| SRS Capital Advisors, Inc. | 468 | $18.2K | 0.00% | −27,840−98.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 442 | $17.2K | 0.00% | −662−60.0% | Reduced |
| McGuire Capital Advisors Inc | 441 | $17.2K | 0.01% | +441 | New |
| SJS Investment Consulting Inc. | 355 | $13.8K | 0.00% | +344+3,127.3% | Added |
| Bessemer Group Inc | 332 | $13.0K | 0.00% | +236+245.8% | Added |
| Quest 10 Wealth Builders, Inc. | 313 | $12.2K | 0.01% | +200+177.0% | Added |
| Root Financial Partners, LLC | 303 | $11.8K | 0.00% | −4−1.3% | Reduced |
| Hantz Financial Services, Inc. | 275 | $11.0K | 0.00% | −49−15.1% | Reduced |
| AdvisorNet Financial, Inc | 275 | $10.7K | 0.00% | +75+37.5% | Added |
| WealthCollab, LLC | 261 | $10.2K | 0.00% | +261 | New |
| SBI Securities Co., Ltd. | 236 | $9.20K | 0.00% | +153+184.3% | Added |
| Activest Wealth Management | 234 | $9.12K | 0.00% | +234 | New |
| Los Angeles Capital Management LLC | 231 | $8.80K | 0.00% | +231 | New |
| True Wealth Design, LLC | 216 | $8.42K | 0.00% | −701−76.4% | Reduced |
| Clearstead Advisors, LLC | 202 | $7.88K | 0.00% | −804−79.9% | Reduced |
| MAI Capital Management | 194 | $7.57K | 0.00% | −151−43.8% | Reduced |
| Capital Advisors, Ltd. LLC | 180 | $7.00K | 0.00% | +20+12.5% | Added |
| T. Rowe Price Investment Management, Inc. | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 170 | $6.63K | 0.00% | −252−59.7% | Reduced |
| Bank & Trust Co | 166 | $6.47K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 154 | $6.00K | 0.00% | +154 | New |
| Parkside Financial Bank & Trust | 152 | $5.93K | 0.00% | +44+40.7% | Added |
| Ancora Advisors, LLC | 141 | $5.50K | 0.00% | +141 | New |
| FIL Ltd | 128 | $4.99K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 111 | $4.33K | 0.00% | +93+516.7% | Added |
| Brown Brothers Harriman & Co | 106 | $4.13K | 0.00% | +42+65.6% | Added |
| Costello Asset Management, INC | 100 | $3.90K | 0.00% | +100 | New |
| ORG Partners LLC | 100 | $3.90K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 94 | $3.67K | 0.00% | +29+44.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 92 | $3.59K | 0.00% | +92 | New |
| Independence Bank of Kentucky | 74 | $2.88K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 72 | $2.81K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 67 | $2.61K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 57 | $2.59K | 0.02% | +7+14.0% | Added |
| Raffa Wealth Management, LLC | 62 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 59 | $2.30K | 0.00% | +59 | New |
| SageView Advisory Group, LLC | 58 | $2.26K | 0.00% | +58 | New |
| CIBC Private Wealth Group, LLC | 57 | $2.22K | 0.00% | −120−67.8% | Reduced |
| Bullock Wealth Management Group | 43 | $1.68K | 0.00% | +13+43.3% | Added |
| Cape Investment Advisory, Inc. | 42 | $1.64K | 0.00% | +42 | New |
| Nisa Investment Advisors, LLC | 41 | $1.60K | 0.00% | −3,243−98.8% | Reduced |
| Stone House Investment Management, LLC | 37 | $1.44K | 0.00% | −74−66.7% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $1.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 35 | $1.36K | 0.00% | +35 | New |
| Advocate Investing Services LLC | 34 | $1.33K | 0.00% | +34 | New |
| Keating Financial Advisory Services, Inc. | 30 | $1.17K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 27 | $1.05K | 0.00% | −25,523−99.9% | Reduced |
| Bogart Wealth, LLC | 26 | $1.01K | 0.00% | +26 | New |
| Optima Capital LLC | 26 | $1.01K | 0.00% | +26 | New |
| Crewe Advisors LLC | 23 | $897 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 19 | $741 | 0.00% | +19 | New |
| Hager Investment Management Services, LLC | 18 | $702 | 0.00% | +18 | New |
| CoreCap Advisors, LLC | 16 | $624 | 0.00% | +16 | New |
| Massmutual Trust Co FSB | 15 | $585 | 0.00% | −82−84.5% | Reduced |
| Creative Financial Designs Inc | 14 | $546 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $546 | 0.00% | +7+100.0% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $507 | 0.00% | −1−7.1% | Reduced |
| USA Financial Portformulas Corp | 13 | $507 | 0.00% | +13 | New |
| Cornerstone Financial Management LLC | 13 | $507 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 12 | $468 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $428 | 0.00% | +1+10.0% | Added |
| Bruce G. Allen Investments, LLC | 9 | $351 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $312 | 0.00% | −36−81.8% | Reduced |
| Legacy Wealth Managment, LLC | 8 | $312 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $312 | 0.00% | +1+14.3% | Added |
| SHP Wealth Management | 8 | $312 | 0.00% | +8 | New |
| National Bank of Canada | 6 | $234 | 0.00% | −274−97.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $156 | 0.00% | +2+100.0% | Added |
| TFC Financial Management | 3 | $117 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 2 | $78 | 0.00% | +2 | New |
| Toronto Dominion Bank | 1 | $43 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $41 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $8 | 0.00% | −5−83.3% | Reduced |
| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Storebrand Asset Management AS | 0 | $0 | 0.00% | −307,594−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −250,576−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −185,097−100.0% | Sold out |
| United Capital Management of KS, Inc. | 0 | $0 | 0.00% | −146,072−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −117,781−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −113,788−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −101,158−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −100,102−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −99,005−100.0% | Sold out |
| Robeco Institutional Asset Management B.V. | 0 | $0 | 0.00% | −83,132−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −79,036−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −73,694−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −72,700−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −69,702−100.0% | Sold out |
| LGT Fund Management Co Ltd. | 0 | $0 | 0.00% | −66,400−100.0% | Sold out |
| Sagefield Capital LP | 0 | $0 | 0.00% | −64,656−100.0% | Sold out |
| Mubadala Investment Co PJSC | 0 | $0 | 0.00% | −57,836−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −55,661−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −49,300−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −49,210−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −45,054−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −38,934−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −33,311−100.0% | Sold out |
