| Fairscale Capital, LLC | 1,150 | $55.6K | 0.05% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 1,116 | $54.0K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,016 | $49.1K | 0.00% | −2,619−72.0% | Reduced |
| EverSource Wealth Advisors, LLC | 771 | $37.3K | 0.00% | +670+663.4% | Added |
| CIBC Private Wealth Group, LLC | 656 | $31.2K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 600 | $29.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 584 | $28.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 575 | $27.8K | 0.00% | +25+4.5% | Added |
| Venturi Wealth Management, LLC | 574 | $27.8K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 533 | $25.8K | 0.00% | +11+2.1% | Added |
| Lindbrook Capital, LLC | 533 | $25.8K | 0.00% | +40+8.1% | Added |
| Washington Trust Co | 500 | $24.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 466 | $22.5K | 0.00% | +326+232.9% | Added |
| Ameriflex Group, Inc. | 410 | $20.1K | 0.01% | +410 | New |
| Allworth Financial LP | 406 | $19.6K | 0.00% | +8+2.0% | Added |
| Hexagon Capital Partners LLC | 399 | $19.3K | 0.00% | +7+1.8% | Added |
| Versant Capital Management, Inc | 385 | $18.6K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 385 | $18.6K | 0.00% | +1+0.3% | Added |
| SRS Capital Advisors, Inc. | 366 | $17.7K | 0.00% | −219−37.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 348 | $16.8K | 0.00% | +348 | New |
| FLP Wealth Management, LLC | 328 | $15.9K | 0.04% | +328 | New |
| Colonial Trust Co | 314 | $15.2K | 0.00% | +314 | New |
| CoreCap Advisors, LLC | 300 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 241 | $11.7K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 233 | $11.3K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 233 | $11.3K | 0.00% | +233 | New |
| Caitlin John, LLC | 219 | $10.6K | 0.01% | +1+0.5% | Added |
| Coppell Advisory Solutions LLC | 213 | $10.3K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 204 | $9.87K | 0.01% | +204 | New |
| R Squared Ltd | 190 | $9.19K | 0.01% | +190 | New |
| Centerpoint Advisors, LLC | 162 | $8.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 161 | $7.79K | 0.00% | +11+7.3% | Added |
| Kapitalo Investimentos Ltda | 159 | $7.69K | 0.01% | +159 | New |
| Corebridge Financial, Inc. | 153 | $7.40K | 0.00% | −10−6.1% | Reduced |
| Private Wealth Management Group, LLC | 151 | $7.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 130 | $6.28K | 0.00% | +22+20.4% | Added |
| Capital Advisors, Ltd. LLC | 133 | $6.00K | 0.00% | +97+269.4% | Added |
| Massmutual Trust Co FSB | 112 | $5.42K | 0.00% | +39+53.4% | Added |
| Quest Partners LLC | 105 | $5.08K | 0.00% | −26,632−99.6% | Reduced |
| Transce3nd, LLC | 105 | $5.08K | 0.00% | +105 | New |
| Hollencrest Capital Management | 95 | $4.59K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 95 | $4.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 84 | $4.06K | 0.00% | +53+171.0% | Added |
| Global Retirement Partners, LLC | 81 | $3.92K | 0.00% | −93−53.4% | Reduced |
| First Horizon Advisors, Inc. | 81 | $3.92K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 80 | $3.87K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 70 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $2.95K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 59 | $2.85K | 0.00% | +59 | New |
| Assetmark, Inc | 47 | $2.27K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 42 | $2.03K | 0.00% | +42 | New |
| LRI Investments, LLC | 28 | $1.35K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 23 | $1.11K | 0.00% | +23 | New |
| Millstone Evans Group, LLC | 23 | $1.11K | 0.00% | +23 | New |
| Archer Investment Corp | 21 | $1.02K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 15 | $726 | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 12 | $602 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $533 | 0.00% | +5+83.3% | Added |
| Bruce G. Allen Investments, LLC | 11 | $532 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 9 | $436 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 9 | $435 | 0.00% | +9 | New |
| Aventura Private Wealth, LLC | 8 | $387 | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 8 | $386 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $242 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $242 | 0.00% | +5 | New |
| Huntington National Bank | 5 | $241 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $194 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $193 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $146 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $48 | 0.00% | −4−80.0% | Reduced |
| Activest Wealth Management | 1 | $48 | 0.00% | +1 | New |
| Hemington Wealth Management | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −288,443−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −178,049−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −59,256−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −49,000−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −36,964−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,706−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −34,075−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,762−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −20,360−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,657−100.0% | Sold out |
| TrueMark Investments, LLC | 0 | $0 | 0.00% | −17,038−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −16,652−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −15,869−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −14,092−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −13,753−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −11,232−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −10,617−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −10,316−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,286−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −9,794−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,765−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −6,773−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −6,057−100.0% | Sold out |
| Bright Futures Wealth Management, LLC. | 0 | $0 | 0.00% | −5,820−100.0% | Sold out |