| FSA Wealth Management LLC | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 39 | $10.8K | 0.00% | −14−26.4% | Reduced |
| GHP Investment Advisors, Inc. | 37 | $10.2K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 35 | $9.68K | 0.00% | +35 | New |
| Assetmark, Inc | 34 | $9.32K | 0.00% | +19+126.7% | Added |
| Hemington Wealth Management | 34 | $9.00K | 0.00% | −5−12.8% | Reduced |
| Rothschild Investment LLC | 32 | $8.89K | 0.00% | −2−5.9% | Reduced |
| Bare Financial Services, Inc | 26 | $7.23K | 0.00% | +19+271.4% | Added |
| WPG Advisers, LLC | 26 | $7.23K | 0.01% | −8−23.5% | Reduced |
| Lazard Asset Management LLC | 28 | $7.00K | 0.00% | +26+1,300.0% | Added |
| Bell Investment Advisors, Inc | 25 | $6.95K | 0.00% | −4−13.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $6.95K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $6.95K | 0.00% | +25 | New |
| Prestige Wealth Management Group LLC | 19 | $5.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 18 | $5.00K | 0.00% | −1−5.3% | Reduced |
| Harvest Fund Management Co., Ltd | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 17 | $4.72K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 15 | $4.17K | 0.00% | −36−70.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 15 | $4.17K | 0.00% | +2+15.4% | Added |
| Ameritas Advisory Services, LLC | 13 | $3.61K | 0.00% | +13 | New |
| Riggs Asset Managment Co. Inc. | 11 | $3.06K | 0.00% | +11 | New |
| WealthCollab, LLC | 11 | $3.06K | 0.00% | +11 | New |
| Creative Financial Designs Inc | 11 | $3.06K | 0.00% | −4−26.7% | Reduced |
| Bryn Mawr Trust Co | 10 | $2.78K | 0.00% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 10 | $2.78K | 0.01% | 00.0% | Unchanged |
| Concorde Financial Corp | 10 | $2.78K | 0.00% | +10 | New |
| NewSquare Capital LLC | 9 | $2.50K | 0.00% | −30−76.9% | Reduced |
| Provenance Wealth Advisors, LLC | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $2.50K | 0.00% | +5+125.0% | Added |
| Cullen/Frost Bankers, Inc. | 8 | $2.23K | 0.00% | −28−77.8% | Reduced |
| Johnson Financial Group, Inc. | 8 | $2.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $1.96K | 0.00% | −16−69.6% | Reduced |
| Huntington National Bank | 7 | $1.95K | 0.00% | −4−36.4% | Reduced |
| HM Payson & Co | 6 | $1.67K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.67K | 0.00% | +6 | New |
| Atlantic Trust, LLC | 6 | $1.67K | 0.00% | +6 | New |
| CVA Family Office, LLC | 5 | $1.39K | 0.00% | −4−44.4% | Reduced |
| Larson Financial Group LLC | 4 | $1.11K | 0.00% | +2+100.0% | Added |
| Global Retirement Partners, LLC | 4 | $1.11K | 0.00% | +4 | New |
| Clarity Asset Management, Inc. | 4 | $1.10K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 3 | $834 | 0.00% | −3−50.0% | Reduced |
| Cedar Mountain Advisors, LLC | 3 | $834 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $834 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $834 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $834 | 0.00% | +3 | New |
| Stephens Consulting, LLC | 2 | $556 | 0.00% | −3−60.0% | Reduced |
| SJS Investment Consulting Inc. | 2 | $556 | 0.00% | −2−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $556 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $556 | 0.00% | +2 | New |
| Pineridge Advisors LLC | 1 | $281 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $278 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $278 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $278 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $278 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $277 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −39,159−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −34,458−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,492−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −15,773−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −10,916−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −9,026−100.0% | Sold out |
| 1492 Capital Management LLC | 0 | $0 | 0.00% | −6,428−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −5,582−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,082−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −3,855−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −3,674−100.0% | Sold out |
| Private Client Services, LLC | 0 | $0 | 0.00% | −3,554−100.0% | Sold out |
| Kesler, Norman & Wride, LLC | 0 | $0 | 0.00% | −2,986−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,230−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −1,247−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −1,022−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −999−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −979−100.0% | Sold out |
| BOS Asset Management, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −867−100.0% | Sold out |
| Syon Capital LLC | 0 | $0 | 0.00% | −845−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −835−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −823−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| von Borstel & Associates, Inc. | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Barrow Hanley Mewhinney & Strauss LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Promethos Capital, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| NCP Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |