| Retirement Group, LLC | 880 | $19.0K | 0.01% | −8,000−90.1% | Reduced |
| Sargent Bickham Lagudis LLC | 875 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cypress Point Wealth Management, LLC | 875 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 866 | $19.0K | 0.00% | +314+56.9% | Added |
| Cordasco Financial Network | 845 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 764 | $17.0K | 0.00% | −21,865−96.6% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 800 | $17.0K | 0.01% | −200−20.0% | Reduced |
| First PREMIER Bank | 772 | $17.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 795 | $17.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 786 | $17.0K | 0.00% | +400+103.6% | Added |
| SRS Capital Advisors, Inc. | 720 | $16.0K | 0.00% | −1,995−73.5% | Reduced |
| Hoey Investments, Inc | 750 | $16.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 670 | $14.0K | 0.01% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 632 | $14.0K | 0.00% | +632 | New |
| Hoese & Co LLP | 600 | $13.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 600 | $13.0K | 0.01% | +600 | New |
| Brewin Dolphin Wealth Management Ltd | 600 | $13.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 557 | $12.0K | 0.01% | −492−46.9% | Reduced |
| RPG Investment Advisory, LLC | 550 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 553 | $12.0K | 0.00% | +353+176.5% | Added |
| Carolinas Wealth Consulting LLC | 486 | $11.0K | 0.00% | −466−48.9% | Reduced |
| Aspire Private Capital, LLC | 496 | $11.0K | 0.00% | – | – |
| TFC Financial Management | 511 | $11.0K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 499 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Capital Group, LLC | 520 | $11.0K | 0.00% | +520 | New |
| CX Institutional | 475 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 444 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 436 | $10.0K | 0.01% | +436 | New |
| PFG Private Wealth Management, LLC | 447 | $10.0K | 0.01% | +447 | New |
| Global Financial Private Client, LLC | 414 | $9.03K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 403 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 400 | $9.00K | 0.00% | +400 | New |
| Danda Trouve Investment Management, Inc. | 356 | $8.00K | 0.01% | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 400 | $8.00K | 0.00% | +400 | New |
| Vigilant Capital Management, LLC | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 239 | $5.00K | 0.00% | +4+1.7% | Added |
| Front Row Advisors LLC | 215 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 242 | $4.00K | 0.00% | −493−67.1% | Reduced |
| Financial Enhancement Group LLC | 198 | $4.00K | 0.00% | −26−11.6% | Reduced |
| Addison Advisors LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 167 | $4.00K | 0.00% | +3+1.8% | Added |
| Larson Financial Group LLC | 145 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 150 | $3.00K | 0.00% | +150 | New |
| Investment Research & Advisory Group, Inc. | 98 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 100 | $2.00K | 0.00% | +100 | New |
| Consolidated Planning Corp | 104 | $2.00K | 0.00% | +104 | New |
| Lake Point Wealth Management | 38 | $1.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 9 | $195 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3,918 | – | – | 00.0% | Unchanged |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −756,274−100.0% | Sold out |
| TPG Group Holdings (SBS) Advisors, Inc. | 0 | $0 | 0.00% | −482,974−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −442,250−100.0% | Sold out |
| Plaisance Capital LLC | 0 | $0 | 0.00% | −235,820−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −95,877−100.0% | Sold out |
| Van Leeuwen & Company, LLC | 0 | $0 | 0.00% | −68,131−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −67,512−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −60,392−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −55,800−100.0% | Sold out |
| Hourglass Capital, LLC | 0 | $0 | 0.00% | −44,720−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −40,256−100.0% | Sold out |
| Butensky & Cohen Financial Security, Inc | 0 | $0 | 0.00% | −34,548−100.0% | Sold out |
| Trust Co of Oklahoma | 0 | $0 | 0.00% | −34,504−100.0% | Sold out |
| PRW Wealth Management LLC | 0 | $0 | 0.00% | −32,914−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −22,218−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −18,918−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,390−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −16,294−100.0% | Sold out |
| Westshore Wealth, LLC | 0 | $0 | 0.00% | −15,670−100.0% | Sold out |
| Tolleson Wealth Management, Inc. | 0 | $0 | 0.00% | −14,955−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −14,797−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −13,912−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −13,570−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −13,086−100.0% | Sold out |
| Next Capital Management LLC | 0 | $0 | 0.00% | −13,061−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −11,814−100.0% | Sold out |
| Livingston Group Asset Management CO (operating as Southport Capital Management) | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |
| Wall Street Access Asset Management, LLC | 0 | $0 | 0.00% | −9,913−100.0% | Sold out |
| Cape Cod Five Cents Savings Bank | 0 | $0 | 0.00% | −9,670−100.0% | Sold out |
| Dumont & Blake Investment Advisors LLC | 0 | $0 | 0.00% | −9,460−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −9,456−100.0% | Sold out |
| Aviance Capital Partners, LLC | 0 | $0 | 0.00% | −9,423−100.0% | Sold out |
| First Midwest Bank Trust Division | 0 | $0 | 0.00% | −9,364−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −9,359−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −9,253−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −9,204−100.0% | Sold out |
| Coho Partners, Ltd. | 0 | $0 | 0.00% | −9,125−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −9,080−100.0% | Sold out |
| Truvvo Partners LLC | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0 | $0 | 0.00% | −8,960−100.0% | Sold out |
| Klingenstein Fields & Co LP | 0 | $0 | 0.00% | −8,918−100.0% | Sold out |
| BancorpSouth Bank | 0 | $0 | 0.00% | −8,876−100.0% | Sold out |
| Sequent Asset Management, LLC | 0 | $0 | 0.00% | −8,912−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −8,847−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −8,792−100.0% | Sold out |
| Sicart Associates LLC | 0 | $0 | 0.00% | −8,800−100.0% | Sold out |
