| Quarry LP | 72 | $14.7K | 0.01% | +56+350.0% | Added |
| Anchor Investment Management, LLC | 67 | $13.7K | 0.00% | −149−69.0% | Reduced |
| Baystate Wealth Management LLC | 67 | $13.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 67 | $13.7K | 0.01% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 66 | $13.5K | 0.00% | −17−20.5% | Reduced |
| Rational Advisors LLC | 64 | $13.1K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 61 | $12.5K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 60 | $12.2K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $12.1K | 0.01% | 00.0% | Unchanged |
| Estabrook Capital Management | 59 | $12.1K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 59 | $12.1K | 0.00% | +59 | New |
| Bell Investment Advisors, Inc | 58 | $11.9K | 0.00% | −24−29.3% | Reduced |
| Clearview Wealth Advisors LLC | 58 | $11.9K | 0.01% | +48+480.0% | Added |
| Adirondack Trust Co | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $10.4K | 0.00% | +5+10.9% | Added |
| Tradewinds Capital Management, LLC | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $10.2K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 48 | $9.82K | 0.00% | −7−12.7% | Reduced |
| Johnson Midwest Financial, LLC | 48 | $9.82K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 48 | $9.82K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 45 | $9.21K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $9.00K | 0.00% | +7+18.9% | Added |
| Concord Wealth Partners | 42 | $8.59K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 41 | $8.00K | 0.01% | +2+5.1% | Added |
| Bogart Wealth, LLC | 39 | $7.98K | 0.00% | −13−25.0% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $7.57K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 36 | $7.37K | 0.01% | −37−50.7% | Reduced |
| Marquette Asset Management, LLC | 36 | $7.36K | 0.00% | +36 | New |
| Sanctuary Wealth Management, L.L.C. | 35 | $7.16K | 0.01% | +35 | New |
| Coston, McIsaac & Partners | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $6.96K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 33 | $6.75K | 0.00% | −1−2.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 33 | $6.75K | 0.00% | +4+13.8% | Added |
| Abound Wealth Management | 32 | $6.55K | 0.00% | +3+10.3% | Added |
| Ridgewood Investments LLC | 31 | $6.28K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 30 | $6.14K | 0.00% | −43−58.9% | Reduced |
| Cassady Schiller Wealth Management, LLC | 30 | $6.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 30 | $6.14K | 0.00% | +30 | New |
| Lee Financial Co | 28 | $5.73K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 27 | $5.53K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 27 | $5.52K | 0.00% | +18+200.0% | Added |
| FinTrust Capital Advisors, LLC | 28 | $5.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 25 | $5.12K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $4.30K | 0.00% | −19−47.5% | Reduced |
| Northwest Investment Counselors, LLC | 21 | $4.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 20 | $4.00K | 0.00% | +2+11.1% | Added |
| 1832 Asset Management L.P. | 17 | $3.48K | 0.00% | +7+70.0% | Added |
| Gradient Investments LLC | 17 | $3.48K | 0.00% | +9+112.5% | Added |
| Hollencrest Capital Management | 15 | $3.07K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| Motco | 14 | $2.87K | 0.00% | +14 | New |
| Tortoise Investment Management, LLC | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $2.46K | 0.00% | +12 | New |
| Global Financial Private Client, LLC | 12 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.25K | 0.00% | −286−96.3% | Reduced |
| First Personal Financial Services | 11 | $2.25K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 12 | $2.00K | 0.00% | +12 | New |
| Atwood & Palmer Inc | 9 | $1.84K | 0.00% | +9 | New |
| Versant Capital Management, Inc | 9 | $1.84K | 0.00% | +6+200.0% | Added |
| North Star Investment Management Corp. | 7 | $1.43K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | −17−81.0% | Reduced |
| Winch Advisory Services, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $1.00K | 0.00% | +5 | New |
| Sofos Investments, Inc. | 4,184 | $974 | 0.00% | +272+7.0% | Added |
| Colonial Trust Advisors | 4 | $818 | 0.00% | −4−50.0% | Reduced |
| True Wealth Design, LLC | 3 | $614 | 0.00% | −50−94.3% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $614 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $614 | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 3 | $614 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | New |
| Valley Forge Capital Management, LPSuperinvestorValley Forge Capital | 0 | $0 | 0.00% | −224,034−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −199,709−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −164,559−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −145,043−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −138,118−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −124,874−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −116,504−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −95,293−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −70,400−100.0% | Sold out |
| Governors Lane LP | 0 | $0 | 0.00% | −49,100−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −25,300−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −24,434−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −24,368−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −22,333−100.0% | Sold out |
| Saba Capital Management, L.P. | 0 | $0 | 0.00% | −20,686−100.0% | Sold out |
| Kessler Investment Group, LLC | 0 | $0 | 0.00% | −16,125−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −12,958−100.0% | Sold out |