| Tidemark, LLC | 62 | $6.16K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 60 | $5.96K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $5.64K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 56 | $5.63K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 55 | $5.47K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 55 | $5.47K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 55 | $5.47K | 0.00% | +11+25.0% | Added |
| CVA Family Office, LLC | 54 | $5.37K | 0.00% | +49+980.0% | Added |
| Prestige Wealth Management Group LLC | 51 | $5.07K | 0.00% | +2+4.1% | Added |
| Kemnay Advisory Services Inc. | 51 | $5.07K | 0.00% | +51 | New |
| Park Place Capital Corp | 48 | $4.77K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 46 | $4.57K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 44 | $4.43K | 0.00% | −798−94.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 44 | $4.37K | 0.00% | −29−39.7% | Reduced |
| Signature Equity Partners, LLC | 42 | $4.22K | 0.00% | +1+2.4% | Added |
| Bell Investment Advisors, Inc | 40 | $3.98K | 0.00% | +9+29.0% | Added |
| ZRC Wealth Management, LLC | 39 | $3.88K | 0.00% | +1+2.6% | Added |
| TD Capital Management LLC | 34 | $3.38K | 0.00% | +34 | New |
| Fairman Group, LLC | 33 | $3.28K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 28 | $3.00K | 0.00% | +19+211.1% | Added |
| Red Tortoise LLC | 30 | $2.98K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $2.98K | 0.00% | +14+87.5% | Added |
| Truvestments Capital LLC | 28 | $2.78K | 0.00% | +28 | New |
| JDM Financial Group LLC | 28 | $2.78K | 0.00% | +28 | New |
| Rakuten Securities, Inc. | 25 | $2.48K | 0.00% | −20−44.4% | Reduced |
| High Note Wealth, LLC | 25 | $2.48K | 0.00% | −4−13.8% | Reduced |
| AdvisorNet Financial, Inc | 25 | $2.48K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 20 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.89K | 0.00% | +16+533.3% | Added |
| First Command Advisory Services, Inc. | 18 | $1.79K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $1.79K | 0.00% | +4+28.6% | Added |
| Financial Management Professionals, Inc. | 17 | $1.69K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $1.69K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 16 | $1.59K | 0.00% | +16 | New |
| Sunbelt Securities, Inc. | 14 | $1.39K | 0.00% | −11−44.0% | Reduced |
| Provenance Wealth Advisors, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $1.29K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $1.19K | 0.00% | −43−78.2% | Reduced |
| SHP Wealth Management | 12 | $1.18K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 9 | $895 | 0.00% | +9 | New |
| Vermillion Wealth Management, Inc. | 9 | $895 | 0.00% | +9 | New |
| Bare Financial Services, Inc | 8 | $795 | 0.00% | −3−27.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 8 | $795 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 7 | $696 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $696 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $596 | 0.00% | −1−14.3% | Reduced |
| Valued Wealth Advisors LLC | 5 | $511 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 5 | $497 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $497 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $398 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $398 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 3 | $299 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $298 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $199 | 0.00% | −10−83.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $199 | 0.00% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $199 | 0.00% | −2−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 2 | $199 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $99 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −249,400−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −203,160−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −123,825−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −106,109−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −70,200−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −54,097−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −45,855−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −41,657−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −41,553−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −26,032−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −23,803−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −15,166−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −15,035−100.0% | Sold out |
| SMA Capital LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,723−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,635−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −8,067−100.0% | Sold out |
| Future Fund LLC | 0 | $0 | 0.00% | −7,085−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −6,700−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,472−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −6,469−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −5,432−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −5,322−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −4,638−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −4,612−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −4,004−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,974−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −3,889−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −3,649−100.0% | Sold out |
| Kera Capital Partners, Inc. | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −3,508−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −3,475−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −3,328−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |