| Aster Capital Management (DIFC) Ltd | 1,259 | $50.6K | 0.02% | +1,259 | New |
| Nomura Asset Management Co Ltd | 1,090 | $43.8K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1,000 | $40.2K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 911 | $36.6K | 0.00% | +44+5.1% | Added |
| GWM Advisors LLC | 787 | $31.7K | 0.00% | +3+0.4% | Added |
| SRS Capital Advisors, Inc. | 734 | $29.5K | 0.00% | −5,910−89.0% | Reduced |
| Umb Bank N A | 710 | $28.5K | 0.00% | −643−47.5% | Reduced |
| Farther Finance Advisors, LLC | 611 | $24.6K | 0.00% | +289+89.8% | Added |
| CBIZ Investment Advisory Services, LLC | 587 | $23.7K | 0.00% | +93+18.8% | Added |
| EverSource Wealth Advisors, LLC | 511 | $20.5K | 0.00% | −325−38.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 431 | $17.3K | 0.00% | −27−5.9% | Reduced |
| Allworth Financial LP | 410 | $16.5K | 0.00% | −5−1.2% | Reduced |
| Cornerstone Planning Group LLC | 377 | $16.3K | 0.00% | +109+40.7% | Added |
| Centerpoint Advisors, LLC | 405 | $16.0K | 0.00% | +405 | New |
| Financial Consulate, Inc | 377 | $15.2K | 0.00% | −10−2.6% | Reduced |
| Capital Advisors, Ltd. LLC | 370 | $15.0K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 367 | $14.8K | 0.00% | +205+126.5% | Added |
| True Wealth Design, LLC | 352 | $14.2K | 0.00% | +113+47.3% | Added |
| American National Bank | 309 | $12.4K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 260 | $10.5K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 250 | $10.1K | 0.00% | +250 | New |
| AdvisorNet Financial, Inc | 237 | $9.53K | 0.00% | +87+58.0% | Added |
| Acumen Wealth Advisors, LLC | 233 | $9.42K | 0.00% | +233 | New |
| MAI Capital Management | 229 | $9.21K | 0.00% | −207−47.5% | Reduced |
| Quent Capital, LLC | 221 | $8.88K | 0.00% | +38+20.8% | Added |
| Larson Financial Group LLC | 215 | $8.64K | 0.00% | +82+61.7% | Added |
| CX Institutional | 190 | $8.00K | 0.00% | +1+0.5% | Added |
| CoreCap Advisors, LLC | 171 | $6.87K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 141 | $5.67K | 0.00% | −409−74.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 140 | $5.63K | 0.00% | −70−33.3% | Reduced |
| SageView Advisory Group, LLC | 135 | $5.43K | 0.00% | +135 | New |
| T. Rowe Price Investment Management, Inc. | 117 | $5.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 123 | $4.95K | 0.00% | −146−54.3% | Reduced |
| Farmers & Merchants Investments Inc | 116 | $4.66K | 0.00% | +5+4.5% | Added |
| TD Private Client Wealth LLC | 107 | $4.30K | 0.00% | −131−55.0% | Reduced |
| J.Safra Asset Management Corp | 107 | $4.30K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $4.06K | 0.00% | +100+10,000.0% | Added |
| ORG Partners LLC | 101 | $4.06K | 0.00% | +101 | New |
| Massmutual Trust Co FSB | 96 | $3.86K | 0.00% | −185−65.8% | Reduced |
| SOA Wealth Advisors, LLC. | 90 | $3.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 84 | $3.38K | 0.00% | +84 | New |
| Elyxium Wealth, LLC | 78 | $3.14K | 0.00% | +78 | New |
| SBI Securities Co., Ltd. | 76 | $3.06K | 0.00% | +1+1.3% | Added |
| MidFirst Bank | 3,629 | $3.06K | 0.00% | +3,629 | New |
| Huntington National Bank | 63 | $2.53K | 0.00% | −58−47.9% | Reduced |
| ZRC Wealth Management, LLC | 63 | $2.53K | 0.00% | +56+800.0% | Added |
| Westfuller Advisors, LLC | 48 | $1.93K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $1.81K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 44 | $1.77K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $1.58K | 0.00% | −4−9.3% | Reduced |
| Bogart Wealth, LLC | 36 | $1.45K | 0.00% | +36 | New |
| JFS Wealth Advisors, LLC | 30 | $1.21K | 0.00% | +1+3.4% | Added |
| Geneos Wealth Management Inc. | 30 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 27 | $1.08K | 0.00% | +27 | New |
| International Assets Investment Management, LLC | 26 | $1.04K | 0.00% | +26 | New |
| Manchester Capital Management LLC | 24 | $965 | 0.00% | +24 | New |
| CIBC Private Wealth Group, LLC | 23 | $925 | 0.00% | +23 | New |
| Basecamp Wealth Advisors LLC | 23 | $925 | 0.00% | +23 | New |
| Montag A & Associates Inc | 22 | $906 | 0.00% | −5−18.5% | Reduced |
| Financial Management Professionals, Inc. | 21 | $848 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 19 | $764 | 0.00% | +6+46.2% | Added |
| Cromwell Holdings LLC | 16 | $646 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 16 | $644 | 0.00% | +5+45.5% | Added |
| SJS Investment Consulting Inc. | 15 | $603 | 0.00% | +12+400.0% | Added |
| Fortitude Family Office, LLC | 13 | $523 | 0.00% | −75−85.2% | Reduced |
| South State Corp. | 12 | $483 | 0.00% | +2+20.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12 | $482 | 0.00% | +12 | New |
| Principia Wealth Advisory, LLC | 12 | $482 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $443 | 0.00% | −4−26.7% | Reduced |
| UMA Financial Services, Inc. | 11 | $443 | 0.00% | +11 | New |
| American Capital Advisory, LLC | 9 | $362 | 0.00% | +6+200.0% | Added |
| Quaker Wealth Management, LLC | 7 | $282 | 0.00% | +7 | New |
| Trust Co | 7 | $281 | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 7 | $281 | 0.00% | +7 | New |
| Kerr Financial Planning Corp | 6 | $253 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $242 | 0.00% | −2−25.0% | Reduced |
| Signature Equity Partners, LLC | 3 | $133 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $121 | 0.00% | −4−57.1% | Reduced |
| Rossby Financial, LCC | 3 | $121 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $120 | 0.00% | +3 | New |
| Keating Financial Advisory Services, Inc. | 1 | $40 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Permian Investment Partners, LP | 0 | $0 | 0.00% | −3,182,791−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,587,179−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −610,000−100.0% | Sold out |
| Scopia Capital Management LP | 0 | $0 | 0.00% | −443,747−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −339,511−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −232,504−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −207,742−100.0% | Sold out |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −162,873−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −57,871−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −52,630−100.0% | Sold out |
| Highland Capital Management Fund Advisors, L.P. | 0 | $0 | 0.00% | −45,914−100.0% | Sold out |
| Sit Investment Associates Inc | 0 | $0 | 0.00% | −45,050−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −35,167−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −25,096−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −20,509−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −14,718−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −13,397−100.0% | Sold out |
