| Pinnacle Bancorp, Inc. | 125 | $3.00K | 0.00% | +125 | New |
| Dark Forest Capital Management LP | 94 | $3.00K | 0.00% | +94 | New |
| Caldwell Trust Co | 102 | $2.79K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 85 | $2.32K | 0.00% | −6−6.6% | Reduced |
| Ancora Advisors, LLC | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 77 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 67 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 71 | $2.00K | 0.00% | +9+14.5% | Added |
| Zullo Investment Group, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 56 | $2.00K | 0.00% | +46+460.0% | Added |
| Bell Investment Advisors, Inc | 58 | $2.00K | 0.00% | +58 | New |
| Archer Investment Corp | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 49 | $1.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 37 | $1.01K | 0.00% | −293−88.8% | Reduced |
| Steward Partners Investment Advisory, LLC | 40 | $1.00K | 0.00% | −375−90.4% | Reduced |
| Meeder Asset Management Inc | 25 | $1.00K | 0.00% | −21−45.7% | Reduced |
| Thompson Siegel & Walmsley LLC | 40 | $1.00K | 0.00% | −15−27.3% | Reduced |
| Quadrant Capital Group LLC | 53 | $1.00K | 0.00% | −12−18.5% | Reduced |
| Sugarloaf Wealth Management, LLC | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 44 | $1.00K | 0.00% | +13+41.9% | Added |
| Syverson Strege & Co | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 21 | $1.00K | 0.00% | −4−16.0% | Reduced |
| Leelyn Smith, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $1.00K | 0.00% | +12+37.5% | Added |
| Operose Advisors LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $1.00K | 0.00% | +13+118.2% | Added |
| Hallmark Capital Management Inc | 21 | $1.00K | 0.00% | +21 | New |
| Trust Co of Vermont | 50 | $1.00K | 0.00% | +50 | New |
| Bangor Savings Bank | 31 | $1.00K | 0.00% | +31 | New |
| CoreCap Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 17 | $465 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $416 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 15 | $411 | 0.00% | −18−54.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 11 | $301 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 8 | $219 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 15 | $0 | 0.00% | −36−70.6% | Reduced |
| Huntington National Bank | 1 | $0 | 0.00% | −42−97.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 24 | $0 | 0.00% | −6−20.0% | Reduced |
| GHP Investment Advisors, Inc. | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 18 | $0 | 0.00% | −8−30.8% | Reduced |
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | −13−54.2% | Reduced |
| Global Retirement Partners, LLC | 13 | $0 | 0.00% | −24−64.9% | Reduced |
| City State Bank | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 8 | $0 | 0.00% | 00.0% | Unchanged |
| City Holding Co | 12 | $0 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 6 | $0 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 12 | $0 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Larson Financial Group LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $0 | 0.00% | +2+25.0% | Added |
| IAG Wealth Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 15 | $0 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 321 | $0 | 0.00% | +321 | New |
| Curi Capital | 5 | $0 | 0.00% | +5 | New |
| Steward Financial Group LLC | 21 | $0 | 0.00% | +21 | New |
| Coston, McIsaac & Partners | 5 | $0 | 0.00% | +5 | New |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −253,525−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −45,600−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −39,153−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −37,818−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −31,537−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −27,090−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −21,428−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −13,556−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −13,540−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |