| Zions Bancorporation, N.A. | 39 | $9.89K | 0.00% | −435−91.8% | Reduced |
| WPG Advisers, LLC | 39 | $9.89K | 0.01% | +39 | New |
| MV Capital Management, Inc. | 36 | $9.13K | 0.00% | −46−56.1% | Reduced |
| Meeder Asset Management Inc | 36 | $9.13K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $9.03K | 0.00% | −14−28.0% | Reduced |
| Raleigh Capital Management Inc. | 35 | $8.94K | 0.00% | −43−55.1% | Reduced |
| Winch Advisory Services, LLC | 33 | $8.37K | 0.00% | +33 | New |
| Citizens National Bank Trust Department | 32 | $8.12K | 0.00% | −35−52.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 29 | $8.00K | 0.00% | +29 | New |
| Atticus Wealth Management, LLC | 30 | $7.61K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $7.61K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 28 | $7.11K | 0.00% | −51−64.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 27 | $6.85K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $6.60K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $6.34K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $6.34K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 25 | $6.34K | 0.00% | +25 | New |
| Atlas Capital Advisors LLC | 25 | $6.34K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 22 | $6.00K | 0.00% | −45−67.2% | Reduced |
| Whipplewood Advisors, LLC | 23 | $5.83K | 0.00% | +23 | New |
| Evelyn Partners Asset Management Ltd | 22 | $5.58K | 0.00% | +22 | New |
| LRI Investments, LLC | 20 | $5.07K | 0.00% | −137−87.3% | Reduced |
| Archer Investment Corp | 20 | $5.07K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 19 | $4.84K | 0.00% | −1−5.0% | Reduced |
| Dunhill Financial, LLC | 19 | $4.82K | 0.00% | −4−17.4% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $4.82K | 0.01% | +19 | New |
| Brown Brothers Harriman & Co | 19 | $4.82K | 0.00% | −148−88.6% | Reduced |
| Larson Financial Group LLC | 18 | $4.57K | 0.00% | +14+350.0% | Added |
| Bank & Trust Co | 17 | $4.31K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $4.31K | 0.00% | −13−43.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $4.19K | 0.00% | −79−83.2% | Reduced |
| Red Tortoise LLC | 16 | $4.06K | 0.00% | −5−23.8% | Reduced |
| WR Wealth Planners, LLC | 16 | $4.06K | 0.00% | +11+220.0% | Added |
| Fairway Wealth LLC | 16 | $4.06K | 0.00% | +16 | New |
| Harbor Investment Advisory, LLC | 14 | $3.55K | 0.00% | −386−96.5% | Reduced |
| Raffa Wealth Management, LLC | 14 | $3.55K | 0.00% | +3+27.3% | Added |
| Valued Wealth Advisors LLC | 13 | $3.31K | 0.00% | +3+30.0% | Added |
| Cassady Schiller Wealth Management, LLC | 13 | $3.30K | 0.00% | +13 | New |
| Eagle Bay Advisors LLC | 12 | $3.06K | 0.00% | −8−40.0% | Reduced |
| Cornerstone Planning Group LLC | 10 | $2.98K | 0.00% | +8+400.0% | Added |
| AdvisorNet Financial, Inc | 10 | $2.54K | 0.00% | −223−95.7% | Reduced |
| Delta Asset Management LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 8 | $2.03K | 0.00% | −16−66.7% | Reduced |
| Aspect Partners, LLC | 8 | $2.03K | 0.00% | −10−55.6% | Reduced |
| TFC Financial Management | 8 | $2.03K | 0.00% | −5−38.5% | Reduced |
| Lee Danner & Bass Inc | 8 | $2.03K | 0.00% | +8 | New |
| Golden State Wealth Management, LLC | 8 | $2.03K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 8 | $2.03K | 0.00% | +8 | New |
| Runnymede Capital Advisors, Inc. | 8 | $2.03K | 0.00% | +8 | New |
| NVWM, LLC | 8 | $2.03K | 0.00% | −75−90.4% | Reduced |
| Avion Wealth | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| First PREMIER Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $1.78K | 0.00% | +7 | New |
| Flagship Wealth Advisors, LLC | 7 | $1.78K | 0.00% | +7 | New |
| SOA Wealth Advisors, LLC. | 6 | $1.53K | 0.00% | −1−14.3% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 6 | $1.52K | 0.00% | +6 | New |
| Strategic Investment Solutions, Inc. | 5 | $1.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 4 | $1.01K | 0.00% | −24−85.7% | Reduced |
| Core Alternative Capital | 4 | $1.01K | 0.00% | +2+100.0% | Added |
| NewSquare Capital LLC | 4 | $1.01K | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $1.01K | 0.00% | +4 | New |
| Investment Management Corp | 3 | $768 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $764 | 0.00% | −25−89.3% | Reduced |
| WealthTrak Capital Management LLC | 3 | $762 | 0.00% | +3 | New |
| New Wave Wealth Advisors LLC | 3 | $761 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $651 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $532 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $507 | 0.00% | +1+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 1 | $254 | 0.00% | −5−83.3% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 1 | $254 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $253 | 0.00% | +1 | New |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −738,984−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −444,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −443,331−100.0% | Sold out |
| CCLA Investment Management Ltd | 0 | $0 | 0.00% | −316,913−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −360,374−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −333,725−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −274,821−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −197,892−100.0% | Sold out |
| Starboard Value LPSuperinvestorStarboard Value | 0 | $0 | 0.00% | −191,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −165,700−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −158,181−100.0% | Sold out |
| Rock Springs Capital Management LP | 0 | $0 | 0.00% | −148,000−100.0% | Sold out |
| TimesSquare Capital Management, LLC | 0 | $0 | 0.00% | −146,532−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −143,086−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −120,577−100.0% | Sold out |
| Caden Capital Partners, LP | 0 | $0 | 0.00% | −108,524−100.0% | Sold out |
| Perpetual Ltd | 0 | $0 | 0.00% | −99,726−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −82,689−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −72,141−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −68,042−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −53,683−100.0% | Sold out |
| C WorldWide Group Holding A/S | 0 | $0 | 0.00% | −52,459−100.0% | Sold out |
