| MTM Investment Management, LLC | 49 | $7.41K | 0.00% | +49 | New |
| Carolina Wealth Advisors, LLC | 48 | $7.26K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 48 | $7.26K | 0.00% | −2,798−98.3% | Reduced |
| Leonteq Securities AG | 42 | $6.35K | 0.00% | +42 | New |
| Curio Wealth, LLC | 42 | $6.35K | 0.00% | +41+4,100.0% | Added |
| Centennial Bank | 40 | $6.05K | 0.00% | +40 | New |
| Geneos Wealth Management Inc. | 39 | $5.90K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 38 | $5.75K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 35 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 34 | $5.14K | 0.00% | +1+3.0% | Added |
| Fortitude Family Office, LLC | 34 | $5.14K | 0.00% | +34 | New |
| Sachetta, LLC | 33 | $4.99K | 0.00% | +20+153.8% | Added |
| Howard Hughes Medical Institute | 33 | $4.99K | 0.00% | +33 | New |
| Armstrong Advisory Group, Inc | 32 | $4.84K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 31 | $4.69K | 0.00% | −18−36.7% | Reduced |
| Signature Resources Capital Management, LLC | 30 | $4.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 29 | $4.39K | 0.00% | −2−6.5% | Reduced |
| WPG Advisers, LLC | 29 | $4.39K | 0.00% | −31−51.7% | Reduced |
| Washington Trust Advisors, Inc. | 29 | $4.37K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 28 | $4.24K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $4.08K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 26 | $3.93K | 0.00% | −742−96.6% | Reduced |
| Abound Wealth Management | 25 | $3.78K | 0.00% | −2−7.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $3.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $3.39K | 0.00% | +10+83.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $3.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $3.18K | 0.00% | +5+31.3% | Added |
| Orion Capital Management LLC | 20 | $3.03K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $2.88K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 17 | $2.57K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $2.27K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $2.27K | 0.00% | +12+400.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $2.27K | 0.00% | +2+15.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $2.12K | 0.00% | +14 | New |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 13 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $1.81K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.67K | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $1.66K | 0.00% | +6+120.0% | Added |
| NVWM, LLC | 10 | $1.51K | 0.00% | −1−9.1% | Reduced |
| Greykasell Wealth Strategies, Inc. | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $1.51K | 0.00% | +1+11.1% | Added |
| High Note Wealth, LLC | 9 | $1.36K | 0.00% | −13−59.1% | Reduced |
| SJS Investment Consulting Inc. | 9 | $1.36K | 0.00% | −6−40.0% | Reduced |
| Financial Network Wealth Advisors LLC | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.34K | 0.00% | −4−30.8% | Reduced |
| Private Wealth Management Group, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.21K | 0.00% | +4+100.0% | Added |
| Highline Wealth Partners LLC | 8 | $1.21K | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $1.20K | 0.00% | +8 | New |
| Bokf, NA | 7 | $1.06K | 0.00% | −1−12.5% | Reduced |
| Parkworth Wealth Management, Inc. | 7 | $1.06K | 0.00% | +3+75.0% | Added |
| HFM Investment Advisors, LLC | 7 | $1.06K | 0.00% | +4+133.3% | Added |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $908 | 0.00% | +3+100.0% | Added |
| Essential Partners LLC | 6 | $908 | 0.00% | +6 | New |
| Crewe Advisors LLC | 4 | $606 | 0.00% | +4 | New |
| Stephens Consulting, LLC | 4 | $606 | 0.00% | +4 | New |
| GPS Wealth Strategies Group, LLC | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 4 | $605 | 0.00% | +4 | New |
| Total Investment Management Inc | 4 | $605 | 0.00% | +4 | New |
| Grove Bank & Trust | 4 | $605 | 0.00% | +4 | New |
| CBIZ Investment Advisory Services, LLC | 4 | $605 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 3 | $454 | 0.00% | −8−72.7% | Reduced |
| Frazier Financial Advisors, LLC | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 3 | $454 | 0.00% | +3 | New |
| Blume Capital Management, Inc. | 2 | $303 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $151 | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| IFP Advisors, Inc | 16 | – | – | −220−93.2% | Reduced |
| TPG GP A, LLC | 0 | $0 | 0.00% | −413,744−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −160,110−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −57,300−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −46,112−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −27,411−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −27,305−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −23,142−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −22,968−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,146−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −19,392−100.0% | Sold out |
| Night Squared LP | 0 | $0 | 0.00% | −16,313−100.0% | Sold out |
| TFJ Management, LLC | 0 | $0 | 0.00% | −15,776−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −10,943−100.0% | Sold out |
| Black Swift Group, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −8,827−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −8,140−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,372−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −6,684−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,607−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −5,428−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,790−100.0% | Sold out |