| LGT Financial Advisors LLC | 189 | $20.6K | 0.04% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 181 | $19.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 175 | $19.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 175 | $19.0K | 0.00% | +50+40.0% | Added |
| Financial Management Professionals, Inc. | 166 | $18.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 157 | $17.1K | 0.00% | +120+324.3% | Added |
| Matrix Trust Co | 158 | $17.0K | 0.00% | +158 | New |
| State of Wyoming | 155 | $16.9K | 0.00% | −961−86.1% | Reduced |
| Sittner & Nelson, LLC | 150 | $16.3K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 149 | $16.2K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 140 | $15.2K | 0.00% | −60−30.0% | Reduced |
| Caitlin John, LLC | 137 | $14.9K | 0.01% | +98+251.3% | Added |
| Private Wealth Management Group, LLC | 133 | $14.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 131 | $14.3K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 130 | $14.1K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 129 | $14.0K | 0.00% | +47+57.3% | Added |
| Liberty One Investment Management, LLC | 130 | $14.0K | 0.00% | −10−7.1% | Reduced |
| Rothschild Investment LLC | 128 | $13.9K | 0.00% | +85+197.7% | Added |
| Smartleaf Asset Management LLC | 126 | $13.6K | 0.00% | −296−70.1% | Reduced |
| Bell Investment Advisors, Inc | 121 | $13.2K | 0.00% | −16−11.7% | Reduced |
| Clearstead Advisors, LLC | 106 | $11.5K | 0.00% | +4+3.9% | Added |
| Colonial Trust Co | 106 | $11.5K | 0.00% | +5+5.0% | Added |
| Proequities, Inc. | 101 | $11.0K | 0.00% | −264−72.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $10.9K | 0.00% | −27−21.3% | Reduced |
| Promethos Capital, LLC | 100 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 98 | $10.7K | 0.00% | −18−15.5% | Reduced |
| Anchor Investment Management, LLC | 98 | $10.7K | 0.00% | +75+326.1% | Added |
| Harbour Investments, Inc. | 94 | $10.2K | 0.00% | −130−58.0% | Reduced |
| Key Financial Inc | 87 | $9.46K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 87 | $9.46K | 0.00% | +87 | New |
| Farmers & Merchants Investments Inc | 80 | $8.70K | 0.00% | −5−5.9% | Reduced |
| Ancora Advisors, LLC | 73 | $7.94K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 66 | $7.18K | 0.01% | +7+11.9% | Added |
| Hantz Financial Services, Inc. | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 63 | $6.87K | 0.00% | +3+5.0% | Added |
| Cherry Tree Wealth Management, LLC | 63 | $6.85K | 0.00% | +63 | New |
| ZRC Wealth Management, LLC | 60 | $6.53K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 57 | $6.20K | 0.00% | −110−65.9% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 56 | $6.00K | 0.00% | +56 | New |
| Abound Wealth Management | 52 | $5.66K | 0.00% | +7+15.6% | Added |
| IAG Wealth Partners, LLC | 51 | $5.55K | 0.00% | +51 | New |
| SJS Investment Consulting Inc. | 50 | $5.44K | 0.00% | −1−2.0% | Reduced |
| True Wealth Design, LLC | 48 | $5.22K | 0.00% | +3+6.7% | Added |
| Abich Financial Wealth Management LLC | 48 | $5.19K | 0.00% | +7+17.1% | Added |
| RFP Financial Group LLC | 47 | $5.11K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $4.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $4.00K | 0.00% | +13+61.9% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $3.81K | 0.00% | +4+12.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 25 | $2.72K | 0.00% | 00.0% | Unchanged |
| HGK Asset Management Inc | 24 | $2.61K | 0.00% | −583−96.0% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.50K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 22 | $2.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 21 | $2.29K | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 21 | $2.28K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.18K | 0.00% | +20 | New |
| Avion Wealth | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 15 | $1.64K | 0.00% | −327−95.6% | Reduced |
| Eagle Bay Advisors LLC | 15 | $1.63K | 0.00% | −11−42.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.63K | 0.00% | +15 | New |
| Continuum Advisory, LLC | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 12 | $1.31K | 0.00% | +12 | New |
| JJJ Advisors Inc. | 11 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $1.09K | 0.00% | −205−95.3% | Reduced |
| Rakuten Securities, Inc. | 10 | $1.09K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $958 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $875 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $781 | 0.00% | +8 | New |
| Gradient Investments LLC | 7 | $762 | 0.00% | −1−12.5% | Reduced |
| Opal Wealth Advisors, LLC | 7 | $762 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 6 | $653 | 0.00% | +6 | New |
| WealthCollab, LLC | 6 | $653 | 0.00% | +6 | New |
| Geneos Wealth Management Inc. | 5 | $544 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $436 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $435 | 0.00% | +4 | New |
| Unique Wealth Strategies, LLC | 3 | $402 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $248 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $218 | 0.00% | −7−77.8% | Reduced |
| WestEnd Advisors, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $109 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −710−100.0% | Sold out |
| Whale Rock Capital Management LLC | 0 | $0 | 0.00% | −967,518−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −222,900−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −176,070−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −159,982−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −111,903−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −80,016−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −72,731−100.0% | Sold out |
| RPg Family Wealth Advisory, LLC | 0 | $0 | 0.00% | −49,578−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −40,804−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −35,200−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −35,554−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −34,661−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −29,295−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −26,365−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,838−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −21,912−100.0% | Sold out |
