| Colonial Trust Co | 115 | $22.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 114 | $22.1K | 0.00% | +11+10.7% | Added |
| Whittier Trust Co | 108 | $20.9K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 105 | $20.3K | 0.01% | +101+2,525.0% | Added |
| Bartlett & Co. LLC | 101 | $20.0K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 102 | $19.8K | 0.00% | +102 | New |
| Bartlett & Co. Wealth Management LLC | 101 | $19.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $19.8K | 0.00% | −42−29.2% | Reduced |
| JJJ Advisors Inc. | 88 | $17.0K | 0.00% | −24−21.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 83 | $16.1K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 83 | $16.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $13.4K | 0.00% | −41−37.3% | Reduced |
| Sunbelt Securities, Inc. | 69 | $13.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 57 | $11.0K | 0.01% | +57 | New |
| Rocky Mountain Advisers, LLC | 54 | $10.5K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 50 | $10.0K | 0.01% | +50 | New |
| Allworth Financial LP | 48 | $9.30K | 0.00% | +10+26.3% | Added |
| Institutional & Family Asset Management, LLC | 47 | $9.10K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 47 | $9.10K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 44 | $8.52K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 38 | $7.36K | 0.00% | +38 | New |
| Solstein Capital, LLC | 36 | $6.97K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 32 | $6.20K | 0.01% | −9−22.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 28 | $5.42K | 0.00% | −17−37.8% | Reduced |
| JFS Wealth Advisors, LLC | 25 | $4.84K | 0.00% | −1−3.8% | Reduced |
| Bogart Wealth, LLC | 25 | $4.84K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 23 | $4.45K | 0.00% | −13−36.1% | Reduced |
| Key Financial Inc | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 23 | $4.43K | 0.00% | +3+15.0% | Added |
| Jones Financial Companies LLLP | 20 | $3.87K | 0.00% | +20 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 20 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.49K | 0.00% | −3−14.3% | Reduced |
| Leonteq Securities AG | 18 | $3.49K | 0.00% | +18 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.10K | 0.00% | −11−40.7% | Reduced |
| Salem Investment Counselors Inc | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 16 | $3.10K | 0.00% | +16 | New |
| Quarry LP | 16 | $3.10K | 0.00% | +16 | New |
| Asset Dedication, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 14 | $2.71K | 0.00% | +14 | New |
| Abich Financial Wealth Management LLC | 12 | $2.32K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 11 | $2.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.94K | 0.00% | −1−9.1% | Reduced |
| Farther Finance Advisors, LLC | 10 | $1.94K | 0.00% | +2+25.0% | Added |
| CVA Family Office, LLC | 10 | $1.94K | 0.00% | +10 | New |
| Coppell Advisory Solutions LLC | 10 | $1.94K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $1.74K | 0.00% | +9 | New |
| Arlington Trust Co LLC | 8 | $1.55K | 0.00% | −94−92.2% | Reduced |
| AdvisorNet Financial, Inc | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $1.49K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $969 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $969 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $581 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $581 | 0.00% | +3 | New |
| Versant Capital Management, Inc | 2 | $387 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $179 | 0.00% | +1 | New |
| IFP Advisors, Inc | 1 | $147 | 0.00% | −272−99.6% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −74,360−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −42,840−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −41,800−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −26,571−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −26,054−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −24,958−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,095−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −15,728−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,440−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,255−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −5,144−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| King Luther Capital Management Corp | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,385−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −4,129−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,888−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −3,802−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,562−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −3,369−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −3,256−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,984−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,620−100.0% | Sold out |
| Nilsine Partners, LLC | 0 | $0 | 0.00% | −2,619−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,604−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −2,173−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,124−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,084−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −2,005−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |