| Raffa Wealth Management, LLC | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 100 | $14.8K | 0.00% | −874−89.7% | Reduced |
| TD Private Client Wealth LLC | 99 | $14.7K | 0.00% | −16−13.9% | Reduced |
| Meeder Asset Management Inc | 93 | $13.8K | 0.00% | −34−26.8% | Reduced |
| Farmers & Merchants Investments Inc | 89 | $13.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 89 | $13.2K | 0.00% | +39+78.0% | Added |
| Fortitude Family Office, LLC | 88 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 85 | $13.0K | 0.01% | +85 | New |
| Delta Asset Management LLC | 87 | $12.9K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 84 | $12.4K | 0.00% | +84 | New |
| Zions Bancorporation, N.A. | 79 | $11.7K | 0.00% | +2+2.6% | Added |
| Ancora Advisors, LLC | 76 | $11.3K | 0.00% | +26+52.0% | Added |
| Westside Investment Management, Inc. | 75 | $11.1K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $11.1K | 0.00% | +75 | New |
| Operose Advisors LLC | 72 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 69 | $10.2K | 0.00% | +52+305.9% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 65 | $10.0K | 0.00% | −67−50.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 64 | $9.47K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 62 | $9.18K | 0.01% | +62 | New |
| Financial Management Professionals, Inc. | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $8.29K | 0.00% | +5+9.8% | Added |
| Armstrong Advisory Group, Inc | 55 | $8.14K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 54 | $7.99K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $7.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 48 | $7.11K | 0.00% | −7−12.7% | Reduced |
| Hemington Wealth Management | 49 | $7.00K | 0.00% | +49 | New |
| Cherry Tree Wealth Management, LLC | 44 | $6.51K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 44 | $6.51K | 0.00% | +35+388.9% | Added |
| Washington Trust Advisors, Inc. | 44 | $6.51K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 42 | $6.29K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 34 | $6.20K | 0.00% | +19+126.7% | Added |
| Edmond de Rothschild Holding S.A. | 40 | $5.92K | 0.00% | −1,025−96.2% | Reduced |
| Flaharty Asset Management, LLC | 37 | $5.48K | 0.00% | +37 | New |
| PSI Advisors, LLC | 35 | $5.18K | 0.00% | −5−12.5% | Reduced |
| Rakuten Securities, Inc. | 34 | $5.03K | 0.00% | +2+6.3% | Added |
| Dunhill Financial, LLC | 34 | $4.96K | 0.00% | +18+112.5% | Added |
| Raleigh Capital Management Inc. | 33 | $4.88K | 0.00% | +18+120.0% | Added |
| Archer Investment Corp | 32 | $4.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 32 | $4.74K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 31 | $4.59K | 0.00% | +1+3.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 31 | $4.59K | 0.00% | +31 | New |
| REAP Financial Group, LLC | 30 | $4.44K | 0.00% | +12+66.7% | Added |
| Northwest Investment Counselors, LLC | 29 | $4.33K | 0.00% | +29 | New |
| Chilton Capital Management LLC | 29 | $4.29K | 0.00% | +29 | New |
| Elequin Capital LP | 28 | $4.14K | 0.00% | +28 | New |
| Abound Wealth Management | 26 | $3.85K | 0.00% | −4−13.3% | Reduced |
| Prestige Wealth Management Group LLC | 26 | $3.85K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $3.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $3.70K | 0.00% | +16+177.8% | Added |
| MCF Advisors LLC | 24 | $3.55K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 23 | $3.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.26K | 0.00% | +2+10.0% | Added |
| Painted Porch Advisors LLC | 21 | $3.11K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $3.11K | 0.00% | +21 | New |
| Coston, McIsaac & Partners | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 20 | $2.96K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $2.81K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $2.67K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $2.52K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.22K | 0.00% | +1+7.1% | Added |
| Carolinas Wealth Consulting LLC | 14 | $2.07K | 0.00% | +10+250.0% | Added |
| Hexagon Capital Partners LLC | 14 | $2.07K | 0.00% | −63−81.8% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $2.00K | 0.00% | +3+30.0% | Added |
| Salem Investment Counselors Inc | 13 | $1.93K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 13 | $1.92K | 0.00% | +13 | New |
| Optimum Investment Advisors | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 11 | $1.63K | 0.00% | +11 | New |
| Gordian Capital Singapore Pte Ltd | 11 | $1.63K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $1.48K | 0.00% | +9+900.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | −6−75.0% | Reduced |
| Avion Wealth | 12 | $1.00K | 0.00% | +3+33.3% | Added |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | +9 | New |
| SWAN Capital LLC | 7 | $962 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $889 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $888 | 0.00% | +6 | New |
| Strengthening Families & Communities, LLC | 5 | $740 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $740 | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 5 | $740 | 0.00% | +5 | New |
| Kimelman & Baird, LLC | 4 | $593 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $593 | 0.00% | +4 | New |
| NVWM, LLC | 4 | $592 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 4 | $592 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $445 | 0.00% | +3 | New |
| Gilliland Jeter Wealth Management LLC | 3 | $444 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $444 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2 | $298 | 0.00% | −191−99.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $159 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $149 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $148 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $75 | 0.00% | +1 | Added |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| International Assets Investment Management, LLC | 62,027 | – | – | +62,027 | New |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −469,318−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −407,605−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −310,999−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −178,721−100.0% | Sold out |