| Toth Financial Advisory Corp | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 21 | $2.35K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 20 | $2.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $1.95K | 0.00% | +1+6.3% | Added |
| Thompson Investment Management, Inc. | 17 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.79K | 0.00% | −8−33.3% | Reduced |
| Dogwood Wealth Management LLC | 15 | $1.68K | 0.00% | +15 | New |
| Cromwell Holdings LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $1.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.57K | 0.00% | +14 | New |
| Elevated Capital Advisors, LLC | 14 | $1.57K | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 13 | $1.46K | 0.00% | −3−18.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 13 | $1.46K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $1.34K | 0.00% | −5−29.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $1.34K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 12 | $1.34K | 0.00% | +12 | New |
| Addison Advisors LLC | 12 | $1.34K | 0.00% | +12 | New |
| Ankerstar Wealth, LLC | 12 | $1.34K | 0.00% | +12 | New |
| Aspect Partners, LLC | 11 | $1.23K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.01K | 0.00% | +9 | New |
| Webster Bank, N. A. | 9 | $1.01K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | −16−57.1% | Reduced |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 8 | $896 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $895 | 0.00% | −23−74.2% | Reduced |
| Bogart Wealth, LLC | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $672 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 6 | $671 | 0.00% | +6 | New |
| Sunrise Financial Services, LLC | 6 | $671 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 5 | $560 | 0.00% | −391−98.7% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $560 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $560 | 0.00% | +2+66.7% | Added |
| Trust Co of Vermont | 5 | $560 | 0.00% | +5 | New |
| Maseco LLP | 4 | $450 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $448 | 0.00% | −6−60.0% | Reduced |
| American Capital Advisory, LLC | 4 | $448 | 0.00% | +3+300.0% | Added |
| USA Financial Portformulas Corp | 4 | $448 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 3 | $362 | 0.00% | −157−98.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $336 | 0.00% | −3−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 3 | $336 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $335 | 0.00% | −5−62.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 2 | $224 | 0.00% | −8−80.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $224 | 0.00% | −5−71.4% | Reduced |
| Seneschal Advisors, LLC | 2 | $224 | 0.00% | −1−33.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 2 | $224 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $224 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −489,099−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −351,009−100.0% | Sold out |
| Highland Peak Capital, LLC | 0 | $0 | 0.00% | −225,919−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −196,315−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −144,000−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −133,150−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −132,034−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −117,387−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −95,495−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −93,384−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −57,506−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −90,117−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −84,310−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −68,190−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −63,324−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −56,847−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −49,587−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −41,674−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −40,575−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −40,512−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −33,010−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −33,157−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −32,639−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −32,290−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −31,675−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −31,668−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,121−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −26,739−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −26,635−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −25,933−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −25,319−100.0% | Sold out |
| Ruffer LLP | 0 | $0 | 0.00% | −24,382−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −23,765−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −22,325−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −16,068−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −15,801−100.0% | Sold out |
| Smithbridge Asset Management Inc | 0 | $0 | 0.00% | −15,619−100.0% | Sold out |
| ASR Vermogensbeheer N.V. | 0 | $0 | 0.00% | −15,318−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −15,045−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −13,790−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −12,504−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −12,225−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −10,981−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −10,867−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −10,821−100.0% | Sold out |