| Iron Horse Wealth Management, LLC | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Accel Wealth Management | 12 | $1.00K | 0.00% | +1+9.1% | Added |
| Lumature Wealth Partners, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory, LLC | 12 | $1.00K | 0.00% | +5+71.4% | Added |
| Emfo, LLC | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Washington Trust Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Sandy Cove Advisors, LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Power Corp of Canada | 8 | $1.00K | 0.00% | +8 | New |
| Motco | 11 | $1.00K | 0.00% | +11 | New |
| Alaska Permanent Fund Corp | 9 | $1.00K | 0.00% | +9 | New |
| First Command Bank | 6 | $1.00K | 0.00% | +6 | New |
| Global Wealth Management Investment Advisory, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Joseph P. Lucia & Associates, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Evoke Wealth, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Paladin Advisory Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.00K | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Lansing Street Advisors | 12 | $1.00K | 0.00% | +12 | New |
| Archer Investment Corp | 11 | $986 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $962 | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 7 | $674 | 0.00% | −10−58.8% | Reduced |
| WR Wealth Planners, LLC | 5 | $482 | 0.00% | +5 | New |
| American State Bank (Iowa) | 2 | $192 | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $97 | 0.00% | −27−96.4% | Reduced |
| Capstone Investment Advisors, LLC | 1 | $0 | 0.00% | −539−99.8% | Reduced |
| Lenox Wealth Advisors, LLC | 2 | $0 | 0.00% | −32−94.1% | Reduced |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | −6−85.7% | Reduced |
| Fortis Advisors, LLC | 1 | $0 | 0.00% | −13−92.9% | Reduced |
| City Holding Co | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| NewSquare Capital LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $0 | 0.00% | +1+25.0% | Added |
| FinTrust Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | −2−66.7% | Reduced |
| Bogart Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dougherty Wealth Advisers LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Life Planning Partners, Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $0 | 0.00% | +4 | New |
| Lazard Asset Management LLC | 8 | $0 | 0.00% | +8 | New |
| Dividend Assets Capital, LLC | 1 | $0 | 0.00% | +1 | New |
| Capital Directions Investment Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| FAI Wealth Management | 9 | $0 | 0.00% | +9 | New |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| GoalVest Advisory LLC | 2 | $0 | 0.00% | +2 | New |
| RWM Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| San Luis Wealth Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| CFS Investment Advisory Services, LLC | 12,217 | $0 | 0.00% | +12,217 | New |
| SJS Investment Consulting Inc. | 4 | $0 | 0.00% | +4 | New |
| Soroban Capital Partners LP | 0 | $0 | 0.00% | −2,145,863−100.0% | Sold out |
| Alecta Pensionsforsakring, Omsesidigt | 0 | $0 | 0.00% | −975,000−100.0% | Sold out |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −777,031−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −328,940−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −270,289−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −189,228−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −128,351−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −82,502−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −69,323−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −62,089−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −33,606−100.0% | Sold out |