| JFS Wealth Advisors, LLC | 94 | $15.6K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 90 | $14.9K | 0.00% | +7+8.4% | Added |
| Thompson Investment Management, Inc. | 80 | $13.3K | 0.00% | −28−25.9% | Reduced |
| Opal Wealth Advisors, LLC | 75 | $12.5K | 0.00% | +75 | New |
| Lindbrook Capital, LLC | 69 | $11.5K | 0.00% | −26−27.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 66 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 59 | $9.80K | 0.00% | −17−22.4% | Reduced |
| National Pension Service | 55 | $9.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $8.63K | 0.00% | +34+188.9% | Added |
| GeoWealth Management, LLC | 51 | $8.47K | 0.00% | +7+15.9% | Added |
| Jamison Private Wealth Management, Inc. | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $8.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $8.13K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 49 | $8.13K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 49 | $8.13K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 44 | $7.37K | 0.01% | −2,643−98.4% | Reduced |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $6.47K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 39 | $6.47K | 0.00% | +39 | New |
| C M Bidwell & Associates Ltd | 37 | $6.14K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 36 | $5.98K | 0.00% | −38−51.4% | Reduced |
| Bell Investment Advisors, Inc | 35 | $5.81K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $5.64K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $5.64K | 0.00% | +3+9.7% | Added |
| ESL Trust Services, LLC | 31 | $5.15K | 0.00% | +31 | New |
| Oakworth Capital, Inc. | 27 | $4.48K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 27 | $4.48K | 0.00% | +27 | New |
| Delta Asset Management LLC | 25 | $4.15K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 24 | $3.98K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 22 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.65K | 0.00% | −15−40.5% | Reduced |
| Institutional & Family Asset Management, LLC | 20 | $3.32K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 19 | $3.16K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $3.15K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 18 | $2.99K | 0.00% | −42−70.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 18 | $2.99K | 0.00% | +18 | New |
| City State Bank | 17 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 17 | $2.82K | 0.00% | +17 | New |
| Carolinas Wealth Consulting LLC | 14 | $2.19K | 0.00% | +1+7.7% | Added |
| Criterion Capital Advisors, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 13 | $2.16K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | +4+44.4% | Added |
| Financial Management Professionals, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.99K | 0.00% | +2+20.0% | Added |
| Aspire Private Capital, LLC | 12 | $1.99K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 11 | $1.83K | 0.00% | +11 | New |
| Assetmark, Inc | 10 | $1.66K | 0.00% | +5+100.0% | Added |
| Valued Wealth Advisors LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.33K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $1.16K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 7 | $1.15K | 0.00% | +2+40.0% | Added |
| Raleigh Capital Management Inc. | 6 | $996 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 6 | $996 | 0.00% | +6 | New |
| Sofos Investments, Inc. | 5 | $830 | 0.00% | −20−80.0% | Reduced |
| Rakuten Securities, Inc. | 5 | $830 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $830 | 0.00% | +5 | New |
| Delos Wealth Advisors, LLC | 4 | $695 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $665 | 0.00% | +4 | New |
| Continuum Advisory, LLC | 3 | $498 | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 3 | $498 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $333 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $328 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | +3+100.0% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −81,471−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −27,029−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −25,304−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −19,250−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −17,206−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,065−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −15,590−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −15,063−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,719−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,928−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −10,128−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −8,191−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −8,079−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −5,007−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −4,897−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,701−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −3,917−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −2,564−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −2,046−100.0% | Sold out |
| Quotient Wealth Partners, LLC | 0 | $0 | 0.00% | −2,028−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −1,801−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,657−100.0% | Sold out |
| Morton Capital Management LLC | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |