| CVA Family Office, LLC | 173 | $18.2K | 0.00% | +3+1.8% | Added |
| GW&K Investment Management, LLC | 167 | $18.0K | 0.00% | +3+1.8% | Added |
| Westside Investment Management, Inc. | 158 | $16.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 155 | $16.3K | 0.00% | +4+2.6% | Added |
| Harbour Investments, Inc. | 154 | $16.2K | 0.00% | +2+1.3% | Added |
| Farmers & Merchants Investments Inc | 152 | $15.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 140 | $15.0K | 0.01% | −8−5.4% | Reduced |
| Capital Advisors, Ltd. LLC | 145 | $15.0K | 0.00% | +100+222.2% | Added |
| Financial Network Wealth Advisors LLC | 142 | $14.9K | 0.01% | −4−2.7% | Reduced |
| Zions Bancorporation, N.A. | 141 | $14.8K | 0.00% | −30−17.5% | Reduced |
| Tidemark, LLC | 130 | $13.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 123 | $12.9K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 122 | $12.8K | 0.00% | −36−22.8% | Reduced |
| Bray Capital Advisors | 122 | $12.8K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 122 | $12.8K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 122 | $12.8K | 0.00% | +22+22.0% | Added |
| Raleigh Capital Management Inc. | 115 | $12.1K | 0.00% | −20−14.8% | Reduced |
| Crewe Advisors LLC | 105 | $11.0K | 0.00% | +3+2.9% | Added |
| Creative Financial Designs Inc | 104 | $10.9K | 0.00% | −3−2.8% | Reduced |
| Sittner & Nelson, LLC | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 100 | $10.5K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $10.5K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 100 | $10.5K | 0.00% | +100 | New |
| TD Waterhouse Canada Inc. | 100 | $10.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 91 | $9.55K | 0.00% | −2−2.2% | Reduced |
| Bruce G. Allen Investments, LLC | 87 | $9.13K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 85 | $8.92K | 0.01% | +85 | New |
| Bokf, NA | 81 | $8.15K | 0.00% | +1+1.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $7.89K | 0.00% | +3+4.2% | Added |
| Sound Income Strategies, LLC | 72 | $7.60K | 0.00% | −1−1.4% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $7.24K | 0.00% | +12+21.1% | Added |
| Horizon Bancorp Inc | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 66 | $6.94K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 66 | $6.92K | 0.00% | +66 | New |
| Financial Gravity Companies, Inc. | 65 | $6.82K | 0.00% | +65 | New |
| Beaird Harris Wealth Management, LLC | 60 | $6.30K | 0.00% | −178−74.8% | Reduced |
| Winch Advisory Services, LLC | 59 | $6.24K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 56 | $5.88K | 0.00% | +5+9.8% | Added |
| NBT Bank N A | 50 | $5.25K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 46 | $4.83K | 0.00% | +4+9.5% | Added |
| DT Investment Partners, LLC | 46 | $4.83K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 34 | $3.57K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $3.57K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 31 | $3.30K | 0.00% | +6+24.0% | Added |
| Trifecta Capital Advisors, LLC | 30 | $3.15K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 30 | $3.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $2.74K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $2.73K | 0.00% | +20+333.3% | Added |
| Bartlett & Co. Wealth Management LLC | 23 | $2.42K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 22 | $2.31K | 0.00% | +22 | New |
| Reston Wealth Management LLC | 20 | $2.11K | 0.00% | +20 | New |
| Transamerica Financial Advisors, Inc. | 12 | $2.00K | 0.00% | −990−98.8% | Reduced |
| WR Wealth Planners, LLC | 19 | $1.99K | 0.00% | +13+216.7% | Added |
| Fortitude Family Office, LLC | 19 | $1.99K | 0.00% | +19 | New |
| Grove Bank & Trust | 18 | $1.89K | 0.00% | +18 | New |
| Continuum Advisory, LLC | 19 | $1.70K | 0.00% | +14+280.0% | Added |
| Hexagon Capital Partners LLC | 15 | $1.57K | 0.00% | −31−67.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 15 | $1.52K | 0.00% | +4+36.4% | Added |
| Rise Advisors, LLC | 13 | $1.39K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $1.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 12 | $1.26K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $1.26K | 0.00% | +12 | New |
| SOA Wealth Advisors, LLC. | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Avion Wealth | 15 | $1.00K | 0.00% | +5+50.0% | Added |
| Hoey Investments, Inc | 10 | $953 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $840 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $839 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $735 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $630 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6 | $630 | 0.00% | +6 | New |
| Claris Advisors, LLC | 6 | $630 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 5 | $525 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 5 | $524 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 4 | $420 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $210 | 0.00% | +2 | New |
| PSI Advisors, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $105 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $105 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Third Point LLCSuperinvestorThird Point | 0 | $0 | 0.00% | −1,300,000−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −862,468−100.0% | Sold out |
| Causeway Capital Management LLC | 0 | $0 | 0.00% | −347,776−100.0% | Sold out |
| Clarkston Capital Partners, LLC | 0 | $0 | 0.00% | −334,350−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −93,440−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −78,766−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −62,773−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −62,200−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −61,013−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −52,473−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −31,400−100.0% | Sold out |