| Clearstead Advisors, LLC | 1,384 | $50.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,306 | $47.9K | 0.00% | −10−0.8% | Reduced |
| Signaturefd, LLC | 967 | $35.5K | 0.00% | −267−21.6% | Reduced |
| Tennessee Valley Asset Management Partners | 945 | $34.7K | 0.01% | +945 | New |
| DekaBank Deutsche Girozentrale | 854 | $32.0K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 866 | $31.8K | 0.00% | +866 | New |
| Lazard Asset Management LLC | 854 | $31.0K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 837 | $30.7K | 0.02% | +837 | New |
| Johnson Financial Group, Inc. | 680 | $24.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 627 | $23.0K | 0.00% | +404+181.2% | Added |
| Nisa Investment Advisors, LLC | 562 | $20.6K | 0.00% | +27+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 517 | $19.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 420 | $15.4K | 0.01% | −200−32.3% | Reduced |
| Principal Securities, Inc. | 335 | $12.3K | 0.00% | +335 | New |
| First Manhattan Co | 300 | $11.0K | 0.00% | −5−1.6% | Reduced |
| Covestor Ltd | 290 | $11.0K | 0.01% | −292−50.2% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 246 | $9.00K | 0.00% | +5+2.1% | Added |
| Parallel Advisors, LLC | 245 | $8.99K | 0.00% | +85+53.1% | Added |
| Vima LLC | 30,710 | $7.45K | 0.02% | +30,710 | New |
| Blume Capital Management, Inc. | 200 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 199 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 176 | $6.46K | 0.00% | +176 | New |
| Truvestments Capital LLC | 155 | $5.69K | 0.00% | −61−28.2% | Reduced |
| National Bank of Canada | 147 | $5.33K | 0.00% | −1,375−90.3% | Reduced |
| WFA Asset Management Corp | 140 | $5.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 113 | $4.15K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 104 | $3.82K | 0.00% | −285−73.3% | Reduced |
| EverSource Wealth Advisors, LLC | 101 | $3.71K | 0.00% | +101 | New |
| Colonial Trust Advisors | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.67K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 100 | $3.67K | 0.00% | +100 | New |
| Proequities, Inc. | 87 | $3.19K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 105 | $3.00K | 0.00% | +105 | New |
| Optimum Investment Advisors | 65 | $2.38K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 50 | $1.83K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 44 | $1.61K | 0.00% | −218−83.2% | Reduced |
| Princeton Global Asset Management LLC | 40 | $1.47K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 40 | $1.47K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 40 | $1.47K | 0.00% | +40 | New |
| Sunbelt Securities, Inc. | 34 | $1.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $1.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 29 | $1.06K | 0.00% | +4+16.0% | Added |
| Caldwell Sutter Capital, Inc. | 26 | $954 | 0.00% | +26 | New |
| Whittier Trust Co | 26 | $952 | 0.00% | −56−68.3% | Reduced |
| Missouri Trust & Investment Co | 23 | $844 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 23 | $844 | 0.00% | +6+35.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 20 | $734 | 0.00% | +20 | New |
| Rise Advisors, LLC | 17 | $624 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $624 | 0.00% | +17 | New |
| Wolverine Asset Management LLC | 14 | $513 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12 | $405 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 10 | $367 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $330 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 8 | $294 | 0.00% | +2+33.3% | Added |
| Versant Capital Management, Inc | 8 | $294 | 0.00% | +8 | New |
| Addison Advisors LLC | 6 | $221 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 6 | $220 | 0.00% | −14−70.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 5 | $184 | 0.00% | +5 | New |
| Cassady Schiller Wealth Management, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 4 | $147 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 3 | $111 | 0.00% | −3−50.0% | Reduced |
| Caitlin John, LLC | 3 | $110 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $37 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −611,138−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −479,045−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −292,524−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −31,701−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −29,537−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −27,790−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −24,261−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −24,213−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,033−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −10,525−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,606−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,783−100.0% | Sold out |
| Palisade Capital Management LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,765−100.0% | Sold out |
| Farmers & Merchants Trust Co of Chambersburg PA | 0 | $0 | 0.00% | −980−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Farther Finance Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −35−100.0% | Sold out |
