| Hexagon Capital Partners LLC | 284 | $22.4K | 0.00% | −58−17.0% | Reduced |
| Zions Bancorporation, N.A. | 281 | $22.1K | 0.00% | −317−53.0% | Reduced |
| Westside Investment Management, Inc. | 277 | $21.8K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 269 | $21.2K | 0.00% | +250+1,315.8% | Added |
| Institutional & Family Asset Management, LLC | 251 | $19.8K | 0.00% | +40+19.0% | Added |
| Spectrum Wealth Counsel, LLC | 250 | $19.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 245 | $19.3K | 0.01% | +245 | New |
| Bank & Trust Co | 242 | $19.1K | 0.02% | +242 | New |
| Smithfield Trust Co | 247 | $19.0K | 0.00% | −24−8.9% | Reduced |
| Grove Bank & Trust | 232 | $18.3K | 0.00% | −11−4.5% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 241 | $18.0K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 225 | $18.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 205 | $16.1K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 185 | $14.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 179 | $14.1K | 0.00% | +29+19.3% | Added |
| Emfo, LLC | 178 | $14.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 171 | $13.5K | 0.00% | −28−14.1% | Reduced |
| Sound Income Strategies, LLC | 167 | $13.1K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 159 | $12.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 153 | $12.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 144 | $11.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $11.3K | 0.00% | −12−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 142 | $11.2K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 138 | $10.9K | 0.01% | +138 | New |
| Cornerstone Planning Group LLC | 138 | $10.6K | 0.00% | +13+10.4% | Added |
| Bell Investment Advisors, Inc | 134 | $10.6K | 0.00% | +6+4.7% | Added |
| Red Tortoise LLC | 128 | $10.0K | 0.01% | +1+0.8% | Added |
| Eagle Bay Advisors LLC | 125 | $9.86K | 0.01% | +12+10.6% | Added |
| Cape Investment Advisory, Inc. | 122 | $9.61K | 0.00% | +122 | New |
| Financial Management Professionals, Inc. | 114 | $9.00K | 0.00% | −51−30.9% | Reduced |
| Addison Advisors LLC | 113 | $8.90K | 0.00% | −65−36.5% | Reduced |
| FinTrust Capital Advisors, LLC | 109 | $8.58K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 105 | $8.27K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 98 | $8.00K | 0.00% | −31−24.0% | Reduced |
| Nemes Rush Group LLC | 85 | $6.69K | 0.00% | −606−87.7% | Reduced |
| Private Wealth Management Group, LLC | 83 | $6.54K | 0.00% | −172−67.5% | Reduced |
| Frazier Financial Advisors, LLC | 80 | $6.30K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 84 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 72 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 63 | $4.96K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 59 | $4.62K | 0.00% | −995−94.4% | Reduced |
| Creekmur Asset Management LLC | 50 | $3.97K | 0.00% | +50 | Added |
| Kings Path Partners LLC | 50 | $3.94K | 0.00% | +50 | New |
| Your Advocates Ltd., LLP | 45 | $3.54K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 44 | $3.46K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 44 | $3.46K | 0.00% | +44 | New |
| Olistico Wealth, LLC | 43 | $3.39K | 0.00% | +43 | New |
| ICA Group Wealth Management, LLC | 38 | $2.99K | 0.00% | −201−84.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 38 | $2.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $2.91K | 0.00% | −2−5.1% | Reduced |
| Coppell Advisory Solutions LLC | 32 | $2.52K | 0.00% | +32 | New |
| Trifecta Capital Advisors, LLC | 28 | $2.21K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $2.13K | 0.00% | +27 | New |
| Abound Wealth Management | 26 | $2.06K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 26 | $2.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 23 | $1.81K | 0.00% | +23 | New |
| True Wealth Design, LLC | 20 | $1.57K | 0.00% | +3+17.6% | Added |
| JNBA Financial Advisors | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 12 | $945 | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 8 | $630 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $551 | 0.00% | −5−41.7% | Reduced |
| Qube Research & Technologies Ltd | 5 | $394 | 0.00% | −1,838−99.7% | Reduced |
| VisionPoint Advisory Group, LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $157 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $157 | 0.00% | +2 | New |
| McClarren Financial Advisors, Inc. | 78 | $133 | 0.09% | +78 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −2,229,212−100.0% | Sold out |
| Rit Capital Partners PLC | 0 | $0 | 0.00% | −576,000−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −522,243−100.0% | Sold out |
| Tenere Capital LLC | 0 | $0 | 0.00% | −188,804−100.0% | Sold out |
| Night Owl Capital Management, LLC | 0 | $0 | 0.00% | −175,748−100.0% | Sold out |
| Nicola Wealth Management Ltd. | 0 | $0 | 0.00% | −124,966−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −92,049−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −106,800−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −72,790−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −63,000−100.0% | Sold out |
| Riposte Capital LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −40,284−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −29,819−100.0% | Sold out |
| Fairfax Financial Holdings LtdSuperinvestorFairfax Financial | 0 | $0 | 0.00% | −19,100−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −17,520−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −16,115−100.0% | Sold out |
| Norman Fields, Gottscho Capital Management, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −12,292−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,808−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −10,142−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −8,673−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −7,697−100.0% | Sold out |
| Whalen Wealth Management Inc. | 0 | $0 | 0.00% | −7,420−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −7,251−100.0% | Sold out |
| Sustainable Insight Capital Management, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −7,010−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,254−100.0% | Sold out |
| Sabal Trust CO | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |