| Farther Finance Advisors, LLC | 554 | $28.4K | 0.00% | −2,372−81.1% | Reduced |
| LRI Investments, LLC | 552 | $28.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 509 | $25.9K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 496 | $25.3K | 0.00% | +85+20.7% | Added |
| Essential Partners LLC | 490 | $25.0K | 0.01% | +211+75.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 479 | $24.4K | 0.00% | +479 | New |
| Ares Financial Consulting, LLC | 472 | $24.1K | 0.02% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 388 | $20.0K | 0.00% | +125+47.5% | Added |
| Huntington National Bank | 369 | $18.8K | 0.00% | +96+35.2% | Added |
| Mather Group, LLC. | 367 | $18.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 366 | $18.7K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 312 | $15.9K | 0.00% | +92+41.8% | Added |
| Clearstead Advisors, LLC | 308 | $15.7K | 0.00% | +283+1,132.0% | Added |
| Private Trust Co NA | 262 | $13.4K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 259 | $13.2K | 0.00% | +259 | New |
| Bell Investment Advisors, Inc | 234 | $11.9K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 232 | $11.8K | 0.01% | +53+29.6% | Added |
| Graticule Asia Macro Advisors LLC | 219 | $11.2K | 0.00% | +219 | New |
| Harbour Investments, Inc. | 218 | $11.1K | 0.00% | +5+2.3% | Added |
| Capital Advisors, Ltd. LLC | 207 | $11.0K | 0.00% | +6+3.0% | Added |
| Manchester Capital Management LLC | 192 | $9.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 190 | $9.69K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 190 | $9.69K | 0.00% | +175+1,166.7% | Added |
| Fortitude Family Office, LLC | 188 | $9.58K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 181 | $9.23K | 0.00% | +181 | New |
| Grove Bank & Trust | 173 | $8.82K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 161 | $8.21K | 0.00% | +71+78.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 160 | $8.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 151 | $7.00K | 0.00% | +44+41.1% | Added |
| Delta Asset Management LLC | 127 | $6.47K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 119 | $6.07K | 0.00% | +119 | New |
| Quarry LP | 108 | $5.51K | 0.00% | +108 | New |
| GWM Advisors LLC | 104 | $5.30K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 97 | $4.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 93 | $4.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 83 | $4.23K | 0.00% | −2−2.4% | Reduced |
| Simplex Trading, LLC | 81 | $4.13K | 0.00% | +81 | New |
| WPG Advisers, LLC | 75 | $3.82K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 74 | $3.77K | 0.00% | −36−32.7% | Reduced |
| Action Point Financial Planning, LLC | 74 | $3.62K | 0.00% | +74 | New |
| S&T Bank | 68 | $3.47K | 0.00% | +37+119.4% | Added |
| Central Trust Co | 64 | $3.26K | 0.00% | +49+326.7% | Added |
| Parkside Financial Bank & Trust | 62 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 62 | $3.16K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $3.06K | 0.00% | +60 | New |
| Sachetta, LLC | 58 | $2.96K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $2.91K | 0.00% | +32+128.0% | Added |
| True Wealth Design, LLC | 52 | $2.65K | 0.00% | +52 | New |
| Kayne Anderson Rudnick Investment Management LLC | 51 | $2.63K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 51 | $2.60K | 0.00% | +51 | New |
| Marquette Asset Management, LLC | 49 | $2.50K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 44 | $2.29K | 0.00% | +44 | New |
| Ameriflex Group, Inc. | 45 | $2.29K | 0.00% | +45 | New |
| Stone House Investment Management, LLC | 44 | $2.24K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 39 | $1.99K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 38 | $1.94K | 0.00% | +18+90.0% | Added |
| Tounjian Advisory Partners, LLC | 34 | $1.72K | 0.00% | +34 | New |
| Godfrey Financial Associates, Inc. | 33 | $1.68K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 32 | $1.63K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $1.63K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 31 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $1.48K | 0.00% | +10+52.6% | Added |
| Nemes Rush Group LLC | 29 | $1.48K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 24 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 20 | $1.02K | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 16 | $816 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $765 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 13 | $663 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $663 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 12 | $612 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $510 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $510 | 0.00% | +10 | New |
| Hilltop National Bank | 9 | $459 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $408 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 8 | $408 | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 7 | $357 | 0.00% | +2+40.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $255 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 5 | $254 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $204 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $51 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −236,015−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −177,400−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −100,286−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −90,500−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −75,184−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −45,332−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −44,096−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −30,469−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −29,082−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −9,900−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −8,036−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −7,865−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −5,751−100.0% | Sold out |