| CoreCap Advisors, LLC | 335 | $47.1K | 0.00% | +335 | New |
| Castleview Partners, LLC | 317 | $44.6K | 0.02% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 311 | $43.7K | 0.02% | +311 | New |
| Private Trust Co NA | 310 | $43.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 289 | $40.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 260 | $36.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 259 | $36.5K | 0.01% | +259 | New |
| Huntington National Bank | 255 | $35.8K | 0.00% | +114+80.9% | Added |
| ORG Partners LLC | 236 | $33.2K | 0.06% | +236 | New |
| EverSource Wealth Advisors, LLC | 244 | $32.4K | 0.00% | −95−28.0% | Reduced |
| West Branch Capital LLC | 230 | $32.3K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 202 | $28.4K | 0.01% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $28.1K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 190 | $26.7K | 0.01% | +190 | New |
| JFS Wealth Advisors, LLC | 188 | $26.4K | 0.00% | 00.0% | Unchanged |
| Boit C F David | 208 | $25.6K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $24.1K | 0.00% | −151−46.7% | Reduced |
| Redmont Wealth Advisors LLC | 162 | $22.8K | 0.03% | +162 | New |
| Venturi Wealth Management, LLC | 161 | $22.6K | 0.00% | +13+8.8% | Added |
| Cornerstone Planning Group LLC | 150 | $19.8K | 0.01% | −10−6.3% | Reduced |
| Operose Advisors LLC | 139 | $19.5K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 129 | $18.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $17.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 120 | $17.0K | 0.01% | −105−46.7% | Reduced |
| Massmutual Trust Co FSB | 114 | $16.0K | 0.00% | +4+3.6% | Added |
| Concord Wealth Partners | 105 | $14.8K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 104 | $14.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 99 | $13.9K | 0.00% | +4+4.2% | Added |
| Cullen/Frost Bankers, Inc. | 95 | $13.4K | 0.00% | +58+156.8% | Added |
| Creative Financial Designs Inc | 95 | $13.4K | 0.00% | +95 | New |
| FinTrust Capital Advisors, LLC | 94 | $13.3K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 93 | $13.1K | 0.00% | +93 | New |
| Ancora Advisors, LLC | 89 | $12.5K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 81 | $11.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 78 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Financial Corp | 76 | $10.7K | 0.01% | +76 | New |
| Bell Investment Advisors, Inc | 75 | $10.5K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 72 | $10.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 67 | $9.42K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 65 | $9.14K | 0.00% | +65 | New |
| Davidson Capital Management Inc. | 62 | $8.71K | 0.00% | +6+10.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 62 | $8.71K | 0.01% | +50+416.7% | Added |
| Sachetta, LLC | 71 | $8.51K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 59 | $8.31K | 0.00% | −75−56.0% | Reduced |
| Valued Wealth Advisors LLC | 58 | $8.15K | 0.01% | +16+38.1% | Added |
| Bruce G. Allen Investments, LLC | 53 | $7.45K | 0.01% | −24−31.2% | Reduced |
| Geneos Wealth Management Inc. | 49 | $6.89K | 0.00% | +13+36.1% | Added |
| Glen Eagle Advisors, LLC | 47 | $6.61K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 47 | $6.61K | 0.00% | +47 | New |
| GPS Wealth Strategies Group, LLC | 45 | $6.32K | 0.00% | −13−22.4% | Reduced |
| Robbins Farley LLC | 42 | $5.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 41 | $5.76K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $5.00K | 0.00% | +12+66.7% | Added |
| Plante Moran Financial Advisors, LLC | 32 | $4.50K | 0.00% | −5−13.5% | Reduced |
| Westend Capital Management, LLC | 31 | $4.36K | 0.00% | +31 | New |
| Cassady Schiller Wealth Management, LLC | 30 | $4.22K | 0.00% | +30 | New |
| Continuum Advisory, LLC | 31 | $4.01K | 0.00% | +31 | New |
| Piscataqua Savings Bank | 27 | $3.79K | 0.00% | +27 | New |
| Raleigh Capital Management Inc. | 25 | $3.51K | 0.00% | +15+150.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.23K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 22 | $3.09K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $2.95K | 0.00% | −2,961−99.3% | Reduced |
| Carolinas Wealth Consulting LLC | 21 | $2.95K | 0.00% | −2−8.7% | Reduced |
| Eagle Bay Advisors LLC | 20 | $2.81K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 18 | $2.53K | 0.00% | +8+80.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $2.25K | 0.00% | −86−84.3% | Reduced |
| Clearstead Advisors, LLC | 17 | $2.19K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $2.11K | 0.00% | +15 | New |
| Provenance Wealth Advisors, LLC | 15 | $2.11K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $2.11K | 0.00% | +5+50.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | +4+57.1% | Added |
| First Command Advisory Services, Inc. | 14 | $1.97K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 10 | $1.41K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 10 | $1.41K | 0.00% | −22−68.8% | Reduced |
| Hexagon Capital Partners LLC | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 7 | $984 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $984 | 0.00% | +3+75.0% | Added |
| Quest Partners LLC | 7 | $984 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 5 | $703 | 0.00% | +1+25.0% | Added |
| GoalVest Advisory LLC | 5 | $703 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $381 | 0.00% | +3 | New |
| Bokf, NA | 2 | $281 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $281 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $141 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −544,178−100.0% | Sold out |
| Caden Capital Partners, LP | 0 | $0 | 0.00% | −114,994−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −50,939−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −32,482−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −21,303−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −16,070−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −16,048−100.0% | Sold out |