| Park Place Capital Corp | 119 | $29.6K | 0.01% | −7−5.6% | Reduced |
| SBI Securities Co., Ltd. | 116 | $28.9K | 0.00% | +116 | New |
| Harvest Fund Management Co., Ltd | 113 | $28.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 111 | $27.6K | 0.03% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 110 | $27.4K | 0.01% | +110 | New |
| EverSource Wealth Advisors, LLC | 108 | $26.9K | 0.00% | +32+42.1% | Added |
| Harbor Capital Advisors, Inc. | 86 | $21.0K | 0.00% | +86 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81 | $20.5K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 77 | $19.3K | 0.00% | −63−45.0% | Reduced |
| Hemington Wealth Management | 77 | $19.0K | 0.00% | +14+22.2% | Added |
| GHP Investment Advisors, Inc. | 74 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 67 | $16.7K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $16.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 62 | $15.9K | 0.00% | +16+34.8% | Added |
| Capital Analysts, LLC | 59 | $15.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 58 | $14.4K | 0.00% | +23+65.7% | Added |
| Global Trust Asset Management, LLC | 57 | $14.2K | 0.01% | +57 | New |
| Central Trust Co | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $12.2K | 0.00% | −11−18.3% | Reduced |
| Fortitude Family Office, LLC | 49 | $12.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 49 | $12.2K | 0.00% | +49 | New |
| WPG Advisers, LLC | 49 | $12.2K | 0.01% | +49 | New |
| Lindbrook Capital, LLC | 45 | $11.2K | 0.00% | +5+12.5% | Added |
| Whipplewood Advisors, LLC | 41 | $10.2K | 0.01% | +41 | New |
| JFS Wealth Advisors, LLC | 38 | $9.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 36 | $8.96K | 0.00% | −15−29.4% | Reduced |
| Cornerstone Planning Group LLC | 33 | $8.69K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 33 | $8.21K | 0.00% | −76−69.7% | Reduced |
| Prestige Wealth Management Group LLC | 33 | $8.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $7.46K | 0.00% | +23+328.6% | Added |
| Meeder Asset Management Inc | 30 | $7.46K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 29 | $7.21K | 0.00% | +8+38.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $6.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 25 | $6.22K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $6.22K | 0.00% | +14+127.3% | Added |
| Wolff Wiese Magana LLC | 21 | $5.23K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.22K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19 | $4.73K | 0.00% | +19 | New |
| UMA Financial Services, Inc. | 18 | $4.48K | 0.00% | +18 | New |
| High Note Wealth, LLC | 18 | $4.48K | 0.00% | +18 | New |
| Retirement Wealth Solutions LLC | 17 | $4.35K | 0.00% | +17 | New |
| LGT Financial Advisors LLC | 17 | $4.23K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 17 | $4.23K | 0.00% | +8+88.9% | Added |
| Red Tortoise LLC | 15 | $3.73K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $3.73K | 0.00% | +15 | New |
| Colonial Trust Co | 13 | $3.69K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 14 | $3.48K | 0.00% | +14 | New |
| Innovative Advisory Group, LLC | 13 | $3.23K | 0.00% | +13 | New |
| TD Capital Management LLC | 12 | $3.05K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12 | $2.99K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $2.99K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.99K | 0.00% | +1+9.1% | Added |
| Beacon Capital Management, LLC | 10 | $2.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 9 | $2.24K | 0.00% | −4−30.8% | Reduced |
| First PREMIER Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $1.74K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 7 | $1.68K | 0.00% | +5+250.0% | Added |
| Legacy Wealth Managment, LLC | 7 | $1.68K | 0.00% | +5+250.0% | Added |
| Sachetta, LLC | 6 | $1.49K | 0.00% | −12−66.7% | Reduced |
| Continuum Advisory, LLC | 6 | $1.49K | 0.00% | −9−60.0% | Reduced |
| Eagle Bay Advisors LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Cherry Tree Wealth Management, LLC | 4 | $996 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 3 | $746 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $746 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $746 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 2 | $498 | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $498 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $498 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $498 | 0.00% | +2 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $263 | 0.00% | −8−88.9% | Reduced |
| NewSquare Capital LLC | 1 | $249 | 0.00% | +1 | New |
| HHM Wealth Advisors, LLC | 1 | $249 | 0.00% | +1 | New |
| Creekmur Asset Management LLC | 1 | $249 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $249 | 0.00% | +1 | New |
| Rothschild Investment LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,289,836−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −104,316−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −96,782−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −69,636−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −53,505−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −36,654−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,218−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −20,937−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,588−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −13,763−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −11,734−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −10,859−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −5,458−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −5,458−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −4,691−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −3,437−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −3,163−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −2,669−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,987−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,773−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
