| JFS Wealth Advisors, LLC | 1 | $2.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $2.34K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1 | $2.34K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1 | $2.34K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1 | $2.34K | 0.00% | +1 | New |
| Quadrant Capital Group LLC | 1 | $2.34K | 0.00% | +1 | New |
| Disciplined Investments, LLC | 1 | $2.34K | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $4.19K | 0.00% | +2 | New |
| Accurate Wealth Management, LLC | 2 | $4.19K | 0.00% | +2 | New |
| Bell Investment Advisors, Inc | 2 | $4.69K | 0.00% | +1+100.0% | Added |
| Raleigh Capital Management Inc. | 3 | $7.03K | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 4 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $9.38K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 4 | $9.38K | 0.00% | +1+33.3% | Added |
| JJJ Advisors Inc. | 5 | $10.5K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 5 | $11.7K | 0.00% | −2−28.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $11.7K | 0.00% | +5 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 6 | $14.0K | 0.00% | +6 | New |
| Schubert & Co | 6 | $14.1K | 0.01% | +2+50.0% | Added |
| Leonteq Securities AG | 6 | $14.1K | 0.00% | +6 | New |
| Loomis Sayles & Co L P | 7 | $16.0K | 0.00% | +5+250.0% | Added |
| Farther Finance Advisors, LLC | 7 | $16.4K | 0.01% | +7 | New |
| Parallel Advisors, LLC | 8 | $18.8K | 0.00% | −5−38.5% | Reduced |
| Ellevest, Inc. | 9 | $21.1K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10 | $23.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $25.8K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 13 | $30.0K | 0.02% | +13 | New |
| Pacer Advisors, Inc. | 14 | $32.8K | 0.00% | +14 | New |
| Citizens National Bank Trust Department | 15 | $35.0K | 0.01% | −10−40.0% | Reduced |
| Point72 Asset Management, L.P. | 18 | $42.2K | 0.00% | +18 | New |
| Johnson Financial Group, Inc. | 19 | $44.5K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 20 | $46.9K | 0.01% | −3−13.0% | Reduced |
| Insight Financial Services | 22 | $51.6K | 0.09% | 00.0% | Unchanged |
| National Bank of Canada | 23 | $53.9K | 0.00% | +1+4.5% | Added |
| TD Waterhouse Canada Inc. | 20 | $54.9K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 25 | $58.6K | 0.02% | −25−50.0% | Reduced |
| CoreCap Advisors, LLC | 25 | $58.6K | 0.00% | +25 | New |
| Signaturefd, LLC | 26 | $61.0K | 0.00% | +6+30.0% | Added |
| EverSource Wealth Advisors, LLC | 27 | $63.3K | 0.01% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 35 | $82.0K | 0.00% | +12+52.2% | Added |
| Glass Jacobson Investment Advisors llc | 38 | $89.1K | 0.04% | +38 | New |
| IFP Advisors, Inc | 107 | $94.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 42 | $98.5K | 0.00% | +42 | New |
| Lazard Asset Management LLC | 45 | $105.0K | 0.00% | +9+25.0% | Added |
| Arlington Partners LLC | 46 | $107.8K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 49 | $114.9K | 0.00% | +3+6.5% | Added |
| Federation des caisses Desjardins du Quebec | 53 | $124.2K | 0.00% | +18+51.4% | Added |
| Steward Financial Group LLC | 55 | $128.0K | 0.06% | +55 | New |
| Canton Hathaway, LLC | 59 | $138.0K | 0.05% | +59 | New |
| Arcus Capital Partners, LLC | 68 | $159.4K | 0.06% | +68 | New |
| U.S. Capital Wealth Advisors, LLC | 69 | $161.8K | 0.01% | +69 | New |
| Exchange Traded Concepts, LLC | 88 | $206.3K | 0.01% | −48−35.3% | Reduced |
| American International Group, Inc. | 88 | $206.3K | 0.00% | −2−2.2% | Reduced |
| Next Level Private LLC | 100 | $206.4K | 0.15% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $211.0K | 0.03% | −1−1.1% | Reduced |
| WPWealth LLP | 90 | $211.0K | 0.11% | +90 | New |
| Kendall Capital Management | 90 | $211.0K | 0.11% | +90 | New |
| Flynn Zito Capital Management, LLC | 96 | $225.3K | 0.19% | +96 | New |
| Vontobel Holding Ltd. | 97 | $226.7K | 0.00% | +97 | New |
| Eudaimonia Advisors LLC | 98 | $229.7K | 0.16% | +98 | New |
| Fruth Investment Management | 100 | $234.0K | 0.07% | +100 | New |
| First Personal Financial Services | 100 | $234.4K | 0.06% | +94+1,566.7% | Added |
| Parsons Capital Management Inc | 100 | $234.4K | 0.02% | +100 | New |
| Wellington Shields & Co., LLC | 100 | $234.4K | 0.05% | +100 | New |
| Quantbot Technologies LP | 100 | $234.4K | 0.02% | +100 | New |
| Samalin Investment Counsel, LLC | 100 | $234.4K | 0.15% | +100 | New |
| Sheaff Brock Investment Advisors, LLC | 100 | $234.4K | 0.03% | +100 | New |
| Centiva Capital, LP | 100 | $234.4K | 0.02% | +100 | New |
| Security National Bank | 100 | $234.4K | 0.06% | +100 | New |
| Afg Fiduciary Services Limited Partnership | 100 | $234.4K | 0.22% | +100 | New |
| Dudley Capital Management, LLC | 100 | $234.4K | 0.17% | +100 | New |
| Sigma Planning Corp | 100 | $234.6K | 0.01% | +100 | New |
| Walleye Capital LLC | 101 | $236.8K | 0.01% | +101 | New |
| LaSalle St. Investment Advisors, LLC | 102 | $239.0K | 0.11% | +102 | New |
| Lee Financial Co | 102 | $239.1K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 103 | $241.5K | 0.02% | +103 | New |
| Chicago Partners Investment Group LLC | 128 | $254.7K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 109 | $255.5K | 0.01% | −55−33.5% | Reduced |
| Covestor Ltd | 111 | $262.0K | 0.21% | −54−32.7% | Reduced |
| FMR LLC | 113 | $264.9K | 0.00% | −10−8.1% | Reduced |
| Landscape Capital Management, L.L.C. | 113 | $264.9K | 0.04% | +113 | New |
| Beacon Investment Advisory Services, Inc. | 114 | $267.2K | 0.01% | 00.0% | Unchanged |
| Watchman Group, Inc. | 114 | $267.2K | 0.15% | +114 | New |
| Riversedge Advisors, LLC | 118 | $276.6K | 0.09% | +118 | New |
| Spears Abacus Advisors LLC | 119 | $279.0K | 0.03% | −17−12.5% | Reduced |
| Erste Asset Management GmbH | 120 | $279.8K | 0.01% | +120 | New |
| B. Metzler seel. Sohn & Co. AG | 120 | $281.3K | 0.00% | 00.0% | Unchanged |
| Atria Wealth Solutions, Inc. | 120 | $281.3K | 0.00% | +120 | New |
| Forum Financial Management, LP | 121 | $283.7K | 0.01% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 125 | $293.0K | 0.22% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 125 | $293.0K | 0.24% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 127 | $297.7K | 0.06% | +127 | New |
| Lombard Odier Asset Management (Switzerland) SA | 128 | $300.1K | 0.02% | +128 | New |
| Royal London Asset Management Ltd | 130 | $304.1K | 0.00% | +130 | New |
| Harvest Fund Management Co., Ltd | 138 | $322.0K | 0.08% | +48+53.3% | Added |
| CWM, LLC | 140 | $328.0K | 0.00% | −17−10.8% | Reduced |
| Harbour Investments, Inc. | 140 | $328.2K | 0.02% | 00.0% | Unchanged |
| Fort Sheridan Advisors LLC | 142 | $332.9K | 0.11% | −28−16.5% | Reduced |
| Krilogy Financial LLC | 142 | $332.9K | 0.03% | +142 | New |
| ExodusPoint Capital Management, LP | 143 | $335.0K | 0.01% | −416−74.4% | Reduced |
