| Berbice Capital Management LLC | 200 | $33.3K | 0.03% | +200 | New |
| True Wealth Design, LLC | 192 | $32.0K | 0.01% | +27+16.4% | Added |
| Park Place Capital Corp | 186 | $31.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 180 | $29.9K | 0.00% | −1,167−86.6% | Reduced |
| AlphaCentric Advisors LLC | 179 | $29.8K | 0.03% | −31−14.8% | Reduced |
| Wolff Wiese Magana LLC | 178 | $29.6K | 0.02% | 00.0% | Unchanged |
| Signaturefd, LLC | 158 | $26.3K | 0.00% | −20−11.2% | Reduced |
| Leonteq Securities AG | 158 | $26.3K | 0.00% | +156+7,800.0% | Added |
| Rise Advisors, LLC | 157 | $26.1K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 145 | $24.6K | 0.00% | −89−38.0% | Reduced |
| Coppell Advisory Solutions LLC | 126 | $21.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 121 | $20.1K | 0.00% | +56+86.2% | Added |
| Versant Capital Management, Inc | 119 | $19.8K | 0.00% | −40−25.2% | Reduced |
| Colonial Trust Co | 116 | $19.3K | 0.00% | +116 | New |
| FSA Wealth Management LLC | 102 | $16.9K | 0.01% | +1+1.0% | Added |
| GeoWealth Management, LLC | 101 | $16.8K | 0.00% | +9+9.8% | Added |
| Covestor Ltd | 92 | $15.0K | 0.01% | +2+2.2% | Added |
| Halbert Hargrove Global Advisors, LLC | 84 | $14.0K | 0.00% | +84 | New |
| TCTC Holdings, LLC | 84 | $14.0K | 0.00% | +84 | New |
| Parkside Financial Bank & Trust | 81 | $13.5K | 0.00% | +14+20.9% | Added |
| Central Trust Co | 75 | $12.5K | 0.00% | −25−25.0% | Reduced |
| Trust Co | 75 | $12.5K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 74 | $12.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 70 | $11.6K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 66 | $11.0K | 0.00% | −14−17.5% | Reduced |
| Clearstead Advisors, LLC | 62 | $10.3K | 0.00% | −22−26.2% | Reduced |
| IFP Advisors, Inc | 62 | $10.3K | 0.00% | +16+34.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 59 | $10.3K | 0.00% | 00.0% | Unchanged |
| Wingate Wealth Advisors, Inc. | 60 | $9.98K | 0.01% | +60 | New |
| Parallel Advisors, LLC | 59 | $9.83K | 0.00% | +6+11.3% | Added |
| Meeder Asset Management Inc | 58 | $9.65K | 0.00% | +42+262.5% | Added |
| Massmutual Trust Co FSB | 57 | $9.49K | 0.00% | +2+3.6% | Added |
| Manchester Capital Management LLC | 55 | $9.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $8.47K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 50 | $8.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 47 | $7.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $7.16K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 42 | $6.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 41 | $6.82K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 40 | $6.66K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 40 | $6.66K | 0.00% | +40 | New |
| Washington Trust Co | 39 | $6.54K | 0.00% | −2−4.9% | Reduced |
| Concord Wealth Partners | 37 | $6.16K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $6.16K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 36 | $5.99K | 0.00% | +36 | New |
| Bruce G. Allen Investments, LLC | 32 | $5.33K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 31 | $5.00K | 0.00% | −2−6.1% | Reduced |
| Frazier Financial Advisors, LLC | 29 | $4.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 28 | $4.66K | 0.00% | −28−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 26 | $4.57K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 25 | $4.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 21 | $3.50K | 0.00% | +21 | New |
| Hexagon Capital Partners LLC | 21 | $3.50K | 0.00% | −83−79.8% | Reduced |
| GPS Wealth Strategies Group, LLC | 21 | $3.50K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $3.50K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 19 | $3.17K | 0.00% | +19 | New |
| Continuum Advisory, LLC | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.83K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $1.83K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $1.67K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $1.33K | 0.00% | +8 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 6 | $999 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $999 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 4 | $666 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 4 | $666 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $500 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 3 | $500 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $499 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $499 | 0.00% | +3 | New |
| NewSquare Capital LLC | 2 | $333 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 1 | $167 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $166 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $166 | 0.00% | +1 | New |
| Newbrook Capital Advisors LP | 0 | $0 | 0.00% | −155,883−100.0% | Sold out |
| Maplelane Capital, LLC | 0 | $0 | 0.00% | −93,000−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −70,231−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −30,593−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Thornburg Investment Management Inc | 0 | $0 | 0.00% | −16,239−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −11,762−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −7,761−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −4,088−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,458−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −3,136−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −76,760−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −2,114−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,110−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −2,045−100.0% | Sold out |
| Williams & Novak, LLC | 0 | $0 | 0.00% | −1,961−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,665−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −1,632−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −1,526−100.0% | Sold out |
| APCM Wealth Management for Individuals | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |