| North Star Investment Management Corp. | 81 | $5.28K | 0.00% | +81 | New |
| Harvest Fund Management Co., Ltd | 74 | $5.00K | 0.00% | −990−93.0% | Reduced |
| Signature Equity Partners, LLC | 75 | $4.89K | 0.00% | −4−5.1% | Reduced |
| Activest Wealth Management | 71 | $4.63K | 0.00% | −19−21.1% | Reduced |
| Cornerstone Financial Management LLC | 68 | $4.44K | 0.00% | +37+119.4% | Added |
| Bayban | 67 | $4.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 66 | $4.33K | 0.00% | +7+11.9% | Added |
| Clark Wealth Partners | 66 | $4.31K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 64 | $4.17K | 0.00% | +64 | New |
| Aquatic Capital Management LLC | 58 | $3.78K | 0.00% | +58 | New |
| Fideuram Asset Management (Ireland) dac | 51 | $3.58K | 0.00% | −161−75.9% | Reduced |
| MidFirst Bank | 54 | $3.52K | 0.00% | −5,288−99.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 51 | $3.50K | 0.00% | +51 | New |
| Golden State Wealth Management, LLC | 53 | $3.46K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $3.39K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 50 | $3.26K | 0.00% | −615−92.5% | Reduced |
| Rakuten Securities, Inc. | 50 | $3.26K | 0.00% | −9−15.3% | Reduced |
| Rialto Wealth Management, LLC | 43 | $2.81K | 0.00% | +13+43.3% | Added |
| Principia Wealth Advisory, LLC | 41 | $2.67K | 0.00% | +14+51.9% | Added |
| Bogart Wealth, LLC | 41 | $2.67K | 0.00% | +35+583.3% | Added |
| Clear Street Markets LLC | 39 | $2.54K | 0.00% | −315−89.0% | Reduced |
| Eastern Bank | 39 | $2.54K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 36 | $2.35K | 0.00% | +11+44.0% | Added |
| SJS Investment Consulting Inc. | 35 | $2.28K | 0.00% | −642−94.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $2.22K | 0.00% | −1−2.9% | Reduced |
| Your Advocates Ltd., LLP | 34 | $2.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 31 | $2.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $2.00K | 0.00% | +28+560.0% | Added |
| Legend Capital Advisors LLC | 30 | $1.96K | 0.00% | +30 | New |
| Kilter Group LLC | 29 | $1.89K | 0.00% | +11+61.1% | Added |
| Golden State Equity Partners | 28 | $1.83K | 0.00% | +28 | New |
| Synergy Investment Management, LLC | 28 | $1.83K | 0.00% | +28 | New |
| Quest 10 Wealth Builders, Inc. | 27 | $1.76K | 0.00% | +27 | New |
| Vanguard National Trust Co | 25 | $1.63K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 24 | $1.57K | 0.00% | −7−22.6% | Reduced |
| WealthCollab, LLC | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 23 | $1.50K | 0.00% | +23 | New |
| Financial Consulate, Inc | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 20 | $1.30K | 0.00% | +20 | New |
| Portus Wealth Advisors, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 19 | $1.24K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 18 | $1.18K | 0.00% | +2+12.5% | Added |
| Napier Financial, LLC | 18 | $1.17K | 0.00% | +18 | New |
| Quaker Wealth Management, LLC | 17 | $1.11K | 0.00% | +10+142.9% | Added |
| Clayton Financial Group LLC | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $1.00K | 0.00% | +1+5.6% | Added |
| Bare Financial Services, Inc | 15 | $978 | 0.00% | −63−80.8% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $978 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $978 | 0.00% | +15 | New |
| Creative Financial Designs Inc | 14 | $913 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 14 | $913 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 14 | $913 | 0.00% | +14 | New |
| Networth Advisors, LLC | 14 | $913 | 0.00% | +14 | New |
| Montag A & Associates Inc | 13 | $848 | 0.00% | −2,018−99.4% | Reduced |
| Optiver Holding B.V. | 13 | $848 | 0.00% | +13 | New |
| Wall Street Financial Group, Inc. | 13 | $848 | 0.00% | +13 | New |
| Key Capital Management, INC | 12 | $783 | 0.00% | +12 | New |
| 1015 Capital Partners, LLC | 11 | $718 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 11 | $718 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 9 | $587 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 9 | $587 | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 8 | $522 | 0.00% | −2−20.0% | Reduced |
| Hughes Financial Services, LLC | 8 | $522 | 0.00% | −1−11.1% | Reduced |
| Tidemark, LLC | 8 | $522 | 0.00% | +8 | New |
| Breakwater Investment Management | 8 | $522 | 0.00% | +8 | New |
| First Pacific Financial | 6 | $392 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $392 | 0.00% | +6 | New |
| Trust Co | 5 | $326 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 5 | $274 | 0.00% | −12−70.6% | Reduced |
| Seneschal Advisors, LLC | 4 | $261 | 0.00% | −1−20.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $261 | 0.00% | +4 | New |
| Curio Wealth, LLC | 3 | $196 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 2 | $131 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $66 | 0.00% | −2−66.7% | Reduced |
| Innovative Asset Advisors Group, LLC | 1 | $65 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −181,235−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −136,427−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −123,400−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −123,372−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −112,580−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −93,000−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −72,571−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Albar Capital Partners LLP | 0 | $0 | 0.00% | −67,380−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −61,252−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −56,404−100.0% | Sold out |
| H Squared Management LP | 0 | $0 | 0.00% | −40,629−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −36,848−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,980−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −29,718−100.0% | Sold out |
| Sora Investors LLC | 0 | $0 | 0.00% | −26,303−100.0% | Sold out |
| Lifestyle Asset Management, Inc. | 0 | $0 | 0.00% | −20,571−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −19,400−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,816−100.0% | Sold out |
| Trustmark National Bank Trust Department | 0 | $0 | 0.00% | −15,562−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −14,957−100.0% | Sold out |
