| Atticus Wealth Management, LLC | 139 | $8.63K | 0.00% | −350−71.6% | Reduced |
| Assetmark, Inc | 139 | $8.63K | 0.00% | +3+2.2% | Added |
| Flaharty Asset Management, LLC | 134 | $8.31K | 0.00% | +134 | New |
| GW&K Investment Management, LLC | 130 | $8.00K | 0.00% | +68+109.7% | Added |
| Quadrant Capital Group LLC | 122 | $7.57K | 0.00% | −131−51.8% | Reduced |
| Mizuho Securities Co. Ltd. | 120 | $7.45K | 0.09% | +120 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 119 | $7.38K | 0.00% | +88+283.9% | Added |
| Founders Capital Management | 105 | $6.51K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 100 | $6.21K | 0.00% | −204−67.1% | Reduced |
| Allianz SE | 100 | $6.21K | 0.00% | 00.0% | Unchanged |
| USCF Advisers LLC | 100 | $6.21K | 0.60% | 00.0% | Unchanged |
| Whittier Trust Co | 94 | $5.83K | 0.00% | +11+13.3% | Added |
| Zions Bancorporation, National Association | 92 | $5.71K | 0.00% | +92 | New |
| Private Wealth Asset Management, LLC | 92 | $5.71K | 0.00% | +92 | New |
| Farmers & Merchants Investments Inc | 91 | $5.65K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 80 | $4.99K | 0.00% | +80 | New |
| Ronald Blue Trust, Inc. | 75 | $4.65K | 0.00% | −107−58.8% | Reduced |
| Lowe Wealth Advisors, LLC | 75 | $4.65K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 75 | $4.65K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 74 | $4.59K | 0.00% | −132−64.1% | Reduced |
| MV Capital Management, Inc. | 66 | $4.10K | 0.00% | −45−40.5% | Reduced |
| Richards, Merrill & Peterson, Inc. | 60 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 60 | $3.72K | 0.00% | +17+39.5% | Added |
| Kimelman & Baird, LLC | 55 | $3.41K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 54 | $3.35K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $3.23K | 0.00% | −9−20.0% | Reduced |
| Kentucky Trust Co | 50 | $3.10K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 49 | $3.04K | 0.00% | −235−82.7% | Reduced |
| Pacifica Partners Inc. | 50 | $2.94K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 44 | $2.73K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 40 | $2.48K | 0.00% | +8+25.0% | Added |
| South State Corp. | 36 | $2.23K | 0.00% | +36 | New |
| Caitong International Asset Management Co., Ltd | 35 | $2.17K | 0.00% | −4−10.3% | Reduced |
| MRP Capital Investments, LLC | 35 | $2.17K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $2.11K | 0.00% | +14+70.0% | Added |
| Hantz Financial Services, Inc. | 32 | $2.00K | 0.00% | +32 | New |
| Strengthening Families & Communities, LLC | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $1.86K | 0.00% | +30 | New |
| Ancora Advisors, LLC | 30 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 29 | $1.80K | 0.00% | +24+480.0% | Added |
| City State Bank | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 22 | $1.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 21 | $1.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $1.30K | 0.00% | +14+200.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 19 | $1.18K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $1.12K | 0.00% | −82−82.0% | Reduced |
| TFC Financial Management | 18 | $1.12K | 0.00% | +9+100.0% | Added |
| Whittier Trust Co of Nevada Inc | 18 | $1.12K | 0.00% | +5+38.5% | Added |
| FSA Wealth Management LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | −101−90.2% | Reduced |
| NBC Securities, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| FNY Investment Advisers, LLC | 20 | $1.00K | 0.00% | +20 | New |
| NVWM, LLC | 16 | $993 | 0.00% | −2−11.1% | Reduced |
| Gen-Wealth Partners Inc | 16 | $993 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 15 | $931 | 0.00% | −225−93.8% | Reduced |
| Anchor Investment Management, LLC | 15 | $931 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $869 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $736 | 0.04% | −3−21.4% | Reduced |
| Cornerstone Planning Group LLC | 16 | $721 | 0.00% | +7+77.8% | Added |
| Principia Wealth Advisory, LLC | 13 | $704 | 0.00% | +13 | New |
| CGC Financial Services, LLC | 10 | $621 | 0.00% | −117−92.1% | Reduced |
| Quent Capital, LLC | 10 | $621 | 0.00% | −3−23.1% | Reduced |
| Dunhill Financial, LLC | 10 | $605 | 0.00% | +3+42.9% | Added |
| Hughes Financial Services, LLC | 9 | $562 | 0.00% | +9 | New |
| Center for Financial Planning, Inc. | 9 | $559 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $558 | 0.00% | −191−95.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 9 | $558 | 0.00% | +9 | New |
| GPS Wealth Strategies Group, LLC | 7 | $434 | 0.00% | −18−72.0% | Reduced |
| Binnacle Investments Inc | 7 | $434 | 0.00% | +7 | New |
| NewSquare Capital LLC | 6 | $372 | 0.00% | −117−95.1% | Reduced |
| Core Alternative Capital | 6 | $372 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $311 | 0.00% | −65−92.9% | Reduced |
| SJS Investment Consulting Inc. | 5 | $311 | 0.00% | −9−64.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 5 | $311 | 0.00% | −1−16.7% | Reduced |
| MCF Advisors LLC | 5 | $311 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $311 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $310 | 0.00% | −12−70.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $310 | 0.00% | +5 | New |
| True Wealth Design, LLC | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $194 | 0.00% | +1+33.3% | Added |
| Cape Investment Advisory, Inc. | 3 | $186 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $186 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $125 | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 2 | $124 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $124 | 0.00% | +1+100.0% | Added |
| Activest Wealth Management | 2 | $124 | 0.00% | +2 | New |
| Parallax Volatility Advisers, L.P. | 1 | $62 | 0.00% | −22,232−100.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5 | $0 | 0.00% | +5 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,349,032−100.0% | Sold out |
| Aspex Management (HK) Ltd | 0 | $0 | 0.00% | −428,615−100.0% | Sold out |
| Impax Asset Management Group plc | 0 | $0 | 0.00% | −308,875−100.0% | Sold out |
| Electron Capital Partners, LLC | 0 | $0 | 0.00% | −102,600−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −82,582−100.0% | Sold out |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −63,430−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −52,600−100.0% | Sold out |
| Sphera Funds Management Ltd. | 0 | $0 | 0.00% | −50,198−100.0% | Sold out |
