| Pinnacle Wealth Planning Services, Inc. | 320 | $24.9K | 0.00% | +74+30.1% | Added |
| Eurizon Capital SGR S.p.A. | 282 | $21.3K | 0.00% | +142+101.4% | Added |
| Kemnay Advisory Services Inc. | 250 | $19.5K | 0.00% | +116+86.6% | Added |
| MAI Capital Management | 245 | $19.1K | 0.00% | +204+497.6% | Added |
| Ronald Blue Trust, Inc. | 211 | $16.4K | 0.00% | −470−69.0% | Reduced |
| Banque Cantonale Vaudoise | 209 | $16.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 199 | $15.5K | 0.00% | +199 | New |
| Root Financial Partners, LLC | 198 | $15.4K | 0.00% | +156+371.4% | Added |
| Los Angeles Capital Management LLC | 190 | $14.8K | 0.00% | −34,320−99.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 189 | $14.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 168 | $13.0K | 0.01% | −545−76.4% | Reduced |
| Crewe Advisors LLC | 155 | $12.1K | 0.00% | +38+32.5% | Added |
| Acumen Wealth Advisors, LLC | 154 | $12.0K | 0.00% | +154 | New |
| C M Bidwell & Associates Ltd | 140 | $10.9K | 0.01% | +55+64.7% | Added |
| Smartleaf Asset Management LLC | 140 | $10.5K | 0.00% | −1−0.7% | Reduced |
| SRS Capital Advisors, Inc. | 116 | $9.04K | 0.00% | −61−34.5% | Reduced |
| Rossby Financial, LCC | 115 | $9.02K | 0.00% | +92+400.0% | Added |
| SWAN Capital LLC | 104 | $8.10K | 0.00% | +104 | New |
| Massmutual Trust Co FSB | 84 | $6.54K | 0.00% | −31−27.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 83 | $6.46K | 0.00% | −1−1.2% | Reduced |
| Parkside Financial Bank & Trust | 81 | $6.31K | 0.00% | +5+6.6% | Added |
| Private Trust Co NA | 79 | $6.15K | 0.00% | +37+88.1% | Added |
| IFP Advisors, Inc | 66 | $5.14K | 0.00% | −14−17.5% | Reduced |
| Harbor Capital Advisors, Inc. | 67 | $5.00K | 0.00% | −13,171−99.5% | Reduced |
| SJS Investment Consulting Inc. | 64 | $4.99K | 0.00% | +62+3,100.0% | Added |
| North Star Investment Management Corp. | 53 | $4.13K | 0.00% | +53 | New |
| Ameriflex Group, Inc. | 50 | $3.90K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 47 | $3.66K | 0.00% | +47 | New |
| Salomon & Ludwin, LLC | 45 | $3.60K | 0.00% | +6+15.4% | Added |
| High Note Wealth, LLC | 45 | $3.50K | 0.00% | +45 | New |
| Larson Financial Group LLC | 44 | $3.43K | 0.00% | +44 | New |
| Plato Investment Management Ltd | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 41 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $3.12K | 0.00% | +40 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 37 | $2.88K | 0.00% | +27+270.0% | Added |
| Bell Investment Advisors, Inc | 35 | $2.73K | 0.00% | −51−59.3% | Reduced |
| Private Wealth Management Group, LLC | 32 | $2.49K | 0.00% | −28−46.7% | Reduced |
| SBI Securities Co., Ltd. | 31 | $2.42K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $2.26K | 0.00% | +21+262.5% | Added |
| Cornerstone Financial Management LLC | 28 | $2.18K | 0.00% | +28 | New |
| Capital Advisors, Ltd. LLC | 23 | $2.00K | 0.00% | +18+360.0% | Added |
| Zions Bancorporation, National Association | 25 | $1.95K | 0.00% | −3−10.7% | Reduced |
| Financial Network Wealth Advisors LLC | 25 | $1.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $1.71K | 0.00% | −52−70.3% | Reduced |
| Elequin Capital LP | 22 | $1.71K | 0.00% | −39−63.9% | Reduced |
| WealthCollab, LLC | 22 | $1.71K | 0.00% | −20−47.6% | Reduced |
| Marquette Asset Management, LLC | 22 | $1.71K | 0.00% | −8−26.7% | Reduced |
| Whipplewood Advisors, LLC | 21 | $1.64K | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 18 | $1.40K | 0.00% | +18 | New |
| Colonial Trust Co | 17 | $1.32K | 0.00% | +17 | New |
| Kilter Group LLC | 16 | $1.25K | 0.00% | +16 | New |
| Quarry LP | 16 | $1.25K | 0.00% | −10−38.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 16 | $1.25K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 12 | $1.23K | 0.00% | +12 | New |
| Rachor Investment Advisory Services, LLC | 15 | $1.17K | 0.00% | +9+150.0% | Added |
| Basecamp Wealth Advisors LLC | 14 | $1.09K | 0.00% | +8+133.3% | Added |
| Sunbelt Securities, Inc. | 14 | $1.09K | 0.00% | +14 | New |
| Raleigh Capital Management Inc. | 14 | $1.09K | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $974 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $779 | 0.00% | −1,300−99.2% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $779 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $702 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 9 | $701 | 0.00% | −1−10.0% | Reduced |
| Picton Mahoney Asset Management | 8 | $623 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $623 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $545 | 0.00% | −434−98.4% | Reduced |
| Creative Financial Designs Inc | 7 | $545 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 6 | $468 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 6 | $467 | 0.00% | −2−25.0% | Reduced |
| UMA Financial Services, Inc. | 5 | $390 | 0.00% | −3−37.5% | Reduced |
| Rakuten Securities, Inc. | 5 | $389 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $312 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 3 | $234 | 0.00% | −10−76.9% | Reduced |
| MV Capital Management, Inc. | 3 | $234 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 2 | $156 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1 | $78 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $78 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $78 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $77 | 0.00% | +1 | New |
| Atlantic Union Bankshares Corp | 0 | $2 | 0.00% | 0 | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −1,057,077−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −321,591−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −316,117−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −233,956−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −161,899−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −157,815−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −140,237−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −120,362−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −110,900−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −100,142−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −66,832−100.0% | Sold out |
| Axiom Investors LLC | 0 | $0 | 0.00% | −65,485−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −44,706−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −39,190−100.0% | Sold out |
