| First Pacific Financial | 28 | $6.93K | 0.00% | +19+211.1% | Added |
| Ancora Advisors, LLC | 27 | $6.68K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 26 | $6.43K | 0.00% | −86−76.8% | Reduced |
| Gradient Investments LLC | 26 | $6.43K | 0.00% | +18+225.0% | Added |
| Chilton Capital Management LLC | 25 | $6.19K | 0.00% | −26−51.0% | Reduced |
| Coston, McIsaac & Partners | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24 | $5.94K | 0.00% | −1,585−98.5% | Reduced |
| First United Bank Trust | 24 | $5.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 23 | $5.69K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 20 | $4.95K | 0.00% | +20 | New |
| Robinswood Financial LLC | 20 | $4.95K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 20 | $4.81K | 0.00% | −28−58.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 18 | $4.45K | 0.00% | +18 | New |
| Caldwell Sutter Capital, Inc. | 17 | $4.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $4.21K | 0.00% | +3+21.4% | Added |
| Hollencrest Capital Management | 15 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 15 | $3.71K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 14 | $3.48K | 0.00% | +14 | Added |
| Tortoise Investment Management, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $2.97K | 0.00% | +3+33.3% | Added |
| Ridgewood Investments LLC | 12 | $2.89K | 0.00% | +12 | New |
| Triad Wealth Partners, LLC | 11 | $2.74K | 0.00% | +11 | New |
| First Personal Financial Services | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.70K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $2.23K | 0.00% | +9 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 8 | $1.98K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 8 | $1.98K | 0.00% | +8 | New |
| Salomon & Ludwin, LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.73K | 0.00% | +2+40.0% | Added |
| North Star Investment Management Corp. | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.73K | 0.00% | +1+16.7% | Added |
| Richardson Financial Services Inc. | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.24K | 0.00% | +5 | New |
| Riggs Asset Managment Co. Inc. | 4 | $990 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $990 | 0.00% | +2+100.0% | Added |
| Delos Wealth Advisors, LLC | 3 | $743 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $742 | 0.00% | −3,810−99.9% | Reduced |
| Ruedi Wealth Management, Inc. | 3 | $742 | 0.00% | +3 | New |
| Breakwater Investment Management | 2 | $495 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $495 | 0.00% | +2 | New |
| Lynx Investment Advisory | 2 | $495 | 0.00% | +2 | New |
| Glass Jacobson Investment Advisors llc | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 1 | $247 | 0.00% | −298−99.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $247 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Central Valley Advisors, LLC | 25 | – | – | +25 | New |
| Cantillon Capital Management LLC | 0 | $0 | 0.00% | −1,668,662−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −297,327−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −225,822−100.0% | Sold out |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 0 | $0 | 0.00% | −179,408−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −81,400−100.0% | Sold out |
| Advent International Corp | 0 | $0 | 0.00% | −66,810−100.0% | Sold out |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −65,071−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −60,200−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −49,320−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −44,218−100.0% | Sold out |
| Vancity Investment Management Ltd | 0 | $0 | 0.00% | −43,538−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −43,231−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −40,398−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −44,053−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −38,852−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −32,992−100.0% | Sold out |
| Douglass Winthrop Advisors, LLC | 0 | $0 | 0.00% | −29,627−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −27,885−100.0% | Sold out |
| Campbell Capital Management Inc | 0 | $0 | 0.00% | −25,685−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −20,632−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −15,608−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −15,011−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −13,724−100.0% | Sold out |
| Elite Wealth Management, Inc. | 0 | $0 | 0.00% | −13,338−100.0% | Sold out |
| Alliance Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,970−100.0% | Sold out |
| Marietta Wealth Management, LLC | 0 | $0 | 0.00% | −10,873−100.0% | Sold out |
| Modern Wealth Management, LLC | 0 | $0 | 0.00% | −10,521−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −9,481−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Privium Fund Management (UK) Ltd | 0 | $0 | 0.00% | −9,112−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,627−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −8,534−100.0% | Sold out |
| Platinum Investment Management Ltd | 0 | $0 | 0.00% | −7,769−100.0% | Sold out |