| Cetera Trust Company, N.A | 137 | $22.3K | 0.01% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 133 | $21.7K | 0.01% | +8+6.4% | Added |
| Indiana Trust & Investment Management CO | 130 | $21.2K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 123 | $20.1K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 123 | $20.0K | 0.00% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 125 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 122 | $19.9K | 0.00% | +36+41.9% | Added |
| United Community Bank | 120 | $19.5K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 118 | $19.2K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 112 | $18.2K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 110 | $17.9K | 0.03% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 107 | $17.4K | 0.01% | −52−32.7% | Reduced |
| Global Financial Private Client, LLC | 107 | $17.4K | 0.01% | +56+109.8% | Added |
| Eagle Bay Advisors LLC | 106 | $17.3K | 0.01% | +47+79.7% | Added |
| Northwest Financial Advisors | 105 | $17.1K | 0.01% | +105 | New |
| Morton Brown Family Wealth, LLC | 104 | $16.9K | 0.01% | +104 | New |
| Pacific Capital Wealth Advisors, Inc | 103 | $16.8K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 100 | $16.3K | 0.04% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $16.3K | 0.01% | +100 | New |
| Legend Financial Advisors, Inc. | 98 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 97 | $15.8K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 90 | $15.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 90 | $14.7K | 0.01% | +90 | New |
| PFG Private Wealth Management, LLC | 90 | $14.7K | 0.01% | 00.0% | Unchanged |
| PSI Advisors, LLC | 89 | $14.5K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 85 | $13.8K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 83 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 80 | $13.0K | 0.01% | −70−46.7% | Reduced |
| Thompson Investment Management, Inc. | 77 | $12.5K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 75 | $12.2K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 74 | $12.1K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 65 | $10.6K | 0.00% | +65 | New |
| Dunhill Financial, LLC | 65 | $10.5K | 0.01% | +41+170.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 63 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 56 | $9.12K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $8.15K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 50 | $8.15K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 50 | $8.15K | 0.00% | +50 | New |
| TFC Financial Management | 49 | $8.02K | 0.00% | −2−3.9% | Reduced |
| Ridgewood Investments LLC | 49 | $7.90K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 48 | $7.82K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 46 | $7.31K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 44 | $7.17K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 43 | $7.00K | 0.00% | +43 | New |
| PrairieView Partners, LLC | 46 | $7.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 42 | $6.84K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 41 | $6.70K | 0.00% | +5+13.9% | Added |
| Frazier Financial Advisors, LLC | 40 | $6.52K | 0.01% | −118−74.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 40 | $6.52K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 37 | $6.03K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 35 | $5.76K | 0.02% | +35 | New |
| Cape Investment Advisory, Inc. | 35 | $5.70K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 32 | $5.55K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 34 | $5.54K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $5.05K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $4.00K | 0.00% | −379,337−100.0% | Reduced |
| Mendota Financial Group, LLC | 24 | $3.91K | 0.00% | +24 | New |
| Cedar Wealth Management, LLC | 22 | $3.58K | 0.00% | −11−33.3% | Reduced |
| Anchor Investment Management, LLC | 22 | $3.58K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 21 | $3.42K | 0.00% | +21 | New |
| Spectrum Wealth Counsel, LLC | 20 | $3.26K | 0.00% | +20 | New |
| Cornerstone Planning Group LLC | 21 | $3.05K | 0.00% | +3+16.7% | Added |
| WealthCollab, LLC | 17 | $2.77K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $2.61K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 16 | $2.61K | 0.00% | +16 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 15 | $2.29K | 0.00% | +15 | New |
| Hollencrest Capital Management | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 11 | $1.79K | 0.00% | +11 | New |
| Tucker Asset Management LLC | 9 | $1.47K | 0.00% | −7−43.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 6 | $978 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $977 | 0.00% | −8−57.1% | Reduced |
| REAP Financial Group, LLC | 6 | $950 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $815 | 0.00% | −2−28.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 5 | $815 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $814 | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 4 | $652 | 0.00% | +4 | New |
| Hara Capital LLC | 3 | $489 | 0.00% | +3 | New |
| First Personal Financial Services | 2 | $326 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Focused Wealth Management, Inc | 436 | – | – | +2+0.5% | Added |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −51,340−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Elliott Investment Management L.P.SuperinvestorElliott Investment Management | 0 | $0 | 0.00% | −7,365,000−100.0% | Sold out |
| Menora Mivtachim Holdings Ltd. | 0 | $0 | 0.00% | −512,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −347,995−100.0% | Sold out |
| Thomist Capital Management, LP | 0 | $0 | 0.00% | −215,618−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −156,000−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −130,542−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −108,388−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −99,900−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −99,837−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −99,502−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −80,984−100.0% | Sold out |
| Duff & Phelps Investment Management Co | 0 | $0 | 0.00% | −77,480−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −62,700−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −52,651−100.0% | Sold out |
| FFG Partners, LLC | 0 | $0 | 0.00% | −44,094−100.0% | Sold out |