| Macquarie Group Ltd | 929 | $30.8K | 0.00% | +929 | New |
| Persistent Asset Partners Ltd | 912 | $30.2K | 0.01% | +912 | New |
| Quantbot Technologies LP | 908 | $30.1K | 0.00% | −17,210−95.0% | Reduced |
| Strategic Advocates LLC | 869 | $28.8K | 0.11% | +869 | New |
| Nemes Rush Group LLC | 836 | $27.7K | 0.00% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 812 | $26.9K | 0.00% | +812 | New |
| Manning & Napier Advisors LLC | 728 | $22.8K | 0.00% | +728 | New |
| Parallel Advisors, LLC | 648 | $21.5K | 0.00% | +596+1,146.2% | Added |
| TSFG, LLC | 600 | $20.0K | 0.00% | +600 | New |
| Harbour Investments, Inc. | 580 | $19.2K | 0.00% | +341+142.7% | Added |
| Hantz Financial Services, Inc. | 563 | $19.0K | 0.00% | −169−23.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 501 | $16.6K | 0.00% | −34,308−98.6% | Reduced |
| Pilgrim Partners Asia Pte Ltd | 500 | $16.6K | 0.01% | +500 | New |
| Asset Management One Co.,Ltd. | 489 | $16.2K | 0.00% | +489 | New |
| MCF Advisors LLC | 485 | $16.1K | 0.00% | −160−24.8% | Reduced |
| Rothschild Investment LLC | 476 | $15.8K | 0.00% | −134−22.0% | Reduced |
| Bessemer Group Inc | 460 | $15.0K | 0.00% | +460 | New |
| Strategic Investment Solutions, Inc. | 425 | $14.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 382 | $12.7K | 0.00% | +382 | New |
| Maryland Capital Advisors Inc. | 366 | $12.1K | 0.00% | +366 | New |
| GWM Advisors LLC | 342 | $11.3K | 0.00% | +91+36.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 318 | $10.5K | 0.00% | −51−13.8% | Reduced |
| Financial Perspectives, Inc | 275 | $9.11K | 0.00% | +110+66.7% | Added |
| IFP Advisors, Inc | 272 | $9.01K | 0.00% | −172−38.7% | Reduced |
| Clearstead Advisors, LLC | 255 | $8.45K | 0.00% | +40+18.6% | Added |
| Golden State Wealth Management, LLC | 250 | $8.28K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 252 | $8.00K | 0.00% | −9−3.4% | Reduced |
| HHM Wealth Advisors, LLC | 215 | $7.12K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 205 | $6.79K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 200 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $6.63K | 0.00% | +200 | New |
| Quarry LP | 188 | $6.23K | 0.00% | +172+1,075.0% | Added |
| Northwestern Mutual Wealth Management Co | 178 | $5.90K | 0.00% | +178 | New |
| Valley National Advisers Inc | 175 | $5.80K | 0.00% | +175 | New |
| TFC Financial Management | 170 | $5.63K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 163 | $5.15K | 0.00% | +143+715.0% | Added |
| Geneos Wealth Management Inc. | 150 | $4.97K | 0.00% | +150 | New |
| Bare Financial Services, Inc | 147 | $4.87K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 145 | $4.80K | 0.00% | +100+222.2% | Added |
| Basecamp Wealth Advisors LLC | 130 | $4.31K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 125 | $4.14K | 0.00% | +9+7.8% | Added |
| Avion Wealth | 147 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 116 | $3.84K | 0.00% | −11−8.7% | Reduced |
| Meeder Asset Management Inc | 115 | $3.81K | 0.00% | +12+11.7% | Added |
| Compass Financial Management LLC | 157 | $3.76K | 0.00% | +157 | New |
| SWAN Capital LLC | 110 | $3.64K | 0.00% | +110 | New |
| Action Point Financial Planning, LLC | 106 | $3.51K | 0.00% | +106 | New |
| Orion Capital Management LLC | 102 | $3.38K | 0.00% | −457−81.8% | Reduced |
| Ameritas Advisory Services, LLC | 102 | $3.38K | 0.00% | +102 | New |
| Nvest Wealth Strategies, Inc. | 100 | $3.31K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 94 | $3.11K | 0.00% | +84+840.0% | Added |
| Essential Partners LLC | 83 | $2.75K | 0.00% | −370−81.7% | Reduced |
| IFG Advisory, LLC | 81 | $2.68K | 0.00% | +81 | New |
| Fortitude Family Office, LLC | 80 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 74 | $2.45K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 72 | $2.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 70 | $2.32K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 66 | $2.19K | 0.00% | +66 | New |
| Hughes Financial Services, LLC | 63 | $2.09K | 0.00% | −18−22.2% | Reduced |
| Anchor Investment Management, LLC | 62 | $2.05K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 60 | $1.99K | 0.00% | +60 | New |
| Ancora Advisors, LLC | 54 | $1.79K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 50 | $1.66K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 48 | $1.57K | 0.00% | +48 | New |
| Keating Financial Advisory Services, Inc. | 43 | $1.43K | 0.00% | +23+115.0% | Added |
| Umb Bank N A | 42 | $1.39K | 0.00% | +42 | New |
| CVA Family Office, LLC | 40 | $1.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.06K | 0.00% | +32 | New |
| Hazlett, Burt & Watson, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Concord Wealth Partners | 28 | $928 | 0.00% | +28 | New |
| IMA Wealth, Inc. | 19 | $629 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $531 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $530 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $464 | 0.00% | −34−70.8% | Reduced |
| Bogart Wealth, LLC | 10 | $331 | 0.00% | +10 | New |
| Triumph Capital Management | 10 | $331 | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 6 | $199 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $133 | 0.00% | +4 | New |
| TD Waterhouse Canada Inc. | 4 | $126 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $90 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $33 | 0.00% | −401−99.8% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −1,850,668−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −462,903−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −243,766−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −237,034−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −226,708−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −211,679−100.0% | Sold out |
| Oddo BHF Asset Management SAS | 0 | $0 | 0.00% | −195,761−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −173,900−100.0% | Sold out |
| Creek Drive Management Group LLC | 0 | $0 | 0.00% | −146,399−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −106,675−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −89,329−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −84,498−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −74,752−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −65,939−100.0% | Sold out |
| London & Capital Asset Management Ltd | 0 | $0 | 0.00% | −59,650−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −51,082−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −50,427−100.0% | Sold out |
