| Action Point Financial Planning, LLC | 50 | $2.12K | 0.00% | +50 | New |
| Zions Bancorporation, National Association | 45 | $1.94K | 0.00% | −13−22.4% | Reduced |
| Accordant Advisory Group Inc | 41 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 38 | $1.64K | 0.00% | +27+245.5% | Added |
| Raffa Wealth Management, LLC | 34 | $1.47K | 0.00% | −1−2.9% | Reduced |
| Morse Asset Management, Inc | 33 | $1.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $1.43K | 0.00% | +18+120.0% | Added |
| Evermay Wealth Management LLC | 33 | $1.43K | 0.00% | +33 | New |
| Princeton Global Asset Management LLC | 33 | $1.43K | 0.00% | +33 | New |
| LifeSteps Financial, Inc. | 31 | $1.36K | 0.00% | +31 | New |
| Creative Capital Management Investments LLC | 30 | $1.29K | 0.00% | +30 | New |
| Ankerstar Wealth, LLC | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 27 | $1.17K | 0.00% | +27 | New |
| Bruce G. Allen Investments, LLC | 25 | $1.08K | 0.00% | +21+525.0% | Added |
| Gilpin Wealth Management, LLC | 24 | $1.04K | 0.00% | −1−4.0% | Reduced |
| Ares Financial Consulting, LLC | 24 | $1.04K | 0.00% | −12−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 22 | $950 | 0.00% | +2+10.0% | Added |
| ZRC Wealth Management, LLC | 22 | $950 | 0.00% | +14+175.0% | Added |
| Cape Investment Advisory, Inc. | 21 | $907 | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $864 | 0.00% | −5−20.0% | Reduced |
| Manning & Napier Advisors LLC | 19 | $838 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 19 | $821 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 19 | $820 | 0.00% | +19 | New |
| Noble Wealth Management PBC | 18 | $777 | 0.00% | +18 | New |
| First Command Advisory Services, Inc. | 17 | $734 | 0.00% | +17 | New |
| Kilter Group LLC | 16 | $691 | 0.00% | −3−15.8% | Reduced |
| Trust Co of Vermont | 16 | $691 | 0.00% | +16 | New |
| Fulcrum Asset Management LLP | 15 | $662 | 0.00% | +15 | New |
| Fortis Group Advisors, LLC | 15 | $648 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $605 | 0.00% | −12−46.2% | Reduced |
| Stone House Investment Management, LLC | 14 | $605 | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 14 | $604 | 0.00% | −100−87.7% | Reduced |
| HFM Investment Advisors, LLC | 13 | $562 | 0.00% | +6+85.7% | Added |
| Macquarie Group Ltd | 13 | $561 | 0.00% | −100−88.5% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $561 | 0.00% | +13 | New |
| LRI Investments, LLC | 10 | $432 | 0.00% | −67−87.0% | Reduced |
| Retirement Wealth Solutions LLC | 9 | $389 | 0.00% | +5+125.0% | Added |
| Rakuten Securities, Inc. | 8 | $345 | 0.00% | −50−86.2% | Reduced |
| MidFirst Bank | 8 | $345 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $345 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 7 | $303 | 0.00% | +5+250.0% | Added |
| First Horizon Corp | 7 | $302 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 6 | $259 | 0.00% | −174,000−100.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $179 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 3 | $130 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $130 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2 | $86 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $76 | 0.00% | −4−80.0% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $44 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $43 | 0.00% | −552−99.8% | Reduced |
| Silver Grove Financial Group, Inc. | 1 | $43 | 0.00% | −17−94.4% | Reduced |
| Planning Strategies Inc. | 1 | $43 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | −129−96.3% | Reduced |
| Evolution Advisers, Inc. | 14 | $0 | 0.00% | +14 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Medallion Wealth Advisors, LLC | 3,715 | – | – | +2,415+185.8% | Added |
| Liberty One Investment Management, LLC | 0 | $0 | 0.00% | −395,958−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −284,928−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −162,286−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −115,160−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −104,508−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −69,045−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −75,777−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −74,120−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −60,351−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −58,120−100.0% | Sold out |
| Pinebridge Investments LLC | 0 | $0 | 0.00% | −46,298−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −43,890−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −35,558−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −30,900−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −27,597−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −20,463−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −20,192−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −16,641−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −15,765−100.0% | Sold out |
| Professional Financial Advisors, LLC | 0 | $0 | 0.00% | −15,414−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −14,322−100.0% | Sold out |
| Koss-Olinger Consulting, LLC | 0 | $0 | 0.00% | −13,766−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −12,167−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −11,325−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| All Terrain Financial Advisors, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,298−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −9,991−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −9,811−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −9,593−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,667−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −9,057−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −8,780−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,775−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −8,119−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −7,583−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| New Mexico Educational Retirement Board | 0 | $0 | 0.00% | −6,490−100.0% | Sold out |
