| Arlington Trust Co LLC | 151 | $25.7K | 0.00% | +151 | New |
| Innovative Asset Advisors Group, LLC | 138 | $23.5K | 0.01% | +138 | New |
| Ogorek Anthony Joseph | 131 | $22.0K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 129 | $21.9K | 0.00% | +47+57.3% | Added |
| Financial Management Professionals, Inc. | 125 | $21.3K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 115 | $19.6K | 0.00% | +115 | New |
| IFP Advisors, Inc | 106 | $18.0K | 0.00% | −26−19.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $16.7K | 0.00% | −10−9.3% | Reduced |
| Mather Group, LLC. | 97 | $16.5K | 0.00% | +97 | New |
| Federation des caisses Desjardins du Quebec | 97 | $16.5K | 0.00% | +97 | New |
| Cullen/Frost Bankers, Inc. | 91 | $15.5K | 0.00% | +12+15.2% | Added |
| Meramec Financial Planners, LLC | 83 | $14.5K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 71 | $12.1K | 0.00% | −89−55.6% | Reduced |
| WealthCollab, LLC | 69 | $11.7K | 0.00% | +28+68.3% | Added |
| Financial Network Wealth Advisors LLC | 62 | $10.5K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 58 | $9.86K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 55 | $9.35K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $8.78K | 0.00% | +2+4.1% | Added |
| Cornerstone Planning Group LLC | 46 | $7.79K | 0.00% | −1−2.1% | Reduced |
| Highline Wealth Partners LLC | 44 | $7.48K | 0.00% | +41+1,366.7% | Added |
| Basepoint Wealth LLC | 43 | $7.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $7.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 41 | $6.97K | 0.00% | +32+355.6% | Added |
| Advisory Services Network, LLC | 38 | $6.46K | 0.00% | −3,083−98.8% | Reduced |
| JFS Wealth Advisors, LLC | 36 | $6.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 36 | $6.12K | 0.00% | +36 | New |
| JNBA Financial Advisors | 32 | $5.44K | 0.00% | +32 | New |
| Valued Wealth Advisors LLC | 30 | $5.10K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $5.10K | 0.00% | +30 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 29 | $4.93K | 0.00% | 00.0% | Unchanged |
| American National Bank | 29 | $4.93K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 28 | $4.76K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $4.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $4.42K | 0.00% | +26 | New |
| Altshuler Shaham Ltd | 25 | $4.25K | 0.00% | −2−7.4% | Reduced |
| Tidemark, LLC | 25 | $4.25K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 24 | $4.08K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $3.91K | 0.00% | +6+35.3% | Added |
| CVA Family Office, LLC | 23 | $3.91K | 0.00% | +13+130.0% | Added |
| Simplex Trading, LLC | 19 | $3.23K | 0.00% | +19 | New |
| Activest Wealth Management | 18 | $3.06K | 0.00% | −9−33.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 15 | $2.55K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 15 | $2.55K | 0.00% | +10+200.0% | Added |
| Whipplewood Advisors, LLC | 15 | $2.55K | 0.00% | +15 | New |
| Country Trust Bank | 14 | $2.38K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 12 | $2.04K | 0.00% | −19−61.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 12 | $2.04K | 0.00% | −4−25.0% | Reduced |
| Cornerstone Financial Management LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 11 | $1.87K | 0.00% | +5+83.3% | Added |
| Clearstead Advisors, LLC | 10 | $1.70K | 0.00% | −636−98.5% | Reduced |
| Albion Financial Group | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 10 | $1.70K | 0.00% | −89−89.9% | Reduced |
| Quent Capital, LLC | 10 | $1.70K | 0.00% | −4−28.6% | Reduced |
| Bare Financial Services, Inc | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $1.53K | 0.00% | +1+12.5% | Added |
| Picton Mahoney Asset Management | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 7 | $1.19K | 0.00% | +4+133.3% | Added |
| Navigoe, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $850 | 0.00% | +2+66.7% | Added |
| Rialto Wealth Management, LLC | 4 | $681 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $680 | 0.00% | +3+300.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 4 | $680 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 3 | $510 | 0.00% | −1−25.0% | Reduced |
| USA Financial Portformulas Corp | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $510 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 2 | $340 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $340 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $171 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $170 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 1 | $170 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $170 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −103,642−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −93,994−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −45,424−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −43,116−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −29,066−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −26,451−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −16,578−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −12,400−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −10,754−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −9,200−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,268−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −8,045−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −7,948−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −7,585−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −6,953−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −5,486−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −5,182−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,632−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −3,751−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −3,727−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,714−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,221−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |