| Action Point Financial Planning, LLC | 46 | $4.24K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 42 | $4.14K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 42 | $4.14K | 0.00% | −106−71.6% | Reduced |
| Assetmark, Inc | 36 | $3.55K | 0.00% | −9−20.0% | Reduced |
| TD Private Client Wealth LLC | 35 | $3.45K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 34 | $3.35K | 0.00% | +17+100.0% | Added |
| WPG Advisers, LLC | 29 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 24 | $2.37K | 0.00% | +2+9.1% | Added |
| Keating Financial Advisory Services, Inc. | 23 | $2.27K | 0.00% | +16+228.6% | Added |
| SJS Investment Consulting Inc. | 21 | $2.07K | 0.00% | +5+31.3% | Added |
| Rossby Financial, LCC | 16 | $1.58K | 0.00% | −2−11.1% | Reduced |
| Harbour Investments, Inc. | 16 | $1.58K | 0.00% | −2−11.1% | Reduced |
| JPL Wealth Management, LLC | 15 | $1.48K | 0.00% | +15 | New |
| Ares Financial Consulting, LLC | 15 | $1.48K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $1.48K | 0.00% | +6+66.7% | Added |
| Central Trust Co | 14 | $1.38K | 0.00% | −3−17.6% | Reduced |
| UMA Financial Services, Inc. | 14 | $1.38K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 12 | $1.19K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.18K | 0.00% | −1−7.7% | Reduced |
| Rialto Wealth Management, LLC | 11 | $1.08K | 0.00% | +2+22.2% | Added |
| GW&K Investment Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Private Trust Co NA | 10 | $986 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $888 | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $888 | 0.00% | +6+200.0% | Added |
| Creative Capital Management Investments LLC | 9 | $888 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 8 | $789 | 0.00% | +5+166.7% | Added |
| Quaker Wealth Management, LLC | 6 | $592 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $592 | 0.00% | +4+200.0% | Added |
| Larson Financial Group LLC | 5 | $498 | 0.00% | −477−99.0% | Reduced |
| South State Corp. | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 3 | $297 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 3 | $296 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 3 | $295 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 2 | $198 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $197 | 0.00% | −5−71.4% | Reduced |
| Bayforest Capital Ltd | 2 | $197 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $197 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $188 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $147 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 1 | $99 | 0.00% | −3−75.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $99 | 0.00% | +1 | New |
| Sachetta, LLC | 1 | $99 | 0.00% | +1 | New |
| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −902,851−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −319,603−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −160,152−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −78,468−100.0% | Sold out |
| Roubaix Capital, LLC | 0 | $0 | 0.00% | −51,928−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −43,544−100.0% | Sold out |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −34,315−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −33,118−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,648−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −21,799−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,280−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,716−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −17,172−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,740−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −9,176−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −8,614−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −8,556−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −8,048−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −7,194−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −5,957−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −5,777−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −5,252−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −4,805−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −4,341−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −3,951−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,751−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Dundas Partners LLP | 0 | $0 | 0.00% | −3,294−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −3,009−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −2,872−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −206−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Essential Partners LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| ZRC Wealth Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Kings Path Partners LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Whipplewood Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |