| Clearstead Advisors, LLC | 152 | $14.1K | 0.00% | −657−81.2% | Reduced |
| Exchange Traded Concepts, LLC | 149 | $13.8K | 0.00% | +149 | New |
| Covestor Ltd | 136 | $13.0K | 0.01% | −10−6.8% | Reduced |
| SRS Capital Advisors, Inc. | 138 | $12.8K | 0.00% | +12+9.5% | Added |
| EverSource Wealth Advisors, LLC | 119 | $11.0K | 0.00% | +46+63.0% | Added |
| Gables Capital Management Inc. | 116 | $10.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 115 | $10.7K | 0.00% | +60+109.1% | Added |
| Human Investing LLC | 113 | $10.5K | 0.00% | +113 | New |
| JFS Wealth Advisors, LLC | 108 | $10.0K | 0.00% | +51+89.5% | Added |
| Hemington Wealth Management | 114 | $10.0K | 0.00% | +47+70.1% | Added |
| Red Tortoise LLC | 102 | $9.46K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 102 | $9.46K | 0.01% | +102 | New |
| Kiely Wealth Advisory Group, Inc. | 99 | $9.37K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 99 | $9.18K | 0.00% | +99 | New |
| Evelyn Partners Investment Management LLP | 98 | $9.09K | 0.00% | +98 | New |
| Point72 (DIFC) Ltd | 84 | $7.75K | 0.00% | +84 | New |
| Whittier Trust Co | 81 | $7.51K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 77 | $7.14K | 0.00% | +8+11.6% | Added |
| Bayforest Capital Ltd | 77 | $7.14K | 0.01% | +77 | New |
| Atticus Wealth Management, LLC | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $5.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 57 | $5.28K | 0.00% | +1+1.8% | Added |
| Webster Bank, N. A. | 56 | $5.19K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $4.17K | 0.00% | −5−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 43 | $3.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $3.89K | 0.00% | +5+13.5% | Added |
| True Wealth Design, LLC | 39 | $3.62K | 0.00% | −430−91.7% | Reduced |
| Manchester Capital Management LLC | 33 | $3.06K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 29 | $2.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.60K | 0.00% | +9+47.4% | Added |
| West Paces Advisors Inc. | 26 | $2.41K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 24 | $2.23K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $2.23K | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 22 | $2.04K | 0.00% | +8+57.1% | Added |
| Evelyn Partners Investment Management Services Ltd | 21 | $1.95K | 0.00% | +21 | New |
| MV Capital Management, Inc. | 18 | $1.67K | 0.00% | −3−14.3% | Reduced |
| Raffa Wealth Management, LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 17 | $1.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 15 | $1.39K | 0.00% | −22−59.5% | Reduced |
| Raleigh Capital Management Inc. | 15 | $1.39K | 0.00% | −5−25.0% | Reduced |
| Reyes Financial Architecture, Inc. | 15 | $1.39K | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 14 | $1.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 12 | $1.11K | 0.00% | −15−55.6% | Reduced |
| Mattson Financial Services, LLC | 10 | $1.05K | 0.00% | −13−56.5% | Reduced |
| Sachetta, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 11 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 11 | $1.02K | 0.00% | +11 | New |
| Aventura Private Wealth, LLC | 10 | $927 | 0.00% | +10 | New |
| HHM Wealth Advisors, LLC | 9 | $835 | 0.00% | +9 | New |
| Mather Group, LLC. | 7 | $686 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 7 | $649 | 0.00% | −8−53.3% | Reduced |
| Global Financial Private Client, LLC | 6 | $556 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 5 | $464 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $464 | 0.00% | +5 | New |
| WPG Advisers, LLC | 5 | $464 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 4 | $371 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $317 | 0.00% | +4 | New |
| Rothschild Investment LLC | 3 | $278 | 0.00% | −5−62.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 3 | $278 | 0.00% | +3 | New |
| MAI Capital Management | 1 | $93 | 0.00% | +1 | New |
| Hexagon Capital Partners LLC | 1 | $93 | 0.00% | +1 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −761,590−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −641,267−100.0% | Sold out |
| Blackstone Group Inc. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −219,704−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −141,042−100.0% | Sold out |
| Arvin Capital Management LP | 0 | $0 | 0.00% | −97,116−100.0% | Sold out |
| BlueSpruce Investments, LP | 0 | $0 | 0.00% | −88,210−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −53,661−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −50,609−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −35,610−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −34,668−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −18,556−100.0% | Sold out |
| PCJ Investment Counsel Ltd. | 0 | $0 | 0.00% | −11,110−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −7,662−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −7,065−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −6,948−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −6,841−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −5,285−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −3,327−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,049−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −2,189−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −2,068−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −2,062−100.0% | Sold out |
| Schmidt P J Investment Management Inc | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Cigna Investments Inc | 0 | $0 | 0.00% | −2,009−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,942−100.0% | Sold out |