| Atlantic Edge Private Wealth Management, LLC | 500 | $26.8K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 500 | $26.8K | 0.01% | +500 | New |
| Deseret Mutual Benefit Administrators | 493 | $26.5K | 0.01% | −111−18.4% | Reduced |
| EverSource Wealth Advisors, LLC | 455 | $23.1K | 0.00% | +64+16.4% | Added |
| North Star Investment Management Corp. | 418 | $22.4K | 0.00% | +2+0.5% | Added |
| Sound Income Strategies, LLC | 413 | $22.2K | 0.00% | +3+0.7% | Added |
| Massmutual Trust Co FSB | 406 | $21.8K | 0.00% | +132+48.2% | Added |
| Baldwin Brothers Inc | 400 | $21.5K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 399 | $21.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 370 | $19.9K | 0.01% | −227−38.0% | Reduced |
| TD Private Client Wealth LLC | 317 | $17.0K | 0.00% | −18−5.4% | Reduced |
| Richard W. Paul & Associates, LLC | 310 | $16.6K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 304 | $16.3K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 297 | $15.9K | 0.01% | −297−50.0% | Reduced |
| Bell Investment Advisors, Inc | 296 | $15.9K | 0.00% | −11−3.6% | Reduced |
| Northwest Capital Management Inc | 290 | $15.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 284 | $15.2K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 245 | $13.1K | 0.00% | +71+40.8% | Added |
| Loomis Sayles & Co L P | 251 | $13.0K | 0.00% | −206−45.1% | Reduced |
| EntryPoint Capital, LLC | 235 | $12.6K | 0.01% | +235 | New |
| Hollencrest Capital Management | 231 | $12.4K | 0.00% | +2+0.9% | Added |
| JFS Wealth Advisors, LLC | 227 | $12.2K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 222 | $11.9K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 209 | $11.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 203 | $11.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 197 | $10.6K | 0.00% | +57+40.7% | Added |
| Gradient Investments LLC | 167 | $8.96K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 161 | $8.64K | 0.00% | −10,080−98.4% | Reduced |
| Macroview Investment Management LLC | 146 | $7.83K | 0.01% | +146 | New |
| Armstrong Advisory Group, Inc | 167 | $7.55K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 136 | $7.30K | 0.00% | −41−23.2% | Reduced |
| Kozak & Associates, Inc. | 135 | $7.12K | 0.00% | +135 | New |
| Bullock Wealth Management Group | 132 | $7.11K | 0.00% | +132 | New |
| Newton One Investments LLC | 132 | $7.08K | 0.00% | +1+0.8% | Added |
| Pingora Partners LLC | 120 | $6.44K | 0.00% | +120 | New |
| DT Investment Partners, LLC | 116 | $6.22K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 114 | $6.12K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.95K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 110 | $5.90K | 0.00% | −39−26.2% | Reduced |
| Versant Capital Management, Inc | 109 | $5.85K | 0.00% | −12−9.9% | Reduced |
| Exchange Traded Concepts, LLC | 100 | $5.37K | 0.00% | −11,807−99.2% | Reduced |
| Barrett & Company, Inc. | 99 | $5.31K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 97 | $5.25K | 0.00% | +92+1,840.0% | Added |
| GoalVest Advisory LLC | 90 | $4.83K | 0.00% | −20−18.2% | Reduced |
| Sachetta, LLC | 92 | $4.16K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $4.03K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 74 | $3.97K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 69 | $3.70K | 0.00% | −1−1.4% | Reduced |
| Crewe Advisors LLC | 68 | $3.65K | 0.00% | +68 | New |
| FWL Investment Management, LLC | 65 | $3.49K | 0.00% | +65 | New |
| ClariVest Asset Management LLC | 63 | $3.38K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $3.33K | 0.00% | +62 | New |
| CIBC Private Wealth Group, LLC | 60 | $3.23K | 0.00% | +60 | New |
| Beaird Harris Wealth Management, LLC | 60 | $3.22K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $3.11K | 0.00% | +58 | New |
| Capital Advisors, Ltd. LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 55 | $2.96K | 0.00% | +55 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.84K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.84K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 52 | $2.79K | 0.00% | +1+2.0% | Added |
| Spire Wealth Management | 48 | $2.58K | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 46 | $2.47K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $2.25K | 0.00% | +42 | New |
| M&R Capital Management Inc | 38 | $2.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 36 | $1.92K | 0.00% | +36 | New |
| Valued Wealth Advisors LLC | 31 | $1.66K | 0.00% | +18+138.5% | Added |
| Bruce G. Allen Investments, LLC | 30 | $1.61K | 0.00% | −22−42.3% | Reduced |
| RFP Financial Group LLC | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $1.18K | 0.00% | +22 | New |
| Raleigh Capital Management Inc. | 20 | $1.07K | 0.00% | −517−96.3% | Reduced |
| Avion Wealth | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $977 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $751 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $751 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $517 | 0.00% | +10 | New |
| Retirement Group, LLC | 9 | $483 | 0.00% | −1−10.0% | Reduced |
| WR Wealth Planners, LLC | 8 | $429 | 0.00% | +8 | New |
| Trust Co of Vermont | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −900,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −284,390−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −180,905−100.0% | Sold out |
| Kettle Hill Capital Management, LLC | 0 | $0 | 0.00% | −132,481−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −125,002−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −93,524−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −68,177−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −51,247−100.0% | Sold out |
| Shilanski & Associates, Inc. | 0 | $0 | 0.00% | −45,109−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −43,900−100.0% | Sold out |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −38,230−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −31,001−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −23,360−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,935−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −20,557−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −20,216−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −19,453−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,890−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −17,983−100.0% | Sold out |
