| Strengthening Families & Communities, LLC | 45 | $21.0K | 0.01% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 59 | $21.0K | 0.06% | +59 | New |
| Ameliora Wealth Management Ltd. | 57 | $20.0K | 0.02% | −7,337−99.2% | Reduced |
| Clear Investment Research, LLC | 55 | $20.0K | 0.04% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 55 | $20.0K | 0.04% | 00.0% | Unchanged |
| Sierra Capital LLC | 53 | $19.0K | 0.00% | −13−19.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 45 | $17.0K | 0.02% | 00.0% | Unchanged |
| Rise Advisors, LLC | 47 | $17.0K | 0.02% | +34+261.5% | Added |
| NuWave Investment Management, LLC | 44 | $16.0K | 0.02% | −546−92.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 43 | $16.0K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 43 | $16.0K | 0.00% | +23+115.0% | Added |
| Stephens Consulting, LLC | 43 | $15.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $14.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 39 | $14.0K | 0.01% | +39 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $13.9K | 0.01% | +10+35.7% | Added |
| IAG Wealth Partners, LLC | 36 | $13.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 35 | $13.0K | 0.01% | +35 | New |
| BOK Financial Private Wealth, Inc. | 32 | $12.0K | 0.00% | −2,041−98.5% | Reduced |
| GW&K Investment Management, LLC | 34 | $12.0K | 0.00% | +9+36.0% | Added |
| Rothschild & Co Wealth Management UK Ltd | 33 | $12.0K | 0.00% | +33 | New |
| Clearview Wealth Advisors LLC | 29 | $11.0K | 0.01% | −20−40.8% | Reduced |
| Schubert & Co | 30 | $11.0K | 0.01% | +18+150.0% | Added |
| Tfo-TDC, LLC | 30 | $11.0K | 0.00% | +30 | New |
| Resources Management Corp | 28 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 26 | $10.0K | 0.00% | 00.0% | Unchanged |
| Legacy CG, LLC | 26 | $10.0K | 0.01% | +26 | New |
| Rocky Mountain Advisers, LLC | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cordasco Financial Network | 25 | $9.00K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 25 | $9.00K | 0.00% | +7+38.9% | Added |
| Financial Enhancement Group LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 22 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 23 | $8.00K | 0.01% | 00.0% | Unchanged |
| Lee Financial Co | 23 | $8.00K | 0.00% | +13+130.0% | Added |
| FSC Wealth Advisors, LLC | 23 | $8.00K | 0.07% | +14+155.6% | Added |
| GHP Investment Advisors, Inc. | 18 | $7.00K | 0.00% | −75−80.6% | Reduced |
| Horan Securities, Inc. | 18 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $6.00K | 0.00% | −1,610−99.0% | Reduced |
| Bramshill Investments, LLC | 12 | $6.00K | 0.00% | +12 | New |
| Estabrook Capital Management | 16 | $5.86K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 15 | $5.49K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 15 | $5.00K | 0.00% | −9,753−99.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $5.00K | 0.00% | −16−53.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $5.00K | 0.00% | +1+10.0% | Added |
| JNBA Financial Advisors | 15 | $5.00K | 0.00% | +9+150.0% | Added |
| Webster Bank, N. A. | 14 | $5.00K | 0.00% | +14 | New |
| Rockbridge Investment Management, LCC | 12 | $4.39K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10 | $4.00K | 0.00% | −720−98.6% | Reduced |
| Ahrens Investment Partners LLC | 10 | $4.00K | 0.00% | −263−96.3% | Reduced |
| Blue Bell Private Wealth Management, LLC | 12 | $4.00K | 0.00% | −13−52.0% | Reduced |
| Bourgeon Capital Management LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 12 | $4.00K | 0.00% | +12 | New |
| Cascade Investment Advisors, Inc. | 10 | $3.66K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $3.00K | 0.00% | −13−59.1% | Reduced |
| High Net Worth Advisory Group LLC | 8 | $3.00K | 0.00% | −3−27.3% | Reduced |
| PFG Private Wealth Management, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $2.20K | 0.00% | +6 | New |
| PEAK6 Investments LLC | 4 | $2.16K | 0.00% | −41,310−100.0% | Reduced |
| Annapolis Financial Services, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.46K | 0.00% | – | – |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −8−80.0% | Reduced |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 153 | $473 | 0.00% | −1,749−92.0% | Reduced |
| Regency Capital Management Inc. | 1 | $0 | 0.00% | −412−99.8% | Reduced |
| J.Safra Asset Management Corp | 24 | $0 | 0.00% | −6−20.0% | Reduced |
| Macroview Investment Management LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 2 | $0 | 0.00% | +2 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 16,912 | – | – | −92−0.5% | Reduced |
| B. Riley Wealth Management, Inc. | 5,416 | – | – | −3,187−37.0% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −468−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −108,500−100.0% | Sold out |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −72,496−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −67,767−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −65,680−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −54,930−100.0% | Sold out |
| HHR Asset Management, LLC | 0 | $0 | 0.00% | −52,560−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −50,700−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −49,633−100.0% | Sold out |
| Harbor Spring Capital, LLC | 0 | $0 | 0.00% | −47,773−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −47,212−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −38,050−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Voyager Global Management LP | 0 | $0 | 0.00% | −35,000−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −19,695−100.0% | Sold out |
