| TD Private Client Wealth LLC | 148 | $10.1K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 135 | $9.20K | 0.01% | +135 | New |
| Leonteq Securities AG | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $5.45K | 0.00% | +63+370.6% | Added |
| Atlantic Union Bankshares Corp | 75 | $5.11K | 0.00% | −75−50.0% | Reduced |
| Parkside Financial Bank & Trust | 74 | $5.04K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 73 | $4.97K | 0.00% | −3−3.9% | Reduced |
| High Note Wealth, LLC | 71 | $4.84K | 0.00% | +71 | New |
| Strategic Wealth Partners, Ltd. | 63 | $4.29K | 0.00% | +63 | New |
| JFS Wealth Advisors, LLC | 57 | $3.88K | 0.00% | −1−1.7% | Reduced |
| AdvisorNet Financial, Inc | 54 | $3.68K | 0.00% | −38−41.3% | Reduced |
| Jones Financial Companies LLLP | 49 | $3.24K | 0.00% | +49 | New |
| Parallel Advisors, LLC | 43 | $2.93K | 0.00% | +5+13.2% | Added |
| Farmers & Merchants Investments Inc | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 35 | $2.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $2.18K | 0.00% | +7+28.0% | Added |
| Massmutual Trust Co FSB | 32 | $2.18K | 0.00% | +32 | New |
| Godfrey Financial Associates, Inc. | 29 | $1.98K | 0.00% | +4+16.0% | Added |
| Versant Capital Management, Inc | 28 | $1.91K | 0.00% | +12+75.0% | Added |
| Marquette Asset Management, LLC | 26 | $1.77K | 0.00% | +19+271.4% | Added |
| Keating Financial Advisory Services, Inc. | 25 | $1.70K | 0.00% | −4−13.8% | Reduced |
| Rossby Financial, LCC | 21 | $1.44K | 0.00% | +21 | New |
| International Assets Investment Management, LLC | 18 | $1.24K | 0.00% | +2+12.5% | Added |
| Gilpin Wealth Management, LLC | 14 | $954 | 0.00% | +8+133.3% | Added |
| Manning & Napier Advisors LLC | 14 | $919 | 0.00% | −111−88.8% | Reduced |
| Spire Wealth Management | 12 | $818 | 0.00% | −1−7.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $818 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $818 | 0.00% | +1+9.1% | Added |
| Rialto Wealth Management, LLC | 11 | $750 | 0.00% | +8+266.7% | Added |
| Raffa Wealth Management, LLC | 11 | $749 | 0.00% | +1+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $681 | 0.00% | +3+42.9% | Added |
| Twin Peaks Wealth Advisors, LLC | 10 | $681 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 9 | $614 | 0.00% | +5+125.0% | Added |
| Cornerstone Planning Group LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $545 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $477 | 0.00% | +7 | New |
| Bell Investment Advisors, Inc | 7 | $477 | 0.00% | +7 | New |
| Zions Bancorporation, National Association | 6 | $409 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 6 | $408 | 0.00% | −1−14.3% | Reduced |
| Financial Consulate, Inc | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $341 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $341 | 0.00% | +5 | New |
| Abound Wealth Management | 4 | $273 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $273 | 0.00% | +4 | New |
| Larson Financial Group LLC | 3 | $204 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 3 | $204 | 0.00% | +3 | New |
| GHP Investment Advisors, Inc. | 2 | $137 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $94 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $68 | 0.00% | −26−96.3% | Reduced |
| Curio Wealth, LLC | 1 | $68 | 0.00% | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,128,551−100.0% | Sold out |
| Avoro Capital Advisors LLC | 0 | $0 | 0.00% | −685,000−100.0% | Sold out |
| MPM Oncology Impact Management LP | 0 | $0 | 0.00% | −430,013−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −235,653−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −141,000−100.0% | Sold out |
| Ikarian Capital, LLC | 0 | $0 | 0.00% | −118,657−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −75,757−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −75,706−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −72,307−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −71,735−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −67,064−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −39,735−100.0% | Sold out |
| Harbor Capital Advisors, Inc. | 0 | $0 | 0.00% | −39,005−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −25,200−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −22,603−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −22,494−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −18,074−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −16,259−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −16,229−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,185−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −15,926−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −13,925−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,900−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −11,712−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,456−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,057−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,754−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −10,010−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −5,473−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −5,057−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −4,591−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,347−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,104−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −3,934−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,185−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −2,964−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,769−100.0% | Sold out |
| Sicart Associates LLC | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −2,737−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −1,771−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −1,658−100.0% | Sold out |
| Daiwa Securities Group Inc. | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −221−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
