| Abound Wealth Management | 269 | $5.75K | 0.00% | +61+29.3% | Added |
| RMG Wealth Management LLC | 294 | $5.64K | 0.00% | +100+51.5% | Added |
| Atlantic Trust, LLC | 261 | $5.58K | 0.00% | +133+103.9% | Added |
| Tradewinds Capital Management, LLC | 250 | $5.34K | 0.00% | 00.0% | Unchanged |
| City State Bank | 220 | $4.70K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 200 | $4.27K | 0.00% | 00.0% | Unchanged |
| Sims Investment Management, LLC | 200 | $4.27K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 194 | $4.14K | 0.00% | +97+100.0% | Added |
| Planning Strategies Inc. | 168 | $3.59K | 0.00% | +168 | New |
| Keating Financial Advisory Services, Inc. | 159 | $3.40K | 0.00% | +58+57.4% | Added |
| SBI Securities Co., Ltd. | 153 | $3.27K | 0.00% | −32−17.3% | Reduced |
| Westside Investment Management, Inc. | 150 | $3.20K | 0.00% | −300−66.7% | Reduced |
| Fountainhead AM, LLC | 150 | $3.20K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 146 | $3.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 142 | $3.03K | 0.00% | +8+6.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 141 | $3.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 140 | $2.99K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 140 | $2.99K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 132 | $2.82K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 122 | $2.61K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 120 | $2.56K | 0.00% | +100+500.0% | Added |
| Manitou Investment Management Ltd. | 119 | $2.54K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 110 | $2.35K | 0.00% | +110 | New |
| MCF Advisors LLC | 105 | $2.24K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 100 | $2.14K | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 100 | $2.14K | 0.00% | +100 | New |
| Stone House Investment Management, LLC | 100 | $2.14K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 85 | $1.82K | 0.00% | +50+142.9% | Added |
| True Wealth Design, LLC | 78 | $1.67K | 0.00% | +15+23.8% | Added |
| International Assets Investment Management, LLC | 71 | $1.53K | 0.00% | +24+51.1% | Added |
| Transamerica Financial Advisors, Inc. | 68 | $1.45K | 0.00% | +15+28.3% | Added |
| JFS Wealth Advisors, LLC | 59 | $1.26K | 0.00% | +59 | New |
| Zions Bancorporation, National Association | 59 | $1.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 59 | $1.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 54 | $1.15K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 52 | $1.11K | 0.00% | +52 | New |
| New England Capital Financial Advisors LLC | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| Blueline Advisors LLC | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $962 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $942 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 44 | $941 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 44 | $940 | 0.00% | +44 | New |
| Eastern Bank | 39 | $833 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 34 | $726 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 34 | $726 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $663 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 29 | $619 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 28 | $598 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $577 | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 26 | $555 | 0.00% | +26 | New |
| Action Point Financial Planning, LLC | 26 | $555 | 0.00% | +26 | New |
| Ameriflex Group, Inc. | 25 | $534 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 25 | $534 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 25 | $534 | 0.00% | +25 | New |
| Ankerstar Wealth, LLC | 23 | $491 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $470 | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 21 | $449 | 0.00% | +21 | New |
| Dunhill Financial, LLC | 20 | $434 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $385 | 0.00% | +18 | New |
| Fairscale Capital, LLC | 18 | $384 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 15 | $321 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $300 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $299 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 12 | $256 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $235 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 10 | $214 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $214 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 10 | $214 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $214 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $150 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 6 | $129 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $129 | 0.00% | +6 | New |
| Delta Asset Management LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $64 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | +4+40.0% | Added |
| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −2,437,292−100.0% | Sold out |
| Fuller & Thaler Asset Management, Inc. | 0 | $0 | 0.00% | −2,168,909−100.0% | Sold out |
| Long Focus Capital Management, LLC | 0 | $0 | 0.00% | −2,150,000−100.0% | Sold out |
| Palidye Holdings (Caymans) Ltd | 0 | $0 | 0.00% | −1,400,000−100.0% | Sold out |
| Melqart Asset Management (UK) Ltd | 0 | $0 | 0.00% | −773,591−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −534,514−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −323,845−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −284,008−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −242,880−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −176,854−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −91,200−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −85,239−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −72,106−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −68,439−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −64,600−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −63,799−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −63,717−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −56,244−100.0% | Sold out |