| Strategic Wealth Partners, Ltd. | 41 | $7.21K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $7.00K | 0.00% | −2−4.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 39 | $6.68K | 0.00% | +39 | New |
| Hantz Financial Services, Inc. | 34 | $6.00K | 0.00% | +9+36.0% | Added |
| Bogart Wealth, LLC | 32 | $5.63K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $5.63K | 0.00% | +14+77.8% | Added |
| Halbert Hargrove Global Advisors, LLC | 32 | $5.63K | 0.00% | +32 | New |
| CoreCap Advisors, LLC | 31 | $5.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $5.27K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 28 | $4.92K | 0.00% | −14−33.3% | Reduced |
| Highline Wealth Partners LLC | 28 | $4.92K | 0.00% | +28 | New |
| Accent Capital Management, LLC | 27 | $4.75K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 25 | $4.39K | 0.00% | +25 | New |
| Guerra Advisors Inc | 23 | $4.04K | 0.00% | +23 | New |
| Hemington Wealth Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $3.87K | 0.00% | −5−18.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $3.87K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 22 | $3.76K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 19 | $3.34K | 0.00% | +19 | New |
| Rothschild Investment LLC | 17 | $2.99K | 0.00% | +2+13.3% | Added |
| CBIZ Investment Advisory Services, LLC | 17 | $2.99K | 0.00% | +11+183.3% | Added |
| C M Bidwell & Associates Ltd | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 14 | $2.46K | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 13 | $2.29K | 0.00% | +13 | New |
| Sunbelt Securities, Inc. | 13 | $2.29K | 0.00% | −13−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $2.29K | 0.00% | +13 | New |
| Breakwater Investment Management | 12 | $2.11K | 0.00% | +12 | New |
| Quest 10 Wealth Builders, Inc. | 12 | $2.11K | 0.00% | +12 | New |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | −6−28.6% | Reduced |
| Hughes Financial Services, LLC | 12 | $1.99K | 0.00% | −6−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $1.99K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 11 | $1.93K | 0.00% | +11 | New |
| Salem Investment Counselors Inc | 10 | $1.76K | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 9 | $1.58K | 0.00% | +9 | New |
| Bellevue Asset Management, LLC | 8 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.05K | 0.00% | −9−60.0% | Reduced |
| Golden State Wealth Management, LLC | 6 | $1.05K | 0.00% | +6 | New |
| Delos Wealth Advisors, LLC | 5 | $879 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $700 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 2 | $686 | 0.00% | −46−95.8% | Reduced |
| Rialto Wealth Management, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 2 | $352 | 0.00% | +2 | New |
| Concord Wealth Partners | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Alphinity Investment Management Pty Ltd | 0 | $0 | 0.00% | −3,051,022−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −708,951−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −674,973−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −339,466−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −212,400−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −89,983−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −89,299−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −57,996−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −46,332−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −44,534−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −41,900−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −39,123−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −38,171−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Triasima Portfolio Management inc. | 0 | $0 | 0.00% | −23,365−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −18,083−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −16,336−100.0% | Sold out |
| Anthracite Investment Company, Inc. | 0 | $0 | 0.00% | −15,400−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −11,970−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −11,008−100.0% | Sold out |
| Gluskin Sheff & Assoc Inc | 0 | $0 | 0.00% | −8,967−100.0% | Sold out |
| Portfolio Design Labs, LLC | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Taikang Asset Management (Hong Kong) Co Ltd | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Trium Capital LLP | 0 | $0 | 0.00% | −5,382−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −5,279−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −4,208−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −4,091−100.0% | Sold out |
| Henshaw Capital LLC | 0 | $0 | 0.00% | −3,742−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,776−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −2,343−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −2,053−100.0% | Sold out |
| ICONIQ Capital, LLC | 0 | $0 | 0.00% | −2,025−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −1,956−100.0% | Sold out |
| Principal Street Partners, LLC | 0 | $0 | 0.00% | −1,952−100.0% | Sold out |
| Dakota Wealth Management | 0 | $0 | 0.00% | −1,899−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,886−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,797−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,763−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −1,712−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −1,707−100.0% | Sold out |
| Journey Strategic Wealth LLC | 0 | $0 | 0.00% | −1,587−100.0% | Sold out |
| J. Safra Sarasin Holding AG | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −1,272−100.0% | Sold out |