| EverSource Wealth Advisors, LLC | 312 | $41.3K | 0.00% | +126+67.7% | Added |
| SRS Capital Advisors, Inc. | 272 | $36.0K | 0.00% | +156+134.5% | Added |
| Whittier Trust Co | 262 | $34.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 234 | $31.0K | 0.00% | +116+98.3% | Added |
| Danske Bank A/S | 200 | $26.5K | 0.00% | +200 | New |
| Skopos Labs, Inc. | 189 | $25.0K | 0.00% | +43+29.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 137 | $21.8K | 0.01% | +137 | New |
| Quarry LP | 160 | $21.2K | 0.00% | −391−71.0% | Reduced |
| Parkside Financial Bank & Trust | 156 | $20.7K | 0.00% | −18−10.3% | Reduced |
| Archer Investment Corp | 150 | $19.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 144 | $19.1K | 0.00% | −5−3.4% | Reduced |
| WFA of San Diego, LLC | 140 | $18.6K | 0.01% | +140 | New |
| Proathlete Wealth Management LLC | 137 | $18.2K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 118 | $15.6K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $15.1K | 0.00% | −28−100.0% | Reduced |
| Bryn Mawr Trust Co | 107 | $14.2K | 0.00% | −1−0.9% | Reduced |
| Rise Advisors, LLC | 97 | $12.9K | 0.01% | +4+4.3% | Added |
| Sterling Capital Management LLC | 91 | $12.1K | 0.00% | +52+133.3% | Added |
| Millstone Evans Group, LLC | 85 | $11.3K | 0.01% | −85−50.0% | Reduced |
| Private Trust Co NA | 79 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 83 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 74 | $9.81K | 0.00% | +51+221.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $9.54K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 72 | $9.54K | 0.00% | +36+100.0% | Added |
| Global Retirement Partners, LLC | 69 | $9.15K | 0.00% | +69 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $8.61K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $8.08K | 0.00% | +12+24.5% | Added |
| SBI Securities Co., Ltd. | 61 | $8.08K | 0.00% | +61 | New |
| Hillsdale Investment Management Inc. | 60 | $7.95K | 0.00% | +60 | New |
| Farther Finance Advisors, LLC | 57 | $7.55K | 0.00% | −26−31.3% | Reduced |
| Globeflex Capital L P | 55 | $7.29K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 52 | $6.89K | 0.00% | +52 | New |
| Rothschild Investment LLC | 45 | $5.96K | 0.00% | −15−25.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $5.30K | 0.01% | +8+25.0% | Added |
| High Note Wealth, LLC | 40 | $5.30K | 0.00% | +20+100.0% | Added |
| Creative Financial Designs Inc | 38 | $5.04K | 0.00% | −11−22.4% | Reduced |
| Hantz Financial Services, Inc. | 37 | $5.00K | 0.00% | +34+1,133.3% | Added |
| Jones Financial Companies LLLP | 37 | $4.89K | 0.00% | −3−7.5% | Reduced |
| Truvestments Capital LLC | 28 | $3.71K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $3.44K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 26 | $3.44K | 0.00% | +26 | New |
| Sierra Ocean, LLC | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 23 | $3.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.78K | 0.00% | +21 | New |
| Atlantic Trust, LLC | 20 | $2.65K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 17 | $2.25K | 0.00% | +17 | New |
| Leonteq Securities AG | 17 | $2.25K | 0.00% | −35−67.3% | Reduced |
| NewSquare Capital LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.68K | 0.00% | +7+140.0% | Added |
| Financial Network Wealth Advisors LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $1.19K | 0.00% | −12−57.1% | Reduced |
| Geneos Wealth Management Inc. | 9 | $1.19K | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 9 | $1.19K | 0.00% | +9 | New |
| Private Wealth Management Group, LLC | 7 | $928 | 0.00% | −42−85.7% | Reduced |
| UMA Financial Services, Inc. | 6 | $795 | 0.00% | −2−25.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $795 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $795 | 0.00% | +6 | New |
| Garde Capital, Inc. | 5 | $663 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3 | $419 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $398 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 2 | $265 | 0.00% | −5−71.4% | Reduced |
| Private Wealth Asset Management, LLC | 2 | $265 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $265 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $265 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $265 | 0.00% | +1+100.0% | Added |
| Larson Financial Group LLC | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1 | $133 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 1 | $133 | 0.00% | +1 | New |
| Avion Wealth | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| MetLife Investment Management | 0 | $0 | 0.00% | −148,479−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −68,587−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −35,917−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −19,552−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −14,990−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −7,610−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,757−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −5,204−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −4,736−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −4,634−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,368−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,259−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,810−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −3,776−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | −2,990−100.0% | Sold out |
| Portman Square Capital LLP | 0 | $0 | 0.00% | −2,643−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,775−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −830−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
