| Allworth Financial LP | 253 | $20.7K | 0.00% | +44+21.1% | Added |
| Global Retirement Partners, LLC | 252 | $20.6K | 0.00% | +252 | New |
| Founders Capital Management | 250 | $20.5K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 246 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 245 | $20.1K | 0.00% | +67+37.6% | Added |
| Rise Advisors, LLC | 243 | $19.9K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 241 | $19.7K | 0.00% | +62+34.6% | Added |
| Bullock Wealth Management Group | 242 | $19.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $16.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 193 | $15.8K | 0.00% | +185+2,312.5% | Added |
| Estabrook Capital Management | 185 | $15.1K | 0.00% | +185 | New |
| Skopos Labs, Inc. | 182 | $14.9K | 0.00% | −37−16.9% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 180 | $14.7K | 0.00% | −95−34.5% | Reduced |
| Mendota Financial Group, LLC | 170 | $13.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 168 | $13.8K | 0.00% | +38+29.2% | Added |
| Public Employees Retirement System of Ohio | 151 | $12.4K | 0.00% | +76+101.3% | Added |
| GHP Investment Advisors, Inc. | 145 | $11.9K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 140 | $11.7K | 0.00% | +140 | New |
| Smartleaf Asset Management LLC | 139 | $11.3K | 0.00% | −52−27.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $10.7K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 120 | $9.82K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 115 | $9.41K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 110 | $9.01K | 0.00% | +10+10.0% | Added |
| WPG Advisers, LLC | 107 | $8.76K | 0.01% | −60−35.9% | Reduced |
| National Bank of Canada | 100 | $8.18K | 0.00% | +46+85.2% | Added |
| Hantz Financial Services, Inc. | 96 | $8.00K | 0.00% | +85+772.7% | Added |
| Rakuten Securities, Inc. | 97 | $7.94K | 0.00% | +15+18.3% | Added |
| Federation des caisses Desjardins du Quebec | 95 | $7.78K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 93 | $7.61K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 92 | $7.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 80 | $6.55K | 0.00% | +78+3,900.0% | Added |
| Ameriflex Group, Inc. | 75 | $6.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 73 | $5.98K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 73 | $5.98K | 0.00% | +28+62.2% | Added |
| Fortitude Family Office, LLC | 63 | $5.16K | 0.00% | +7+12.5% | Added |
| Private Wealth Management Group, LLC | 62 | $5.08K | 0.00% | +62 | New |
| Massmutual Trust Co FSB | 59 | $4.83K | 0.00% | −13−18.1% | Reduced |
| Aventura Private Wealth, LLC | 59 | $4.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 58 | $4.75K | 0.00% | +5+9.4% | Added |
| Richardson Financial Services Inc. | 55 | $4.37K | 0.00% | −56−50.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 53 | $4.34K | 0.00% | +7+15.2% | Added |
| Ancora Advisors, LLC | 50 | $4.09K | 0.00% | +50 | New |
| GPS Wealth Strategies Group, LLC | 50 | $4.09K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 48 | $3.93K | 0.00% | −19−28.4% | Reduced |
| Colonial Trust Co | 37 | $3.02K | 0.00% | +3+8.8% | Added |
| Rational Advisors LLC | 36 | $2.95K | 0.00% | +36 | New |
| Central Trust Co | 35 | $2.87K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $2.54K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 29 | $2.37K | 0.00% | +29 | New |
| Cullen/Frost Bankers, Inc. | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $2.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $2.05K | 0.00% | +21+525.0% | Added |
| Hemington Wealth Management | 28 | $2.00K | 0.00% | −4−12.5% | Reduced |
| South State Corp. | 23 | $1.88K | 0.00% | −109−82.6% | Reduced |
| Harbour Investments, Inc. | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 19 | $1.55K | 0.00% | −12−38.7% | Reduced |
| Sunbelt Securities, Inc. | 17 | $1.52K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $1.15K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 13 | $1.06K | 0.00% | +5+62.5% | Added |
| Bruce G. Allen Investments, LLC | 12 | $982 | 0.00% | +2+20.0% | Added |
| TD Private Client Wealth LLC | 11 | $900 | 0.00% | −20−64.5% | Reduced |
| JFS Wealth Advisors, LLC | 9 | $737 | 0.00% | −12−57.1% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 10 | $539 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $492 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $318 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 3 | $246 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $246 | 0.00% | +2+200.0% | Added |
| Raleigh Capital Management Inc. | 3 | $246 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $246 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 2 | $164 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $82 | 0.00% | −2−66.7% | Reduced |
| MV Capital Management, Inc. | 1 | $82 | 0.00% | −1−50.0% | Reduced |
| SJS Investment Consulting Inc. | 1 | $82 | 0.00% | −1−50.0% | Reduced |
| Manchester Capital Management LLC | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −336,237−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −240,218−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −236,900−100.0% | Sold out |
| MPM Oncology Impact Management LP | 0 | $0 | 0.00% | −232,387−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −158,952−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −146,903−100.0% | Sold out |
| Resolute Capital Asset Partners LLC | 0 | $0 | 0.00% | −136,900−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −126,909−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −110,064−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −100,843−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −88,462−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −84,940−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −79,699−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −63,104−100.0% | Sold out |
| Atika Capital Management LLC | 0 | $0 | 0.00% | −45,100−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −41,100−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −29,225−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −26,997−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −25,237−100.0% | Sold out |
| Warm Springs Advisors Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Stratos Wealth Advisors, LLC | 0 | $0 | 0.00% | −22,119−100.0% | Sold out |