| Rockefeller Capital Management L.P. | 88 | $9.20K | 0.00% | −259−74.6% | Reduced |
| Roble, Belko & Company, Inc | 89 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $8.36K | 0.00% | −32−28.6% | Reduced |
| International Assets Investment Management, LLC | 73 | $8.13K | 0.00% | +11+17.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 77 | $8.05K | 0.00% | +16+26.2% | Added |
| Estabrook Capital Management | 70 | $7.32K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 61 | $6.38K | 0.00% | −35−36.5% | Reduced |
| Owl Creek Wealth Partners LLC | 60 | $6.27K | 0.00% | −20−25.0% | Reduced |
| High Note Wealth, LLC | 56 | $5.85K | 0.00% | +56 | New |
| CoreCap Advisors, LLC | 54 | $5.64K | 0.00% | +7+14.9% | Added |
| Cornerstone Planning Group LLC | 42 | $5.07K | 0.00% | +24+133.3% | Added |
| Colonial Trust Co | 47 | $4.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $4.91K | 0.00% | +38+422.2% | Added |
| Hilltop National Bank | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 42 | $4.08K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 38 | $3.97K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 37 | $3.87K | 0.00% | +14+60.9% | Added |
| MV Capital Management, Inc. | 36 | $3.76K | 0.00% | +12+50.0% | Added |
| UMA Financial Services, Inc. | 32 | $3.35K | 0.00% | +29+966.7% | Added |
| Silver Grove Financial Group, Inc. | 31 | $3.24K | 0.00% | +31 | New |
| Fulcrum Asset Management LLP | 29 | $3.07K | 0.00% | +29 | New |
| Bell Investment Advisors, Inc | 29 | $3.03K | 0.00% | −45−60.8% | Reduced |
| Avion Wealth | 34 | $3.00K | 0.00% | −2−5.6% | Reduced |
| North Star Investment Management Corp. | 27 | $2.82K | 0.00% | +27 | New |
| Birchwood Financial Partners, Inc. | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 22 | $2.30K | 0.00% | +9+69.2% | Added |
| Private Wealth Management Group, LLC | 21 | $2.20K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 21 | $2.19K | 0.00% | −3,196−99.3% | Reduced |
| Mather Group, LLC. | 20 | $2.09K | 0.00% | −246−92.5% | Reduced |
| CVA Family Office, LLC | 18 | $1.88K | 0.00% | −1−5.3% | Reduced |
| Spire Wealth Management | 15 | $1.57K | 0.00% | +4+36.4% | Added |
| Northwestern Mutual Wealth Management Co | 14 | $1.46K | 0.00% | +6+75.0% | Added |
| Marquette Asset Management, LLC | 12 | $1.25K | 0.00% | +12 | New |
| Steward Partners Investment Advisory, LLC | 10 | $1.04K | 0.00% | −79−88.8% | Reduced |
| Ancora Advisors, LLC | 10 | $1.04K | 0.00% | −75−88.2% | Reduced |
| Rossby Financial, LCC | 10 | $1.04K | 0.00% | +7+233.3% | Added |
| Planning Strategies Inc. | 10 | $1.04K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 9 | $941 | 0.00% | +4+80.0% | Added |
| Plante Moran Financial Advisors, LLC | 9 | $941 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 7 | $732 | 0.00% | −2−22.2% | Reduced |
| Cromwell Holdings LLC | 7 | $732 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $732 | 0.00% | +7 | New |
| Transamerica Financial Advisors, Inc. | 7 | $731 | 0.00% | −18−72.0% | Reduced |
| Financial Consulate, Inc | 6 | $628 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $627 | 0.00% | −1−14.3% | Reduced |
| Ameriflex Group, Inc. | 6 | $627 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 6 | $627 | 0.00% | +6 | New |
| Ares Financial Consulting, LLC | 6 | $627 | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 5 | $523 | 0.00% | −15−75.0% | Reduced |
| Creative Financial Designs Inc | 5 | $523 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $523 | 0.00% | +2+66.7% | Added |
| Harbour Investments, Inc. | 5 | $523 | 0.00% | +5 | New |
| Anchor Investment Management, LLC | 5 | $523 | 0.00% | +5 | New |
| Whittier Trust Co | 4 | $455 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $419 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $418 | 0.00% | −14−77.8% | Reduced |
| Leonteq Securities AG | 4 | $418 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $418 | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 3 | $314 | 0.00% | +1+50.0% | Added |
| JFS Wealth Advisors, LLC | 2 | $210 | 0.00% | −5−71.4% | Reduced |
| 3 Factor Indexing, LLC | 2 | $210 | 0.00% | +1+100.0% | Added |
| AdvisorNet Financial, Inc | 2 | $209 | 0.00% | −367−99.5% | Reduced |
| Cordant, Inc. | 1 | $120 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $112 | 0.00% | +1 | New |
| Keating Financial Advisory Services, Inc. | 1 | $105 | 0.00% | −2−66.7% | Reduced |
| Manchester Capital Management LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $105 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $105 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −445,658−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −323,041−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −111,831−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −92,086−100.0% | Sold out |
| Trillium Asset Management, LLC | 0 | $0 | 0.00% | −88,349−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −85,938−100.0% | Sold out |
| Summit Creek Advisors LLC | 0 | $0 | 0.00% | −85,343−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −75,919−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −50,561−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −30,870−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −27,512−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −19,290−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −14,680−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,075−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −6,136−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −5,370−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,651−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,098−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,015−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Gilbert & Cook, Inc. | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −2,256−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Knollwood Investment Advisory, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
