| Nomura Asset Management Co Ltd | 1,080 | $53.0K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,063 | $52.0K | 0.00% | +158+17.5% | Added |
| Fifth Third Bancorp | 951 | $46.7K | 0.00% | +166+21.1% | Added |
| Westside Investment Management, Inc. | 864 | $43.1K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 877 | $43.0K | 0.01% | +394+81.6% | Added |
| Versant Capital Management, Inc | 861 | $42.2K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 835 | $41.0K | 0.00% | +835 | New |
| Transamerica Financial Advisors, Inc. | 808 | $39.7K | 0.00% | +178+28.3% | Added |
| Northwestern Mutual Wealth Management Co | 780 | $38.3K | 0.00% | +197+33.8% | Added |
| True Wealth Design, LLC | 675 | $33.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 667 | $32.7K | 0.00% | +34+5.4% | Added |
| Neo Ivy Capital Management | 663 | $32.5K | 0.01% | +663 | New |
| Huntington National Bank | 576 | $28.3K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 535 | $26.3K | 0.01% | +535 | New |
| Root Financial Partners, LLC | 521 | $25.6K | 0.00% | +151+40.8% | Added |
| AdvisorNet Financial, Inc | 501 | $24.6K | 0.00% | +155+44.8% | Added |
| Private Wealth Management Group, LLC | 473 | $23.2K | 0.01% | −124−20.8% | Reduced |
| Corient IA LLC | 466 | $22.9K | 0.02% | +466 | New |
| Steward Partners Investment Advisory, LLC | 375 | $18.4K | 0.00% | −32−7.9% | Reduced |
| Wolff Wiese Magana LLC | 360 | $17.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 355 | $17.4K | 0.00% | +29+8.9% | Added |
| Larson Financial Group LLC | 350 | $17.2K | 0.00% | +104+42.3% | Added |
| Smartleaf Asset Management LLC | 273 | $13.3K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 238 | $11.7K | 0.00% | +24+11.2% | Added |
| Medallion Wealth Advisors, LLC | 235 | $11.5K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 202 | $9.91K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 190 | $9.32K | 0.00% | +190 | New |
| Twin Peaks Wealth Advisors, LLC | 189 | $9.27K | 0.00% | +189 | New |
| Keating Financial Advisory Services, Inc. | 174 | $8.54K | 0.00% | +82+89.1% | Added |
| Stone House Investment Management, LLC | 164 | $8.05K | 0.00% | +164 | New |
| Fortitude Family Office, LLC | 159 | $7.80K | 0.00% | +80+101.3% | Added |
| Brown Brothers Harriman & Co | 133 | $6.53K | 0.00% | −60−31.1% | Reduced |
| Bell Investment Advisors, Inc | 131 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 117 | $5.74K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 113 | $5.54K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $4.91K | 0.00% | +100 | New |
| Golden State Equity Partners | 100 | $4.91K | 0.00% | +100 | New |
| Cornerstone Financial Management LLC | 94 | $4.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $4.47K | 0.00% | +7+8.3% | Added |
| MAI Capital Management | 91 | $4.47K | 0.00% | +29+46.8% | Added |
| Parkside Financial Bank & Trust | 73 | $3.58K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 69 | $3.39K | 0.00% | +69 | New |
| North Star Investment Management Corp. | 65 | $3.19K | 0.00% | −105−61.8% | Reduced |
| Farmers & Merchants Investments Inc | 65 | $3.19K | 0.00% | +10+18.2% | Added |
| Avion Wealth | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 57 | $2.80K | 0.00% | +6+11.8% | Added |
| Johnson Financial Group, Inc. | 45 | $2.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 45 | $2.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 45 | $2.21K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $1.96K | 0.00% | +40 | New |
| Sound Income Strategies, LLC | 39 | $1.89K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 38 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 37 | $1.82K | 0.00% | −13−26.0% | Reduced |
| Dogwood Wealth Management LLC | 37 | $1.82K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 34 | $1.67K | 0.00% | −126−78.8% | Reduced |
| Strategic Advocates LLC | 34 | $1.67K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 33 | $1.62K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 32 | $1.57K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $1.52K | 0.00% | −122−79.7% | Reduced |
| Raleigh Capital Management Inc. | 29 | $1.42K | 0.00% | +29 | New |
| Bare Financial Services, Inc | 27 | $1.32K | 0.00% | +27 | New |
| Bay Harbor Wealth Management, LLC | 25 | $1.23K | 0.00% | +14+127.3% | Added |
| South State Corp. | 24 | $1.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.18K | 0.00% | +13+118.2% | Added |
| Trust Co | 23 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $982 | 0.00% | +9+81.8% | Added |
| Gilpin Wealth Management, LLC | 17 | $835 | 0.00% | +8+88.9% | Added |
| Ankerstar Wealth, LLC | 17 | $834 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 14 | $720 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 13 | $638 | 0.00% | +5+62.5% | Added |
| Vermillion Wealth Management, Inc. | 13 | $638 | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 12 | $589 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 12 | $560 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 9 | $442 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $295 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $196 | 0.00% | +4 | New |
| Curio Wealth, LLC | 3 | $147 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $99 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $99 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Canyon Capital Advisors LLC | 0 | $0 | 0.00% | −1,304,230−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −535,000−100.0% | Sold out |
| Antipodes Partners Ltd | 0 | $0 | 0.00% | −257,244−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −218,694−100.0% | Sold out |
| Oceanic Investment Management LTD | 0 | $0 | 0.00% | −211,667−100.0% | Sold out |
| Steadfast Capital Management LP | 0 | $0 | 0.00% | −160,100−100.0% | Sold out |
| 4D Advisors, LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −146,461−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −139,012−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −134,591−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −123,960−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −95,171−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 0 | $0 | 0.00% | −56,264−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −35,015−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −33,792−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −26,264−100.0% | Sold out |
| Dockside LLC | 0 | $0 | 0.00% | −26,286−100.0% | Sold out |