| Massmutual Trust Co FSB | 114 | $3.94K | 0.00% | +67+142.6% | Added |
| Addison Advisors LLC | 105 | $3.63K | 0.00% | +93+775.0% | Added |
| Assetmark, Inc | 104 | $3.59K | 0.00% | +17+19.5% | Added |
| SJS Investment Consulting Inc. | 102 | $3.52K | 0.00% | +91+827.3% | Added |
| SOA Wealth Advisors, LLC. | 90 | $3.11K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 88 | $3.05K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 82 | $2.83K | 0.00% | +82 | New |
| MidFirst Bank | 76 | $2.62K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 74 | $2.50K | 0.00% | +74 | New |
| Bogart Wealth, LLC | 67 | $2.31K | 0.00% | +55+458.3% | Added |
| Westfuller Advisors, LLC | 48 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $1.38K | 0.00% | −88−68.8% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $1.35K | 0.00% | −11−22.0% | Reduced |
| Aventura Private Wealth, LLC | 39 | $1.35K | 0.00% | −5−11.4% | Reduced |
| Action Point Financial Planning, LLC | 41 | $1.31K | 0.00% | +41 | New |
| Zions Bancorporation, National Association | 33 | $1.14K | 0.00% | +21+175.0% | Added |
| Cromwell Holdings LLC | 32 | $1.11K | 0.00% | +16+100.0% | Added |
| Clearstead Advisors, LLC | 30 | $1.04K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 30 | $1.04K | 0.00% | −60−66.7% | Reduced |
| Geneos Wealth Management Inc. | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 29 | $978 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 27 | $932 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $863 | 0.00% | −23−47.9% | Reduced |
| Dunhill Financial, LLC | 25 | $863 | 0.00% | −2−7.4% | Reduced |
| Larson Financial Group LLC | 24 | $838 | 0.00% | −281−92.1% | Reduced |
| Sachetta, LLC | 23 | $795 | 0.00% | −40−63.5% | Reduced |
| Caitlin John, LLC | 22 | $760 | 0.00% | −7,086−99.7% | Reduced |
| Financial Management Professionals, Inc. | 21 | $729 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 20 | $694 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $691 | 0.00% | +20 | New |
| Huntington National Bank | 19 | $657 | 0.00% | +18+1,800.0% | Added |
| Rialto Wealth Management, LLC | 16 | $553 | 0.00% | −3−15.8% | Reduced |
| SWAN Capital LLC | 15 | $518 | 0.00% | +15 | New |
| Kilter Group LLC | 13 | $449 | 0.00% | +13 | New |
| Caitong International Asset Management Co., Ltd | 12 | $414 | 0.00% | −1,065−98.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $414 | 0.00% | −8−40.0% | Reduced |
| Planning Strategies Inc. | 12 | $414 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $346 | 0.00% | −5−33.3% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $345 | 0.00% | −6−37.5% | Reduced |
| Harbour Investments, Inc. | 10 | $345 | 0.00% | +10 | New |
| Quent Capital, LLC | 9 | $311 | 0.00% | +9 | New |
| Trust Co | 7 | $242 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 6 | $208 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 6 | $208 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $208 | 0.00% | +6 | New |
| Activest Wealth Management | 5 | $173 | 0.00% | −24−82.8% | Reduced |
| Distillate Capital Partners LLC | 5 | $173 | 0.00% | +5 | New |
| SHP Wealth Management | 5 | $173 | 0.00% | +5 | New |
| LRI Investments, LLC | 5 | $173 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 4 | $139 | 0.00% | +1+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 4 | $138 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 3 | $105 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $104 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 2 | $69 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $35 | 0.00% | −100−99.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $35 | 0.00% | −52−98.1% | Reduced |
| Hughes Financial Services, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −1,995,640−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −604,903−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −555,526−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −512,172−100.0% | Sold out |
| Peregrine Capital Management LLC | 0 | $0 | 0.00% | −240,075−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −167,412−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −149,403−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −131,860−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −126,708−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −110,072−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −98,108−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −85,462−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −81,192−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −64,566−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −55,908−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −55,104−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −54,891−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −48,050−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −40,539−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −36,242−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −33,790−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −32,606−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −29,380−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −24,628−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −22,500−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −20,181−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −14,910−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −19,430−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −18,906−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −15,121−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −13,060−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −12,657−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −11,769−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −11,252−100.0% | Sold out |
| Gallacher Capital Management LLC | 0 | $0 | 0.00% | −10,763−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −10,551−100.0% | Sold out |
