| High Note Wealth, LLC | 187 | $12.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 183 | $11.8K | 0.00% | −16−8.0% | Reduced |
| LRI Investments, LLC | 182 | $11.7K | 0.00% | −1,069−85.5% | Reduced |
| Bell Investment Advisors, Inc | 181 | $11.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 174 | $11.2K | 0.00% | +174 | New |
| Elyxium Wealth, LLC | 162 | $10.4K | 0.00% | +162 | New |
| WPG Advisers, LLC | 162 | $10.4K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 159 | $10.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 153 | $9.83K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 149 | $9.57K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 119 | $7.64K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 113 | $7.26K | 0.00% | +96+564.7% | Added |
| Harbour Investments, Inc. | 113 | $7.26K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 108 | $6.94K | 0.00% | +108 | New |
| JFS Wealth Advisors, LLC | 104 | $6.68K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 98 | $6.29K | 0.00% | +13+15.3% | Added |
| Centerpoint Advisors, LLC | 99 | $6.00K | 0.00% | −334−77.1% | Reduced |
| Spire Wealth Management | 91 | $5.84K | 0.00% | +91 | New |
| Activest Wealth Management | 91 | $5.84K | 0.00% | +91 | New |
| Accent Capital Management, LLC | 90 | $5.80K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 89 | $5.72K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 86 | $5.52K | 0.00% | −27−23.9% | Reduced |
| MAI Capital Management | 74 | $4.75K | 0.00% | −13,210−99.4% | Reduced |
| C M Bidwell & Associates Ltd | 73 | $4.69K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $4.17K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 60 | $3.85K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 56 | $3.59K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 53 | $3.40K | 0.00% | +53 | New |
| HM Payson & Co | 51 | $3.28K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 51 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 49 | $3.15K | 0.00% | +49 | New |
| Flagship Harbor Advisors, LLC | 39 | $2.51K | 0.00% | +39 | New |
| SHP Wealth Management | 36 | $2.31K | 0.00% | +36 | New |
| Rachor Investment Advisory Services, LLC | 35 | $2.25K | 0.00% | +35 | New |
| CX Institutional | 36 | $2.00K | 0.00% | +36 | New |
| TD Private Client Wealth LLC | 31 | $1.99K | 0.00% | −53−63.1% | Reduced |
| Fortitude Family Office, LLC | 31 | $1.99K | 0.00% | −15−32.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $1.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 27 | $1.74K | 0.00% | +15+125.0% | Added |
| Westside Investment Management, Inc. | 25 | $1.61K | 0.00% | +25 | New |
| Ankerstar Wealth, LLC | 24 | $1.55K | 0.00% | +24 | New |
| Rossby Financial, LCC | 24 | $1.54K | 0.00% | +15+166.7% | Added |
| Rialto Wealth Management, LLC | 22 | $1.41K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 20 | $1.28K | 0.00% | +20 | New |
| Financial Network Wealth Advisors LLC | 19 | $1.22K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 17 | $1.10K | 0.00% | +17 | New |
| Golden State Wealth Management, LLC | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 15 | $964 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $899 | 0.00% | −6−30.0% | Reduced |
| MidFirst Bank | 14 | $899 | 0.00% | +14 | New |
| Cromwell Holdings LLC | 12 | $773 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 12 | $771 | 0.00% | −32−72.7% | Reduced |
| South State Corp. | 12 | $771 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $771 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 9 | $579 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 8 | $514 | 0.00% | +8 | New |
| Gilpin Wealth Management, LLC | 8 | $514 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 7 | $451 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $257 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 3 | $193 | 0.00% | −3−50.0% | Reduced |
| Private Trust Co NA | 3 | $193 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $139 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 1 | $65 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $64 | 0.00% | +1 | New |
| Capital Research Global Investors | 0 | $0 | 0.00% | −1,625,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −840,084−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −824,867−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −719,812−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −679,191−100.0% | Sold out |
| High Ground Investment Management LLP | 0 | $0 | 0.00% | −549,201−100.0% | Sold out |
| Waverton Investment Management Ltd | 0 | $0 | 0.00% | −426,769−100.0% | Sold out |
| VR Advisory Services Ltd | 0 | $0 | 0.00% | −375,000−100.0% | Sold out |
| Decagon Asset Management LLP | 0 | $0 | 0.00% | −349,526−100.0% | Sold out |
| Diameter Capital Partners LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −296,315−100.0% | Sold out |
| Slotnik Capital, LLC | 0 | $0 | 0.00% | −145,000−100.0% | Sold out |
| Skba Capital Management LLC | 0 | $0 | 0.00% | −109,650−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −89,036−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −74,135−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −61,990−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −60,282−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −53,007−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −50,786−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −50,371−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −50,361−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −33,935−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −31,576−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −30,837−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −27,315−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,179−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −19,162−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −18,854−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −14,358−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −12,940−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −12,838−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −11,497−100.0% | Sold out |