| Central Trust Co | 67 | $8.70K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 67 | $8.70K | 0.00% | +67 | New |
| Parkside Financial Bank & Trust | 62 | $8.05K | 0.00% | −33−34.7% | Reduced |
| Allworth Financial LP | 55 | $7.14K | 0.00% | −44−44.4% | Reduced |
| Spire Wealth Management | 55 | $7.14K | 0.00% | +51+1,275.0% | Added |
| Umb Bank N A | 51 | $6.62K | 0.00% | −11−17.7% | Reduced |
| Covestor Ltd | 46 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 42 | $5.45K | 0.00% | −56−57.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 42 | $5.45K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $5.19K | 0.00% | −1−2.4% | Reduced |
| Washington Trust Advisors, Inc. | 39 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $4.80K | 0.00% | +24+184.6% | Added |
| Neo Ivy Capital Management | 32 | $4.15K | 0.00% | +32 | New |
| Cherry Tree Wealth Management, LLC | 31 | $4.02K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 29 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 28 | $3.63K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $3.24K | 0.00% | −51−67.1% | Reduced |
| Golden State Wealth Management, LLC | 25 | $3.24K | 0.00% | −17−40.5% | Reduced |
| N.E.W. Advisory Services LLC | 25 | $3.24K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 25 | $3.24K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 24 | $3.11K | 0.00% | +24 | New |
| Caitong International Asset Management Co., Ltd | 20 | $2.60K | 0.00% | +9+81.8% | Added |
| Private Trust Co NA | 20 | $2.60K | 0.00% | +20 | New |
| Walleye Capital LLC | 18 | $2.34K | 0.00% | −1,653−98.9% | Reduced |
| Farmers & Merchants Investments Inc | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 17 | $2.21K | 0.00% | −12−41.4% | Reduced |
| Manchester Capital Management LLC | 17 | $2.21K | 0.00% | −10−37.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 25 | $2.10K | 0.00% | +25 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 17 | $2.00K | 0.00% | +16+1,600.0% | Added |
| GPS Wealth Strategies Group, LLC | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $1.69K | 0.00% | +4+44.4% | Added |
| Steward Partners Investment Advisory, LLC | 12 | $1.56K | 0.00% | −3−20.0% | Reduced |
| WealthCollab, LLC | 11 | $1.43K | 0.00% | +6+120.0% | Added |
| TD Private Client Wealth LLC | 11 | $1.43K | 0.00% | +6+120.0% | Added |
| Tidemark, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $1.30K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 9 | $1.17K | 0.00% | −9−50.0% | Reduced |
| Sawyer & Company, Inc | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $909 | 0.00% | −32−82.1% | Reduced |
| GWM Advisors LLC | 6 | $779 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 6 | $779 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $779 | 0.00% | +1+20.0% | Added |
| Ancora Advisors, LLC | 6 | $779 | 0.00% | +6 | New |
| SRS Capital Advisors, Inc. | 6 | $779 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $649 | 0.00% | −10−66.7% | Reduced |
| J.Safra Asset Management Corp | 5 | $649 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $520 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 4 | $519 | 0.00% | +4 | New |
| TFC Financial Management | 3 | $390 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 3 | $389 | 0.00% | −18−85.7% | Reduced |
| Larson Financial Group LLC | 3 | $389 | 0.00% | −6−66.7% | Reduced |
| MV Capital Management, Inc. | 2 | $260 | 0.00% | −5−71.4% | Reduced |
| CoreCap Advisors, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $130 | 0.00% | +1 | New |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −207,535−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −110,594−100.0% | Sold out |
| Catalio Capital Management, LP | 0 | $0 | 0.00% | −85,877−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −85,167−100.0% | Sold out |
| Eagle Health Investments LP | 0 | $0 | 0.00% | −81,121−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −71,745−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −54,877−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −33,143−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −23,380−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −18,044−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −16,246−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −14,526−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −7,600−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −6,800−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −5,491−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −4,541−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −4,132−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,380−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −3,291−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −2,914−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −2,430−100.0% | Sold out |
| Values First Advisors, Inc. | 0 | $0 | 0.00% | −2,072−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −1,979−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −1,921−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,534−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −1,478−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −1,378−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Northeast Financial Consultants Inc | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Argent Trust Co | 0 | $0 | 0.00% | −1,256−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −728−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −765−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −203−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| American Capital Advisory, LLC | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Fourth Dimension Wealth, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
