| TCI Wealth Advisors, Inc. | 210 | $8.00K | 0.00% | +200+2,000.0% | Added |
| West Bancorporation Inc | 220 | $8.00K | 0.01% | +220 | New |
| Eagle Bay Advisors LLC | 203 | $8.00K | 0.01% | +203 | New |
| Amplius Wealth Advisors, LLC | 216 | $8.00K | 0.00% | +216 | New |
| Missouri Trust & Investment Co | 200 | $8.00K | 0.00% | +200 | New |
| Lenox Wealth Advisors, LLC | 179 | $7.00K | 0.00% | −12−6.3% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 182 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 190 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 175 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 198 | $7.00K | 0.00% | +59+42.4% | Added |
| Penserra Capital Management LLC | 210 | $7.00K | 0.00% | +210 | New |
| Optimum Investment Advisors | 165 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 150 | $6.00K | 0.00% | +150 | New |
| MV Capital Management, Inc. | 146 | $5.00K | 0.00% | −102−41.1% | Reduced |
| Legacy Bridge, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 133 | $5.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 124 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 135 | $5.00K | 0.00% | +135 | New |
| SkyView Investment Advisors, LLC | 139 | $5.00K | 0.00% | +139 | New |
| Valley National Advisers Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 103 | $4.00K | 0.00% | −14−12.0% | Reduced |
| Wolff Wiese Magana LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 83 | $3.00K | 0.00% | −74−47.1% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $3.00K | 0.00% | +19+31.7% | Added |
| Cambridge Trust Co | 91 | $3.00K | 0.00% | +91 | New |
| Surevest, LLC | 75 | $3.00K | 0.00% | +75 | New |
| Leverty Financial Group, LLC | 92 | $3.00K | 0.00% | +92 | New |
| Lazard Asset Management LLC | 76 | $2.00K | 0.00% | −306,818−100.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 50 | $2.00K | 0.00% | −1,130−95.8% | Reduced |
| Sargent Bickham Lagudis LLC | 65 | $2.00K | 0.00% | −130−66.7% | Reduced |
| Ci Investments Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $2.00K | 0.00% | +27+103.8% | Added |
| Country Trust Bank | 46 | $2.00K | 0.00% | +46 | New |
| Arlington Partners LLC | 55 | $2.00K | 0.00% | +55 | New |
| Plante Moran Financial Advisors, LLC | 60 | $2.00K | 0.00% | +60 | New |
| Cedar Wealth Management, LLC | 56 | $2.00K | 0.00% | +56 | New |
| Concord Wealth Partners | 58 | $2.00K | 0.00% | +58 | New |
| CoreCap Advisors, LLC | 61 | $2.00K | 0.00% | +61 | New |
| Tilia Fiduciary Partners, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 45 | $1.69K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $1.00K | 0.00% | −73−83.0% | Reduced |
| Smithfield Trust Co | 40 | $1.00K | 0.00% | −60−60.0% | Reduced |
| FNY Investment Advisers, LLC | 30 | $1.00K | 0.00% | −70−70.0% | Reduced |
| West Oak Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $1.00K | 0.00% | −5−14.3% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +16 | New |
| Private Ocean, LLC | 28 | $1.00K | 0.00% | +28 | New |
| Gemmer Asset Management LLC | 17 | $1.00K | 0.00% | +17 | New |
| Centerpoint Advisors, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Level Financial Advisors, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Widmann Financial Services, Inc. | 50 | $1.00K | 0.00% | +50 | New |
| Quent Capital, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Investmark Advisory Group LLC | 35 | $1.00K | 0.00% | +35 | New |
| Global Financial Private Client, LLC | 21 | $813 | 0.00% | −1,107−98.1% | Reduced |
| Sutton Wealth Advisors Inc. | 21 | $790 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $565 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $489 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $112 | 0.00% | – | – |
| Larson Financial Group LLC | 4 | $0 | 0.00% | −26−86.7% | Reduced |
| JJJ Advisors Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 6 | $0 | 0.00% | +6 | New |
| First Bank & Trust | 13 | $0 | 0.00% | +13 | New |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | +7 | New |
| Addison Advisors LLC | 5 | $0 | 0.00% | +5 | New |
| Schubert & Co | 3 | $0 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Westside Investment Management, Inc. | 5,900 | – | – | +1,150+24.2% | Added |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | +1 | New |
| Financial Perspectives, Inc | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Newport Asia LLC | 0 | $0 | 0.00% | −1,460,200−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −1,248,376−100.0% | Sold out |
| Southpoint Capital Advisors LP | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −842,474−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −751,759−100.0% | Sold out |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| National Pension Service | 0 | $0 | 0.00% | −501,835−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −270,086−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −220,000−100.0% | Sold out |
| Mizuho Markets Cayman LP | 0 | $0 | 0.00% | −177,362−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −169,051−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −116,382−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −100,949−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −96,600−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −93,231−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −81,291−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −78,927−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −73,900−100.0% | Sold out |