| Cullen/Frost Bankers, Inc. | 120 | $9.64K | 0.00% | −82−40.6% | Reduced |
| Walleye Capital LLC | 108 | $8.68K | 0.00% | −442−80.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 106 | $8.52K | 0.00% | +106 | New |
| SHP Wealth Management | 105 | $8.44K | 0.00% | +105 | New |
| Paladin Partners, LLC | 100 | $8.03K | 0.01% | +100 | New |
| Harbour Investments, Inc. | 97 | $7.79K | 0.00% | +67+223.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 95 | $7.63K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 94 | $7.55K | 0.00% | −2,089−95.7% | Reduced |
| Fourth Dimension Wealth, LLC | 92 | $7.39K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 88 | $7.07K | 0.00% | +88 | New |
| Transamerica Financial Advisors, Inc. | 88 | $7.07K | 0.00% | +88 | New |
| Root Financial Partners, LLC | 87 | $6.99K | 0.00% | +35+67.3% | Added |
| SRS Capital Advisors, Inc. | 85 | $6.83K | 0.00% | −298−77.8% | Reduced |
| Rothschild Investment LLC | 75 | $6.03K | 0.00% | +10+15.4% | Added |
| Smithfield Trust Co | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $5.71K | 0.00% | 00.0% | Unchanged |
| Groesbeck Investment Management Corp | 62 | $5.00K | 0.01% | +62 | New |
| Key Financial Inc | 60 | $4.82K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 60 | $4.74K | 0.00% | −4−6.3% | Reduced |
| Kilter Group LLC | 58 | $4.66K | 0.00% | +16+38.1% | Added |
| Carolina Wealth Advisors, LLC | 57 | $4.58K | 0.00% | +57 | New |
| Basecamp Wealth Advisors LLC | 54 | $4.34K | 0.00% | +54 | New |
| Asset Dedication, LLC | 52 | $4.18K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 52 | $4.18K | 0.00% | +52 | New |
| IFP Advisors, Inc | 44 | $3.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 32 | $2.57K | 0.00% | −67−67.7% | Reduced |
| Vision Financial Markets LLC | 30 | $2.41K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 30 | $2.41K | 0.00% | +30 | New |
| McMillan Office, Inc. | 29 | $2.33K | 0.00% | +29 | New |
| Optiver Holding B.V. | 28 | $2.25K | 0.00% | −97−77.6% | Reduced |
| Prestige Wealth Management Group LLC | 28 | $2.25K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 25 | $2.01K | 0.00% | −70−73.7% | Reduced |
| Creative Financial Designs Inc | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $2.01K | 0.00% | +9+56.3% | Added |
| Strengthening Families & Communities, LLC | 25 | $2.01K | 0.00% | +25 | New |
| Sankala Group LLC | 24 | $1.98K | 0.00% | +24 | New |
| Farmers & Merchants Investments Inc | 23 | $1.85K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $1.69K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $1.69K | 0.00% | +2+10.5% | Added |
| Ronald Blue Trust, Inc. | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $1.61K | 0.00% | +20 | New |
| Quattro Advisors LLC | 20 | $1.61K | 0.00% | +20 | New |
| Whittier Trust Co of Nevada Inc | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 13 | $1.04K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $804 | 0.00% | +4+66.7% | Added |
| Manchester Capital Management LLC | 10 | $804 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 10 | $803 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 9 | $723 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 8 | $643 | 0.00% | −3−27.3% | Reduced |
| UMA Financial Services, Inc. | 8 | $643 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $639 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 7 | $562 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 6 | $483 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 6 | $482 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 6 | $482 | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 6 | $482 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 4 | $322 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 4 | $321 | 0.00% | +4 | New |
| Meramec Financial Planners, LLC | 2 | $173 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $161 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $161 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $161 | 0.00% | +1+100.0% | Added |
| Gilpin Wealth Management, LLC | 2 | $161 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 1 | $81 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $80 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $60 | 0.00% | +1 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −27,335−100.0% | Sold out |
| New Insight Wealth Advisors | 0 | $0 | 0.00% | −27,013−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −25,684−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −19,990−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −14,747−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −14,529−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −11,495−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −10,448−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −9,618−100.0% | Sold out |
| Ausbil Investment Management Ltd | 0 | $0 | 0.00% | −9,234−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −7,315−100.0% | Sold out |
| Kerrisdale Advisers, LLC | 0 | $0 | 0.00% | −7,265−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −7,194−100.0% | Sold out |
| Veracity Capital LLC | 0 | $0 | 0.00% | −6,114−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −4,820−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,618−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −4,177−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,386−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,594−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,518−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Crossmark Global Holdings, Inc. | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |