| Versant Capital Management, Inc | 333 | $29.7K | 0.01% | +104+45.4% | Added |
| Spire Wealth Management | 325 | $29.0K | 0.00% | +22+7.3% | Added |
| Rise Advisors, LLC | 297 | $26.4K | 0.01% | +1+0.3% | Added |
| Hexagon Capital Partners LLC | 295 | $26.3K | 0.00% | +241+446.3% | Added |
| First Horizon Advisors, Inc. | 287 | $25.6K | 0.00% | −72−20.1% | Reduced |
| Atala Financial Inc | 284 | $25.3K | 0.02% | +284 | New |
| Private Trust Co NA | 278 | $24.8K | 0.00% | +157+129.8% | Added |
| Allworth Financial LP | 238 | $22.1K | 0.00% | −1−0.4% | Reduced |
| Bell Investment Advisors, Inc | 230 | $20.5K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 227 | $20.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 222 | $19.8K | 0.00% | +192+640.0% | Added |
| LGT Financial Advisors LLC | 202 | $18.0K | 0.04% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 187 | $16.6K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 183 | $16.3K | 0.00% | +11+6.4% | Added |
| West Branch Capital LLC | 170 | $15.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 178 | $15.0K | 0.00% | +6+3.5% | Added |
| Clark Wealth Partners | 155 | $13.8K | 0.01% | +155 | New |
| Proequities, Inc. | 145 | $13.5K | 0.00% | +43+42.2% | Added |
| Federation des caisses Desjardins du Quebec | 138 | $12.3K | 0.00% | +32+30.2% | Added |
| Smartleaf Asset Management LLC | 127 | $11.3K | 0.00% | +73+135.2% | Added |
| Bryn Mawr Trust Co | 117 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 111 | $9.89K | 0.00% | +74+200.0% | Added |
| MAI Capital Management | 103 | $9.18K | 0.00% | +103 | New |
| Danske Bank A/S | 100 | $8.91K | 0.00% | −400−80.0% | Reduced |
| Global Financial Private Client, LLC | 98 | $8.73K | 0.00% | +2+2.1% | Added |
| Private Wealth Management Group, LLC | 94 | $8.38K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 89 | $7.93K | 0.00% | +6+7.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 67 | $5.96K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 66 | $5.88K | 0.00% | −85−56.3% | Reduced |
| Geneos Wealth Management Inc. | 59 | $5.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 54 | $4.81K | 0.00% | +54 | New |
| Lindbrook Capital, LLC | 52 | $4.63K | 0.00% | −45−46.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $4.63K | 0.00% | +52 | New |
| AdvisorNet Financial, Inc | 48 | $4.28K | 0.00% | −12−20.0% | Reduced |
| South State Corp. | 48 | $4.28K | 0.00% | +48 | New |
| Rothschild Investment LLC | 40 | $3.56K | 0.00% | −15−27.3% | Reduced |
| Beacon Capital Management, LLC | 39 | $3.49K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 37 | $3.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $3.12K | 0.00% | −6−14.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 34 | $3.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.98K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 32 | $2.85K | 0.00% | −41−56.2% | Reduced |
| Massmutual Trust Co FSB | 32 | $2.85K | 0.00% | −13−28.9% | Reduced |
| Manchester Capital Management LLC | 26 | $2.32K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 26 | $2.32K | 0.00% | +1+4.0% | Added |
| Newbridge Financial Services Group, Inc. | 24 | $2.14K | 0.00% | +24 | New |
| JFS Wealth Advisors, LLC | 23 | $2.05K | 0.00% | +5+27.8% | Added |
| CVA Family Office, LLC | 23 | $2.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $2.05K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 21 | $1.87K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 19 | $1.69K | 0.00% | +19 | New |
| Tucker Asset Management LLC | 18 | $1.60K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 18 | $1.60K | 0.00% | +18 | New |
| Financial Network Wealth Advisors LLC | 17 | $1.51K | 0.00% | −57−77.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 14 | $1.25K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 12 | $1.07K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $980 | 0.00% | −12−52.2% | Reduced |
| Riverview Trust Co | 7 | $624 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 6 | $535 | 0.00% | −1−14.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $535 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 6 | $535 | 0.00% | +6 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $445 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 3 | $268 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 3 | $267 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $178 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1 | $89 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $89 | 0.00% | +1 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −126,047−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −27,882−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −27,858−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,044−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,465−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −97,683−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,676−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −4,935−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −4,103−100.0% | Sold out |
| Curbstone Financial Management Corp | 0 | $0 | 0.00% | −3,860−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −3,553−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −3,251−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −2,740−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −2,243−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −2,217−100.0% | Sold out |
| Lowe Brockenbrough & Co Inc | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Thrive Wealth Management, LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,021−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −1,903−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −1,915−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |