| JFS Wealth Advisors, LLC | 40 | $7.20K | 0.00% | +1+2.6% | Added |
| Financial Network Wealth Advisors LLC | 38 | $6.87K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 42 | $6.78K | 0.00% | +42 | New |
| Twin Peaks Wealth Advisors, LLC | 35 | $6.77K | 0.00% | +35 | New |
| TD Capital Management LLC | 35 | $6.36K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $6.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $6.12K | 0.00% | −21−38.2% | Reduced |
| North Star Investment Management Corp. | 29 | $5.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 29 | $5.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $4.68K | 0.00% | +26 | New |
| Retirement Wealth Solutions LLC | 26 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 24 | $4.32K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 23 | $4.14K | 0.00% | −2−8.0% | Reduced |
| CIBC Private Wealth Group, LLC | 21 | $3.78K | 0.00% | −31−59.6% | Reduced |
| Private Wealth Management Group, LLC | 21 | $3.78K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 19 | $3.42K | 0.00% | −85−81.7% | Reduced |
| Cape Investment Advisory, Inc. | 19 | $3.42K | 0.00% | +19 | New |
| Webster Bank, N. A. | 17 | $3.06K | 0.00% | +17 | New |
| Beacon Capital Management, LLC | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $2.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.34K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 12 | $2.00K | 0.00% | −80−87.0% | Reduced |
| True Wealth Design, LLC | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $1.98K | 0.00% | +11 | New |
| Essential Partners LLC | 10 | $1.80K | 0.00% | +10 | New |
| Cromwell Holdings LLC | 8 | $1.44K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 6 | $1.15K | 0.00% | +3+100.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.08K | 0.00% | −4−40.0% | Reduced |
| Creative Financial Designs Inc | 5 | $900 | 0.00% | −20−80.0% | Reduced |
| CVA Family Office, LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $900 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $900 | 0.00% | +3+150.0% | Added |
| Morse Asset Management, Inc | 4 | $720 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $720 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 3 | $542 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $540 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $540 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $539 | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $360 | 0.00% | +2 | New |
| Total Investment Management Inc | 1 | $188 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $180 | 0.00% | −16−94.1% | Reduced |
| Rothschild Investment LLC | 1 | $180 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $180 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $180 | 0.00% | +1 | New |
| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −114,422−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −59,722−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −22,615−100.0% | Sold out |
| West Coast Financial LLC | 0 | $0 | 0.00% | −17,930−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,132−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −12,608−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11,085−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −10,870−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,698−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,637−100.0% | Sold out |
| Williamson Legacy Group, LLC | 0 | $0 | 0.00% | −5,457−100.0% | Sold out |
| Novem Group | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −5,262−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −3,911−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,484−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −2,449−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −2,151−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −1,990−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −1,626−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Crawford Fund Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,032−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Bryn Mawr Trust Co | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| WPG Advisers, LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
