| Smartleaf Asset Management LLC | 115 | $57.8K | 0.00% | −83−41.9% | Reduced |
| Hollencrest Capital Management | 100 | $54.1K | 0.00% | +100 | New |
| Ensign Peak Advisors, Inc | 100 | $54.1K | 0.00% | +100 | New |
| Kemnay Advisory Services Inc. | 98 | $53.0K | 0.01% | +73+292.0% | Added |
| Harbour Investments, Inc. | 97 | $52.6K | 0.00% | −721−88.1% | Reduced |
| EverSource Wealth Advisors, LLC | 93 | $50.3K | 0.00% | −10−9.7% | Reduced |
| Avanza Fonder AB | 93 | $50.3K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 92 | $49.8K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 82 | $44.9K | 0.00% | +7+9.3% | Added |
| Cullen/Frost Bankers, Inc. | 80 | $43.4K | 0.00% | −1−1.2% | Reduced |
| USA Financial Portformulas Corp | 80 | $43.3K | 0.01% | +80 | New |
| Anchor Investment Management, LLC | 70 | $37.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 69 | $37.3K | 0.00% | +67+3,350.0% | Added |
| MCF Advisors LLC | 66 | $35.7K | 0.00% | +66 | New |
| Evolution Wealth Management Inc. | 66 | $35.7K | 0.03% | −19−22.4% | Reduced |
| Daiwa Securities Group Inc. | 195 | $35.2K | 0.00% | +195 | New |
| Bellevue Asset Management, LLC | 58 | $31.4K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 55 | $29.8K | 0.00% | +46+511.1% | Added |
| Rothschild Investment LLC | 52 | $28.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 52 | $28.1K | 0.00% | +38+271.4% | Added |
| Clearstead Advisors, LLC | 50 | $27.1K | 0.00% | −30−37.5% | Reduced |
| Signaturefd, LLC | 44 | $23.8K | 0.00% | +6+15.8% | Added |
| Root Financial Partners, LLC | 41 | $22.2K | 0.00% | +14+51.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $21.6K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $20.0K | 0.00% | +3+8.8% | Added |
| First Horizon Corp | 35 | $18.9K | 0.00% | −89−71.8% | Reduced |
| Walleye Capital LLC | 32 | $17.3K | 0.00% | −1,717−98.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 32 | $17.3K | 0.00% | +15+88.2% | Added |
| Allworth Financial LP | 32 | $17.1K | 0.00% | +6+23.1% | Added |
| Toronto Dominion Bank | 31 | $17.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 31 | $16.8K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 28 | $15.2K | 0.00% | +5+21.7% | Added |
| Harbor Investment Advisory, LLC | 25 | $13.5K | 0.00% | −10−28.6% | Reduced |
| Sound Income Strategies, LLC | 24 | $13.3K | 0.00% | +8+50.0% | Added |
| Whittier Trust Co | 70 | $13.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 22 | $11.9K | 0.00% | +22 | New |
| Solstein Capital, LLC | 20 | $10.8K | 0.00% | −5−20.0% | Reduced |
| Private Wealth Management Group, LLC | 18 | $9.74K | 0.00% | −6−25.0% | Reduced |
| Bare Financial Services, Inc | 17 | $9.20K | 0.00% | +10+142.9% | Added |
| Wolff Wiese Magana LLC | 16 | $8.66K | 0.00% | +10+166.7% | Added |
| Keating Financial Advisory Services, Inc. | 16 | $8.66K | 0.00% | +10+166.7% | Added |
| Central Trust Co | 15 | $8.12K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 15 | $8.12K | 0.00% | +1+7.1% | Added |
| Legacy Wealth Managment, LLC | 13 | $7.04K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $6.49K | 0.00% | +12 | New |
| FWL Investment Management, LLC | 12 | $6.49K | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 11 | $6.08K | 0.00% | +11 | New |
| Bayforest Capital Ltd | 10 | $5.41K | 0.01% | +10 | New |
| Triumph Capital Management | 7 | $3.79K | 0.00% | −977−99.3% | Reduced |
| Picton Mahoney Asset Management | 7 | $3.79K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 7 | $3.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $3.49K | 0.00% | +10+90.9% | Added |
| Farmers & Merchants Investments Inc | 6 | $3.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $2.71K | 0.00% | +1+25.0% | Added |
| Aster Capital Management (DIFC) Ltd | 13 | $2.21K | 0.00% | +13 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 3 | $1.62K | 0.00% | +3 | New |
| Cedar Mountain Advisors, LLC | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 3 | $1.62K | 0.00% | +3 | New |
| PEAK6 LLC | 3 | $1.52K | 0.00% | +1+50.0% | Added |
| True Wealth Design, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $1.08K | 0.00% | +1+100.0% | Added |
| Ankerstar Wealth, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 2 | $1.08K | 0.00% | +2 | New |
| Avion Wealth | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $542 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1 | $542 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $541 | 0.00% | −137−99.3% | Reduced |
| Sunbelt Securities, Inc. | 1 | $541 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $541 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $541 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 1 | $541 | 0.00% | +1 | New |
| Golden State Equity Partners | 1 | $541 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $541 | 0.00% | +1 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −92,524−100.0% | Sold out |
| Summit Partners Public Asset Management, LLC | 0 | $0 | 0.00% | −84,963−100.0% | Sold out |
| NEOS Investment Management LLC | 0 | $0 | 0.00% | −76,338−100.0% | Sold out |
| Broad Bay Capital Management, LP | 0 | $0 | 0.00% | −69,990−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −31,560−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −2,952−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −2,733−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −1,962−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −1,614−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −1,382−100.0% | Sold out |
| New Vernon Capital Holdings II LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −1,133−100.0% | Sold out |
| GK Wealth Management LLC | 0 | $0 | 0.00% | −1,124−100.0% | Sold out |
| Morgan Dempsey Capital Management LLC | 0 | $0 | 0.00% | −942−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −868−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −843−100.0% | Sold out |