| Hemington Wealth Management | 9 | $5.00K | 0.00% | −3−25.0% | Reduced |
| SJS Investment Consulting Inc. | 8 | $4.74K | 0.00% | +6+300.0% | Added |
| Cary Street Partners Financial LLC | 8 | $4.73K | 0.00% | +8 | New |
| Crowley Wealth Management, Inc. | 8 | $4.73K | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $4.48K | 0.00% | −2−20.0% | Reduced |
| Legacy Investment Solutions, LLC | 6 | $4.32K | 0.00% | +6 | New |
| Legacy Wealth Managment, LLC | 6 | $4.32K | 0.00% | +6 | New |
| Beacon Capital Management, LLC | 7 | $4.15K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.14K | 0.01% | +7 | New |
| South Plains Financial, Inc. | 7 | $4.14K | 0.00% | +7 | New |
| Smithfield Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $3.91K | 0.00% | −3−30.0% | Reduced |
| REAP Financial Group, LLC | 6 | $3.58K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $3.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $3.55K | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $3.55K | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $3.55K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $2.96K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 5 | $2.96K | 0.00% | +5 | New |
| Caitong International Asset Management Co., Ltd | 5 | $2.96K | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $2.96K | 0.00% | −1−16.7% | Reduced |
| Kozak & Associates, Inc. | 4 | $2.49K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $2.37K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 4 | $2.37K | 0.00% | +4 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | −7−58.3% | Reduced |
| Cornerstone Planning Group LLC | 3 | $1.80K | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $1.78K | 0.00% | −1−25.0% | Reduced |
| Albion Financial Group | 3 | $1.78K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 3 | $1.78K | 0.00% | +3 | New |
| WealthCollab, LLC | 3 | $1.78K | 0.00% | +3 | New |
| Creative Financial Designs Inc | 3 | $1.77K | 0.00% | −14−82.4% | Reduced |
| Financial Network Wealth Advisors LLC | 3 | $1.77K | 0.00% | −12−80.0% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $1.77K | 0.00% | +3 | New |
| Crews Bank & Trust | 3 | $1.77K | 0.00% | +3 | New |
| Cranbrook Wealth Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $1.18K | 0.00% | −3−60.0% | Reduced |
| TFC Financial Management | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $1.18K | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $1.18K | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −2−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 1 | $593 | 0.00% | −2−66.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 1 | $593 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 1 | $592 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 1 | $592 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1 | $592 | 0.00% | +1 | New |
| Human Investing LLC | 1 | $592 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $592 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $592 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $592 | 0.00% | +1 | New |
| MPWM Advisory Solutions, LLC | 1 | $592 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $591 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $450 | 0.00% | −11−91.7% | Reduced |
| Close Asset Management Ltd | 75 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Research Global Investors | 0 | $0 | 0.00% | −256,871−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −200,490−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −129,200−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −125,515−100.0% | Sold out |
| Analog Century Management LP | 0 | $0 | 0.00% | −103,840−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −71,554−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −58,627−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −37,111−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −31,520−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,904−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −9,150−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −7,652−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −6,502−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −6,787−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −6,345−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,608−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −2,251−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Savant Capital, LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,916−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −1,880−100.0% | Sold out |
| Pier 88 Investment Partners LLC | 0 | $0 | 0.00% | −1,850−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −1,397−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −1,345−100.0% | Sold out |