| Meeder Asset Management Inc | 20 | $6.98K | 0.00% | +6+42.9% | Added |
| DT Investment Partners, LLC | 19 | $6.63K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 19 | $6.63K | 0.00% | +17+850.0% | Added |
| Financial Management Professionals, Inc. | 18 | $6.28K | 0.00% | −5−21.7% | Reduced |
| Atlantic Trust, LLC | 18 | $6.28K | 0.00% | +18 | New |
| Ameritas Advisory Services, LLC | 18 | $6.28K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 17 | $5.93K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 15 | $5.24K | 0.00% | −44−74.6% | Reduced |
| Albion Financial Group | 15 | $5.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $5.24K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 15 | $5.24K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 15 | $5.24K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $5.24K | 0.00% | +2+15.4% | Added |
| Ancora Advisors, LLC | 14 | $4.89K | 0.00% | −2−12.5% | Reduced |
| Colonial Trust Co | 13 | $4.39K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $4.33K | 0.00% | +15 | New |
| Howard Hughes Medical Institute | 12 | $4.19K | 0.00% | +12 | New |
| Trust Co of Toledo NA | 12 | $4.19K | 0.00% | +12 | New |
| Avion Wealth | 14 | $4.00K | 0.00% | +1+7.7% | Added |
| Aspect Partners, LLC | 11 | $3.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $3.49K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $3.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $3.14K | 0.00% | −61−87.1% | Reduced |
| South State Corp. | 9 | $3.14K | 0.00% | −12−57.1% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $3.14K | 0.01% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 9 | $3.14K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 9 | $3.14K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 9 | $3.14K | 0.00% | +9 | New |
| NBC Securities, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $2.89K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8 | $2.79K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 8 | $2.79K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $2.44K | 0.00% | +4+133.3% | Added |
| Tacita Capital Inc | 7 | $2.44K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 7 | $2.44K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $2.39K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.10K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 6 | $2.09K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $1.91K | 0.00% | −9−64.3% | Reduced |
| SJS Investment Consulting Inc. | 5 | $1.75K | 0.00% | −2−28.6% | Reduced |
| Longfellow Investment Management Co LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 5 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $1.69K | 0.00% | −3−33.3% | Reduced |
| Montag A & Associates Inc | 4 | $1.55K | 0.00% | −1−20.0% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $1.40K | 0.00% | +3+300.0% | Added |
| High Note Wealth, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Kilter Group LLC | 3 | $1.05K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.05K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.05K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $1.04K | 0.00% | +3 | New |
| Ogorek Anthony Joseph | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Stephens Consulting, LLC | 2 | $699 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $698 | 0.00% | −3−60.0% | Reduced |
| NVWM, LLC | 2 | $698 | 0.00% | −2−50.0% | Reduced |
| Whipplewood Advisors, LLC | 2 | $698 | 0.00% | −104−98.1% | Reduced |
| AdvisorNet Financial, Inc | 2 | $698 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $555 | 0.00% | −3−60.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1 | $443 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $350 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $349 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $349 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $349 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $349 | 0.00% | +1 | New |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −755,325−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −14,419−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −13,614−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −10,258−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −7,820−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −6,602−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −3,376−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,802−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −2,439−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −1,872−100.0% | Sold out |
| Aveo Capital Partners, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −1,577−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,555−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −1,243−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Procyon Private Wealth Partners, LLC | 0 | $0 | 0.00% | −1,189−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,182−100.0% | Sold out |
| Aprio Wealth Management, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −948−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −855−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −833−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −826−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −769−100.0% | Sold out |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0 | $0 | 0.00% | −758−100.0% | Sold out |