| Quarry LP | 2,793 | $144.0K | 0.04% | +1,006+56.3% | Added |
| SG Americas Securities, LLC | 2,313 | $119.0K | 0.00% | +2,313 | New |
| Grandeur Peak Global Advisors, LLC | 2,308 | $119.0K | 0.01% | −5,408−70.1% | Reduced |
| Corebridge Financial, Inc. | 2,275 | $117.3K | 0.00% | −82−3.5% | Reduced |
| Sterling Capital Management LLC | 2,153 | $111.0K | 0.00% | +2,153 | New |
| Canton Hathaway, LLC | 2,086 | $108.0K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,935 | $99.7K | 0.00% | −6,386−76.7% | Reduced |
| TD Waterhouse Canada Inc. | 2,001 | $99.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,900 | $97.9K | 0.00% | +1,900 | New |
| Capital Performance Advisors LLP | 1,857 | $95.7K | 0.03% | +1,857 | New |
| Edmond de Rothschild Holding S.A. | 1,721 | $88.7K | 0.00% | −290−14.4% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 1,622 | $83.6K | 0.00% | −20,787−92.8% | Reduced |
| Rakuten Securities, Inc. | 1,417 | $73.0K | 0.03% | +1,032+268.1% | Added |
| Danske Bank A/S | 1,400 | $72.2K | 0.00% | +1,400 | New |
| Focused Wealth Management, Inc | 1,300 | $67.0K | 0.01% | +1,300 | New |
| PenderFund Capital Management Ltd. | 900 | $62.7K | 0.01% | +900 | New |
| Manchester Capital Management LLC | 1,159 | $59.7K | 0.01% | +701+153.1% | Added |
| True Wealth Design, LLC | 1,081 | $55.7K | 0.02% | +1,081 | New |
| Future Financial Wealth Managment LLC | 1,000 | $51.5K | 0.04% | +1,000 | New |
| First Horizon Advisors, Inc. | 910 | $46.9K | 0.00% | +49+5.7% | Added |
| Clearstead Advisors, LLC | 907 | $46.7K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 741 | $38.2K | 0.00% | +37+5.3% | Added |
| Ramirez Asset Management, Inc. | 700 | $36.1K | 0.01% | −100−12.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 662 | $34.1K | 0.00% | +102+18.2% | Added |
| Sands Capital Ventures, LLC | 658 | $33.9K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 500 | $25.8K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 433 | $22.3K | 0.00% | −3,293−88.4% | Reduced |
| Centiva Capital, LP | 336 | $17.3K | 0.00% | −18,062−98.2% | Reduced |
| Skopos Labs, Inc. | 315 | $16.2K | 0.01% | +315 | New |
| GAMMA Investing LLC | 288 | $14.8K | 0.00% | +33+12.9% | Added |
| Parkside Financial Bank & Trust | 256 | $13.2K | 0.00% | +6+2.4% | Added |
| Tower Research Capital LLC (TRC) | 237 | $12.2K | 0.00% | −570−70.6% | Reduced |
| Larson Financial Group LLC | 235 | $12.1K | 0.00% | +3+1.3% | Added |
| Plato Investment Management Ltd | 223 | $11.5K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 218 | $11.2K | 0.01% | +218 | New |
| Covestor Ltd | 216 | $11.0K | 0.01% | +17+8.5% | Added |
| Washington Trust Advisors, Inc. | 205 | $10.6K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 193 | $9.95K | 0.00% | +193 | New |
| Quest Partners LLC | 189 | $9.74K | 0.00% | −14,748−98.7% | Reduced |
| Exchange Traded Concepts, LLC | 187 | $9.64K | 0.00% | +61+48.4% | Added |
| GWM Advisors LLC | 149 | $7.68K | 0.00% | −40−21.2% | Reduced |
| Brown Brothers Harriman & Co | 148 | $7.63K | 0.00% | +148 | New |
| CoreCap Advisors, LLC | 138 | $7.11K | 0.00% | +6+4.5% | Added |
| Wolff Wiese Magana LLC | 131 | $6.75K | 0.00% | +131 | New |
| Cullen/Frost Bankers, Inc. | 127 | $6.55K | 0.00% | +127 | New |
| ORG Partners LLC | 124 | $6.39K | 0.00% | +124 | New |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $6.00K | 0.00% | +30+37.5% | Added |
| HM Payson & Co | 112 | $5.77K | 0.00% | +112 | New |
| Smartleaf Asset Management LLC | 108 | $5.58K | 0.00% | +108 | New |
| Signaturefd, LLC | 108 | $5.57K | 0.00% | +7+6.9% | Added |
| Jaffetilchin Investment Partners, LLC | 103 | $5.31K | 0.00% | +103 | New |
| HighMark Wealth Management LLC | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 100 | $5.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $5.15K | 0.00% | +100 | New |
| Allworth Financial LP | 97 | $5.00K | 0.00% | +84+646.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 87 | $4.48K | 0.00% | +79+987.5% | Added |
| Quent Capital, LLC | 86 | $4.43K | 0.00% | −28−24.6% | Reduced |
| Lindbrook Capital, LLC | 78 | $4.02K | 0.00% | −139−64.1% | Reduced |
| Bellevue Asset Management, LLC | 78 | $4.02K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 63 | $3.85K | 0.00% | +28+80.0% | Added |
| Fifth Third Bancorp | 72 | $3.71K | 0.00% | +45+166.7% | Added |
| TSFG, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $2.58K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 50 | $2.58K | 0.00% | +50 | New |
| Global Retirement Partners, LLC | 47 | $2.42K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 44 | $2.41K | 0.00% | +44 | New |
| Raffa Wealth Management, LLC | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 38 | $1.96K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 37 | $1.91K | 0.00% | +37 | New |
| Massmutual Trust Co FSB | 36 | $1.85K | 0.00% | −97−72.9% | Reduced |
| REAP Financial Group, LLC | 35 | $1.80K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $1.80K | 0.00% | +25+250.0% | Added |
| Park Place Capital Corp | 32 | $1.65K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 31 | $1.60K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 28 | $1.44K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $1.29K | 0.00% | −20−44.4% | Reduced |
| Crewe Advisors LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $980 | 0.00% | −2−9.5% | Reduced |
| Quadrant Capital Group LLC | 13 | $671 | 0.00% | +6+85.7% | Added |
| MV Capital Management, Inc. | 12 | $619 | 0.00% | +9+300.0% | Added |
| Northwest Investment Counselors, LLC | 12 | $618 | 0.00% | +12 | New |
| Nemes Rush Group LLC | 10 | $583 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $567 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $567 | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $515 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 10 | $515 | 0.00% | +10 | New |
| EverSource Wealth Advisors, LLC | 9 | $464 | 0.00% | −209−95.9% | Reduced |
| Tradewinds Capital Management, LLC | 8 | $413 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $310 | 0.00% | +6 | New |
| First Personal Financial Services | 2 | $104 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $103 | 0.00% | +2 | New |
| Planning Capital Management Corp | 1 | $52 | 0.00% | 00.0% | Unchanged |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −909,356−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −761,293−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −369,640−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −333,761−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −287,270−100.0% | Sold out |
