| Cullen/Frost Bankers, Inc. | 75 | $8.22K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 75 | $8.22K | 0.00% | +75 | New |
| West Oak Capital, LLC | 75 | $8.20K | 0.00% | −200−72.7% | Reduced |
| Cornerstone Planning Group LLC | 66 | $8.03K | 0.00% | +1+1.5% | Added |
| Itau Unibanco Holding S.A. | 71 | $7.79K | 0.00% | −38−34.9% | Reduced |
| Trust Co of Vermont | 70 | $7.68K | 0.00% | +70 | New |
| Capital Advisors, Ltd. LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 61 | $6.69K | 0.00% | +50+454.5% | Added |
| Westside Investment Management, Inc. | 74 | $6.49K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 50 | $6.36K | 0.00% | +50 | New |
| Legacy Wealth Managment, LLC | 50 | $6.36K | 0.00% | +50 | New |
| Foster Dykema Cabot & Partners, LLC | 57 | $6.25K | 0.00% | +57 | New |
| Avion Wealth | 58 | $6.00K | 0.00% | +5+9.4% | Added |
| Raffa Wealth Management, LLC | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $5.48K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 41 | $4.50K | 0.00% | +9+28.1% | Added |
| Duncker Streett & Co Inc | 40 | $4.39K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $4.39K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 40 | $4.39K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 39 | $4.28K | 0.00% | +39 | New |
| GW&K Investment Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 36 | $3.95K | 0.00% | +5+16.1% | Added |
| Financial Network Wealth Advisors LLC | 36 | $3.95K | 0.00% | +7+24.1% | Added |
| CBIZ Investment Advisory Services, LLC | 35 | $3.84K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 31 | $3.40K | 0.00% | +4+14.8% | Added |
| Hallmark Capital Management Inc | 30 | $3.29K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 28 | $3.07K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 34 | $3.00K | 0.00% | −12−26.1% | Reduced |
| Capital Analysts, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty One Investment Management, LLC | 27 | $2.96K | 0.00% | −192−87.7% | Reduced |
| ClariVest Asset Management LLC | 30 | $2.93K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 20 | $2.19K | 0.00% | −87−81.3% | Reduced |
| Concord Wealth Partners | 20 | $2.19K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 20 | $2.19K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.08K | 0.00% | +2+11.8% | Added |
| CKW Financial Group | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 18 | $1.95K | 0.00% | +18 | New |
| Beaird Harris Wealth Management, LLC | 17 | $1.86K | 0.00% | −70−80.5% | Reduced |
| Birch Capital Management, LLC | 17 | $1.86K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.65K | 0.00% | −13−46.4% | Reduced |
| Bullock Wealth Management Group | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 12 | $1.32K | 0.04% | −130−91.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.10K | 0.00% | −125,830−100.0% | Reduced |
| Stone House Investment Management, LLC | 10 | $1.10K | 0.00% | +10 | New |
| True Wealth Design, LLC | 9 | $987 | 0.00% | +1+12.5% | Added |
| Creekmur Asset Management LLC | 9 | $987 | 0.00% | +9 | New |
| DHJJ Financial Advisors, Ltd. | 8 | $878 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 8 | $877 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 7 | $768 | 0.00% | −7−50.0% | Reduced |
| Clean Yield Group | 7 | $768 | 0.00% | +7 | New |
| Painted Porch Advisors LLC | 5 | $548 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 5 | $548 | 0.00% | +5 | New |
| Core Alternative Capital | 1 | $110 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $110 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $110 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Colony Group, LLC | 51,181 | – | – | +29,399+135.0% | Added |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −673,418−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −159,341−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −141,108−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −87,000−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −68,000−100.0% | Sold out |
| Titleist Asset Management, LLC | 0 | $0 | 0.00% | −64,283−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −55,472−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −42,544−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −34,545−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −33,996−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −31,267−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −30,909−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −30,361−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −30,125−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −30,008−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −29,418−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −24,145−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −21,209−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −20,493−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −14,472−100.0% | Sold out |
| Highview Capital Management LLC | 0 | $0 | 0.00% | −13,992−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −13,523−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −13,417−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −12,729−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −11,601−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −9,229−100.0% | Sold out |
| National Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −5,156−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −4,505−100.0% | Sold out |
| Ground Swell Capital, LLC | 0 | $0 | 0.00% | −4,329−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −4,236−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,923−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −3,842−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −3,750−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,675−100.0% | Sold out |