| Smithfield Trust Co | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 158 | $10.9K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 151 | $10.8K | 0.00% | +1+0.7% | Added |
| SBI Securities Co., Ltd. | 151 | $10.4K | 0.00% | −2−1.3% | Reduced |
| Retirement Wealth Solutions LLC | 150 | $10.4K | 0.01% | −37−19.8% | Reduced |
| WealthCollab, LLC | 147 | $10.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 137 | $9.50K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 122 | $8.25K | 0.00% | +122 | New |
| Covestor Ltd | 118 | $8.00K | 0.01% | −94−44.3% | Reduced |
| Pacific Center for Financial Services | 110 | $7.61K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 104 | $7.20K | 0.00% | +104 | New |
| Sound Income Strategies, LLC | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $6.92K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 100 | $6.92K | 0.00% | +100 | New |
| CBIZ Investment Advisory Services, LLC | 98 | $6.78K | 0.00% | −438−81.7% | Reduced |
| High Note Wealth, LLC | 96 | $6.64K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 90 | $6.23K | 0.00% | +34+60.7% | Added |
| Signature Equity Partners, LLC | 88 | $6.12K | 0.00% | +52+144.4% | Added |
| CVA Family Office, LLC | 84 | $5.81K | 0.00% | +84 | New |
| Cedar Mountain Advisors, LLC | 81 | $5.60K | 0.00% | +81 | New |
| WPG Advisers, LLC | 79 | $5.47K | 0.00% | −19−19.4% | Reduced |
| Hilton Head Capital Partners, LLC | 79 | $5.47K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 72 | $4.98K | 0.00% | +72 | New |
| Activest Wealth Management | 71 | $4.91K | 0.00% | +1+1.4% | Added |
| Fortitude Family Office, LLC | 69 | $4.77K | 0.00% | +31+81.6% | Added |
| Whipplewood Advisors, LLC | 64 | $4.43K | 0.00% | +64 | New |
| TD Private Client Wealth LLC | 62 | $4.29K | 0.00% | −65−51.2% | Reduced |
| Grove Bank & Trust | 60 | $4.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 58 | $4.01K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 58 | $4.01K | 0.00% | +58 | New |
| Ares Financial Consulting, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 57 | $3.94K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 54 | $3.71K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 53 | $3.67K | 0.00% | +53 | New |
| Private Trust Co NA | 49 | $3.39K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 49 | $3.39K | 0.00% | +43+716.7% | Added |
| Midway Capital Research & Management | 49 | $3.39K | 0.00% | +49 | New |
| Capital Advisors, Ltd. LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $2.91K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 42 | $2.88K | 0.00% | +42 | New |
| Bare Financial Services, Inc | 41 | $2.84K | 0.00% | +7+20.6% | Added |
| Basecamp Wealth Advisors LLC | 39 | $2.70K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 33 | $2.28K | 0.00% | +6+22.2% | Added |
| Sunbelt Securities, Inc. | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.15K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 31 | $2.15K | 0.00% | +31 | New |
| MTM Investment Management, LLC | 30 | $2.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 29 | $2.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $1.67K | 0.00% | +23+2,300.0% | Added |
| Vanguard National Trust Co | 23 | $1.59K | 0.00% | +23 | New |
| Wolff Wiese Magana LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 22 | $1.52K | 0.00% | +1+4.8% | Added |
| GWM Advisors LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 20 | $1.38K | 0.00% | −263−92.9% | Reduced |
| McIlrath & Eck, LLC | 20 | $1.38K | 0.00% | −20−50.0% | Reduced |
| Bell Investment Advisors, Inc | 20 | $1.38K | 0.00% | −15−42.9% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 20 | $1.38K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $1.31K | 0.00% | +7+58.3% | Added |
| MidFirst Bank | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 17 | $1.00K | 0.00% | −19−52.8% | Reduced |
| Avion Wealth | 28 | $1.00K | 0.00% | +28 | New |
| Cromwell Holdings LLC | 12 | $830 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $830 | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $692 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $691 | 0.00% | +1+11.1% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $484 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $484 | 0.00% | +7 | New |
| Harbour Investments, Inc. | 5 | $386 | 0.00% | +5 | New |
| Creative Financial Designs Inc | 5 | $346 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 5 | $346 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $277 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $277 | 0.00% | +4 | New |
| Frazier Financial Advisors, LLC | 3 | $225 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $69 | 0.00% | +1 | New |
| Armstrong Advisory Group, Inc | 0 | $33 | 0.00% | 0 | Unchanged |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −128,479−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −52,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −46,826−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −42,980−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −40,165−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −39,545−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −39,395−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −35,073−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −31,626−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −24,875−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −24,004−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −18,911−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −11,500−100.0% | Sold out |
| Fusion Capital, LLC | 0 | $0 | 0.00% | −8,848−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,018−100.0% | Sold out |
| Watershed Asset Management, L.L.C. | 0 | $0 | 0.00% | −6,585−100.0% | Sold out |
| RBF Capital, LLC | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Carnegie Lake Advisors LLC | 0 | $0 | 0.00% | −5,417−100.0% | Sold out |
| Marble Wealth, LLC | 0 | $0 | 0.00% | −5,012−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −4,964−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,882−100.0% | Sold out |