| Clearstead Advisors, LLC | 117 | $15.9K | 0.00% | +36+44.4% | Added |
| Central Trust Co | 116 | $15.7K | 0.00% | −10−7.9% | Reduced |
| Larson Financial Group LLC | 107 | $14.5K | 0.00% | +91+568.8% | Added |
| Costello Asset Management, INC | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 96 | $13.0K | 0.00% | +96 | New |
| Quest 10 Wealth Builders, Inc. | 90 | $12.2K | 0.01% | 00.0% | Unchanged |
| Ossiam | 89 | $12.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 85 | $11.5K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 77 | $10.0K | 0.00% | +16+26.2% | Added |
| Atticus Wealth Management, LLC | 73 | $9.91K | 0.00% | +73 | New |
| Traub Capital Management LLC | 70 | $9.50K | 0.01% | +70 | New |
| Parkside Financial Bank & Trust | 64 | $8.69K | 0.00% | −3−4.5% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 56 | $8.43K | 0.00% | +56 | New |
| Farmers & Merchants Investments Inc | 57 | $7.74K | 0.00% | +11+23.9% | Added |
| St Germain D J Co Inc | 56 | $7.60K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $7.60K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 54 | $7.36K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 49 | $6.65K | 0.00% | −18−26.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 49 | $6.65K | 0.00% | +8+19.5% | Added |
| Glen Eagle Advisors, LLC | 48 | $6.51K | 0.00% | +48 | New |
| Harbour Investments, Inc. | 47 | $6.38K | 0.00% | −1−2.1% | Reduced |
| Transce3nd, LLC | 46 | $6.24K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 44 | $5.93K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $5.86K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 42 | $5.70K | 0.00% | +16+61.5% | Added |
| Strategic Wealth Partners, Ltd. | 40 | $5.43K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 38 | $5.16K | 0.00% | −27−41.5% | Reduced |
| Solstein Capital, LLC | 38 | $5.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $5.02K | 0.00% | −132−78.1% | Reduced |
| SBI Securities Co., Ltd. | 36 | $4.88K | 0.00% | +28+350.0% | Added |
| Kestra Investment Management, LLC | 36 | $4.88K | 0.00% | +36 | New |
| NewSquare Capital LLC | 34 | $4.61K | 0.00% | +30+750.0% | Added |
| Brown Brothers Harriman & Co | 29 | $3.94K | 0.00% | −271−90.3% | Reduced |
| RMG Wealth Management LLC | 25 | $3.57K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 26 | $3.53K | 0.00% | +26 | New |
| Fuller & Thaler Asset Management, Inc. | 25 | $3.39K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $3.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $3.26K | 0.00% | +24 | New |
| Kozak & Associates, Inc. | 22 | $3.17K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 23 | $3.12K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 21 | $2.85K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $2.31K | 0.00% | +17 | New |
| Cape Investment Advisory, Inc. | 16 | $2.17K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $2.04K | 0.00% | −93−86.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $2.04K | 0.00% | −2−11.8% | Reduced |
| High Note Wealth, LLC | 15 | $2.04K | 0.00% | −2−11.8% | Reduced |
| Ritter Daniher Financial Advisory LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 12 | $1.63K | 0.00% | −72−85.7% | Reduced |
| Olistico Wealth, LLC | 12 | $1.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.36K | 0.00% | −134−93.1% | Reduced |
| Rialto Wealth Management, LLC | 9 | $1.22K | 0.00% | +5+125.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.09K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $1.09K | 0.00% | +8 | New |
| Horizon Investments, LLC | 8 | $1.08K | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $950 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $841 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $814 | 0.00% | +5+500.0% | Added |
| AdvisorNet Financial, Inc | 6 | $814 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 5 | $679 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $678 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $678 | 0.00% | +3+150.0% | Added |
| True Wealth Design, LLC | 3 | $408 | 0.00% | −53−94.6% | Reduced |
| Parkworth Wealth Management, Inc. | 3 | $407 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 3 | $407 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 2 | $272 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $271 | 0.00% | +2 | New |
| Main Street Group, LTD | 1 | $136 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $136 | 0.00% | +1 | New |
| Ogorek Anthony Joseph | 6 | $0 | 0.00% | −138−95.8% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −231,071−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −110,937−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −83,216−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,876−100.0% | Sold out |
| Lakewood Capital Management, LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −51,037−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −47,537−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −40,220−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −38,396−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −31,563−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −30,662−100.0% | Sold out |
| Harmony Asset Management LLC | 0 | $0 | 0.00% | −29,039−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −27,832−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −27,826−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −27,345−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −24,702−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −24,001−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −23,079−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −22,990−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −17,989−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −17,612−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −16,865−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −12,079−100.0% | Sold out |
