| Quent Capital, LLC | 48 | $12.0K | 0.00% | +48 | New |
| Private Capital Group, LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 41 | $10.0K | 0.00% | +6+17.1% | Added |
| Snowden Capital Advisors LLC | 44 | $10.0K | 0.00% | +44 | New |
| Farmers & Merchants Investments Inc | 38 | $9.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 36 | $9.00K | 0.00% | +21+140.0% | Added |
| Cambridge Trust Co | 37 | $9.00K | 0.00% | +37 | New |
| Earnest Partners LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 35 | $8.00K | 0.07% | +35 | New |
| BDO Wealth Advisors, LLC | 31 | $7.00K | 0.00% | +12+63.2% | Added |
| Harbour Investments, Inc. | 24 | $6.00K | 0.00% | −191−88.8% | Reduced |
| Massmutual Trust Co FSB | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Column Capital Advisors, LLC | 20 | $5.00K | 0.00% | −7−25.9% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $5.00K | 0.00% | +19 | New |
| Stuart Chaussee & Associates, Inc. | 22 | $5.00K | 0.00% | +22 | New |
| HHM Wealth Advisors, LLC | 20 | $5.00K | 0.00% | +20 | New |
| Strengthening Families & Communities, LLC | 22 | $5.00K | 0.00% | +22 | New |
| MV Capital Management, Inc. | 15 | $4.00K | 0.00% | +2+15.4% | Added |
| Newbridge Financial Services Group, Inc. | 15 | $4.00K | 0.00% | +10+200.0% | Added |
| First Bank & Trust | 15 | $4.00K | 0.00% | +15 | New |
| Schubert & Co | 15 | $4.00K | 0.00% | +15 | New |
| Edge Wealth Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 13 | $3.00K | 0.00% | +7+116.7% | Added |
| Raffa Wealth Management, LLC | 12 | $2.88K | 0.00% | +3+33.3% | Added |
| Sutton Wealth Advisors Inc. | 12 | $2.88K | 0.00% | +5+71.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.00K | 0.00% | −18−64.3% | Reduced |
| Country Trust Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $2.00K | 0.00% | +3+42.9% | Added |
| JNBA Financial Advisors | 8 | $2.00K | 0.00% | +8 | New |
| Harvest Group Wealth Management, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Sierra Capital LLC | 7 | $2.00K | 0.00% | +7 | New |
| Key Financial Inc | 8 | $2.00K | 0.00% | +8 | New |
| Concord Wealth Partners | 8 | $2.00K | 0.00% | +8 | New |
| Amplius Wealth Advisors, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Zullo Investment Group, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Rather & Kittrell, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Surevest, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Cornerstone Advisory, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Mascoma Wealth Management LLC | 6 | $1.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 1 | $239 | 0.00% | – | – |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | +2 | New |
| Eminence Capital, LP | 0 | $0 | 0.00% | −475,571−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −211,800−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −125,531−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −95,000−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −69,661−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −39,756−100.0% | Sold out |
| Bronson Point Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −24,847−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −19,567−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −17,610−100.0% | Sold out |
| Putnam Investments LLC | 0 | $0 | 0.00% | −14,478−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −14,041−100.0% | Sold out |
| Deane Retirement Strategies, Inc. | 0 | $0 | 0.00% | −13,848−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −10,300−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −7,072−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −5,861−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,888−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −4,683−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −3,402−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,282−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,060−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,757−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,554−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,019−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,479−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −1,428−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,364−100.0% | Sold out |
| Quantedge Capital Pte Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −286−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −168−100.0% | Sold out |