| Private Wealth Management Group, LLC | 82 | $5.62K | 0.00% | −1−1.2% | Reduced |
| GeoWealth Management, LLC | 77 | $5.27K | 0.00% | +77 | New |
| Principal Securities, Inc. | 74 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 71 | $4.86K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 69 | $4.73K | 0.00% | +3+4.5% | Added |
| Sierra Ocean, LLC | 65 | $4.45K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 62 | $4.25K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $4.00K | 0.00% | +68 | New |
| Skopos Labs, Inc. | 56 | $3.84K | 0.00% | +10+21.7% | Added |
| Zions Bancorporation, National Association | 56 | $3.83K | 0.00% | +56 | New |
| Creative Financial Designs Inc | 54 | $3.70K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $3.15K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 42 | $3.00K | 0.00% | +42 | New |
| Pinnacle Bancorp, Inc. | 40 | $2.74K | 0.00% | −25−38.5% | Reduced |
| WealthCollab, LLC | 40 | $2.74K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.74K | 0.00% | +5+14.3% | Added |
| Cary Street Partner Investment Advisory LLC | 40 | $2.74K | 0.00% | +40 | New |
| Bruce G. Allen Investments, LLC | 37 | $2.53K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 34 | $2.33K | 0.00% | −5−12.8% | Reduced |
| SBI Securities Co., Ltd. | 34 | $2.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $2.33K | 0.00% | +34 | New |
| Whipplewood Advisors, LLC | 65 | $2.26K | 0.00% | +32+97.0% | Added |
| Dunhill Financial, LLC | 32 | $2.21K | 0.00% | −4−11.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 32 | $2.19K | 0.00% | −280−89.7% | Reduced |
| Harbor Investment Advisory, LLC | 31 | $2.12K | 0.00% | 00.0% | Unchanged |
| OP Asset Management Ltd | 30 | $2.06K | 0.00% | +30 | New |
| Whittier Trust Co of Nevada Inc | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $1.99K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 28 | $1.92K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 26 | $1.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $1.78K | 0.00% | +3+13.0% | Added |
| Global Financial Private Client, LLC | 23 | $1.57K | 0.00% | +17+283.3% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.51K | 0.00% | −2−8.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 22 | $1.51K | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 21 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 19 | $1.30K | 0.00% | −36−65.5% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 11 | $1.00K | 0.00% | −23,140−100.0% | Reduced |
| MV Capital Management, Inc. | 12 | $822 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $822 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $753 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $548 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 8 | $548 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 7 | $483 | 0.00% | +7 | New |
| WPG Advisers, LLC | 7 | $479 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $343 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $342 | 0.00% | +3+150.0% | Added |
| Greenline Partners, LLC | 5 | $342 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $274 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $206 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $205 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 2 | $137 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Generation Investment Management LLP | 0 | $0 | 0.00% | −2,743,909−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −1,465,007−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −695,250−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −360,018−100.0% | Sold out |
| Glenview Capital Management, LLC | 0 | $0 | 0.00% | −317,652−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −213,612−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −176,000−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −90,974−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −80,425−100.0% | Sold out |
| Eversept Partners, LP | 0 | $0 | 0.00% | −80,303−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −72,316−100.0% | Sold out |
| Berger Financial Group, Inc | 0 | $0 | 0.00% | −66,899−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −51,300−100.0% | Sold out |
| HGK Asset Management Inc | 0 | $0 | 0.00% | −40,749−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −33,348−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −25,580−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −24,265−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −23,472−100.0% | Sold out |
| IFM Investors Pty Ltd | 0 | $0 | 0.00% | −22,349−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −20,345−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −19,363−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −15,597−100.0% | Sold out |
| Essential Planning, LLC. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0 | $0 | 0.00% | −13,491−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −13,415−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −13,290−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −11,499−100.0% | Sold out |
| Ostrum Asset Management | 0 | $0 | 0.00% | −11,177−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −11,033−100.0% | Sold out |
| Nordea Investment Management AB | 0 | $0 | 0.00% | −10,974−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Gulf International Bank (UK) Ltd | 0 | $0 | 0.00% | −10,221−100.0% | Sold out |
| Harvest Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −9,201−100.0% | Sold out |
| Kentucky Retirement Systems | 0 | $0 | 0.00% | −8,707−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −7,062−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −6,875−100.0% | Sold out |
| Compton Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −6,005−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −5,446−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −5,112−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −4,992−100.0% | Sold out |