| Bullock Wealth Management Group | 65 | $10.1K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 62 | $9.61K | 0.00% | −79−56.0% | Reduced |
| Headlands Technologies LLC | 60 | $9.30K | 0.00% | +60 | New |
| DekaBank Deutsche Girozentrale | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 58 | $8.99K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 57 | $8.86K | 0.00% | +57 | New |
| Glen Eagle Advisors, LLC | 57 | $8.78K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 56 | $8.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $8.22K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 51 | $7.91K | 0.00% | +36+240.0% | Added |
| Evelyn Partners Investment Management LLP | 50 | $7.75K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 47 | $7.29K | 0.00% | −182−79.5% | Reduced |
| Bogart Wealth, LLC | 40 | $6.20K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 39 | $6.05K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 39 | $6.00K | 0.00% | +12+44.4% | Added |
| Capital Analysts, LLC | 36 | $6.00K | 0.00% | +15+71.4% | Added |
| Carolinas Wealth Consulting LLC | 38 | $5.89K | 0.00% | +34+850.0% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $5.58K | 0.01% | +36 | New |
| Cedar Mountain Advisors, LLC | 35 | $5.43K | 0.00% | −135−79.4% | Reduced |
| Allianz SE | 35 | $5.43K | 0.00% | +35 | New |
| Sawyer & Company, Inc | 30 | $5.00K | 0.00% | −40−57.1% | Reduced |
| Sierra Ocean, LLC | 31 | $4.81K | 0.00% | +31 | New |
| Whittier Trust Co | 31 | $4.81K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 29 | $4.50K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 27 | $4.19K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $4.19K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 26 | $4.00K | 0.00% | +26 | New |
| Tompkins Financial Corp | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 25 | $3.88K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 25 | $3.88K | 0.00% | +25 | New |
| WPG Advisers, LLC | 24 | $3.72K | 0.00% | +24 | New |
| AdvisorNet Financial, Inc | 23 | $3.57K | 0.00% | +1+4.5% | Added |
| Bell Investment Advisors, Inc | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17 | $2.78K | 0.25% | −17,839−99.9% | Reduced |
| Beacon Capital Management, LLC | 17 | $2.64K | 0.00% | −111−86.7% | Reduced |
| Synergy Financial Management, LLC | 15 | $2.38K | 0.00% | +15 | New |
| Stephens Consulting, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 15 | $2.31K | 0.00% | +3+25.0% | Added |
| Sachetta, LLC | 13 | $2.02K | 0.00% | +1+8.3% | Added |
| Resources Management Corp | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.86K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 11 | $1.71K | 0.00% | +1+10.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.69K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.55K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Valued Wealth Advisors LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $1.09K | 0.00% | −2−22.2% | Reduced |
| Roble, Belko & Company, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| PSI Advisors, LLC | 6 | $932 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $930 | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 6 | $930 | 0.00% | +6 | New |
| Whittier Trust Co of Nevada Inc | 5 | $775 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $621 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $465 | 0.00% | −7−70.0% | Reduced |
| Manchester Capital Management LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $310 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $310 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $178 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 1 | $156 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $155 | 0.00% | +1 | New |
| Fairscale Capital, LLC | 76 | – | – | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −559,911−100.0% | Sold out |
| Greenhouse Funds LLLP | 0 | $0 | 0.00% | −187,813−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −44,577−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −39,226−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −37,134−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −23,733−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −23,238−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −22,399−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −19,886−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −15,885−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,767−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −14,295−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −14,325−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −11,983−100.0% | Sold out |
| Galibier Capital Management Ltd. | 0 | $0 | 0.00% | −10,611−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −267,077−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −10,356−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −9,056−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −8,177−100.0% | Sold out |
| QSV Equity Investors LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −7,454−100.0% | Sold out |
| Castlekeep Investment Advisors LLC | 0 | $0 | 0.00% | −6,592−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,542−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,802−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −4,005−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,975−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −2,945−100.0% | Sold out |