inc | 67 | $3.57K | 0.00% | −71−51.4% | Reduced |
| Game Plan Financial Advisors, LLC | 60 | $3.19K | 0.00% | −94−61.0% | Reduced |
| Thompson Investment Management, Inc. | 60 | $3.19K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 54 | $2.88K | 0.00% | +54 | New |
| WFA of San Diego, LLC | 52 | $2.77K | 0.00% | +52 | New |
| Tortoise Investment Management, LLC | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $2.66K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 46 | $2.45K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 39 | $2.08K | 0.00% | −165−80.9% | Reduced |
| Beacon Capital Management, LLC | 35 | $1.86K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 34 | $1.81K | 0.00% | +34 | New |
| Friedenthal Financial | 33 | $1.76K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 29 | $1.54K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 24 | $1.28K | 0.00% | +24 | New |
| Private Ocean, LLC | 24 | $1.28K | 0.00% | +24 | New |
| Voisard Asset Management Group, Inc. | 17 | $906 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 10 | $532 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $532 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $267 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $106 | 0.00% | −155−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 10 | $0 | 0.00% | +3+42.9% | Added |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,349,077−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −1,013,000−100.0% | Sold out |
| Bracebridge Capital, LLC | 0 | $0 | 0.00% | −419,910−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −233,187−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −184,914−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −103,944−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −94,900−100.0% | Sold out |
| AlphaQ Advisors LLC | 0 | $0 | 0.00% | −77,652−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Prosperity Financial Group, Inc. | 0 | $0 | 0.00% | −45,733−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −23,010−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −22,889−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −21,605−100.0% | Sold out |
| Sassicaia Capital Advisers LLC | 0 | $0 | 0.00% | −17,600−100.0% | Sold out |
| Edgewood Management LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −14,914−100.0% | Sold out |
| OneAscent Financial Services LLC | 0 | $0 | 0.00% | −14,201−100.0% | Sold out |
| Johnson & White Wealth Management, LLC | 0 | $0 | 0.00% | −9,810−100.0% | Sold out |
| BCS Wealth Management | 0 | $0 | 0.00% | −9,196−100.0% | Sold out |
| Wealth Quarterback LLC | 0 | $0 | 0.00% | −8,353−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,801−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −7,701−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −7,734−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −7,108−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −6,459−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −6,389−100.0% | Sold out |
| Cornerstone Advisors Asset Management, LLC | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Concorde Asset Management, LLC | 0 | $0 | 0.00% | −6,102−100.0% | Sold out |
| Strait & Sound Wealth Management LLC | 0 | $0 | 0.00% | −6,050−100.0% | Sold out |
| Sandhill Capital Partners LLC | 0 | $0 | 0.00% | −5,571−100.0% | Sold out |
| Delta Financial Group, Inc. | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Wallington Asset Management, LLC | 0 | $0 | 0.00% | −5,325−100.0% | Sold out |
| Perennial Investment Advisors, LLC | 0 | $0 | 0.00% | −4,944−100.0% | Sold out |
| NorthStar Asset Management LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| GFG Capital, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Coordinated Financial Services, Inc. | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |