| Cape Investment Advisory, Inc. | 15 | $4.22K | 0.00% | +15 | New |
| Avion Wealth | 15 | $4.00K | 0.00% | +9+150.0% | Added |
| Elevated Capital Advisors, LLC | 14 | $3.94K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 14 | $3.94K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $3.94K | 0.00% | +14 | New |
| Tower View Investment Management & Research LLC | 13 | $3.66K | 0.00% | −3−18.8% | Reduced |
| Private Trust Co NA | 13 | $3.66K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 13 | $3.66K | 0.00% | +3+30.0% | Added |
| Cullen/Frost Bankers, Inc. | 12 | $3.39K | 0.00% | −16−57.1% | Reduced |
| Atlantic Trust, LLC | 12 | $3.38K | 0.00% | +6+100.0% | Added |
| Cornerstone Financial Management LLC | 12 | $3.38K | 0.00% | −1−7.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 12 | $3.38K | 0.00% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 11 | $3.10K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.10K | 0.00% | +2+22.2% | Added |
| Chesapeake Asset Management LLC | 11 | $3.10K | 0.00% | +11 | New |
| Sachetta, LLC | 10 | $2.82K | 0.00% | −6−37.5% | Reduced |
| Rosenberg Matthew Hamilton | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $2.82K | 0.00% | +7+233.3% | Added |
| West Paces Advisors Inc. | 10 | $2.82K | 0.00% | +10 | New |
| Ares Financial Consulting, LLC | 9 | $2.56K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 9 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $2.54K | 0.00% | +2+28.6% | Added |
| Webster Bank, N. A. | 9 | $2.54K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 8 | $2.27K | 0.00% | −5−38.5% | Reduced |
| First United Bank Trust | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $2.25K | 0.00% | +3+60.0% | Added |
| Key Capital Management, INC | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.97K | 0.00% | +3+75.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $1.89K | 0.00% | −7−50.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 6 | $1.80K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $1.69K | 0.00% | +1+20.0% | Added |
| Rothschild Investment LLC | 6 | $1.69K | 0.00% | +4+200.0% | Added |
| Manchester Capital Management LLC | 5 | $1.41K | 0.00% | −2−28.6% | Reduced |
| Marshall Investment Management, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 5 | $1.41K | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 4 | $1.22K | 0.00% | −4−50.0% | Reduced |
| Basepoint Wealth LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $1.13K | 0.00% | −14−77.8% | Reduced |
| Bogart Wealth, LLC | 4 | $1.13K | 0.00% | −3−42.9% | Reduced |
| Bruce G. Allen Investments, LLC | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 4 | $1.13K | 0.00% | +1+33.3% | Added |
| Synergy Investment Management, LLC | 3 | $1.01K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $846 | 0.00% | −1−25.0% | Reduced |
| NBT Bank N A | 3 | $845 | 0.00% | −296−99.0% | Reduced |
| 1015 Capital Partners, LLC | 3 | $845 | 0.00% | −2−40.0% | Reduced |
| Alerus Financial NA | 3 | $845 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $737 | 0.00% | −3−50.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $587 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $564 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2 | $564 | 0.00% | +2 | New |
| Golden State Equity Partners | 2 | $563 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $563 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 2 | $563 | 0.00% | +2 | New |
| Torren Management, LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $282 | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 1 | $282 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $282 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $282 | 0.00% | +1 | New |
| American National Bank | 1 | $281 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $214 | 0.00% | 0 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $155 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Cantillon Capital Management LLC | 0 | $0 | 0.00% | −324,927−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −238,515−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −109,442−100.0% | Sold out |
| Lynwood Price Capital Management LP | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −51,927−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −37,605−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −28,398−100.0% | Sold out |
| 1248 Management, LLC | 0 | $0 | 0.00% | −13,873−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,611−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −8,300−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −6,018−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −5,717−100.0% | Sold out |
| Coastal Bridge Advisors, LLC | 0 | $0 | 0.00% | −5,575−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −5,210−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −5,198−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −5,147−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −4,251−100.0% | Sold out |
| AG2R la Mondiale Gestion D'Actifs | 0 | $0 | 0.00% | −4,043−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −3,171−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −2,595−100.0% | Sold out |
| Matrix Trust Co | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,941−100.0% | Sold out |
| Potentia Wealth | 0 | $0 | 0.00% | −1,580−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,330−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
