| SHP Wealth Management | 193 | $2.61K | 0.00% | +193 | New |
| JFS Wealth Advisors, LLC | 191 | $2.58K | 0.00% | −71−27.1% | Reduced |
| Zions Bancorporation, National Association | 183 | $2.48K | 0.00% | +183 | New |
| Cornerstone Planning Group LLC | 169 | $2.47K | 0.00% | +169 | New |
| Golden State Wealth Management, LLC | 179 | $2.42K | 0.00% | +100+126.6% | Added |
| Creative Financial Designs Inc | 156 | $2.11K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 146 | $1.98K | 0.00% | +146 | New |
| Fairman Group, LLC | 144 | $1.95K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 134 | $1.81K | 0.00% | −155−53.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 132 | $1.79K | 0.00% | +78+144.4% | Added |
| Larson Financial Group LLC | 121 | $1.63K | 0.00% | −219−64.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 114 | $1.54K | 0.00% | +56+96.6% | Added |
| Creative Capital Management Investments LLC | 113 | $1.53K | 0.00% | +113 | New |
| Bruce G. Allen Investments, LLC | 108 | $1.46K | 0.00% | +40+58.8% | Added |
| Atlantic Union Bankshares Corp | 102 | $1.38K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 100 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 90 | $1.22K | 0.00% | −2−2.2% | Reduced |
| MidFirst Bank | 83 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 70 | $947 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 68 | $920 | 0.00% | −28−29.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 66 | $893 | 0.00% | −10−13.2% | Reduced |
| HFM Investment Advisors, LLC | 66 | $893 | 0.00% | +43+187.0% | Added |
| AdvisorNet Financial, Inc | 66 | $893 | 0.00% | +65+6,500.0% | Added |
| MV Capital Management, Inc. | 63 | $853 | 0.00% | +61+3,050.0% | Added |
| Wall Street Access Asset Management, LLC | 56 | $758 | 0.00% | +56 | New |
| Basecamp Wealth Advisors LLC | 52 | $704 | 0.00% | +23+79.3% | Added |
| Provenance Wealth Advisors, LLC | 50 | $677 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 48 | $650 | 0.00% | +41+585.7% | Added |
| TD Private Client Wealth LLC | 47 | $636 | 0.00% | +47 | New |
| Ameriflex Group, Inc. | 47 | $636 | 0.00% | +47 | New |
| True Wealth Design, LLC | 43 | $582 | 0.00% | +43 | New |
| Planning Strategies Inc. | 39 | $528 | 0.00% | +39 | New |
| SJS Investment Consulting Inc. | 28 | $379 | 0.00% | −30−51.7% | Reduced |
| LRI Investments, LLC | 22 | $298 | 0.00% | +22 | New |
| Plante Moran Financial Advisors, LLC | 21 | $284 | 0.00% | +21 | New |
| Principia Wealth Advisory, LLC | 16 | $216 | 0.00% | +15+1,500.0% | Added |
| DecisionPoint Financial, LLC | 14 | $194 | 0.00% | +14 | New |
| West Paces Advisors Inc. | 14 | $189 | 0.00% | +14 | New |
| Sachetta, LLC | 13 | $176 | 0.00% | −112−89.6% | Reduced |
| LifeSteps Financial, Inc. | 11 | $153 | 0.00% | +11 | New |
| South State Corp. | 10 | $136 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 6 | $82 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 6 | $81 | 0.00% | −6−50.0% | Reduced |
| Activest Wealth Management | 6 | $81 | 0.00% | +6 | New |
| Raffa Wealth Management, LLC | 3 | $41 | 0.00% | −4−57.1% | Reduced |
| CoreCap Advisors, LLC | 2 | $27 | 0.00% | −483−99.6% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $27 | 0.00% | +2 | New |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −4,134,360−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −3,522,398−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −1,731,974−100.0% | Sold out |
| Arbejdsmarkedets Tillaegspension | 0 | $0 | 0.00% | −1,502,764−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −617,740−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −528,300−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −302,890−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −258,847−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −199,025−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −171,900−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −136,318−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −135,196−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −103,386−100.0% | Sold out |
| Factorial Partners, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Capricorn Fund Managers Ltd | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| III Capital Management | 0 | $0 | 0.00% | −79,085−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −59,394−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −58,284−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −56,754−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −51,414−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −49,536−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −49,095−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −48,001−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −47,748−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −46,977−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −36,999−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −35,690−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −35,423−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −33,386−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −31,151−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −29,865−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −27,865−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −25,521−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −21,200−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −19,380−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −19,151−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −17,935−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −15,384−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −13,667−100.0% | Sold out |
| Van Diest Capital, LLC | 0 | $0 | 0.00% | −13,144−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −12,947−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −12,561−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −10,840−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −10,491−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −8,615−100.0% | Sold out |
| Hamrick Investment Counsel, llc | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −3,942−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,815−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −1,847−100.0% | Sold out |
| Ancora Advisors, LLC | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
