| North Star Investment Management Corp. | 112 | $2.35K | 0.00% | −105−48.4% | Reduced |
| Principia Wealth Advisory, LLC | 112 | $2.35K | 0.00% | +70+166.7% | Added |
| Bogart Wealth, LLC | 106 | $2.23K | 0.00% | +52+96.3% | Added |
| Medallion Wealth Advisors, LLC | 101 | $2.12K | 0.00% | −1,250−92.5% | Reduced |
| Vima LLC | 100 | $2.10K | 0.00% | +100 | New |
| NBH Bank | 100 | $2.10K | 0.00% | +100 | New |
| NBT Bank N A | 86 | $1.81K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 86 | $1.81K | 0.00% | +86 | New |
| JFS Wealth Advisors, LLC | 83 | $1.75K | 0.00% | −20−19.4% | Reduced |
| Planning Strategies Inc. | 81 | $1.70K | 0.00% | +81 | New |
| MB, Levis & Associates, LLC | 80 | $1.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 79 | $1.66K | 0.00% | +23+41.1% | Added |
| Vision Financial Markets LLC | 75 | $1.64K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 74 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 72 | $1.51K | 0.00% | +5+7.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $1.47K | 0.00% | −270−79.4% | Reduced |
| Brooklyn FI, LLC | 57 | $1.28K | 0.00% | +57 | New |
| Blume Capital Management, Inc. | 60 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.20K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 56 | $1.18K | 0.00% | −25−30.9% | Reduced |
| DB Fitzpatrick & Co, Inc | 55 | $1.16K | 0.00% | +10+22.2% | Added |
| Activest Wealth Management | 54 | $1.14K | 0.00% | +54 | New |
| Bare Financial Services, Inc | 53 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 52 | $1.09K | 0.00% | +50+2,500.0% | Added |
| Anchor Investment Management, LLC | 51 | $1.07K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 51 | $1.07K | 0.00% | +51 | New |
| Golden State Wealth Management, LLC | 51 | $1.07K | 0.00% | −5−8.9% | Reduced |
| Guardian Partners Inc. | 50 | $1.05K | 0.00% | +50 | New |
| NBC Securities, Inc. | 50 | $1.05K | 0.00% | −100−66.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 50 | $1.05K | 0.00% | 00.0% | Unchanged |
| Merrithew & Thorsten Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $925 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 44 | $925 | 0.00% | +44 | New |
| American Capital Advisory, LLC | 42 | $884 | 0.00% | +14+50.0% | Added |
| PayPay Securities Corp | 42 | $883 | 0.03% | −10−19.2% | Reduced |
| Kingdom Financial Group LLC. | 40 | $841 | 0.00% | −25−38.5% | Reduced |
| Aspect Partners, LLC | 40 | $841 | 0.00% | −2−4.8% | Reduced |
| Financial Consulate, Inc | 36 | $758 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $757 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 35 | $736 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 35 | $736 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 32 | $700 | 0.00% | +2+6.7% | Added |
| Creative Capital Management Investments LLC | 33 | $694 | 0.00% | +33 | New |
| Atlantic Union Bankshares Corp | 32 | $673 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 30 | $631 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 24 | $505 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $505 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $505 | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 22 | $463 | 0.00% | +9+69.2% | Added |
| Manning & Napier Advisors LLC | 20 | $438 | 0.00% | +20 | New |
| Hilton Head Capital Partners, LLC | 20 | $421 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $421 | 0.00% | +15+300.0% | Added |
| Signature Equity Partners, LLC | 20 | $421 | 0.00% | +20 | New |
| Vision Retirement, LLC | 20 | $420 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 19 | $400 | 0.00% | +19 | New |
| Glass Jacobson Investment Advisors llc | 16 | $337 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 15 | $316 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 15 | $315 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 13 | $274 | 0.00% | +8+160.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $273 | 0.00% | +3+30.0% | Added |
| Motco | 12 | $252 | 0.00% | +12 | New |
| Silver Grove Financial Group, Inc. | 12 | $252 | 0.00% | +12 | New |
| MV Capital Management, Inc. | 11 | $232 | 0.00% | −10−47.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $232 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $211 | 0.00% | +10 | New |
| Caldwell Sutter Capital, Inc. | 10 | $210 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 10 | $210 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $168 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 7 | $154 | 0.00% | +1+16.7% | Added |
| Seneschal Advisors, LLC | 6 | $127 | 0.00% | +6 | New |
| Toth Financial Advisory Corp | 4 | $85 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 3 | $64 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $64 | 0.00% | +3 | New |
| Beacon Investment Advisory Services, Inc. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2 | $42 | 0.00% | +2 | New |
| Navigoe, LLC | 11 | $0 | 0.00% | +11 | New |
| Banque Cantonale Vaudoise | 17 | – | – | −18,640−99.9% | Reduced |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −834,939−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −726,197−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −701,565−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −660,539−100.0% | Sold out |
| Nan Fung Trinity (HK) Ltd | 0 | $0 | 0.00% | −658,700−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −604,400−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −505,793−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −432,760−100.0% | Sold out |
| Bronte Capital Management Pty Ltd. | 0 | $0 | 0.00% | −430,950−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −343,104−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −311,766−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −326,776−100.0% | Sold out |
| Lakehouse Capital Pty Ltd | 0 | $0 | 0.00% | −179,770−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −226,600−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −224,909−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −220,832−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −214,173−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −204,782−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −193,913−100.0% | Sold out |
| Lansforsakringar Fondforvaltning AB (publ) | 0 | $0 | 0.00% | −190,395−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −173,648−100.0% | Sold out |
| Harvey Capital Management Inc | 0 | $0 | 0.00% | −172,660−100.0% | Sold out |
