| Costello Asset Management, INC | 300 | $5.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 298 | $5.39K | 0.00% | −276−48.1% | Reduced |
| Alerus Financial NA | 297 | $5.37K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 283 | $5.12K | 0.00% | +283 | New |
| Torren Management, LLC | 275 | $4.97K | 0.00% | −3,611−92.9% | Reduced |
| Rosenberg Matthew Hamilton | 271 | $4.90K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 262 | $4.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 252 | $4.56K | 0.00% | +10+4.1% | Added |
| JFS Wealth Advisors, LLC | 250 | $4.54K | 0.00% | +21+9.2% | Added |
| Central Trust Co | 250 | $4.52K | 0.00% | −5−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 245 | $4.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 234 | $4.23K | 0.00% | +44+23.2% | Added |
| New England Capital Financial Advisors LLC | 227 | $4.11K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 225 | $4.07K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 208 | $3.77K | 0.00% | +208 | New |
| Front Row Advisors LLC | 200 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 200 | $3.62K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 189 | $3.42K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 175 | $3.17K | 0.00% | +130+288.9% | Added |
| Geneos Wealth Management Inc. | 153 | $2.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 130 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 129 | $2.33K | 0.00% | −16−11.0% | Reduced |
| Clearstead Advisors, LLC | 125 | $2.26K | 0.00% | −818−86.7% | Reduced |
| Stone House Investment Management, LLC | 125 | $2.26K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 122 | $2.21K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 119 | $2.15K | 0.00% | −1,317−91.7% | Reduced |
| Sachetta, LLC | 111 | $2.01K | 0.00% | +111 | New |
| Creative Financial Designs Inc | 100 | $1.81K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $1.81K | 0.00% | +30+42.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 94 | $1.70K | 0.00% | −11−10.5% | Reduced |
| WPG Advisers, LLC | 90 | $1.63K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 89 | $1.61K | 0.00% | +89 | New |
| Cornerstone Financial Management LLC | 85 | $1.54K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 83 | $1.52K | 0.00% | +83 | New |
| Manchester Capital Management LLC | 82 | $1.48K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 82 | $1.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 76 | $1.38K | 0.00% | −43−36.1% | Reduced |
| Caitlin John, LLC | 75 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 75 | $1.36K | 0.00% | +75 | New |
| DiNuzzo Private Wealth, Inc. | 68 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 68 | $1.23K | 0.00% | +3+4.6% | Added |
| Pacific Center for Financial Services | 66 | $1.19K | 0.00% | +1+1.5% | Added |
| Intentional Wealth Strategies, LLC | 63 | $1.14K | 0.00% | +63 | New |
| Spire Wealth Management | 59 | $1.07K | 0.00% | −188−76.1% | Reduced |
| Capital Advisors, Ltd. LLC | 55 | $1.00K | 0.00% | −25−31.3% | Reduced |
| TD Private Client Wealth LLC | 54 | $977 | 0.00% | −13−19.4% | Reduced |
| Toronto Dominion Bank | 53 | $959 | 0.00% | +53 | New |
| Transamerica Financial Advisors, Inc. | 45 | $822 | 0.00% | −187−80.6% | Reduced |
| Cromwell Holdings LLC | 45 | $820 | 0.00% | +14+45.2% | Added |
| Bay Harbor Wealth Management, LLC | 42 | $769 | 0.00% | +9+27.3% | Added |
| Hilton Head Capital Partners, LLC | 40 | $724 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 38 | $688 | 0.00% | −13−25.5% | Reduced |
| Boreal Capital Management LLC | 36 | $658 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 36 | $652 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 35 | $633 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $561 | 0.00% | +31 | New |
| Operose Advisors LLC | 31 | $561 | 0.00% | +31 | New |
| Twin Peaks Wealth Advisors, LLC | 31 | $561 | 0.00% | +31 | New |
| Wolff Wiese Magana LLC | 30 | $545 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $543 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $543 | 0.00% | +4+15.4% | Added |
| Tidemark, LLC | 29 | $525 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $507 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $398 | 0.00% | −84−79.2% | Reduced |
| Triumph Capital Management | 20 | $366 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $362 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 18 | $326 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 17 | $308 | 0.00% | +17 | New |
| First Horizon Corp | 16 | $289 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $235 | 0.00% | +13 | New |
| Insight Financial Services | 10 | $180 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $109 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $90 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 4 | $75 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 4 | $72 | 0.00% | −118,793−100.0% | Reduced |
| Mather Group, LLC. | 2 | $37 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $37 | 0.00% | +2 | New |
| Intesa Sanpaolo S.p.A. | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −1,884−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −5,019,982−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,498,006−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −1,034,950−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −415,510−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −357,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −295,350−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −264,692−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −234,152−100.0% | Sold out |
| BWCP, LP | 0 | $0 | 0.00% | −233,283−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −214,464−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −202,091−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −205,844−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −204,200−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −168,713−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −151,162−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −141,090−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −133,429−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −124,758−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −118,982−100.0% | Sold out |