| V-Square Quantitative Management LLC | 267 | $22.7K | 0.00% | +267 | New |
| AdvisorNet Financial, Inc | 260 | $22.1K | 0.00% | −2−0.8% | Reduced |
| Parkside Financial Bank & Trust | 258 | $22.0K | 0.00% | 00.0% | Unchanged |
| SMA Capital LLC | 244 | $20.8K | 0.01% | +145+146.5% | Added |
| NBC Securities, Inc. | 231 | $19.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 222 | $18.9K | 0.00% | +43+24.0% | Added |
| Rothschild Investment LLC | 215 | $18.3K | 0.00% | +10+4.9% | Added |
| Danske Bank A/S | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 200 | $17.0K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 180 | $15.3K | 0.01% | +180 | New |
| Sankala Group LLC | 201 | $15.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 164 | $14.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 159 | $13.5K | 0.00% | −89−35.9% | Reduced |
| Smithfield Trust Co | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 142 | $12.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 129 | $11.0K | 0.00% | −377−74.5% | Reduced |
| Hoey Investments, Inc | 129 | $11.0K | 0.00% | +129 | New |
| First Horizon Corp | 127 | $10.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 119 | $10.1K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 118 | $10.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 107 | $9.12K | 0.00% | +28+35.4% | Added |
| Zions Bancorporation, National Association | 107 | $9.12K | 0.00% | +11+11.5% | Added |
| Clearstead Advisors, LLC | 105 | $8.95K | 0.00% | +5+5.0% | Added |
| Farmers & Merchants Investments Inc | 91 | $7.75K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 86 | $7.33K | 0.00% | −42−32.8% | Reduced |
| ZRC Wealth Management, LLC | 74 | $6.30K | 0.00% | +74 | New |
| MV Capital Management, Inc. | 71 | $6.05K | 0.00% | +1+1.4% | Added |
| Dynamic Wealth Strategies, LLC | 68 | $5.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $4.69K | 0.00% | +19+52.8% | Added |
| UMA Financial Services, Inc. | 49 | $4.17K | 0.00% | −4−7.5% | Reduced |
| Cornerstone Financial Management LLC | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 46 | $3.92K | 0.00% | −96−67.6% | Reduced |
| Bare Financial Services, Inc | 46 | $3.92K | 0.00% | +14+43.8% | Added |
| CVA Family Office, LLC | 43 | $3.66K | 0.00% | +24+126.3% | Added |
| Keating Financial Advisory Services, Inc. | 42 | $3.58K | 0.00% | +21+100.0% | Added |
| Fortitude Family Office, LLC | 41 | $3.49K | 0.00% | +23+127.8% | Added |
| Avion Wealth | 36 | $3.00K | 0.00% | +6+20.0% | Added |
| Johnson Financial Group, Inc. | 35 | $2.98K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 34 | $2.90K | 0.00% | +9+36.0% | Added |
| Action Point Financial Planning, LLC | 32 | $2.56K | 0.00% | +32 | New |
| Harbour Investments, Inc. | 24 | $2.04K | 0.00% | +12+100.0% | Added |
| Bogart Wealth, LLC | 22 | $1.87K | 0.00% | +6+37.5% | Added |
| Arlington Trust Co LLC | 21 | $1.79K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 20 | $1.70K | 0.00% | +9+81.8% | Added |
| North Star Investment Management Corp. | 20 | $1.70K | 0.00% | +20 | New |
| True Wealth Design, LLC | 17 | $1.45K | 0.00% | −1−5.6% | Reduced |
| JNBA Financial Advisors | 17 | $1.45K | 0.00% | +17 | New |
| NBT Bank N A | 17 | $1.45K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $1.36K | 0.00% | +4+33.3% | Added |
| Activest Wealth Management | 15 | $1.28K | 0.00% | −5−25.0% | Reduced |
| South State Corp. | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 11 | $937 | 0.00% | −105−90.5% | Reduced |
| Financial Management Professionals, Inc. | 11 | $937 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $937 | 0.00% | +3+37.5% | Added |
| Trust Co | 10 | $852 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 10 | $852 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 9 | $767 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 9 | $767 | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $767 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 8 | $682 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $681 | 0.00% | −1−11.1% | Reduced |
| Cornerstone Planning Group LLC | 8 | $658 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 7 | $597 | 0.00% | +5+250.0% | Added |
| HFM Investment Advisors, LLC | 6 | $512 | 0.00% | +5+500.0% | Added |
| Rossby Financial, LCC | 5 | $426 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $341 | 0.00% | +3+300.0% | Added |
| Rialto Wealth Management, LLC | 3 | $256 | 0.00% | +2+200.0% | Added |
| Buck Wealth Strategies, LLC | 2 | $170 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $170 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $86 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $86 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $85 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $85 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| ABS Investment Management LLC | 85 | – | – | +85 | New |
| Paradigm Biocapital Advisors LP | 0 | $0 | 0.00% | −1,480,857−100.0% | Sold out |
| Logos Global Management LP | 0 | $0 | 0.00% | −875,000−100.0% | Sold out |
| MPM Oncology Impact Management LP | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −363,997−100.0% | Sold out |
| Vestal Point Capital, LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −283,572−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −245,000−100.0% | Sold out |
| Catalio Capital Management, LP | 0 | $0 | 0.00% | −215,501−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Sofinnova Investments, Inc. | 0 | $0 | 0.00% | −91,791−100.0% | Sold out |
| Silverarc Capital Management, LLC | 0 | $0 | 0.00% | −71,203−100.0% | Sold out |
| Tyro Capital Management LLC | 0 | $0 | 0.00% | −64,666−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −31,216−100.0% | Sold out |
| Knott David M Jr | 0 | $0 | 0.00% | −23,644−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −23,491−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −21,813−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −21,505−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −20,350−100.0% | Sold out |
