| Skandinaviska Enskilda Banken AB (publ) | 227 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 225 | $1.42K | 0.00% | −59−20.8% | Reduced |
| Private Wealth Management Group, LLC | 205 | $1.29K | 0.00% | +205 | New |
| BOK Financial Private Wealth, Inc. | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 200 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 216 | $1.23K | 0.00% | +116+116.0% | Added |
| Spectrum Wealth Counsel, LLC | 182 | $1.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $1.08K | 0.00% | +200 | New |
| Harvest Fund Management Co., Ltd | 232 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 152 | $957 | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 150 | $944 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 150 | $920 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 135 | $849 | 0.00% | +135 | New |
| Caldwell Sutter Capital, Inc. | 125 | $786 | 0.00% | −1,000−88.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 120 | $755 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 120 | $754 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $736 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 110 | $692 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 109 | $686 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $629 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $629 | 0.00% | +100 | New |
| Robinswood Financial LLC | 100 | $613 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $604 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $566 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $554 | 0.00% | +35+66.0% | Added |
| Activest Wealth Management | 82 | $516 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 80 | $503 | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 76 | $478 | 0.00% | −176−69.8% | Reduced |
| Lowe Wealth Advisors, LLC | 75 | $472 | 0.00% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 85 | $461 | 0.00% | +85 | New |
| Quest Partners LLC | 70 | $440 | 0.00% | +70 | New |
| Clear Point Advisors Inc. | 56 | $352 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 52 | $328 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $321 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $278 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $220 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $170 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 26 | $164 | 0.00% | +26 | New |
| Frazier Financial Advisors, LLC | 25 | $158 | 0.00% | +5+25.0% | Added |
| SJS Investment Consulting Inc. | 23 | $146 | 0.00% | +18+360.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 20 | $126 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $126 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $113 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 13 | $82 | 0.00% | +13 | New |
| Addison Advisors LLC | 10 | $63 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $63 | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $12 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $7 | 0.00% | +1 | New |
| Wetzel Investment Advisors, Inc. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Close Asset Management Ltd | 35 | $0 | 0.00% | +35 | New |
| Guardian Investment Management | 19,210 | – | – | +12,900+204.4% | Added |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,099,167−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −774,034−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −450,525−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −262,114−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −224,465−100.0% | Sold out |
| Lexington Partners L.P. | 0 | $0 | 0.00% | −187,400−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −173,100−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −163,937−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −162,348−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −136,822−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −133,626−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −104,816−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −103,449−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Portman Ltd | 0 | $0 | 0.00% | −96,931−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −95,982−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −77,729−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −68,701−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −57,835−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −49,968−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −46,900−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −35,265−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −33,950−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −33,327−100.0% | Sold out |
| Adams Street Partners LLC | 0 | $0 | 0.00% | −32,313−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −30,852−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −29,920−100.0% | Sold out |
| Armistice Capital, LLC | 0 | $0 | 0.00% | −28,488−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −23,957−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −23,211−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −14,484−100.0% | Sold out |
| Granite Bay Wealth Management, LLC | 0 | $0 | 0.00% | −15,435−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,653−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −11,527−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −10,925−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,876−100.0% | Sold out |