| Avion Wealth | 250 | $5.00K | 0.00% | +250 | New |
| Lodestone Wealth Management LLC | 234 | $4.98K | 0.00% | −48−17.0% | Reduced |
| Farmers & Merchants Investments Inc | 228 | $4.85K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 220 | $4.68K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 212 | $4.51K | 0.00% | +212 | New |
| Bruce G. Allen Investments, LLC | 209 | $4.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 191 | $4.06K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 173 | $3.67K | 0.00% | +3+1.8% | Added |
| Rossby Financial, LCC | 170 | $3.62K | 0.00% | +8+4.9% | Added |
| Westside Investment Management, Inc. | 169 | $3.60K | 0.00% | +169 | New |
| Delta Asset Management LLC | 167 | $3.55K | 0.00% | −166−49.8% | Reduced |
| Los Angeles Capital Management LLC | 161 | $3.43K | 0.00% | −1,437−89.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 156 | $3.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 160 | $3.40K | 0.00% | +86+116.2% | Added |
| Northwestern Mutual Wealth Management Co | 144 | $3.07K | 0.00% | +21+17.1% | Added |
| Center for Financial Planning, Inc. | 135 | $2.87K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 124 | $2.64K | 0.00% | +124 | New |
| Allied Private Wealth LLC | 121 | $2.56K | 0.00% | +121 | New |
| True Wealth Design, LLC | 118 | $2.51K | 0.00% | −37−23.9% | Reduced |
| SHP Wealth Management | 115 | $2.45K | 0.00% | +23+25.0% | Added |
| Danske Bank A/S | 112 | $2.38K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 111 | $2.36K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 109 | $2.32K | 0.00% | −315−74.3% | Reduced |
| Compass Financial Management LLC | 99 | $2.17K | 0.00% | +99 | New |
| Gables Capital Management Inc. | 94 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 241 | $1.89K | 0.00% | +241 | New |
| Medallion Wealth Advisors, LLC | 82 | $1.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 72 | $1.53K | 0.00% | +47+188.0% | Added |
| Longfellow Investment Management Co LLC | 69 | $1.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 65 | $1.38K | 0.00% | −280−81.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 62 | $1.32K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 60 | $1.28K | 0.00% | +20+50.0% | Added |
| Cromwell Holdings LLC | 59 | $1.26K | 0.00% | +32+118.5% | Added |
| Valley National Advisers Inc | 49 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 49 | $1.04K | 0.00% | +49 | New |
| Oakworth Capital, Inc. | 48 | $1.02K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 46 | $999 | 0.00% | +46 | New |
| Action Point Financial Planning, LLC | 46 | $978 | 0.00% | +46 | New |
| Accordant Advisory Group Inc | 38 | $809 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 35 | $745 | 0.00% | +35 | New |
| Caitong International Asset Management Co., Ltd | 30 | $638 | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 29 | $617 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 27 | $575 | 0.00% | +4+17.4% | Added |
| JFS Wealth Advisors, LLC | 26 | $554 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 26 | $553 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 24 | $511 | 0.00% | +24 | New |
| Bare Financial Services, Inc | 19 | $404 | 0.00% | −46−70.8% | Reduced |
| Evermay Wealth Management LLC | 16 | $334 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 10 | $213 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $213 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 7 | $149 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $149 | 0.00% | +6+600.0% | Added |
| Sachetta, LLC | 7 | $149 | 0.00% | +7 | New |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 1 | $21 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 1 | $21 | 0.00% | +1 | New |
| Trust Co of Vermont | 1 | $11 | 0.00% | +1 | New |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −1,921,202−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −435,000−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −300,580−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −258,808−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −194,399−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −107,630−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −101,982−100.0% | Sold out |
| Adelante Capital Management LLC | 0 | $0 | 0.00% | −78,915−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −71,597−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −64,087−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −60,729−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −43,978−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −33,076−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −29,781−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −27,286−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −25,530−100.0% | Sold out |
| Blackhill Capital Inc | 0 | $0 | 0.00% | −24,622−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −21,098−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −20,028−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −19,668−100.0% | Sold out |
| Aegis Wealth Management LLC | 0 | $0 | 0.00% | −18,878−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −17,772−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −15,673−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −13,381−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −13,300−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −12,628−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −12,347−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −11,649−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −10,845−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −10,776−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −10,649−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,191−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −10,090−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −7,122−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −4,766−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −3,184−100.0% | Sold out |
| Mirae Asset Global ETFs Holdings Ltd. | 0 | $0 | 0.00% | −2,938−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,601−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −803−100.0% | Sold out |