| Raleigh Capital Management Inc. | 95 | $18.9K | 0.01% | +29+43.9% | Added |
| Quarry LP | 86 | $17.1K | 0.01% | −256−74.9% | Reduced |
| GW&K Investment Management, LLC | 84 | $17.0K | 0.00% | +16+23.5% | Added |
| Larson Financial Group LLC | 82 | $16.3K | 0.00% | −1,081−92.9% | Reduced |
| Atlantic Trust, LLC | 80 | $15.9K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 80 | $15.9K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 78 | $15.5K | 0.00% | +7+9.9% | Added |
| Annapolis Financial Services, LLC | 78 | $15.5K | 0.00% | +78 | New |
| Capital Performance Advisors LLP | 78 | $15.5K | 0.00% | +78 | New |
| Wolff Wiese Magana LLC | 73 | $14.5K | 0.01% | +71+3,550.0% | Added |
| Financial Management Professionals, Inc. | 71 | $14.0K | 0.00% | +7+10.9% | Added |
| Montag A & Associates Inc | 68 | $13.5K | 0.00% | −2,232−97.0% | Reduced |
| Park Place Capital Corp | 68 | $13.5K | 0.00% | −8−10.5% | Reduced |
| Continuum Advisory, LLC | 58 | $13.0K | 0.00% | −6−9.4% | Reduced |
| Oarsman Capital, Inc. | 60 | $11.9K | 0.00% | +60 | New |
| Grove Bank & Trust | 56 | $11.1K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 54 | $10.7K | 0.00% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 10,596 | $10.6K | 0.00% | +10,596 | New |
| Sunbelt Securities, Inc. | 48 | $9.54K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $9.14K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 45 | $8.94K | 0.00% | −107−70.4% | Reduced |
| Zions Bancorporation, N.A. | 44 | $8.74K | 0.00% | −18−29.0% | Reduced |
| Glen Eagle Advisors, LLC | 42 | $8.34K | 0.00% | +30+250.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 41 | $8.15K | 0.00% | +1+2.5% | Added |
| ORG Partners LLC | 41 | $8.13K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 38 | $8.00K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 40 | $7.94K | 0.00% | +28+233.3% | Added |
| Red Tortoise LLC | 38 | $7.55K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 38 | $7.55K | 0.00% | +38 | New |
| Meeder Asset Management Inc | 37 | $7.35K | 0.00% | −85−69.7% | Reduced |
| Itau Unibanco Holding S.A. | 37 | $7.35K | 0.00% | +37 | New |
| Moisand Fitzgerald Tamayo, LLC | 36 | $7.15K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 36 | $7.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $6.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $6.56K | 0.00% | +7+26.9% | Added |
| Transamerica Financial Advisors, Inc. | 26 | $6.00K | 0.00% | −17,216−99.8% | Reduced |
| DT Investment Partners, LLC | 30 | $5.96K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $5.36K | 0.00% | −1−3.6% | Reduced |
| SJS Investment Consulting Inc. | 26 | $5.17K | 0.00% | −3−10.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 25 | $4.97K | 0.00% | +25 | New |
| Caldwell Sutter Capital, Inc. | 24 | $4.77K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 24 | $4.77K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $4.57K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $4.37K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 22 | $4.37K | 0.00% | +22 | New |
| St. Johns Investment Management Company, LLC | 20 | $3.97K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 19 | $3.87K | 0.00% | +19 | New |
| Altshuler Shaham Ltd | 19 | $3.77K | 0.00% | −2−9.5% | Reduced |
| FinTrust Capital Advisors, LLC | 18 | $3.58K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $3.38K | 0.00% | +13+325.0% | Added |
| Bruce G. Allen Investments, LLC | 16 | $3.18K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $3.00K | 0.00% | +2+14.3% | Added |
| Valued Wealth Advisors LLC | 15 | $2.98K | 0.00% | −30−66.7% | Reduced |
| Westside Investment Management, Inc. | 14 | $2.84K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 13 | $2.56K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 12 | $2.38K | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $2.38K | 0.00% | +12 | New |
| Tucker Asset Management LLC | 10 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $1.81K | 0.00% | +2+28.6% | Added |
| True Wealth Design, LLC | 8 | $1.59K | 0.00% | +2+33.3% | Added |
| NVWM, LLC | 8 | $1.59K | 0.00% | +1+14.3% | Added |
| NFJ Investment Group, LLC | 7 | $1.39K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 6 | $1.19K | 0.00% | −223−97.4% | Reduced |
| MCF Advisors LLC | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 6 | $1.19K | 0.00% | +6 | New |
| Plato Investment Management Ltd | 6 | $1.19K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 5 | $994 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 4 | $804 | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 4 | $798 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $795 | 0.00% | −117−96.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 4 | $795 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $795 | 0.00% | +3+300.0% | Added |
| JDM Financial Group LLC | 3 | $596 | 0.00% | +3 | New |
| Chesapeake Asset Management LLC | 2 | $397 | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $397 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $199 | 0.00% | −1−50.0% | Reduced |
| Central Trust Co | 1 | $199 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −2,015,153−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −659,023−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −78,331−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −63,286−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −56,900−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −35,835−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −33,954−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −27,549−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −24,019−100.0% | Sold out |
| Davidson Capital Management Inc. | 0 | $0 | 0.00% | −17,118−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −15,986−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,900−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −13,326−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −11,998−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −9,417−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −8,795−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −7,842−100.0% | Sold out |
