| Private Wealth Management Group, LLC | 134 | $7.00K | 0.00% | −18−11.8% | Reduced |
| Spire Wealth Management | 130 | $6.79K | 0.00% | −4−3.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 124 | $6.48K | 0.00% | +124 | New |
| MCF Advisors LLC | 103 | $5.38K | 0.00% | +103 | New |
| Whittier Trust Co | 100 | $5.38K | 0.00% | −128−56.1% | Reduced |
| Danske Bank A/S | 100 | $5.23K | 0.00% | −400−80.0% | Reduced |
| Cornerstone Planning Group LLC | 87 | $4.88K | 0.00% | +12+16.0% | Added |
| Red Tortoise LLC | 88 | $4.60K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 85 | $4.44K | 0.00% | +85 | New |
| Sachetta, LLC | 81 | $4.23K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 78 | $4.08K | 0.00% | +1+1.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 78 | $4.08K | 0.00% | +78 | New |
| SBI Securities Co., Ltd. | 74 | $3.87K | 0.00% | −10−11.9% | Reduced |
| Oakworth Capital, Inc. | 74 | $3.87K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 71 | $3.71K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 69 | $3.67K | 0.00% | −179−72.2% | Reduced |
| PFS Partners, LLC | 67 | $3.50K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 65 | $3.40K | 0.00% | −20−23.5% | Reduced |
| ROSS\JOHNSON & Associates LLC | 63 | $3.29K | 0.06% | 00.0% | Unchanged |
| First Horizon Corp | 62 | $3.24K | 0.00% | −19−23.5% | Reduced |
| MidFirst Bank | 61 | $3.19K | 0.00% | −3,734−98.4% | Reduced |
| UMA Financial Services, Inc. | 58 | $3.03K | 0.00% | +28+93.3% | Added |
| Frazier Financial Advisors, LLC | 52 | $2.72K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 52 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 49 | $2.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $2.35K | 0.00% | −15−25.0% | Reduced |
| ZRC Wealth Management, LLC | 44 | $2.30K | 0.00% | +9+25.7% | Added |
| Colonial Trust Co | 43 | $2.25K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 41 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 41 | $2.14K | 0.00% | −9−18.0% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $2.09K | 0.00% | −11−21.6% | Reduced |
| NVWM, LLC | 40 | $2.09K | 0.00% | +10+33.3% | Added |
| Avion Wealth | 41 | $2.00K | 0.00% | −70−63.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 38 | $1.99K | 0.00% | −27−41.5% | Reduced |
| CoreCap Advisors, LLC | 38 | $1.99K | 0.00% | −26−40.6% | Reduced |
| Bogart Wealth, LLC | 36 | $1.88K | 0.00% | +26+260.0% | Added |
| Eastern Bank | 35 | $1.83K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $1.83K | 0.00% | +3+9.4% | Added |
| RMG Wealth Management LLC | 38 | $1.80K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 32 | $1.67K | 0.00% | −7−17.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 31 | $1.62K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $1.57K | 0.00% | −30−50.0% | Reduced |
| Montag A & Associates Inc | 28 | $1.48K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $1.46K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 27 | $1.42K | 0.00% | −94−77.7% | Reduced |
| Clearstead Advisors, LLC | 27 | $1.41K | 0.00% | +15+125.0% | Added |
| Clear Street Markets LLC | 26 | $1.36K | 0.00% | −206−88.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 26 | $1.36K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 26 | $1.36K | 0.00% | +14+116.7% | Added |
| Portus Wealth Advisors, LLC | 25 | $1.31K | 0.00% | +25 | New |
| Golden State Equity Partners | 25 | $1.31K | 0.00% | +25 | New |
| Asset Dedication, LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 24 | $1.25K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 21 | $1.10K | 0.00% | +21 | New |
| IAG Wealth Partners, LLC | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.04K | 0.00% | +8+66.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 18 | $941 | 0.00% | +18 | New |
| Albion Financial Group | 18 | $941 | 0.00% | +18 | New |
| Sunrise Financial Services, LLC | 17 | $888 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 17 | $888 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 16 | $837 | 0.00% | −3−15.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $837 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 14 | $732 | 0.00% | +14 | New |
| Clayton Financial Group LLC | 10 | $523 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $523 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 10 | $522 | 0.00% | −1−9.1% | Reduced |
| HFM Investment Advisors, LLC | 9 | $470 | 0.00% | +3+50.0% | Added |
| SHP Wealth Management | 9 | $470 | 0.00% | +9 | New |
| Rossby Financial, LCC | 7 | $374 | 0.00% | +5+250.0% | Added |
| Quaker Wealth Management, LLC | 7 | $366 | 0.00% | −3−30.0% | Reduced |
| WestEnd Advisors, LLC | 7 | $366 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 6 | $314 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $314 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 5 | $307 | 0.00% | −3−37.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $262 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $261 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $261 | 0.00% | +5 | New |
| Bruce G. Allen Investments, LLC | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $209 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 3 | $157 | 0.00% | +3 | New |
| Curio Wealth, LLC | 1 | $52 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| RGM Capital, LLC | 0 | $0 | 0.00% | −2,152,052−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −379,367−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −249,070−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −223,061−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −206,329−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Fideuram Asset Management (Ireland) dac | 0 | $0 | 0.00% | −116,075−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −89,408−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −83,377−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −55,666−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −47,328−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Monimus Capital Management, LP | 0 | $0 | 0.00% | −27,771−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −25,366−100.0% | Sold out |
