| Whittier Trust Co | 35 | $5.60K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 34 | $5.44K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 34 | $5.44K | 0.00% | +34 | New |
| Bartlett & Co. Wealth Management LLC | 32 | $5.12K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 31 | $4.96K | 0.00% | −16−34.0% | Reduced |
| Bare Financial Services, Inc | 31 | $4.96K | 0.00% | +21+210.0% | Added |
| Family Legacy Financial Solutions, LLC | 30 | $4.80K | 0.00% | +30 | New |
| Archer Investment Corp | 27 | $4.32K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 26 | $4.16K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 26 | $4.16K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 26 | $4.07K | 0.00% | +26 | New |
| Murphy & Mullick Capital Management Corp | 25 | $3.92K | 0.00% | −4−13.8% | Reduced |
| Medallion Wealth Advisors, LLC | 25 | $3.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 23 | $3.68K | 0.00% | +23 | New |
| Marshall & Sterling Wealth Advisors Inc. | 22 | $3.52K | 0.00% | −10−31.3% | Reduced |
| Highline Wealth Partners LLC | 21 | $3.36K | 0.00% | +5+31.3% | Added |
| GFG Capital, LLC | 21 | $3.36K | 0.00% | +21 | New |
| Twin Lakes Capital Management, LLC | 20 | $3.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $3.20K | 0.00% | +7+53.8% | Added |
| Total Investment Management Inc | 20 | $3.20K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.88K | 0.00% | −4,298−99.6% | Reduced |
| North Star Investment Management Corp. | 18 | $2.88K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $2.88K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 18 | $2.88K | 0.00% | +18 | New |
| Addison Advisors LLC | 15 | $2.40K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $2.40K | 0.00% | +15 | New |
| Private Wealth Asset Management, LLC | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 13 | $2.08K | 0.00% | +13 | New |
| Colonial Trust Co | 13 | $2.02K | 0.00% | +13 | New |
| Hemington Wealth Management | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 12 | $1.92K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| City State Bank | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 10 | $1.60K | 0.00% | +10 | New |
| Salem Investment Counselors Inc | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.28K | 0.00% | +8 | New |
| Albion Financial Group | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 7 | $1.12K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $960 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $800 | 0.00% | −10−66.7% | Reduced |
| North Capital, Inc. | 5 | $800 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $747 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 4 | $640 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4 | $640 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 4 | $640 | 0.00% | +4 | New |
| Key Financial Inc | 3 | $480 | 0.00% | +3 | New |
| Anchor Investment Management, LLC | 2 | $320 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 2 | $320 | 0.00% | +2 | New |
| Proathlete Wealth Management LLC | 2 | $319 | 0.00% | +2 | New |
| Blume Capital Management, Inc. | 1 | $160 | 0.00% | −23−95.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $160 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 1 | $160 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $160 | 0.00% | +1 | New |
| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Beijing Investment Ltd | 0 | $0 | 0.00% | −957,702−100.0% | Sold out |
| Public Investment Fund | 0 | $0 | 0.00% | −833,335−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −707,767−100.0% | Sold out |
| University of Wisconsin Foundation | 0 | $0 | 0.00% | −307,504−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Science & Technology Partners, L.P. | 0 | $0 | 0.00% | −112,800−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −64,608−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −60,179−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −49,426−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −37,100−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −30,959−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −30,870−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −27,322−100.0% | Sold out |
| Wealth High Governance Capital Ltda | 0 | $0 | 0.00% | −24,800−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −12,312−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −11,744−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −8,406−100.0% | Sold out |
| Fig Financial Advisory Services Inc | 0 | $0 | 0.00% | −7,666−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −4,630−100.0% | Sold out |
| Banque Transatlantique SA | 0 | $0 | 0.00% | −2,886−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −2,665−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −2,383−100.0% | Sold out |
| GM Advisory Group, Inc. | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| HB Wealth Management, LLC | 0 | $0 | 0.00% | −2,188−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −1,994−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −1,986−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Capital Markets Trading UK LLP | 0 | $0 | 0.00% | −1,697−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,655−100.0% | Sold out |
| Eagle Rock Investment Company, LLC | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −1,623−100.0% | Sold out |
| British Columbia Investment Management Corp | 0 | $0 | 0.00% | −1,583−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,554−100.0% | Sold out |
| Paradice Investment Management LLC | 0 | $0 | 0.00% | −1,546−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −840−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −546−100.0% | Sold out |