| Plante Moran Financial Advisors, LLC | 250 | $36.7K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 235 | $34.5K | 0.00% | +235 | New |
| Global Retirement Partners, LLC | 226 | $33.2K | 0.00% | +226 | New |
| Dougherty Wealth Advisers LLC | 214 | $31.4K | 0.02% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 214 | $31.4K | 0.00% | +158+282.1% | Added |
| Jones Financial Companies LLLP | 210 | $30.8K | 0.00% | +10+5.0% | Added |
| GWM Advisors LLC | 203 | $29.8K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 184 | $27.0K | 0.01% | +184 | New |
| Core Alternative Capital | 171 | $25.1K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 166 | $24.4K | 0.00% | −47−22.1% | Reduced |
| Bryn Mawr Trust Co | 164 | $24.1K | 0.00% | −5−3.0% | Reduced |
| State of Wyoming | 160 | $23.5K | 0.00% | −518−76.4% | Reduced |
| Clearstead Advisors, LLC | 143 | $21.0K | 0.00% | +143 | New |
| First Horizon Advisors, Inc. | 143 | $21.0K | 0.00% | −75−34.4% | Reduced |
| IFP Advisors, Inc | 59 | $19.5K | 0.00% | −47−44.3% | Reduced |
| Massmutual Trust Co FSB | 128 | $18.8K | 0.00% | +7+5.8% | Added |
| Ci Investments Inc. | 121 | $18.0K | 0.00% | −3−2.4% | Reduced |
| Rise Advisors, LLC | 110 | $16.2K | 0.01% | +2+1.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 101 | $14.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 95 | $14.0K | 0.00% | −204−68.2% | Reduced |
| Farther Finance Advisors, LLC | 93 | $13.7K | 0.00% | −179−65.8% | Reduced |
| Covestor Ltd | 90 | $13.0K | 0.01% | +32+55.2% | Added |
| Hantz Financial Services, Inc. | 87 | $13.0K | 0.00% | +78+866.7% | Added |
| Geneos Wealth Management Inc. | 86 | $12.6K | 0.00% | +34+65.4% | Added |
| Steward Partners Investment Advisory, LLC | 80 | $11.8K | 0.00% | −24−23.1% | Reduced |
| Compass Planning Associates Inc | 75 | $11.0K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 67 | $10.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 60 | $8.81K | 0.00% | −85−58.6% | Reduced |
| Parallel Advisors, LLC | 59 | $8.67K | 0.00% | −41−41.0% | Reduced |
| J.Safra Asset Management Corp | 55 | $8.08K | 0.00% | −23−29.5% | Reduced |
| Versant Capital Management, Inc | 51 | $7.49K | 0.00% | +18+54.5% | Added |
| Raffa Wealth Management, LLC | 51 | $7.49K | 0.00% | +48+1,600.0% | Added |
| Larson Financial Group LLC | 49 | $7.20K | 0.00% | +29+145.0% | Added |
| Allworth Financial LP | 48 | $7.05K | 0.00% | +6+14.3% | Added |
| Caitong International Asset Management Co., Ltd | 47 | $6.90K | 0.00% | −1,234−96.3% | Reduced |
| Frazier Financial Advisors, LLC | 43 | $6.32K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 41 | $6.02K | 0.00% | −24−36.9% | Reduced |
| Capital Advisors, Ltd. LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 43 | $6.00K | 0.00% | +18+72.0% | Added |
| Spire Wealth Management | 37 | $5.43K | 0.00% | −16−30.2% | Reduced |
| Farmers & Merchants Investments Inc | 30 | $4.41K | 0.00% | −3−9.1% | Reduced |
| Asset Dedication, LLC | 25 | $3.67K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $3.52K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $3.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 20 | $2.94K | 0.00% | +5+33.3% | Added |
| PFS Partners, LLC | 18 | $2.65K | 0.00% | +18 | New |
| 1620 Investment Advisors, Inc. | 18 | $2.64K | 0.00% | −139−88.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 17 | $2.50K | 0.00% | +17 | New |
| Private Trust Co NA | 16 | $2.35K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 15 | $2.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $2.06K | 0.00% | +11+366.7% | Added |
| Assetmark, Inc | 14 | $2.06K | 0.00% | −22−61.1% | Reduced |
| Trust Co of Vermont | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $1.76K | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 11 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.18K | 0.00% | −22−73.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 8 | $1.18K | 0.00% | +2+33.3% | Added |
| Ameritas Advisory Services, LLC | 8 | $1.18K | 0.00% | +8 | New |
| MV Capital Management, Inc. | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.03K | 0.00% | +1+16.7% | Added |
| Huntington National Bank | 7 | $954 | 0.00% | −55−88.7% | Reduced |
| Creative Financial Designs Inc | 6 | $881 | 0.00% | −7−53.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 6 | $881 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $881 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $881 | 0.00% | +4+200.0% | Added |
| Fortitude Family Office, LLC | 6 | $881 | 0.00% | +6 | New |
| South State Corp. | 5 | $735 | 0.00% | −9−64.3% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $734 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $734 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 4 | $683 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $588 | 0.00% | −14−77.8% | Reduced |
| Private Wealth Management Group, LLC | 4 | $588 | 0.00% | −13−76.5% | Reduced |
| Golden State Wealth Management, LLC | 3 | $441 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $441 | 0.00% | +1+50.0% | Added |
| TD Private Client Wealth LLC | 3 | $441 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $441 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $440 | 0.00% | +3 | New |
| Horizon Investments, LLC | 2 | $294 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $294 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $294 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $147 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $147 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $147 | 0.00% | +1 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −614,675−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −210,707−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −179,261−100.0% | Sold out |
| Murchinson Ltd. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −47,748−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −46,683−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −40,165−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −38,635−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −38,025−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −34,990−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −32,063−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −30,569−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −28,505−100.0% | Sold out |
