| Sterling Capital Management LLC | 761 | $39.3K | 0.00% | +602+378.6% | Added |
| CIBC Private Wealth Group, LLC | 712 | $36.8K | 0.00% | −1,322−65.0% | Reduced |
| HHM Wealth Advisors, LLC | 665 | $34.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 654 | $33.8K | 0.00% | +73+12.6% | Added |
| Fifth Third Bancorp | 649 | $33.5K | 0.00% | +37+6.0% | Added |
| Assetmark, Inc | 593 | $30.6K | 0.00% | −463−43.8% | Reduced |
| SBI Securities Co., Ltd. | 578 | $29.8K | 0.00% | +569+6,322.2% | Added |
| North Star Investment Management Corp. | 576 | $29.7K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 545 | $28.1K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 500 | $25.8K | 0.00% | +500 | New |
| Farther Finance Advisors, LLC | 494 | $25.5K | 0.00% | +187+60.9% | Added |
| Massmutual Trust Co FSB | 493 | $25.5K | 0.00% | +189+62.2% | Added |
| Los Angeles Capital Management LLC | 502 | $25.4K | 0.00% | +502 | New |
| TD Private Client Wealth LLC | 480 | $24.8K | 0.00% | +71+17.4% | Added |
| Clearstead Advisors, LLC | 476 | $24.6K | 0.00% | −13−2.7% | Reduced |
| MAI Capital Management | 461 | $23.8K | 0.00% | +2+0.4% | Added |
| Whittier Trust Co of Nevada Inc | 412 | $21.8K | 0.00% | −187−31.2% | Reduced |
| SRS Capital Advisors, Inc. | 347 | $17.9K | 0.00% | +347 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 336 | $17.0K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 273 | $14.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 266 | $13.7K | 0.01% | −171−39.1% | Reduced |
| Hurley Capital, LLC | 264 | $13.6K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 255 | $13.2K | 0.00% | −633−71.3% | Reduced |
| Financial Consulate, Inc | 250 | $12.9K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 205 | $10.6K | 0.01% | −86−29.6% | Reduced |
| Danske Bank A/S | 200 | $10.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 184 | $9.50K | 0.00% | +23+14.3% | Added |
| HighMark Wealth Management LLC | 172 | $8.88K | 0.00% | +30+21.1% | Added |
| IFP Advisors, Inc | 165 | $8.52K | 0.00% | +165 | New |
| SageView Advisory Group, LLC | 138 | $7.13K | 0.00% | +138 | New |
| Tucker Asset Management LLC | 138 | $7.13K | 0.00% | +138 | New |
| EFG International AG | 138 | $7.13K | 0.00% | +138 | New |
| Basecamp Wealth Advisors LLC | 136 | $7.02K | 0.00% | +136 | New |
| Wolff Wiese Magana LLC | 120 | $6.20K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 102 | $5.26K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $5.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 92 | $4.75K | 0.00% | +90+4,500.0% | Added |
| Farmers & Merchants Investments Inc | 90 | $4.65K | 0.00% | +5+5.9% | Added |
| ZRC Wealth Management, LLC | 88 | $4.54K | 0.00% | +88 | New |
| National Bank of Canada | 88 | $4.54K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 84 | $4.34K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 78 | $4.03K | 0.00% | +78 | New |
| CVA Family Office, LLC | 76 | $3.92K | 0.00% | +76 | New |
| Medallion Wealth Advisors, LLC | 73 | $3.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 72 | $3.72K | 0.00% | −156−68.4% | Reduced |
| Salomon & Ludwin, LLC | 67 | $3.54K | 0.00% | +67 | New |
| Pinnacle Wealth Planning Services, Inc. | 65 | $3.36K | 0.00% | +65 | New |
| Versant Capital Management, Inc | 61 | $3.15K | 0.00% | +61 | New |
| Commonwealth Retirement Investments LLC | 60 | $3.10K | 0.00% | +60 | New |
| Valued Wealth Advisors LLC | 57 | $2.94K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 48 | $2.48K | 0.00% | −213−81.6% | Reduced |
| Private Trust Co NA | 41 | $2.12K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 40 | $2.06K | 0.00% | −233−85.3% | Reduced |
| Nisa Investment Advisors, LLC | 35 | $1.81K | 0.00% | −45−56.3% | Reduced |
| Rossby Financial, LCC | 31 | $1.60K | 0.00% | +14+82.4% | Added |
| UMA Financial Services, Inc. | 30 | $1.55K | 0.00% | +30 | New |
| Zions Bancorporation, National Association | 29 | $1.50K | 0.00% | +29 | New |
| Principia Wealth Advisory, LLC | 21 | $1.08K | 0.00% | +2+10.5% | Added |
| South State Corp. | 19 | $981 | 0.00% | +9+90.0% | Added |
| Proathlete Wealth Management LLC | 15 | $774 | 0.00% | +15 | New |
| Transamerica Financial Advisors, Inc. | 12 | $620 | 0.00% | +4+50.0% | Added |
| AdvisorNet Financial, Inc | 12 | $620 | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 11 | $568 | 0.00% | +11 | New |
| Fortitude Family Office, LLC | 10 | $516 | 0.00% | +2+25.0% | Added |
| Harbour Investments, Inc. | 10 | $516 | 0.00% | +10 | New |
| Rakuten Securities, Inc. | 10 | $516 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 9 | $465 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 9 | $465 | 0.00% | +9 | New |
| United Financial Planning Group LLC | 8 | $413 | 0.00% | +8 | New |
| American Capital Advisory, LLC | 7 | $362 | 0.00% | +5+250.0% | Added |
| Quaker Wealth Management, LLC | 7 | $362 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 6 | $310 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $258 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 4 | $207 | 0.00% | +4 | New |
| Smartleaf Asset Management LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $155 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $127 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $104 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $103 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $95 | 0.00% | −135−98.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −1,934,957−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −817,737−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −667,783−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −452,307−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −159,688−100.0% | Sold out |
| Northwestern University | 0 | $0 | 0.00% | −119,046−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −89,388−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −73,900−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −47,822−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −45,438−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −33,500−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −38,113−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −28,143−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −26,510−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −22,764−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −20,610−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −19,148−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −15,386−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −12,023−100.0% | Sold out |