| Shay Capital LLC | 1,000 | $237.3K | 0.07% | −1,000−50.0% | Reduced |
| Pathstone Holdings, LLC | 961 | $228.0K | 0.00% | +961 | New |
| Envestnet Portfolio Solutions, Inc. | 956 | $226.8K | 0.00% | +956 | New |
| Plato Investment Management Ltd | 948 | $224.7K | 0.02% | +948 | New |
| Standard Life Aberdeen plc | 944 | $224.0K | 0.00% | +944 | New |
| Pinnacle Wealth Planning Services, Inc. | 919 | $218.1K | 0.03% | +919 | New |
| ArrowMark Colorado Holdings LLC | 910 | $215.9K | 0.00% | +910 | New |
| Janney Montgomery Scott LLC | 883 | $210.0K | 0.00% | +883 | New |
| Dorsey & Whitney Trust CO LLC | 868 | $206.0K | 0.01% | +868 | New |
| Banque Cantonale Vaudoise | 867 | $204.0K | 0.01% | −6,222−87.8% | Reduced |
| Seelaus Asset Management LLC | 859 | $203.8K | 0.19% | +859 | New |
| Mirae Asset Global Investments Co., Ltd. | 796 | $189.7K | 0.00% | +796 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 564 | $133.8K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 556 | $131.9K | 0.04% | 00.0% | Unchanged |
| Ci Investments Inc. | 523 | $124.0K | 0.00% | +523 | New |
| Eagle Bay Advisors LLC | 523 | $123.3K | 0.05% | +17+3.4% | Added |
| Financial Perspectives, Inc | 517 | $122.7K | 0.04% | 00.0% | Unchanged |
| Alta Advisers Ltd | 483 | $114.6K | 0.05% | +483 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 471 | $111.8K | 0.00% | +471 | New |
| Cromwell Holdings LLC | 450 | $106.8K | 0.07% | +2+0.4% | Added |
| State of Wyoming | 450 | $106.8K | 0.02% | +450 | New |
| Rothschild Investment LLC | 404 | $95.9K | 0.01% | +200+98.0% | Added |
| Ancora Advisors, LLC | 383 | $90.8K | 0.00% | +265+224.6% | Added |
| Venturi Wealth Management, LLC | 347 | $82.3K | 0.00% | +347 | New |
| CoreCap Advisors, LLC | 325 | $77.1K | 0.00% | +325 | New |
| International Assets Investment Management, LLC | 15,423 | $65.0K | 0.00% | +15,423 | New |
| US Bancorp | 237 | $56.2K | 0.00% | +99+71.7% | Added |
| Global Retirement Partners, LLC | 233 | $55.3K | 0.00% | +128+121.9% | Added |
| Game Plan Financial Advisors, LLC | 200 | $47.5K | 0.02% | +200 | New |
| CWM, LLC | 180 | $43.0K | 0.00% | −37−17.1% | Reduced |
| Jones Financial Companies LLLP | 155 | $36.9K | 0.00% | +105+210.0% | Added |
| Hollencrest Capital Management | 142 | $33.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 120 | $28.5K | 0.00% | −18−13.0% | Reduced |
| Smartleaf Asset Management LLC | 114 | $27.2K | 0.00% | +77+208.1% | Added |
| CIBC Private Wealth Group, LLC | 111 | $26.3K | 0.00% | +53+91.4% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 109 | $25.9K | 0.00% | +109 | New |
| Creative Financial Designs Inc | 100 | $23.7K | 0.00% | +100 | New |
| GPS Wealth Strategies Group, LLC | 97 | $23.0K | 0.00% | +97 | New |
| Mather Group, LLC. | 95 | $22.5K | 0.00% | +66+227.6% | Added |
| First Horizon Advisors, Inc. | 94 | $22.3K | 0.00% | −1−1.1% | Reduced |
| JCIC Asset Management Inc. | 91 | $21.6K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 90 | $21.2K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 87 | $20.6K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 85 | $20.2K | 0.00% | −7−7.6% | Reduced |
| Umb Bank N A | 85 | $20.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 78 | $18.5K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 77 | $18.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 75 | $17.8K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 93 | $17.0K | 0.00% | +42+82.4% | Added |
| FinTrust Capital Advisors, LLC | 61 | $14.5K | 0.00% | +61 | New |
| Allworth Financial LP | 53 | $12.6K | 0.00% | −50−48.5% | Reduced |
| Point72 (DIFC) Ltd | 47 | $11.2K | 0.00% | −2−4.1% | Reduced |
| Steward Partners Investment Advisory, LLC | 44 | $10.4K | 0.00% | +20+83.3% | Added |
| Fifth Third Bancorp | 41 | $9.73K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 34 | $8.07K | 0.00% | +34 | New |
| Parallel Advisors, LLC | 30 | $7.12K | 0.00% | +26+650.0% | Added |
| EverSource Wealth Advisors, LLC | 25 | $5.93K | 0.00% | +13+108.3% | Added |
| Fairman Group, LLC | 24 | $5.70K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $5.70K | 0.00% | +18+300.0% | Added |
| Bell Investment Advisors, Inc | 22 | $5.22K | 0.00% | +2+10.0% | Added |
| Continuum Advisory, LLC | 17 | $4.54K | 0.00% | +6+54.5% | Added |
| TFC Financial Management | 19 | $4.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 18 | $4.27K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $4.27K | 0.00% | +16+800.0% | Added |
| GW&K Investment Management, LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 15 | $3.56K | 0.00% | +11+275.0% | Added |
| Spectrum Wealth Counsel, LLC | 15 | $3.56K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 14 | $3.30K | 0.00% | +9+180.0% | Added |
| Penserra Capital Management LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 12 | $2.52K | 0.00% | +6+100.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $2.37K | 0.00% | +10 | New |
| CVA Family Office, LLC | 10 | $2.37K | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 9 | $2.14K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $1.66K | 0.00% | +1+16.7% | Added |
| Bryn Mawr Trust Co | 6 | $1.42K | 0.00% | +6 | New |
| Pacer Advisors, Inc. | 6 | $1.42K | 0.00% | +6 | New |
| Grove Bank & Trust | 6 | $1.42K | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 5 | $1.19K | 0.00% | +5 | New |
| Northwestern Mutual Wealth Management Co | 4 | $949 | 0.00% | +3+300.0% | Added |
| Private Trust Co NA | 4 | $949 | 0.00% | +4 | New |
| Pacific Capital Wealth Advisors, Inc | 4 | $949 | 0.00% | +4 | New |
| GAMMA Investing LLC | 4 | $949 | 0.00% | +4 | New |
| GeoWealth Management, LLC | 4 | $943 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 2 | $475 | 0.00% | +2 | New |
| Proequities, Inc. | 2 | $474 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2 | $364 | 0.00% | +2 | New |
| Aspire Private Capital, LLC | 1 | $236 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $145 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $133 | 0.00% | +1 | New |
| HRT Financial LP | 0 | $0 | 0.00% | −519,756−100.0% | Sold out |
| D1 Capital Partners L.P.SuperinvestorD1 Capital Partners | 0 | $0 | 0.00% | −434,500−100.0% | Sold out |
| ValueAct Holdings, L.P.SuperinvestorValueAct Capital | 0 | $0 | 0.00% | −323,235−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −240,000−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −74,545−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −61,856−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −49,975−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −48,786−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −45,952−100.0% | Sold out |
| Wildcat Capital Management, LLC | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
