| Crewe Advisors LLC | 147 | $24.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 147 | $24.2K | 0.01% | +147 | New |
| TD Waterhouse Canada Inc. | 141 | $23.3K | 0.00% | +2+1.4% | Added |
| Golden State Wealth Management, LLC | 140 | $23.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 130 | $21.4K | 0.00% | +39+42.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 129 | $21.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 128 | $21.1K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 126 | $21.0K | 0.00% | +17+15.6% | Added |
| CX Institutional | 114 | $19.0K | 0.00% | +114 | New |
| Dogwood Wealth Management LLC | 115 | $19.0K | 0.01% | +9+8.5% | Added |
| Basecamp Wealth Advisors LLC | 98 | $16.1K | 0.00% | +78+390.0% | Added |
| Bayforest Capital Ltd | 91 | $15.0K | 0.02% | −561−86.0% | Reduced |
| Assetmark, Inc | 91 | $15.0K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 89 | $14.7K | 0.00% | +89 | New |
| Signature Equity Partners, LLC | 87 | $14.3K | 0.01% | +7+8.8% | Added |
| SJS Investment Consulting Inc. | 84 | $13.8K | 0.00% | −225−72.8% | Reduced |
| Bare Financial Services, Inc | 79 | $13.0K | 0.00% | +19+31.7% | Added |
| Innovative Asset Advisors Group, LLC | 71 | $11.7K | 0.01% | +71 | New |
| Clearstead Advisors, LLC | 70 | $11.5K | 0.00% | −79−53.0% | Reduced |
| LRI Investments, LLC | 54 | $8.90K | 0.00% | −4−6.9% | Reduced |
| Cedar Mountain Advisors, LLC | 54 | $8.90K | 0.00% | +54 | New |
| First Pacific Financial | 50 | $8.29K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 48 | $7.91K | 0.00% | −360−88.2% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $7.25K | 0.00% | +3+7.3% | Added |
| Highline Wealth Partners LLC | 42 | $6.92K | 0.00% | +42 | New |
| Entrust Financial LLC | 40 | $6.59K | 0.00% | −8−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 39 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 32 | $5.27K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 27 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 27 | $4.45K | 0.00% | +27 | New |
| CVA Family Office, LLC | 26 | $4.29K | 0.00% | +26 | New |
| Westside Investment Management, Inc. | 25 | $4.13K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $4.12K | 0.00% | −22−46.8% | Reduced |
| Farmers & Merchants Investments Inc | 25 | $4.12K | 0.00% | −1−3.8% | Reduced |
| JPL Wealth Management, LLC | 23 | $3.79K | 0.00% | +23 | New |
| HM Payson & Co | 20 | $3.30K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $2.98K | 0.00% | +12+200.0% | Added |
| Activest Wealth Management | 13 | $2.14K | 0.00% | −40−75.5% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $1.83K | 0.00% | −1,357−99.2% | Reduced |
| Bell Investment Advisors, Inc | 11 | $1.81K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 9 | $1.48K | 0.00% | +9 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $1.32K | 0.00% | −18−69.2% | Reduced |
| SHP Wealth Management | 8 | $1.32K | 0.00% | +3+60.0% | Added |
| Cromwell Holdings LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.15K | 0.00% | +3+75.0% | Added |
| Harvest Fund Management Co., Ltd | 7 | $1.00K | 0.00% | −813−99.1% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $989 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 6 | $989 | 0.00% | +1+20.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $989 | 0.00% | +6 | New |
| Whipplewood Advisors, LLC | 6 | $989 | 0.00% | +6 | New |
| Cornerstone Planning Group LLC | 6 | $987 | 0.00% | +3+100.0% | Added |
| Hughes Financial Services, LLC | 5 | $824 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 4 | $660 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 3 | $495 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $494 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $494 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 2 | $330 | 0.00% | −112−98.2% | Reduced |
| SBI Securities Co., Ltd. | 2 | $330 | 0.00% | −65−97.0% | Reduced |
| Central Trust Co | 2 | $330 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $330 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $330 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 1 | $165 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $165 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $165 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $165 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $164 | 0.00% | +1 | New |
| SurgoCap Partners LP | 0 | $0 | 0.00% | −376,869−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −209,256−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −138,001−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −133,586−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −121,752−100.0% | Sold out |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −118,000−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −97,800−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −81,131−100.0% | Sold out |
| Turas Capital Management LP | 0 | $0 | 0.00% | −34,000−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −33,990−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −19,653−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −17,459−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,069−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −15,018−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −12,803−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −11,247−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −8,809−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −8,044−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −7,585−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −7,302−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −7,156−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −7,058−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −6,516−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −6,294−100.0% | Sold out |