| CIBC World Markets Inc. | 800 | $228.0K | 0.00% | −5−0.6% | Reduced |
| Benjamin Edwards Inc | 786 | $223.9K | 0.00% | +8+1.0% | Added |
| Thoroughbred Financial Services, LLC | 773 | $220.0K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 750 | $213.7K | 0.01% | 00.0% | Unchanged |
| LVW Advisors, LLC | 739 | $210.6K | 0.02% | −19−2.5% | Reduced |
| Signature Estate & Investment Advisors LLC | 737 | $210.1K | 0.00% | +737 | New |
| Summit Global Investments | 728 | $207.0K | 0.01% | +728 | New |
| Walleye Capital LLC | 723 | $206.0K | 0.00% | −20,328−96.6% | Reduced |
| State Street Corp | 714 | $203.5K | 0.00% | −6,351−89.9% | Reduced |
| Axq Capital, LP | 707 | $201.5K | 0.02% | +707 | New |
| Steward Partners Investment Advisory, LLC | 706 | $201.2K | 0.00% | −19−2.6% | Reduced |
| GF Fund Management Co. Ltd. | 680 | $193.8K | 0.00% | −27−3.8% | Reduced |
| Generali Investments, Management Co LLC | 8,000 | $173.8K | 0.04% | +8,000 | New |
| Acadian Asset Management LLC | 597 | $170.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 588 | $167.6K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 365 | $104.1K | 0.00% | +45+14.1% | Added |
| Global Retirement Partners, LLC | 345 | $98.3K | 0.00% | +345 | New |
| Parallel Advisors, LLC | 342 | $97.6K | 0.00% | −9−2.6% | Reduced |
| Clearstead Advisors, LLC | 305 | $86.9K | 0.00% | +5+1.7% | Added |
| Farther Finance Advisors, LLC | 267 | $76.2K | 0.00% | +45+20.3% | Added |
| Northwestern Mutual Wealth Management Co | 236 | $67.3K | 0.00% | +110+87.3% | Added |
| Baillie Gifford & Co | 231 | $65.8K | 0.00% | +226+4,520.0% | Added |
| EverSource Wealth Advisors, LLC | 204 | $58.1K | 0.00% | −165−44.7% | Reduced |
| Basecamp Wealth Advisors LLC | 151 | $43.0K | 0.01% | −114−43.0% | Reduced |
| Leonteq Securities AG | 133 | $37.9K | 0.00% | +31+30.4% | Added |
| Simplex Trading, LLC | 126 | $35.9K | 0.00% | +126 | New |
| SRS Capital Advisors, Inc. | 121 | $34.5K | 0.00% | +112+1,244.4% | Added |
| Anchor Investment Management, LLC | 108 | $30.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 106 | $30.2K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 86 | $24.5K | 0.00% | +21+32.3% | Added |
| Allworth Financial LP | 76 | $21.7K | 0.00% | +3+4.1% | Added |
| Bayforest Capital Ltd | 71 | $20.2K | 0.02% | −45−38.8% | Reduced |
| Frazier Financial Advisors, LLC | 63 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 57 | $16.2K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 48 | $13.7K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $11.1K | 0.00% | +19+95.0% | Added |
| National Bank of Canada | 34 | $9.68K | 0.00% | +34 | New |
| Fifth Third Bancorp | 25 | $7.12K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 25 | $7.12K | 0.00% | +3+13.6% | Added |
| Cary Street Partner Investment Advisory LLC | 25 | $7.12K | 0.00% | +25 | New |
| Smartleaf Asset Management LLC | 24 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 21 | $5.99K | 0.00% | +21 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $5.98K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 21 | $5.70K | 0.00% | +21 | New |
| LRI Investments, LLC | 20 | $5.70K | 0.00% | +1+5.3% | Added |
| UMA Financial Services, Inc. | 17 | $4.84K | 0.00% | +9+112.5% | Added |
| Acumen Wealth Advisors, LLC | 16 | $4.56K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $4.56K | 0.00% | +7+77.8% | Added |
| SBI Securities Co., Ltd. | 15 | $4.28K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 15 | $4.28K | 0.00% | +9+150.0% | Added |
| CrossGen Wealth, LLC | 15 | $4.28K | 0.00% | +15 | New |
| American National Bank | 14 | $3.99K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 12 | $3.42K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 11 | $3.13K | 0.00% | −1−8.3% | Reduced |
| JFS Wealth Advisors, LLC | 10 | $2.85K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $2.56K | 0.00% | +6+200.0% | Added |
| Continuum Advisory, LLC | 9 | $2.56K | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 8 | $2.28K | 0.00% | +2+33.3% | Added |
| Rakuten Securities, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| WealthCollab, LLC | 6 | $1.71K | 0.00% | −5−45.5% | Reduced |
| Nisa Investment Advisors, LLC | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 6 | $1.71K | 0.00% | +2+50.0% | Added |
| BOK Financial Private Wealth, Inc. | 6 | $1.71K | 0.00% | +6 | New |
| Silver Grove Financial Group, Inc. | 6 | $1.71K | 0.00% | +6 | New |
| Parkside Financial Bank & Trust | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $1.14K | 0.00% | +2+100.0% | Added |
| Silver Oak Securities, Inc | 4 | $1.14K | 0.00% | +4 | New |
| Lodestone Wealth Management LLC | 3 | $855 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $855 | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 2 | $581 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2 | $570 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $570 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $570 | 0.00% | +1+100.0% | Added |
| Cornerstone Financial Management LLC | 2 | $570 | 0.00% | +1+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 2 | $570 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 2 | $570 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 8,175 | – | – | +360+4.6% | Added |
| HHLR Advisors, Ltd.SuperinvestorHHLR Advisors (Hillhouse) | 0 | $0 | 0.00% | −1,034,306−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −30,942−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −14,335−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,980−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −10,692−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −10,014−100.0% | Sold out |
| Long Corridor Asset Management Ltd | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −5,308−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −4,469−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −2,020−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −1,668−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,617−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
