| Fifth Third Bancorp | 225 | $1.05K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 252 | $1.00K | 0.00% | −40−13.7% | Reduced |
| Close Asset Management Ltd | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 375 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 315 | $1.00K | 0.00% | +315 | New |
| Hemington Wealth Management | 219 | $1.00K | 0.00% | +219 | New |
| Hollencrest Capital Management | 200 | $936 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 200 | $936 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 200 | $936 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 200 | $924 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 190 | $889 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 185 | $866 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 179 | $838 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 178 | $833 | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 177 | $828 | 0.00% | +177 | New |
| Cedar Mountain Advisors, LLC | 165 | $772 | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 163 | $763 | 0.00% | +22+15.6% | Added |
| SRS Capital Advisors, Inc. | 157 | $735 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 155 | $726 | 0.00% | −55−26.2% | Reduced |
| Eagle Bay Advisors LLC | 155 | $725 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $702 | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $702 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 132 | $634 | 0.00% | −2,126−94.2% | Reduced |
| Abound Wealth Management | 127 | $595 | 0.00% | +7+5.8% | Added |
| Activest Wealth Management | 120 | $562 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 117 | $548 | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 113 | $529 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 111 | $520 | 0.00% | −108−49.3% | Reduced |
| Turim 21 Investimentos Ltda. | 110 | $515 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 109 | $510 | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 3,000 | $510 | 0.00% | +3,000 | New |
| Pittenger & Anderson Inc | 100 | $468 | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 100 | $468 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $468 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 95 | $445 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $351 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 73 | $342 | 0.00% | −12−14.1% | Reduced |
| PayPay Securities Corp | 72 | $337 | 0.03% | −109−60.2% | Reduced |
| Rise Advisors, LLC | 70 | $328 | 0.00% | −48−40.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 68 | $318 | 0.00% | +5+7.9% | Added |
| Planned Solutions, Inc. | 68 | $318 | 0.00% | +68 | New |
| Anchor Investment Management, LLC | 65 | $304 | 0.00% | −530−89.1% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 64 | $300 | 0.00% | +64 | New |
| CVA Family Office, LLC | 60 | $281 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 59 | $277 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 53 | $255 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $234 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 50 | $234 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 50 | $234 | 0.00% | +50 | New |
| Whittier Trust Co of Nevada Inc | 44 | $205 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 43 | $201 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 42 | $197 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $187 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 29 | $136 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $136 | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 800 | $136 | 0.00% | +800 | New |
| Raffa Wealth Management, LLC | 27 | $126 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 23 | $108 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 19 | $88 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 13 | $61 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 12 | $56 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $52 | 0.00% | −212−95.1% | Reduced |
| Chesapeake Asset Management LLC | 11 | $51 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 10 | $47 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 10 | $47 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $47 | 0.00% | +10 | New |
| AllSquare Wealth Management LLC | 10 | $47 | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 5 | $24 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 5 | $24 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $19 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 3 | $16 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $15 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 3 | $14 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $9 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 2 | $9 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1 | $5 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 25 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 76 | $0 | 0.00% | +76 | New |
| International Assets Investment Management, LLC | 1,998 | – | – | −2,929−59.4% | Reduced |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Dragoneer Investment Group, LLC | 0 | $0 | 0.00% | −11,288,305−100.0% | Sold out |
| Clearline Capital LP | 0 | $0 | 0.00% | −2,226,862−100.0% | Sold out |
| CenterBook Partners LP | 0 | $0 | 0.00% | −2,049,719−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −1,021,420−100.0% | Sold out |
| LB Partners LLC | 0 | $0 | 0.00% | −595,014−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −550,000−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −460,500−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −321,442−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −286,300−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −123,736−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −105,844−100.0% | Sold out |
| BlackDiamond Wealth Management Inc. | 0 | $0 | 0.00% | −109,875−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −81,143−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −75,900−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −74,910−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −69,985−100.0% | Sold out |