| Princeton Global Asset Management LLC | 92 | $11.0K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 86 | $10.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 76 | $9.06K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $8.94K | 0.00% | +75 | New |
| MJT & Associates Financial Advisory Group, Inc. | 74 | $8.82K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $8.23K | 0.00% | −84−54.9% | Reduced |
| Prestige Wealth Management Group LLC | 68 | $8.11K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 66 | $7.87K | 0.00% | +45+214.3% | Added |
| Action Point Financial Planning, LLC | 63 | $7.39K | 0.00% | +63 | New |
| BOK Financial Private Wealth, Inc. | 61 | $7.27K | 0.00% | +61 | New |
| Webster Bank, N. A. | 60 | $7.15K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 58 | $7.00K | 0.00% | −183−75.9% | Reduced |
| Investors Research Corp | 57 | $6.80K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 56 | $6.68K | 0.00% | +14+33.3% | Added |
| Archer Investment Corp | 44 | $5.25K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 43 | $5.16K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 42 | $5.02K | 0.00% | +1+2.4% | Added |
| Sachetta, LLC | 40 | $4.77K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 40 | $4.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 37 | $4.41K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 34 | $4.05K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 33 | $3.96K | 0.00% | +33 | New |
| Triumph Capital Management | 33 | $3.94K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 30 | $3.58K | 0.00% | +30 | New |
| American Capital Advisory, LLC | 28 | $3.34K | 0.00% | +28 | New |
| North Star Investment Management Corp. | 27 | $3.22K | 0.00% | +4+17.4% | Added |
| Quent Capital, LLC | 25 | $2.98K | 0.00% | +12+92.3% | Added |
| Continuum Advisory, LLC | 25 | $2.98K | 0.00% | +25 | New |
| MidFirst Bank | 21 | $2.50K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 20 | $2.38K | 0.00% | +20 | New |
| Lodestone Wealth Management LLC | 18 | $2.15K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $2.03K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 17 | $2.03K | 0.00% | +17 | New |
| Ameriflex Group, Inc. | 17 | $2.03K | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 15 | $1.79K | 0.00% | +15 | New |
| Country Trust Bank | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $1.67K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $1.55K | 0.00% | +13 | New |
| Fairman Group, LLC | 12 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $1.07K | 0.00% | +4+80.0% | Added |
| Horizon Investments, LLC | 5 | $596 | 0.00% | −5−50.0% | Reduced |
| Marshall Investment Management, LLC | 5 | $596 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 2 | $239 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1 | $119 | 0.00% | +1 | New |
| Massachusetts Financial Services Co | 1,417,278 | – | – | −2,333,392−62.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −258,232−100.0% | Sold out |
| PBU - The Pension Fund of Early Childhood & Youth Educators | 0 | $0 | 0.00% | −241,265−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −158,913−100.0% | Sold out |
| DKRT Investments Corp. | 0 | $0 | 0.00% | −58,700−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −47,404−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Motley Fool Wealth Management, LLC | 0 | $0 | 0.00% | −38,601−100.0% | Sold out |
| Taproot Management LP | 0 | $0 | 0.00% | −37,219−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −32,233−100.0% | Sold out |
| Susquehanna Advisors Group, Inc. | 0 | $0 | 0.00% | −27,600−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −24,335−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −21,616−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −10,800−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −10,170−100.0% | Sold out |
| Wealthedge Investment Advisors, LLC | 0 | $0 | 0.00% | −8,507−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −7,434−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,119−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,795−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −6,226−100.0% | Sold out |
| Nia Impact Advisors, LLC | 0 | $0 | 0.00% | −6,196−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,136−100.0% | Sold out |
| Stonehage Fleming Financial Services Holdings Ltd | 0 | $0 | 0.00% | −5,834−100.0% | Sold out |
| Bristol Gate Capital Partners Inc. | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| Hancock Whitney Corp | 0 | $0 | 0.00% | −4,765−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −4,491−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,940−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −2,890−100.0% | Sold out |
| Sterling Investment Management, Inc. | 0 | $0 | 0.00% | −2,722−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| First Bank & Trust | 0 | $0 | 0.00% | −2,231−100.0% | Sold out |
| World Equity Group, Inc. | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Dorsey & Whitney Trust CO LLC | 0 | $0 | 0.00% | −1,957−100.0% | Sold out |
| Ballentine Partners, LLC | 0 | $0 | 0.00% | −1,953−100.0% | Sold out |
| Wealth Enhancement Trust Services, Inc. | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| Mondrian Investment Partners LTD | 0 | $0 | 0.00% | −1,038−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| DAGCO, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Curio Wealth, LLC | 0 | $0 | 0.00% | −317−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −290−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −132−100.0% | Sold out |