| Bernard Wealth Management Corp. | 800 | $43.8K | 0.02% | +800 | New |
| Headlands Technologies LLC | 781 | $42.8K | 0.00% | −28,719−97.4% | Reduced |
| Legacy Bridge, LLC | 780 | $42.7K | 0.02% | +780 | New |
| Private Trust Co NA | 663 | $36.3K | 0.00% | +148+28.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 590 | $35.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 625 | $34.2K | 0.00% | +625 | New |
| Umb Bank N A | 600 | $32.9K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 585 | $32.0K | 0.00% | +80+15.8% | Added |
| MidAtlantic Capital Management, Inc. | 582 | $31.9K | 0.02% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 578 | $31.7K | 0.02% | +578 | New |
| EverSource Wealth Advisors, LLC | 560 | $30.7K | 0.00% | +132+30.8% | Added |
| Strategic Investment Solutions, Inc. | 530 | $29.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 510 | $27.9K | 0.00% | −300−37.0% | Reduced |
| Hollencrest Capital Management | 500 | $27.4K | 0.00% | −100−16.7% | Reduced |
| AdvisorNet Financial, Inc | 471 | $25.8K | 0.00% | +55+13.2% | Added |
| Ronald Blue Trust, Inc. | 440 | $24.1K | 0.00% | −89−16.8% | Reduced |
| Smithfield Trust Co | 407 | $22.0K | 0.00% | +63+18.3% | Added |
| Old Second National Bank of Aurora | 400 | $21.9K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 379 | $20.8K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 374 | $20.5K | 0.00% | +260+228.1% | Added |
| Bogart Wealth, LLC | 300 | $16.4K | 0.00% | +300 | New |
| Briaud Financial Planning, Inc | 300 | $16.0K | 0.01% | +300 | New |
| Bullock Wealth Management Group | 274 | $15.0K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 271 | $14.8K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 266 | $14.6K | 0.00% | +266 | New |
| TFC Financial Management | 253 | $13.9K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 215 | $11.8K | 0.00% | +215 | New |
| BOK Financial Private Wealth, Inc. | 210 | $11.5K | 0.00% | +21+11.1% | Added |
| Global Trust Asset Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 192 | $10.5K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 175 | $9.59K | 0.00% | +175 | New |
| Clearstead Advisors, LLC | 166 | $9.09K | 0.00% | +166 | New |
| Hexagon Capital Partners LLC | 150 | $8.22K | 0.00% | +75+100.0% | Added |
| Cranbrook Wealth Management, LLC | 143 | $7.83K | 0.00% | +143 | New |
| MCF Advisors LLC | 134 | $7.34K | 0.00% | −11−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 126 | $6.90K | 0.00% | −3,744−96.7% | Reduced |
| Fifth Third Bancorp | 117 | $6.41K | 0.00% | +35+42.7% | Added |
| Creative Financial Designs Inc | 115 | $6.30K | 0.00% | +15+15.0% | Added |
| Newton One Investments LLC | 114 | $6.24K | 0.00% | +114 | New |
| Coppell Advisory Solutions LLC | 110 | $6.07K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 110 | $6.03K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $5.48K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $5.48K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $5.48K | 0.00% | +100 | New |
| VSM Wealth Advisory, LLC | 100 | $5.48K | 0.00% | +100 | New |
| Parkside Financial Bank & Trust | 89 | $4.88K | 0.00% | +89 | New |
| Compass Financial Services Inc | 73 | $4.00K | 0.00% | +73 | New |
| Kozak & Associates, Inc. | 60 | $3.40K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 60 | $3.29K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 56 | $3.07K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 53 | $2.90K | 0.00% | +20+60.6% | Added |
| Geneos Wealth Management Inc. | 50 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 48 | $2.63K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 46 | $2.52K | 0.00% | +46 | New |
| Atwood & Palmer Inc | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $1.49K | 0.00% | +27 | New |
| Cullen/Frost Bankers, Inc. | 27 | $1.48K | 0.00% | +8+42.1% | Added |
| Financial Gravity Companies, Inc. | 27 | $1.48K | 0.00% | +15+125.0% | Added |
| Main Street Group, LTD | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 19 | $1.09K | 0.10% | −20,464−99.9% | Reduced |
| Horrell Capital Management, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Rocky Mountain Advisers, LLC | 11 | $602 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $548 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 6 | $329 | 0.00% | +6 | New |
| Ancora Advisors, LLC | 5 | $274 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 2 | $100 | 0.00% | +2 | New |
| RiverPark Advisors, LLC | 156 | – | – | −3,339−95.5% | Reduced |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −3,169,543−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −552,468−100.0% | Sold out |
| Rheos Capital Works Inc. | 0 | $0 | 0.00% | −212,000−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −136,900−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −125,580−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −103,741−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −84,218−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −24,065−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −21,187−100.0% | Sold out |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −20,270−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −14,517−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −12,377−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −10,955−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Regal Investment Advisors LLC | 0 | $0 | 0.00% | −8,218−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,164−100.0% | Sold out |
| Zimmermann Investment Management & Planning LLC | 0 | $0 | 0.00% | −7,601−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −7,123−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,697−100.0% | Sold out |
| Obermeyer Wood Investment Counsel, LLLP | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,942−100.0% | Sold out |
| KG&L Capital Management,LLC | 0 | $0 | 0.00% | −5,485−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,136−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −4,990−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Yousif Capital Management, LLC | 0 | $0 | 0.00% | −4,410−100.0% | Sold out |
| E Fund Management (Hong Kong) Co., Ltd. | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |