| Riverview Trust Co | 176 | $20.3K | 0.02% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 165 | $19.0K | 0.05% | 00.0% | Unchanged |
| Quent Capital, LLC | 158 | $18.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 156 | $18.0K | 0.00% | +156 | New |
| Umb Bank N A | 146 | $16.8K | 0.00% | +84+135.5% | Added |
| Capital Performance Advisors LLP | 144 | $16.6K | 0.01% | +144 | New |
| Global Retirement Partners, LLC | 139 | $16.0K | 0.00% | −13−8.6% | Reduced |
| Allworth Financial LP | 136 | $15.7K | 0.00% | −98−41.9% | Reduced |
| Private Trust Co NA | 136 | $15.7K | 0.00% | +91+202.2% | Added |
| Contravisory Investment Management, Inc. | 133 | $15.3K | 0.00% | +16+13.7% | Added |
| Huntington National Bank | 132 | $15.2K | 0.00% | +45+51.7% | Added |
| Jones Financial Companies LLLP | 131 | $15.1K | 0.00% | +107+445.8% | Added |
| Steward Partners Investment Advisory, LLC | 121 | $13.9K | 0.00% | +21+21.0% | Added |
| Skopos Labs, Inc. | 116 | $13.4K | 0.00% | +116 | New |
| NBT Bank N A | 105 | $12.1K | 0.00% | +105 | New |
| Wolff Wiese Magana LLC | 103 | $11.9K | 0.01% | +56+119.1% | Added |
| Fairfield Financial Advisors, LTD | 100 | $11.5K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 100 | $11.5K | 0.00% | +100 | New |
| BOK Financial Private Wealth, Inc. | 100 | $11.5K | 0.00% | +100 | New |
| Macroview Investment Management LLC | 97 | $11.2K | 0.01% | +74+321.7% | Added |
| Geneos Wealth Management Inc. | 94 | $10.8K | 0.00% | +94 | New |
| TD Private Client Wealth LLC | 79 | $9.10K | 0.00% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 79 | $9.10K | 0.00% | +79 | New |
| Central Trust Co | 76 | $8.76K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 70 | $8.07K | 0.01% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 68 | $7.76K | 0.00% | +68 | New |
| Reuter James Wealth Management, LLC | 57 | $6.57K | 0.00% | +57 | New |
| Whittier Trust Co | 53 | $6.11K | 0.00% | −90−62.9% | Reduced |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $4.84K | 0.00% | −14−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 41 | $4.72K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 40 | $4.61K | 0.00% | −8−16.7% | Reduced |
| JFS Wealth Advisors, LLC | 40 | $4.61K | 0.00% | +11+37.9% | Added |
| Ashton Thomas Securities, LLC | 40 | $4.61K | 0.00% | +40 | New |
| Continuum Advisory, LLC | 33 | $4.05K | 0.00% | +10+43.5% | Added |
| Key Financial Inc | 34 | $3.92K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 30 | $3.46K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 28 | $3.23K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 28 | $3.23K | 0.00% | +9+47.4% | Added |
| Private Wealth Management Group, LLC | 27 | $3.11K | 0.00% | −44−62.0% | Reduced |
| Cohen & Steers, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 32 | $3.00K | 0.00% | +32 | New |
| HighMark Wealth Management LLC | 25 | $2.88K | 0.00% | −15−37.5% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $2.88K | 0.00% | +2+8.7% | Added |
| Brown Brothers Harriman & Co | 25 | $2.88K | 0.00% | +25 | New |
| AdvisorNet Financial, Inc | 22 | $2.54K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 22 | $2.54K | 0.00% | +22 | New |
| Bell Investment Advisors, Inc | 21 | $2.42K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 20 | $2.30K | 0.00% | −39−66.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 20 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.19K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | −8−30.8% | Reduced |
| NBC Securities, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $1.96K | 0.00% | +8+88.9% | Added |
| Park Place Capital Corp | 16 | $1.84K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 16 | $1.84K | 0.00% | +6+60.0% | Added |
| Legacy Investment Solutions, LLC | 14 | $1.76K | 0.00% | +14 | New |
| Legacy Wealth Managment, LLC | 14 | $1.76K | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 12 | $1.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $1.15K | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $922 | 0.00% | −1−11.1% | Reduced |
| Montag A & Associates Inc | 6 | $720 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $692 | 0.00% | −3−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 6 | $613 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $577 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $461 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $346 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $231 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $116 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $115 | 0.00% | −1−50.0% | Reduced |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −541,200−100.0% | Sold out |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −484,777−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −257,315−100.0% | Sold out |
| Iron Triangle Partners LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −185,344−100.0% | Sold out |
| Sawgrass Asset Management LLC | 0 | $0 | 0.00% | −90,927−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −59,455−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −44,500−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −35,721−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −34,443−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −31,439−100.0% | Sold out |
| Covenant Asset Management, LLC | 0 | $0 | 0.00% | −28,343−100.0% | Sold out |
| Simplify Asset Management Inc. | 0 | $0 | 0.00% | −22,834−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −20,271−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −19,507−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −18,121−100.0% | Sold out |
| Eisler Capital (US) LLC | 0 | $0 | 0.00% | −15,363−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −14,011−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −13,304−100.0% | Sold out |