| SRS Capital Advisors, Inc. | 270 | $23.8K | 0.00% | +197+269.9% | Added |
| Nomura Asset Management Co Ltd | 250 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 235 | $20.7K | 0.00% | +53+29.1% | Added |
| Crewe Advisors LLC | 234 | $20.6K | 0.00% | −23−8.9% | Reduced |
| Bare Financial Services, Inc | 226 | $19.9K | 0.00% | +51+29.1% | Added |
| Los Angeles Capital Management LLC | 216 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 211 | $18.4K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 164 | $14.4K | 0.00% | −132−44.6% | Reduced |
| Allworth Financial LP | 159 | $14.0K | 0.00% | +11+7.4% | Added |
| Northwestern Mutual Wealth Management Co | 120 | $10.6K | 0.00% | −81−40.3% | Reduced |
| Park Place Capital Corp | 115 | $10.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 109 | $9.61K | 0.00% | +50+84.7% | Added |
| Rothschild Investment LLC | 106 | $9.34K | 0.00% | −6−5.4% | Reduced |
| Huntington National Bank | 103 | $9.08K | 0.00% | −32−23.7% | Reduced |
| Asset Planning,Inc | 100 | $8.81K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 82 | $7.70K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 88 | $7.69K | 0.00% | +88 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $6.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $6.34K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $6.26K | 0.00% | +61+610.0% | Added |
| Truvestments Capital LLC | 66 | $5.82K | 0.00% | +66 | New |
| GWM Advisors LLC | 65 | $5.73K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 62 | $5.46K | 0.00% | +36+138.5% | Added |
| Keating Financial Advisory Services, Inc. | 58 | $5.11K | 0.00% | +3+5.5% | Added |
| Owl Creek Wealth Partners LLC | 55 | $4.85K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $4.67K | 0.00% | +10+23.3% | Added |
| SJS Investment Consulting Inc. | 52 | $4.58K | 0.00% | +43+477.8% | Added |
| Action Point Financial Planning, LLC | 45 | $3.88K | 0.00% | +45 | New |
| IFP Advisors, Inc | 40 | $3.52K | 0.00% | −8−16.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 37 | $3.26K | 0.00% | +37 | New |
| Parallel Advisors, LLC | 36 | $3.17K | 0.00% | −356−90.8% | Reduced |
| Financial Network Wealth Advisors LLC | 36 | $3.17K | 0.00% | +6+20.0% | Added |
| Fortitude Family Office, LLC | 31 | $2.73K | 0.00% | +1+3.3% | Added |
| Essential Partners LLC | 30 | $2.64K | 0.00% | −8−21.1% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $2.64K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 25 | $2.20K | 0.00% | −1,215−98.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $1.59K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $1.59K | 0.00% | +18 | New |
| Zions Bancorporation, National Association | 15 | $1.32K | 0.00% | +9+150.0% | Added |
| Hughes Financial Services, LLC | 15 | $1.32K | 0.00% | +13+650.0% | Added |
| Silver Grove Financial Group, Inc. | 15 | $1.32K | 0.00% | +15 | New |
| Torren Management, LLC | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 14 | $1.23K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.15K | 0.00% | +6+85.7% | Added |
| Massmutual Trust Co FSB | 11 | $969 | 0.00% | −31−73.8% | Reduced |
| Bogart Wealth, LLC | 11 | $969 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 11 | $969 | 0.00% | +11 | New |
| Creative Financial Designs Inc | 10 | $881 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $881 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 10 | $881 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $794 | 0.00% | −1−10.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $794 | 0.00% | +2+28.6% | Added |
| Quarry LP | 9 | $793 | 0.00% | −7−43.8% | Reduced |
| Ankerstar Wealth, LLC | 9 | $793 | 0.00% | −3−25.0% | Reduced |
| Clearstead Advisors, LLC | 8 | $706 | 0.00% | +8 | New |
| TD Private Client Wealth LLC | 8 | $705 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $705 | 0.00% | +5+166.7% | Added |
| Gilpin Wealth Management, LLC | 5 | $441 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $353 | 0.00% | −5−55.6% | Reduced |
| SBI Securities Co., Ltd. | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $264 | 0.00% | +3 | New |
| LRI Investments, LLC | 3 | $264 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $255 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $177 | 0.00% | −1−33.3% | Reduced |
| Harbour Investments, Inc. | 2 | $176 | 0.00% | −2,881−99.9% | Reduced |
| GHP Investment Advisors, Inc. | 1 | $89 | 0.00% | −5−83.3% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $89 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $88 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,376,521−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −469,822−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −132,741−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −20,833−100.0% | Sold out |
| Militia Capital Management LLC | 0 | $0 | 0.00% | −18,800−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,888−100.0% | Sold out |
| Live Oak Investment Partners | 0 | $0 | 0.00% | −13,184−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −12,921−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −11,233−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −10,051−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −8,306−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −7,815−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,097−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −4,480−100.0% | Sold out |
| Abel Hall, LLC | 0 | $0 | 0.00% | −3,960−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −3,524−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −3,477−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −781−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −299−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
