| Tiaa Trust, National Association | 58 | $5.34K | 0.00% | −4,743−98.8% | Reduced |
| Luminist Capital LLC | 56 | $5.16K | 0.01% | +56 | New |
| Evolution Wealth Management Inc. | 56 | $5.16K | 0.00% | +56 | New |
| Rexford Capital Inc | 55 | $5.07K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 50 | $4.60K | 0.00% | −150−75.0% | Reduced |
| J.Safra Asset Management Corp | 49 | $4.51K | 0.00% | −8,625−99.4% | Reduced |
| Altshuler Shaham Ltd | 48 | $4.42K | 0.00% | +4+9.1% | Added |
| First United Bank Trust | 47 | $4.33K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 45 | $4.14K | 0.00% | −60−57.1% | Reduced |
| Global Trust Asset Management, LLC | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 45 | $4.14K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 45 | $4.14K | 0.00% | +45 | New |
| Planning Strategies Inc. | 45 | $4.14K | 0.00% | +45 | New |
| Sherman Asset Management, Inc. | 44 | $4.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 42 | $3.87K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 41 | $3.78K | 0.00% | +41 | New |
| Peterson Wealth Services | 34 | $3.13K | 0.00% | +34 | New |
| Triumph Capital Management | 33 | $3.04K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 33 | $3.04K | 0.00% | +17+106.3% | Added |
| Capital Analysts, LLC | 35 | $3.00K | 0.00% | −35−50.0% | Reduced |
| Quaker Wealth Management, LLC | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 30 | $2.76K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 30 | $2.76K | 0.00% | +30 | New |
| NBH Bank | 28 | $2.58K | 0.00% | +28 | New |
| Caitong International Asset Management Co., Ltd | 26 | $2.39K | 0.00% | +8+44.4% | Added |
| DecisionPoint Financial, LLC | 21 | $1.95K | 0.00% | +6+40.0% | Added |
| HFM Investment Advisors, LLC | 21 | $1.93K | 0.00% | +9+75.0% | Added |
| N.E.W. Advisory Services LLC | 21 | $1.93K | 0.00% | +21 | New |
| Rialto Wealth Management, LLC | 20 | $1.84K | 0.00% | −10−33.3% | Reduced |
| YANKCOM Partnership | 19 | $1.75K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 19 | $1.75K | 0.00% | +19 | New |
| Caitlin John, LLC | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 15 | $1.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 15 | $1.38K | 0.00% | +15 | New |
| LFA - Lugano Financial Advisors SA | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 15 | $1.38K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $1.38K | 0.00% | +3+25.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Morton Brown Family Wealth, LLC | 15 | $1.38K | 0.00% | +15 | New |
| Downshift Financial, LLC | 15 | $1.38K | 0.00% | +15 | New |
| PayPay Securities Corp | 14 | $1.29K | 0.05% | 00.0% | Unchanged |
| Key Capital Management, INC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 13 | $1.20K | 0.00% | +13 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $1.05K | 0.00% | +11 | New |
| Glass Jacobson Investment Advisors llc | 10 | $921 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $829 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 8 | $737 | 0.00% | −6,626−99.9% | Reduced |
| Imprint Wealth LLC | 8 | $737 | 0.00% | +8 | New |
| Activest Wealth Management | 7 | $645 | 0.00% | −170−96.0% | Reduced |
| Valley National Advisers Inc | 4 | $369 | 0.00% | +4 | New |
| Cordant, Inc. | 3 | $314 | 0.00% | +3 | New |
| Tidemark, LLC | 3 | $276 | 0.00% | +3 | New |
| Highland Investment Advisors LLC | 2 | $184 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1 | $92 | 0.00% | +1 | New |
| CKW Financial Group | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Vestor Capital, LLC | 2,893 | – | – | −95,981−97.1% | Reduced |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −1,156,151−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −208,500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −93,211−100.0% | Sold out |
| Seven Grand Managers, LLC | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −73,674−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −63,175−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −57,583−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −56,100−100.0% | Sold out |
| Longbow Finance SA | 0 | $0 | 0.00% | −51,198−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −41,023−100.0% | Sold out |
| Left Brain Wealth Management, LLC | 0 | $0 | 0.00% | −39,447−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −37,858−100.0% | Sold out |
| Asset One Wealth Management LLC | 0 | $0 | 0.00% | −37,078−100.0% | Sold out |
| CSM Advisors, LLC | 0 | $0 | 0.00% | −36,885−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −35,648−100.0% | Sold out |
| Mawer Investment Management Ltd. | 0 | $0 | 0.00% | −35,115−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −32,703−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −32,240−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −28,242−100.0% | Sold out |
| Grimes & Company, Inc. | 0 | $0 | 0.00% | −25,633−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −20,730−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −18,990−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −18,837−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −17,176−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −17,012−100.0% | Sold out |
| Kepler Cheuvreux (Suisse) SA | 0 | $0 | 0.00% | −16,493−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −15,950−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −15,830−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −15,663−100.0% | Sold out |
| BayBridge Capital Group, LLC | 0 | $0 | 0.00% | −15,734−100.0% | Sold out |
| DoubleLine ETF Adviser LP | 0 | $0 | 0.00% | −14,538−100.0% | Sold out |
| VCI Wealth Management LLC | 0 | $0 | 0.00% | −14,229−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −13,470−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −13,402−100.0% | Sold out |