| Steward Partners Investment Advisory, LLC | 114 | $6.14K | 0.00% | +10+9.6% | Added |
| Clearstead Advisors, LLC | 111 | $5.97K | 0.00% | +91+455.0% | Added |
| Anchor Investment Management, LLC | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 92 | $5.01K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 89 | $4.79K | 0.00% | −29−24.6% | Reduced |
| Picton Mahoney Asset Management | 74 | $3.98K | 0.00% | +61+469.2% | Added |
| CVA Family Office, LLC | 71 | $3.82K | 0.00% | −11−13.4% | Reduced |
| Harbour Investments, Inc. | 60 | $3.23K | 0.00% | +60 | New |
| Action Point Financial Planning, LLC | 60 | $3.07K | 0.00% | +60 | New |
| Smithfield Trust Co | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 47 | $2.53K | 0.00% | −4−7.8% | Reduced |
| High Note Wealth, LLC | 45 | $2.42K | 0.00% | +45 | New |
| IMA Wealth, Inc. | 44 | $2.37K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $2.31K | 0.00% | +43 | New |
| SJS Investment Consulting Inc. | 37 | $1.99K | 0.00% | +25+208.3% | Added |
| True Wealth Design, LLC | 36 | $1.94K | 0.00% | −84−70.0% | Reduced |
| Fortitude Family Office, LLC | 35 | $1.88K | 0.00% | +10+40.0% | Added |
| Godfrey Financial Associates, Inc. | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $1.41K | 0.00% | +11+73.3% | Added |
| Keating Financial Advisory Services, Inc. | 26 | $1.40K | 0.00% | −20−43.5% | Reduced |
| National Bank of Canada | 26 | $1.39K | 0.00% | −777−96.8% | Reduced |
| Silver Grove Financial Group, Inc. | 25 | $1.34K | 0.00% | +25 | New |
| MCF Advisors LLC | 22 | $1.18K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $1.02K | 0.00% | +19 | New |
| Synergy Investment Management, LLC | 15 | $948 | 0.00% | +15 | New |
| Bayforest Capital Ltd | 17 | $914 | 0.00% | +17 | New |
| Bare Financial Services, Inc | 16 | $860 | 0.00% | −8−33.3% | Reduced |
| Marshall Investment Management, LLC | 16 | $860 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 15 | $806 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 12 | $645 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $592 | 0.00% | −1−8.3% | Reduced |
| UMA Financial Services, Inc. | 10 | $538 | 0.00% | −1−9.1% | Reduced |
| Geneos Wealth Management Inc. | 10 | $538 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $538 | 0.00% | +3+42.9% | Added |
| Bell Investment Advisors, Inc | 9 | $484 | 0.00% | −32−78.0% | Reduced |
| Dunhill Financial, LLC | 9 | $483 | 0.00% | −1−10.0% | Reduced |
| Mosley Wealth Management | 8 | $430 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 7 | $377 | 0.00% | +1+16.7% | Added |
| Rialto Wealth Management, LLC | 4 | $216 | 0.00% | −16−80.0% | Reduced |
| Trust Co | 4 | $216 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 4 | $215 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 2 | $108 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $108 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $108 | 0.00% | +2 | New |
| Assetmark, Inc | 2 | $83 | 0.00% | −59−96.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $54 | 0.00% | −2,461−100.0% | Reduced |
| Huntington National Bank | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $54 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $42 | 0.00% | 0 | New |
| Raleigh Capital Management Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −1,578,075−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −350,269−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −154,017−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −117,948−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −92,725−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −65,161−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −63,336−100.0% | Sold out |
| Agf Management Ltd | 0 | $0 | 0.00% | −50,128−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −44,280−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −42,604−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −38,500−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −16,258−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −15,388−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −14,019−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −13,198−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −12,044−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −11,317−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −10,626−100.0% | Sold out |
| JLB & Associates Inc | 0 | $0 | 0.00% | −7,210−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −6,719−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,590−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,504−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,453−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −3,853−100.0% | Sold out |
| Kendall Capital Management | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −5,088−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −4,686−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −4,097−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −3,907−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,899−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −3,416−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Marex Group plc | 0 | $0 | 0.00% | −3,226−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −3,217−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −3,191−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −3,069−100.0% | Sold out |
| Central Pacific Bank - Trust Division | 0 | $0 | 0.00% | −2,362−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |