| Transamerica Financial Advisors, Inc. | 79 | $3.79K | 0.00% | +36+83.7% | Added |
| GHP Investment Advisors, Inc. | 77 | $3.70K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 73 | $3.50K | 0.00% | +1+1.4% | Added |
| Addison Advisors LLC | 71 | $3.42K | 0.00% | −41−36.6% | Reduced |
| GW&K Investment Management, LLC | 56 | $3.00K | 0.00% | +26+86.7% | Added |
| Ogorek Anthony Joseph | 70 | $3.00K | 0.00% | +53+311.8% | Added |
| Covestor Ltd | 54 | $3.00K | 0.00% | +47+671.4% | Added |
| Vermillion Wealth Management, Inc. | 62 | $2.96K | 0.00% | +1+1.6% | Added |
| Walleye Capital LLC | 60 | $2.88K | 0.00% | −308−83.7% | Reduced |
| Grove Bank & Trust | 59 | $2.84K | 0.00% | +20+51.3% | Added |
| Private Wealth Management Group, LLC | 56 | $2.69K | 0.00% | −1−1.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 52 | $2.65K | 0.00% | +52 | New |
| Fortitude Family Office, LLC | 52 | $2.50K | 0.00% | −150−74.3% | Reduced |
| Central Trust Co | 51 | $2.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 45 | $2.16K | 0.00% | +10+28.6% | Added |
| Raffa Wealth Management, LLC | 42 | $2.02K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 42 | $2.02K | 0.00% | +38+950.0% | Added |
| Park Square Financial Group, LLC | 40 | $1.92K | 0.00% | −105−72.4% | Reduced |
| MCF Advisors LLC | 40 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 37 | $1.78K | 0.00% | +37 | New |
| Sierra Ocean, LLC | 36 | $1.77K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 36 | $1.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $1.59K | 0.00% | −4−10.8% | Reduced |
| Anfield Capital Management, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 27 | $1.30K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $1.25K | 0.00% | +8+44.4% | Added |
| Colonial Trust Co | 23 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 22 | $1.06K | 0.00% | −262−92.3% | Reduced |
| Avion Wealth | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $962 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 20 | $962 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $961 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $866 | 0.00% | +18 | New |
| Medallion Wealth Advisors, LLC | 17 | $834 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $722 | 0.00% | −23−60.5% | Reduced |
| Financial Management Professionals, Inc. | 15 | $721 | 0.00% | −493−97.0% | Reduced |
| HFM Investment Advisors, LLC | 13 | $625 | 0.00% | +8+160.0% | Added |
| Trifecta Capital Advisors, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $529 | 0.00% | −20−64.5% | Reduced |
| Hughes Financial Services, LLC | 10 | $502 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $481 | 0.00% | −15−60.0% | Reduced |
| Rialto Wealth Management, LLC | 10 | $481 | 0.00% | −2−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $480 | 0.00% | +4+66.7% | Added |
| Tortoise Investment Management, LLC | 9 | $433 | 0.00% | +9 | New |
| Distillate Capital Partners LLC | 8 | $385 | 0.00% | −119−93.7% | Reduced |
| WestEnd Advisors, LLC | 6 | $289 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $289 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 6 | $289 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $249 | 0.00% | −39−88.6% | Reduced |
| DecisionPoint Financial, LLC | 5 | $246 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 5 | $240 | 0.00% | −5−50.0% | Reduced |
| Highline Wealth Partners LLC | 5 | $240 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $193 | 0.00% | −5,535−99.9% | Reduced |
| True Wealth Design, LLC | 4 | $193 | 0.00% | −415−99.0% | Reduced |
| CoreCap Advisors, LLC | 4 | $192 | 0.00% | −16−80.0% | Reduced |
| Blume Capital Management, Inc. | 3 | $145 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $48 | 0.00% | −12−92.3% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −759,783−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −543,519−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −519,895−100.0% | Sold out |
| Randolph Co Inc | 0 | $0 | 0.00% | −474,698−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −412,034−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −250,731−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −90,600−100.0% | Sold out |
| Estuary Capital Management LP | 0 | $0 | 0.00% | −81,109−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −79,849−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −57,744−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −51,387−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −44,714−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −39,551−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −39,300−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,089−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −31,228−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −28,388−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −25,679−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −25,355−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,225−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −21,357−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −19,121−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −18,227−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −17,706−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −17,677−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −16,600−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −14,962−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −12,786−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −12,209−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −12,014−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −11,964−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −11,858−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −11,330−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,024−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −9,495−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,576−100.0% | Sold out |
