| Sierra Ocean, LLC | 90 | $19.6K | 0.01% | +21+30.4% | Added |
| Private Wealth Management Group, LLC | 84 | $18.3K | 0.01% | +21+33.3% | Added |
| Boreal Capital Management LLC | 82 | $17.9K | 0.01% | +82 | New |
| Whittier Trust Co | 81 | $17.6K | 0.00% | −688−89.5% | Reduced |
| Zions Bancorporation, National Association | 80 | $17.4K | 0.00% | −1−1.2% | Reduced |
| Parkside Financial Bank & Trust | 74 | $16.1K | 0.00% | +7+10.4% | Added |
| Deseret Mutual Benefit Administrators | 73 | $15.9K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 72 | $15.7K | 0.01% | +18+33.3% | Added |
| Bell Investment Advisors, Inc | 66 | $14.4K | 0.00% | +8+13.8% | Added |
| Atlantic Trust, LLC | 58 | $12.6K | 0.00% | +9+18.4% | Added |
| Grove Bank & Trust | 57 | $12.4K | 0.00% | −141−71.2% | Reduced |
| Avion Wealth | 56 | $12.0K | 0.00% | +38+211.1% | Added |
| American National Bank | 53 | $11.5K | 0.00% | −215−80.2% | Reduced |
| Redmont Wealth Advisors LLC | 53 | $11.5K | 0.02% | +53 | New |
| Investors Research Corp | 52 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $10.4K | 0.00% | −28−37.8% | Reduced |
| MV Capital Management, Inc. | 47 | $10.2K | 0.00% | +15+46.9% | Added |
| Livelsberger Financial Advisory | 46 | $9.95K | 0.19% | +46 | New |
| Sachetta, LLC | 44 | $9.58K | 0.00% | +27+158.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 39 | $8.49K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $8.28K | 0.00% | −19−33.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $8.28K | 0.01% | +38 | New |
| Dogwood Wealth Management LLC | 37 | $8.24K | 0.00% | +34+1,133.3% | Added |
| Whipplewood Advisors, LLC | 37 | $8.06K | 0.00% | −171−82.2% | Reduced |
| Bruce G. Allen Investments, LLC | 36 | $7.84K | 0.01% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 34 | $7.43K | 0.00% | +22+183.3% | Added |
| Rothschild Investment LLC | 32 | $6.97K | 0.00% | +9+39.1% | Added |
| Washington Trust Advisors, Inc. | 31 | $6.75K | 0.00% | −2−6.1% | Reduced |
| Key Financial Inc | 31 | $6.75K | 0.00% | +31 | New |
| Meeder Asset Management Inc | 30 | $6.53K | 0.00% | −7,711−99.6% | Reduced |
| MTM Investment Management, LLC | 30 | $6.53K | 0.00% | +30 | New |
| Capital Advisors, Ltd. LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 26 | $5.73K | 0.01% | +1+4.0% | Added |
| DiNuzzo Private Wealth, Inc. | 25 | $5.44K | 0.00% | +2+8.7% | Added |
| Motco | 23 | $5.14K | 0.00% | +23 | New |
| SBI Securities Co., Ltd. | 23 | $5.01K | 0.00% | −12−34.3% | Reduced |
| Creekmur Asset Management LLC | 23 | $5.01K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $4.57K | 0.00% | +2+10.5% | Added |
| UMA Financial Services, Inc. | 21 | $4.57K | 0.00% | +10+90.9% | Added |
| Rialto Wealth Management, LLC | 18 | $3.92K | 0.00% | +14+350.0% | Added |
| CBIZ Investment Advisory Services, LLC | 17 | $3.71K | 0.00% | +17 | New |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $3.70K | 0.00% | +11+183.3% | Added |
| Central Trust Co | 16 | $3.48K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 15 | $3.34K | 0.00% | −3−16.7% | Reduced |
| First Pacific Financial | 15 | $3.27K | 0.00% | +2+15.4% | Added |
| Oakworth Capital, Inc. | 15 | $3.27K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 15 | $3.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $3.27K | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 14 | $3.05K | 0.00% | +6+75.0% | Added |
| Park Place Capital Corp | 12 | $2.65K | 0.00% | −275−95.8% | Reduced |
| Geneos Wealth Management Inc. | 12 | $2.61K | 0.00% | −1−7.7% | Reduced |
| WealthCollab, LLC | 12 | $2.61K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12 | $2.61K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 10 | $2.18K | 0.00% | +5+100.0% | Added |
| Trust Co | 9 | $1.96K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.96K | 0.00% | +6+200.0% | Added |
| McIlrath & Eck, LLC | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 8 | $1.74K | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 8 | $1.74K | 0.00% | +8 | New |
| Smallwood Wealth Investment Management, LLC | 8 | $1.74K | 0.00% | +8 | New |
| Stephens Consulting, LLC | 8 | $1.74K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $1.65K | 0.00% | −9−52.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 6 | $1.36K | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 6 | $1.31K | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $1.31K | 0.00% | +3+100.0% | Added |
| Ransom Advisory, Ltd | 5 | $1.09K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $1.09K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $1.09K | 0.00% | +5 | New |
| CX Institutional | 3 | $1.00K | 0.00% | +3 | New |
| Concord Wealth Partners | 4 | $871 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $871 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $871 | 0.00% | +2+100.0% | Added |
| Valued Wealth Advisors LLC | 3 | $656 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $653 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 3 | $653 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 2 | $436 | 0.00% | −8−80.0% | Reduced |
| Creative Financial Designs Inc | 2 | $436 | 0.00% | +1+100.0% | Added |
| Federated Hermes, Inc. | 2 | $436 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $359 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $219 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 1 | $218 | 0.00% | −5−83.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $218 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $218 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $218 | 0.00% | +1 | New |
| Leonteq Securities AG | 94 | – | – | +27+40.3% | Added |
| Durable Capital Partners LP | 0 | $0 | 0.00% | −730,754−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −503,027−100.0% | Sold out |
| TPG GP A, LLC | 0 | $0 | 0.00% | −464,941−100.0% | Sold out |
| Wishbone Management, LP | 0 | $0 | 0.00% | −179,697−100.0% | Sold out |
| Sycale Advisors (NY) LLC | 0 | $0 | 0.00% | −125,033−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −100,300−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −92,184−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −71,400−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −66,200−100.0% | Sold out |
| Wilson Asset Management (International) Pty Ltd | 0 | $0 | 0.00% | −59,517−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −58,999−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −46,708−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −43,224−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −40,561−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −39,301−100.0% | Sold out |
