| CSS LLC | 2,397 | $190.9K | 0.01% | +2,397 | New |
| Eurizon Capital SGR S.p.A. | 2,248 | $178.9K | 0.00% | +2,248 | New |
| Nisa Investment Advisors, LLC | 2,072 | $165.0K | 0.00% | −15−0.7% | Reduced |
| GAMMA Investing LLC | 1,339 | $106.7K | 0.01% | +502+60.0% | Added |
| Quadrant Capital Group LLC | 1,312 | $104.5K | 0.00% | +995+313.9% | Added |
| Farther Finance Advisors, LLC | 751 | $59.8K | 0.00% | +232+44.7% | Added |
| Steward Partners Investment Advisory, LLC | 729 | $58.1K | 0.00% | −50−6.4% | Reduced |
| CWM, LLC | 702 | $56.0K | 0.00% | +239+51.6% | Added |
| Signaturefd, LLC | 656 | $52.3K | 0.00% | +163+33.1% | Added |
| Rockefeller Capital Management L.P. | 598 | $47.6K | 0.00% | +271+82.9% | Added |
| Allworth Financial LP | 577 | $46.0K | 0.00% | +210+57.2% | Added |
| Bleichroeder LP | 556 | $44.3K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 747 | $44.0K | 0.00% | +747 | New |
| Darwin Advisors, LLC | 500 | $39.8K | 0.01% | +500 | New |
| SRS Capital Advisors, Inc. | 474 | $37.8K | 0.00% | +474 | New |
| Torren Management, LLC | 416 | $33.1K | 0.02% | +416 | New |
| Indiana Trust & Investment Management CO | 400 | $31.9K | 0.01% | +400 | New |
| Global Retirement Partners, LLC | 397 | $31.6K | 0.00% | +361+1,002.8% | Added |
| AdvisorNet Financial, Inc | 314 | $25.0K | 0.00% | +156+98.7% | Added |
| Leonteq Securities AG | 300 | $23.9K | 0.00% | +300 | New |
| Huntington National Bank | 275 | $21.9K | 0.00% | +275 | New |
| Zions Bancorporation, National Association | 266 | $21.2K | 0.00% | +266 | New |
| Covestor Ltd | 259 | $21.0K | 0.01% | +13+5.3% | Added |
| Fortitude Family Office, LLC | 228 | $18.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 219 | $17.4K | 0.00% | +219 | New |
| Smartleaf Asset Management LLC | 213 | $17.0K | 0.00% | +55+34.8% | Added |
| Root Financial Partners, LLC | 208 | $16.6K | 0.00% | +72+52.9% | Added |
| Jones Financial Companies LLLP | 208 | $16.6K | 0.00% | +162+352.2% | Added |
| Parallel Advisors, LLC | 200 | $15.9K | 0.00% | +102+104.1% | Added |
| TD Waterhouse Canada Inc. | 200 | $15.9K | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 200 | $15.9K | 0.00% | +200 | New |
| Hilton Head Capital Partners, LLC | 193 | $15.4K | 0.01% | +193 | New |
| Tower Research Capital LLC (TRC) | 192 | $15.3K | 0.00% | −4,427−95.8% | Reduced |
| SageView Advisory Group, LLC | 190 | $15.1K | 0.00% | +190 | New |
| Versant Capital Management, Inc | 146 | $11.6K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 140 | $11.2K | 0.00% | +8+6.1% | Added |
| Assetmark, Inc | 132 | $10.5K | 0.00% | +39+41.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 129 | $10.3K | 0.00% | +129 | New |
| Private Wealth Management Group, LLC | 123 | $9.80K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 116 | $9.24K | 0.00% | +30+34.9% | Added |
| SBI Securities Co., Ltd. | 114 | $9.08K | 0.00% | +14+14.0% | Added |
| Fifth Third Bancorp | 107 | $8.52K | 0.00% | +88+463.2% | Added |
| Bell Investment Advisors, Inc | 106 | $8.44K | 0.00% | +6+6.0% | Added |
| Newton One Investments LLC | 100 | $7.96K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $7.96K | 0.00% | +100 | New |
| First Horizon Corp | 89 | $7.09K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 82 | $6.53K | 0.00% | +2+2.5% | Added |
| Aventura Private Wealth, LLC | 81 | $6.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 80 | $6.37K | 0.00% | +27+50.9% | Added |
| Meeder Asset Management Inc | 71 | $5.66K | 0.00% | −25−26.0% | Reduced |
| Eastern Bank | 70 | $5.58K | 0.00% | +70 | New |
| Pinnacle Wealth Planning Services, Inc. | 54 | $4.30K | 0.00% | +54 | New |
| Keating Financial Advisory Services, Inc. | 53 | $4.22K | 0.00% | +53 | New |
| Armstrong Advisory Group, Inc | 52 | $4.14K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 51 | $4.06K | 0.00% | 00.0% | Unchanged |
| The Column Group LLC | 46 | $3.66K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 44 | $3.50K | 0.00% | +25+131.6% | Added |
| Beaird Harris Wealth Management, LLC | 41 | $3.27K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $3.21K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 29 | $2.31K | 0.00% | +29 | New |
| Cromwell Holdings LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $1.99K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $1.59K | 0.00% | +20 | New |
| Parkside Financial Bank & Trust | 18 | $1.43K | 0.00% | +16+800.0% | Added |
| IFP Advisors, Inc | 15 | $1.20K | 0.00% | −14−48.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.20K | 0.00% | +9+150.0% | Added |
| ORG Partners LLC | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 14 | $1.11K | 0.00% | +14 | New |
| Breakwater Investment Management | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $1.00K | 0.00% | +6+37.5% | Added |
| Cornerstone Planning Group LLC | 10 | $973 | 0.00% | −9−47.4% | Reduced |
| Quaker Wealth Management, LLC | 10 | $797 | 0.00% | +2+25.0% | Added |
| Cornerstone Financial Management LLC | 10 | $797 | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 8 | $638 | 0.00% | −9−52.9% | Reduced |
| Dogwood Wealth Management LLC | 8 | $637 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 7 | $558 | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 7 | $558 | 0.00% | +3+75.0% | Added |
| Bare Financial Services, Inc | 7 | $558 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $557 | 0.00% | +2+40.0% | Added |
| HFM Investment Advisors, LLC | 6 | $478 | 0.00% | +3+100.0% | Added |
| Umb Bank N A | 6 | $478 | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $478 | 0.00% | +6 | New |
| True Wealth Design, LLC | 5 | $399 | 0.00% | −1−16.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $319 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 2 | $172 | 0.00% | +2 | New |
| Rothschild Investment LLC | 2 | $159 | 0.00% | +2 | New |
| Optima Capital LLC | 1 | $80 | 0.00% | +1 | New |
| Caption Management, LLC | 0 | $0 | 0.00% | −314,836−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −253,104−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −191,327−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −108,400−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −55,323−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −34,575−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −31,591−100.0% | Sold out |
| Clear Harbor Asset Management, LLC | 0 | $0 | 0.00% | −22,110−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −21,495−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −17,874−100.0% | Sold out |
| Sig Brokerage, LP | 0 | $0 | 0.00% | −10,411−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,080−100.0% | Sold out |