| Maryland Capital Advisors Inc. | 167 | $5.00K | 0.01% | +167 | New |
| Hudock, Inc. | 150 | $4.00K | 0.00% | −110−42.3% | Reduced |
| Institutional & Family Asset Management, LLC | 112 | $4.00K | 0.00% | −47−29.6% | Reduced |
| Washington Trust Co | 127 | $4.00K | 0.00% | −9−6.6% | Reduced |
| Addison Advisors LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 117 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 118 | $4.00K | 0.00% | +14+13.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 134 | $4.00K | 0.00% | +134 | New |
| Anchor Investment Management, LLC | 125 | $3.98K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 85 | $3.00K | 0.00% | −422−83.2% | Reduced |
| Optimum Investment Advisors | 85 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 91 | $3.00K | 0.00% | +13+16.7% | Added |
| CKW Financial Group | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 100 | $3.00K | 0.00% | +35+53.8% | Added |
| Global Retirement Partners, LLC | 99 | $3.00K | 0.00% | +39+65.0% | Added |
| Brown Brothers Harriman & Co | 91 | $3.00K | 0.00% | +91 | New |
| Larson Financial Group LLC | 81 | $3.00K | 0.00% | +81 | New |
| Canada Pension Plan Investment Board | 57 | $2.00K | 0.00% | −4,943−98.9% | Reduced |
| Compagnie Lombard Odier SCmA | 50 | $2.00K | 0.00% | −550−91.7% | Reduced |
| Mizuho Securities Co. Ltd. | 57 | $2.00K | 0.00% | −1−1.7% | Reduced |
| Clearview Wealth Advisors LLC | 58 | $2.00K | 0.00% | −122−67.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 65 | $2.00K | 0.00% | +12+22.6% | Added |
| Focused Wealth Management, Inc | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $2.00K | 0.00% | +40+266.7% | Added |
| Fifth Third Bancorp | 49 | $2.00K | 0.00% | +46+1,533.3% | Added |
| Macroview Investment Management LLC | 56 | $2.00K | 0.00% | +56 | New |
| FourThought Financial, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Tucker Asset Management LLC | 45 | $1.33K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 31 | $1.00K | 0.00% | −147−82.6% | Reduced |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 42 | $1.00K | 0.00% | −6−12.5% | Reduced |
| Core Alternative Capital | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 44 | $1.00K | 0.00% | +20+83.3% | Added |
| Covington Capital Management | 29 | $1.00K | 0.00% | +29 | New |
| Sutton Wealth Advisors Inc. | 23 | $733 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $414 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 6 | $0 | 0.00% | −25−80.6% | Reduced |
| Horan Securities, Inc. | 3 | $0 | 0.00% | −60−95.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | −5−26.3% | Reduced |
| CVA Family Office, LLC | 10 | $0 | 0.00% | −10−50.0% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −8−88.9% | Reduced |
| McMillion Capital Management Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 13 | $0 | 0.00% | +13 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 1 | $0 | 0.00% | +1 | New |
| Marquette Asset Management, LLC | 15 | $0 | 0.00% | +15 | New |
| GHP Investment Advisors, Inc. | 9 | $0 | 0.00% | +9 | New |
| Gradient Investments LLC | 9 | $0 | 0.00% | +9 | New |
| Riggs Asset Managment Co. Inc. | 13 | $0 | 0.00% | +13 | New |
| Community Bank, N.A. | 1 | $0 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Keywise Capital Management (HK) Ltd | 0 | $0 | 0.00% | −597,100−100.0% | Sold out |
| Stephens Investment Management Group LLC | 0 | $0 | 0.00% | −322,250−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −299,000−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −292,173−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −269,608−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −195,763−100.0% | Sold out |
| MIG Capital, LLC | 0 | $0 | 0.00% | −184,956−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −153,534−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −130,573−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −129,851−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −123,401−100.0% | Sold out |
| Temasek Holdings (Private) Ltd | 0 | $0 | 0.00% | −105,198−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −69,194−100.0% | Sold out |
| Ford Foundation | 0 | $0 | 0.00% | −45,750−100.0% | Sold out |
| Grandeur Peak Global Advisors, LLC | 0 | $0 | 0.00% | −42,575−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −31,220−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −30,250−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −29,380−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −29,239−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −23,231−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −22,274−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,239−100.0% | Sold out |
| First American Trust, FSB | 0 | $0 | 0.00% | −20,005−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −17,927−100.0% | Sold out |