| Atlantic Union Bankshares Corp | 26 | $2.25K | 0.00% | +5+23.8% | Added |
| Investors Portfolio Services LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 25 | $2.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 25 | $2.16K | 0.00% | +10+66.7% | Added |
| Concord Wealth Partners | 25 | $2.16K | 0.00% | +25 | New |
| Cape Investment Advisory, Inc. | 25 | $2.16K | 0.00% | +25 | New |
| West Paces Advisors Inc. | 24 | $2.07K | 0.00% | +24 | New |
| Hantz Financial Services, Inc. | 27 | $2.00K | 0.00% | −9−25.0% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| Principia Wealth Advisory, LLC | 23 | $1.99K | 0.00% | +9+64.3% | Added |
| Glen Eagle Advisors, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 21 | $1.81K | 0.00% | +11+110.0% | Added |
| Vision Retirement, LLC | 21 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 20 | $1.72K | 0.00% | +20 | New |
| Planning Strategies Inc. | 18 | $1.55K | 0.00% | +18 | New |
| Brown Brothers Harriman & Co | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $1.38K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 15 | $1.31K | 0.00% | +15 | New |
| Ameriflex Group, Inc. | 15 | $1.29K | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 14 | $1.21K | 0.00% | +14 | New |
| Dogwood Wealth Management LLC | 14 | $1.21K | 0.00% | +14 | New |
| Osbon Capital Management LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 12 | $1.04K | 0.00% | +12 | New |
| Creative Financial Designs Inc | 11 | $949 | 0.00% | +11 | New |
| BFSG, LLC | 10 | $864 | 0.00% | −40−80.0% | Reduced |
| Chelsea Counsel Co | 10 | $864 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $864 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $863 | 0.03% | −2−16.7% | Reduced |
| Silicon Valley Capital Partners | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $863 | 0.00% | +10 | New |
| Davis Capital Management | 9 | $777 | 0.00% | +6+200.0% | Added |
| Signature Resources Capital Management, LLC | 9 | $777 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 8 | $691 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 8 | $690 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $690 | 0.00% | +2+33.3% | Added |
| Archer Investment Corp | 8 | $647 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $631 | 0.00% | −61−89.7% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $604 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $604 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $518 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $518 | 0.00% | +1+20.0% | Added |
| Bayforest Capital Ltd | 6 | $518 | 0.00% | +6 | New |
| West Branch Capital LLC | 5 | $432 | 0.00% | −11−68.8% | Reduced |
| City State Bank | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $432 | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 5 | $432 | 0.00% | +5 | New |
| Nvest Wealth Strategies, Inc. | 4 | $346 | 0.00% | +4 | New |
| Whittier Trust Co | 4 | $340 | 0.00% | +4 | New |
| Financial Consulate, Inc | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $208 | 0.00% | +2 | New |
| Luminist Capital LLC | 0 | $173 | 0.00% | 0 | New |
| Maryland Capital Advisors Inc. | 2 | $173 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $173 | 0.00% | +2 | New |
| Silver Grove Financial Group, Inc. | 2 | $173 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $87 | 0.00% | −2−66.7% | Reduced |
| Clark Wealth Partners | 1 | $87 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 1 | $86 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $86 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $86 | 0.00% | +1 | New |
| Addison Advisors LLC | 0 | $9 | 0.00% | −27−100.0% | Reduced |
| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −6,295−100.0% | Sold out |
| Atreides Management, LP | 0 | $0 | 0.00% | −1,315,605−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −532,840−100.0% | Sold out |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −333,464−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −183,269−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −179,303−100.0% | Sold out |
| Aware Super Pty Ltd as trustee of Aware Super | 0 | $0 | 0.00% | −171,426−100.0% | Sold out |
| Nishkama Capital, LLC | 0 | $0 | 0.00% | −158,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −132,328−100.0% | Sold out |
| Hidden Lake Asset Management LP | 0 | $0 | 0.00% | −97,356−100.0% | Sold out |
| Mudita Advisors LLP | 0 | $0 | 0.00% | −78,800−100.0% | Sold out |
| Havemeyer Place LP | 0 | $0 | 0.00% | −72,159−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −40,443−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −39,536−100.0% | Sold out |
| Heron Bay Capital Management | 0 | $0 | 0.00% | −36,838−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −26,320−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −24,227−100.0% | Sold out |
| Board of the Pension Protection Fund | 0 | $0 | 0.00% | −22,800−100.0% | Sold out |
| Manatuck Hill Partners, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Encompass More Asset Management | 0 | $0 | 0.00% | −13,409−100.0% | Sold out |
| Nomura Asset Management International Inc. | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −11,960−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −11,838−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −8,011−100.0% | Sold out |