| Farther Finance Advisors, LLC | 138 | $45.4K | 0.00% | −40−22.5% | Reduced |
| Covestor Ltd | 135 | $45.0K | 0.03% | −176−56.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 164 | $43.9K | 0.01% | +164 | New |
| Nisa Investment Advisors, LLC | 118 | $38.7K | 0.00% | +30+34.1% | Added |
| EverSource Wealth Advisors, LLC | 111 | $36.4K | 0.00% | +3+2.8% | Added |
| Parkside Financial Bank & Trust | 109 | $35.8K | 0.00% | +2+1.9% | Added |
| Huntington National Bank | 107 | $35.1K | 0.00% | −4−3.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 105 | $34.5K | 0.01% | +79+303.8% | Added |
| Synergy Investment Management, LLC | 100 | $32.8K | 0.01% | +100 | New |
| Banque Transatlantique SA | 100 | $32.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 98 | $32.2K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 89 | $29.2K | 0.00% | +3+3.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $29.2K | 0.01% | −1,692−95.0% | Reduced |
| Cornerstone Planning Group LLC | 87 | $28.2K | 0.00% | −28−24.3% | Reduced |
| Massmutual Trust Co FSB | 80 | $26.3K | 0.00% | −3−3.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 79 | $25.9K | 0.00% | +9+12.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $25.6K | 0.00% | 00.0% | Unchanged |
| SMA Capital LLC | 65 | $21.3K | 0.01% | +65 | New |
| Atlantic Union Bankshares Corp | 50 | $16.4K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 42 | $13.8K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 40 | $13.1K | 0.00% | −260−86.7% | Reduced |
| Golden State Wealth Management, LLC | 40 | $13.1K | 0.00% | −4−9.1% | Reduced |
| Clearstead Advisors, LLC | 37 | $12.2K | 0.00% | −221−85.7% | Reduced |
| Basecamp Wealth Advisors LLC | 37 | $12.2K | 0.00% | −2−5.1% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 33 | $10.9K | 0.00% | +22+200.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 33 | $10.8K | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 31 | $10.2K | 0.00% | −18−36.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 31 | $10.2K | 0.00% | +16+106.7% | Added |
| First Horizon Corp | 30 | $9.85K | 0.00% | +6+25.0% | Added |
| Central Trust Co | 27 | $8.87K | 0.00% | +25+1,250.0% | Added |
| Versant Capital Management, Inc | 24 | $7.88K | 0.00% | +6+33.3% | Added |
| RWM Asset Management, LLC | 24 | $7.88K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 23 | $7.55K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 21 | $6.90K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $6.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $6.57K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 19 | $6.24K | 0.00% | +19 | New |
| Assetmark, Inc | 19 | $6.24K | 0.00% | −5−20.8% | Reduced |
| Smithfield Trust Co | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 18 | $5.91K | 0.00% | +1+5.9% | Added |
| ZRC Wealth Management, LLC | 16 | $5.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 16 | $5.25K | 0.00% | +12+300.0% | Added |
| High Note Wealth, LLC | 12 | $3.94K | 0.00% | +12 | New |
| Aventura Private Wealth, LLC | 11 | $3.61K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $3.28K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 10 | $3.28K | 0.00% | +6+150.0% | Added |
| Whittier Trust Co of Nevada Inc | 9 | $2.97K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $2.63K | 0.00% | −76−90.5% | Reduced |
| Raffa Wealth Management, LLC | 8 | $2.63K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $2.63K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 8 | $2.63K | 0.00% | −4−33.3% | Reduced |
| Private Trust Co NA | 7 | $2.30K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 7 | $2.30K | 0.00% | +7 | New |
| Roble, Belko & Company, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 5 | $2.00K | 0.00% | +5 | New |
| Johnson Financial Group, Inc. | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 6 | $1.97K | 0.00% | +1+20.0% | Added |
| JPL Wealth Management, LLC | 6 | $1.97K | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6 | $1.97K | 0.00% | +2+50.0% | Added |
| Creative Financial Designs Inc | 6 | $1.97K | 0.00% | +3+100.0% | Added |
| Dunhill Financial, LLC | 5 | $1.85K | 0.00% | +4+400.0% | Added |
| TD Private Client Wealth LLC | 5 | $1.64K | 0.00% | −5−50.0% | Reduced |
| Financial Network Wealth Advisors LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.64K | 0.00% | +1+25.0% | Added |
| Atlantic Trust, LLC | 5 | $1.64K | 0.00% | +5 | New |
| Marquette Asset Management, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $1.31K | 0.00% | −14,636−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $986 | 0.00% | −10−76.9% | Reduced |
| Financial Management Professionals, Inc. | 3 | $985 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $985 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 3 | $985 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 2 | $657 | 0.00% | +1+100.0% | Added |
| HighMark Wealth Management LLC | 2 | $492 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 1 | $329 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $329 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $328 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $328 | 0.00% | +1 | New |
| Operose Advisors LLC | 1 | $328 | 0.00% | +1 | New |
| RTW Investments, LP | 0 | $0 | 0.00% | −866,499−100.0% | Sold out |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −594,112−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −345,974−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −212,956−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −183,024−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −145,675−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −120,815−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −115,941−100.0% | Sold out |
| Perceptive Advisors LLC | 0 | $0 | 0.00% | −110,529−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −101,738−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −96,889−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −88,154−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −80,832−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −58,168−100.0% | Sold out |
