| Trustcore Financial Services, LLC | 36 | $10.0K | 0.00% | −235−86.7% | Reduced |
| IAG Wealth Partners, LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 35 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $10.0K | 0.00% | +30+500.0% | Added |
| Toth Financial Advisory Corp | 37 | $10.0K | 0.00% | +37 | New |
| Cowa, LLC | 35 | $10.0K | 0.01% | +35 | New |
| Davidson Capital Management Inc. | 31 | $9.00K | 0.00% | −1,636−98.1% | Reduced |
| Wagner Wealth Management, LLC | 34 | $9.00K | 0.01% | −5−12.8% | Reduced |
| Islay Capital Management, LLC | 30 | $8.00K | 0.01% | −59−66.3% | Reduced |
| Resources Management Corp | 28 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 32 | $8.00K | 0.00% | +9+39.1% | Added |
| FNY Investment Advisers, LLC | 30 | $8.00K | 0.01% | +30 | New |
| Belmont Capital, LLC | 29 | $8.00K | 0.01% | +29 | New |
| Highline Wealth Partners LLC | 26 | $7.16K | 0.01% | +26 | New |
| Pacific Center for Financial Services | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 25 | $7.00K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 25 | $7.00K | 0.01% | +2+8.7% | Added |
| CoreFirst Bank & Trust | 24 | $7.00K | 0.01% | +24 | New |
| Kelly Financial Services LLC | 25 | $6.88K | 0.00% | +10+66.7% | Added |
| Lansing Street Advisors | 23 | $6.00K | 0.00% | −68−74.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 22 | $6.00K | 0.00% | −21−48.8% | Reduced |
| Avion Wealth | 20 | $6.00K | 0.00% | −23−53.5% | Reduced |
| Clearview Wealth Advisors LLC | 22 | $6.00K | 0.00% | −7−24.1% | Reduced |
| Semmax Financial Advisors Inc. | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 21 | $6.00K | 0.00% | +6+40.0% | Added |
| Capital Directions Investment Advisors, LLC | 0 | $6.00K | 0.00% | 0 | New |
| Bourgeon Capital Management LLC | 18 | $5.00K | 0.00% | +8+80.0% | Added |
| Estabrook Capital Management | 16 | $4.40K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 15 | $4.00K | 0.00% | +1+7.1% | Added |
| Tradewinds Capital Management, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| James Investment Research Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $3.00K | 0.00% | +10+500.0% | Added |
| Corsicana & Co. | 6 | $2.00K | 0.00% | −300−98.0% | Reduced |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | −17−68.0% | Reduced |
| GHP Investment Advisors, Inc. | 8 | $2.00K | 0.00% | −10−55.6% | Reduced |
| Lumature Wealth Partners, LLC | 8 | $2.00K | 0.00% | −9−52.9% | Reduced |
| PFG Private Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 9 | $2.00K | 0.00% | +9 | New |
| Adirondack Retirement Specialists, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $1.65K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 4 | $1.00K | 0.00% | −2,363−99.8% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −134−97.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $0 | 0.00% | −472−99.8% | Reduced |
| J.Safra Asset Management Corp | 49 | $0 | 0.00% | +25+104.2% | Added |
| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 59,168 | $0 | 0.00% | +59,168 | New |
| Cyrus J. Lawrence, LLC | 23,185 | – | – | +169+0.7% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 16,912 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −7,912−100.0% | Sold out |
| Atalan Capital Partners, LP | 0 | $0 | 0.00% | −330,000−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −287,645−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −232,756−100.0% | Sold out |
| La Financiere de L'Echiquier | 0 | $0 | 0.00% | −129,621−100.0% | Sold out |
| Cypress Capital, LLC | 0 | $0 | 0.00% | −124,284−100.0% | Sold out |
| Tesco Pension Investment Ltd | 0 | $0 | 0.00% | −96,665−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −65,191−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −53,254−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −51,655−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −42,680−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Highside Global Management LLC | 0 | $0 | 0.00% | −36,600−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −35,657−100.0% | Sold out |
| Jackson Square Partners, LLC | 0 | $0 | 0.00% | −33,200−100.0% | Sold out |
| Hudson Way Capital Management LLC | 0 | $0 | 0.00% | −27,888−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −18,592−100.0% | Sold out |
| HFR Wealth Management, LLC | 0 | $0 | 0.00% | −21,711−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −20,860−100.0% | Sold out |
| Doyle Wealth Management | 0 | $0 | 0.00% | −16,139−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −15,777−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −15,198−100.0% | Sold out |
| Alcosta Capital Management, Inc. | 0 | $0 | 0.00% | −14,455−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −14,370−100.0% | Sold out |
| Hunter Perkins Capital Management, LLC | 0 | $0 | 0.00% | −13,830−100.0% | Sold out |
| Avenir Corp | 0 | $0 | 0.00% | −12,290−100.0% | Sold out |
| Sycomore Asset Management | 0 | $0 | 0.00% | −12,064−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,542−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −9,366−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −8,885−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Morgan Jess S & Co Inc | 0 | $0 | 0.00% | −8,047−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −7,077−100.0% | Sold out |
