| Kemnay Advisory Services Inc. | 186 | $24.0K | 0.00% | −655−77.9% | Reduced |
| EverSource Wealth Advisors, LLC | 183 | $23.6K | 0.00% | +15+8.9% | Added |
| Bessemer Group Inc | 160 | $20.0K | 0.00% | +37+30.1% | Added |
| Parallel Advisors, LLC | 152 | $19.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 140 | $18.0K | 0.00% | +84+150.0% | Added |
| SJS Investment Consulting Inc. | 130 | $16.8K | 0.00% | −137−51.3% | Reduced |
| Los Angeles Capital Management LLC | 100 | $12.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 95 | $12.3K | 0.00% | −11−10.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 86 | $11.1K | 0.00% | +24+38.7% | Added |
| Arlington Trust Co LLC | 84 | $10.8K | 0.00% | +84 | New |
| Mather Group, LLC. | 82 | $10.6K | 0.00% | +82 | New |
| Umb Bank N A | 76 | $9.81K | 0.00% | −46−37.7% | Reduced |
| Farther Finance Advisors, LLC | 74 | $9.27K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 69 | $8.91K | 0.00% | +23+50.0% | Added |
| Bare Financial Services, Inc | 68 | $8.78K | 0.00% | +24+54.5% | Added |
| Root Financial Partners, LLC | 65 | $8.39K | 0.00% | −3−4.4% | Reduced |
| Massmutual Trust Co FSB | 57 | $7.36K | 0.00% | −20−26.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 57 | $7.01K | 0.00% | +27+90.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 48 | $6.20K | 0.00% | +48 | New |
| Signaturefd, LLC | 47 | $6.07K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 45 | $5.81K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 45 | $5.81K | 0.00% | +45 | New |
| Basecamp Wealth Advisors LLC | 44 | $5.68K | 0.00% | −5−10.2% | Reduced |
| Parkside Financial Bank & Trust | 41 | $5.30K | 0.00% | −46−52.9% | Reduced |
| Owl Creek Wealth Partners LLC | 40 | $5.17K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 39 | $5.04K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 34 | $4.39K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 32 | $4.13K | 0.00% | −44−57.9% | Reduced |
| Rachor Investment Advisory Services, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 25 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24 | $3.10K | 0.00% | −8−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 23 | $2.97K | 0.00% | +14+155.6% | Added |
| Sapience Investments, LLC | 23 | $2.97K | 0.38% | +23 | New |
| Ares Financial Consulting, LLC | 23 | $2.88K | 0.00% | +23 | New |
| Quarry LP | 20 | $2.58K | 0.00% | −7−25.9% | Reduced |
| CVA Family Office, LLC | 16 | $2.07K | 0.00% | +16 | New |
| ZRC Wealth Management, LLC | 15 | $1.94K | 0.00% | −8−34.8% | Reduced |
| Godfrey Financial Associates, Inc. | 13 | $1.68K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $1.63K | 0.00% | +9+225.0% | Added |
| Manchester Capital Management LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 12 | $1.55K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 12 | $1.55K | 0.00% | +12 | New |
| Farmers & Merchants Investments Inc | 11 | $1.42K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.29K | 0.00% | −3−23.1% | Reduced |
| Private Trust Co NA | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $1.29K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 9 | $1.16K | 0.00% | +9 | New |
| Cornerstone Planning Group LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $1.03K | 0.00% | +5+166.7% | Added |
| Westfuller Advisors, LLC | 8 | $1.03K | 0.00% | −4−33.3% | Reduced |
| Harbour Investments, Inc. | 7 | $995 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 6 | $775 | 0.00% | +2+50.0% | Added |
| South State Corp. | 5 | $646 | 0.00% | −14−73.7% | Reduced |
| Spire Wealth Management | 5 | $646 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $517 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $517 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 4 | $517 | 0.00% | +4 | New |
| Essential Partners LLC | 4 | $517 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $493 | 0.00% | −164−97.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $388 | 0.00% | +1+50.0% | Added |
| Gilpin Wealth Management, LLC | 3 | $388 | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $388 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $387 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $258 | 0.00% | −10−83.3% | Reduced |
| Vermillion Wealth Management, Inc. | 2 | $258 | 0.00% | +2 | New |
| Cedar Mountain Advisors, LLC | 2 | $258 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $130 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $129 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −72,328−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −69,993−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Pacific Capital Partners Ltd | 0 | $0 | 0.00% | −17,750−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −5,224−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Aaron Wealth Advisors | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,679−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −2,807−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,601−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −2,703−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −2,673−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −2,412−100.0% | Sold out |
| Optas, LLC | 0 | $0 | 0.00% | −2,344−100.0% | Sold out |
| Truist Financial Corp | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Profund Advisors LLC | 0 | $0 | 0.00% | −2,091−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −1,781−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −1,579−100.0% | Sold out |
| Chicago Partners Investment Group LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,516−100.0% | Sold out |
