| Fuller & Thaler Asset Management, Inc. | 63 | $14.8K | 0.00% | −27−30.0% | Reduced |
| NewSquare Capital LLC | 63 | $14.8K | 0.00% | +31+96.9% | Added |
| Private Trust Co NA | 60 | $14.1K | 0.00% | −17−22.1% | Reduced |
| New England Capital Financial Advisors LLC | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $11.8K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 50 | $11.8K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $11.0K | 0.00% | +53 | New |
| Grove Bank & Trust | 45 | $10.6K | 0.00% | −1−2.2% | Reduced |
| TD Waterhouse Canada Inc. | 45 | $10.4K | 0.00% | −28−38.4% | Reduced |
| Ronald Blue Trust, Inc. | 44 | $10.4K | 0.00% | −27−38.0% | Reduced |
| SWAN Capital LLC | 35 | $8.24K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 30 | $7.06K | 0.00% | −24−44.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $6.36K | 0.00% | +27 | New |
| Centricity Wealth Management, LLC | 26 | $6.12K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $5.89K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $5.89K | 0.00% | −2−7.4% | Reduced |
| High Note Wealth, LLC | 25 | $5.89K | 0.00% | −1−3.8% | Reduced |
| Community Bank, N.A. | 25 | $5.89K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 24 | $5.65K | 0.00% | +24 | New |
| South State Corp. | 23 | $5.42K | 0.00% | −13−36.1% | Reduced |
| Bell Investment Advisors, Inc | 23 | $5.42K | 0.00% | +3+15.0% | Added |
| Optiver Holding B.V. | 23 | $5.42K | 0.00% | +23 | New |
| Manchester Capital Management LLC | 22 | $5.18K | 0.00% | −6−21.4% | Reduced |
| Smithfield Trust Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $4.95K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 21 | $4.94K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 20 | $4.71K | 0.00% | +20 | New |
| MV Capital Management, Inc. | 19 | $4.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $4.47K | 0.00% | +5+35.7% | Added |
| LGT Financial Advisors LLC | 19 | $4.47K | 0.01% | +19 | New |
| Cornerstone Planning Group LLC | 20 | $4.46K | 0.00% | −13−39.4% | Reduced |
| Golden State Wealth Management, LLC | 18 | $4.24K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 24 | $4.05K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $3.53K | 0.00% | −7−31.8% | Reduced |
| Whipplewood Advisors, LLC | 15 | $3.53K | 0.00% | −1−6.3% | Reduced |
| Rossby Financial, LCC | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.71K | 0.00% | +9+300.0% | Added |
| CVA Family Office, LLC | 11 | $2.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $2.59K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 11 | $2.59K | 0.00% | +11 | New |
| Ossiam | 10 | $2.35K | 0.00% | −76−88.4% | Reduced |
| Private Wealth Management Group, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $2.35K | 0.00% | +6+150.0% | Added |
| Ancora Advisors, LLC | 10 | $2.35K | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 9 | $2.12K | 0.00% | +8+800.0% | Added |
| WPG Advisers, LLC | 9 | $2.12K | 0.00% | −56−86.2% | Reduced |
| Fortitude Family Office, LLC | 9 | $2.12K | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.88K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 7 | $1.65K | 0.00% | +4+133.3% | Added |
| Country Trust Bank | 7 | $1.65K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.41K | 0.00% | +1+20.0% | Added |
| Montag A & Associates Inc | 6 | $1.34K | 0.00% | −6−50.0% | Reduced |
| UMA Financial Services, Inc. | 5 | $1.18K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 5 | $1.18K | 0.00% | +4+400.0% | Added |
| AdvisorNet Financial, Inc | 5 | $1.18K | 0.00% | +3+150.0% | Added |
| Ameritas Advisory Services, LLC | 5 | $1.18K | 0.00% | +5 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| CoreCap Advisors, LLC | 4 | $942 | 0.00% | −2−33.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $942 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $942 | 0.00% | +4 | New |
| ORG Partners LLC | 4 | $932 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 3 | $707 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 3 | $706 | 0.00% | −3−50.0% | Reduced |
| Dunhill Financial, LLC | 2 | $473 | 0.00% | −174−98.9% | Reduced |
| SJS Investment Consulting Inc. | 2 | $471 | 0.00% | −1−33.3% | Reduced |
| American Capital Advisory, LLC | 2 | $471 | 0.00% | −1−33.3% | Reduced |
| Raleigh Capital Management Inc. | 2 | $471 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $470 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $463 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $236 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $235 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 1 | $235 | 0.00% | +1 | New |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −92,649−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −81,300−100.0% | Sold out |
| Sixth Street Partners Management Company, L.P. | 0 | $0 | 0.00% | −79,000−100.0% | Sold out |
| Bullseye Asset Management LLC | 0 | $0 | 0.00% | −35,432−100.0% | Sold out |
| Westerly Capital Management, LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −20,428−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,984−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −19,388−100.0% | Sold out |
| Ofi Invest Asset Management | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −12,180−100.0% | Sold out |
| Laurus Investment Counsel Inc. | 0 | $0 | 0.00% | −10,990−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,114−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| Crescent Park Management, L.P. | 0 | $0 | 0.00% | −6,185−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −5,448−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −5,410−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −4,242−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Circle Wealth Management, LLC | 0 | $0 | 0.00% | −3,390−100.0% | Sold out |
