| Mather Group, LLC. | 567 | $25.0K | 0.00% | +567 | New |
| Rise Advisors, LLC | 563 | $24.8K | 0.01% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 550 | $24.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 550 | $24.2K | 0.00% | +550 | New |
| Hantz Financial Services, Inc. | 478 | $21.0K | 0.00% | +269+128.7% | Added |
| Wealthspire Advisors, LLC | 460 | $20.3K | 0.00% | +460 | New |
| Private Trust Co NA | 459 | $20.2K | 0.00% | +235+104.9% | Added |
| True Wealth Design, LLC | 449 | $19.8K | 0.01% | +446+14,866.7% | Added |
| Adirondack Trust Co | 377 | $16.6K | 0.01% | +377 | New |
| SOA Wealth Advisors, LLC. | 350 | $15.4K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 319 | $14.0K | 0.01% | −385−54.7% | Reduced |
| Signaturefd, LLC | 293 | $12.9K | 0.00% | −73−19.9% | Reduced |
| Massmutual Trust Co FSB | 278 | $12.2K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 259 | $11.0K | 0.00% | −189−42.2% | Reduced |
| Sterling Capital Management LLC | 240 | $10.6K | 0.00% | +1+0.4% | Added |
| Versant Capital Management, Inc | 227 | $9.99K | 0.00% | −95−29.5% | Reduced |
| Private Wealth Management Group, LLC | 199 | $8.76K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 197 | $8.67K | 0.00% | −30−13.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 176 | $7.75K | 0.00% | +176 | New |
| WPG Advisers, LLC | 170 | $7.49K | 0.01% | −37−17.9% | Reduced |
| Millstone Evans Group, LLC | 159 | $7.00K | 0.00% | +159 | New |
| Hemington Wealth Management | 160 | $7.00K | 0.00% | −27−14.4% | Reduced |
| Bell Investment Advisors, Inc | 150 | $6.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $6.61K | 0.00% | +150 | New |
| Northwestern Mutual Wealth Management Co | 138 | $6.08K | 0.00% | +114+475.0% | Added |
| Farmers & Merchants Investments Inc | 138 | $6.08K | 0.00% | +5+3.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 112 | $4.93K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 90 | $4.00K | 0.00% | +90 | New |
| MJT & Associates Financial Advisory Group, Inc. | 90 | $3.96K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $3.88K | 0.00% | −1−1.1% | Reduced |
| Colonial Trust Co | 62 | $2.71K | 0.00% | −7−10.1% | Reduced |
| Spire Wealth Management | 60 | $2.64K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 58 | $2.55K | 0.00% | +58 | New |
| JPL Wealth Management, LLC | 55 | $2.42K | 0.00% | +55 | New |
| Retirement Wealth Solutions LLC | 51 | $2.25K | 0.00% | +51 | New |
| Capital Advisors, Ltd. LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 44 | $1.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 44 | $1.94K | 0.00% | +4+10.0% | Added |
| J.Safra Asset Management Corp | 39 | $1.72K | 0.00% | −187−82.7% | Reduced |
| Cedar Mountain Advisors, LLC | 36 | $1.58K | 0.00% | +36 | New |
| Arlington Trust Co LLC | 35 | $1.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 30 | $1.32K | 0.00% | +17+130.8% | Added |
| Strategic Wealth Partners, Ltd. | 30 | $1.32K | 0.00% | +30 | New |
| Turning Point Benefit Group, Inc. | 29 | $1.27K | 0.00% | +29 | New |
| Cullen/Frost Bankers, Inc. | 27 | $1.19K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 24 | $1.06K | 0.00% | −92−79.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $1.05K | 0.00% | −2−7.7% | Reduced |
| Picton Mahoney Asset Management | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 26 | $1.00K | 0.00% | +26 | New |
| GWM Advisors LLC | 22 | $969 | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 19 | $837 | 0.00% | −34−64.2% | Reduced |
| SJS Investment Consulting Inc. | 17 | $749 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $705 | 0.00% | +16 | New |
| Guerra Advisors Inc | 15 | $660 | 0.00% | +15 | New |
| Twin Tree Management, LP | 11 | $484 | 0.00% | −11,375−99.9% | Reduced |
| Larson Financial Group LLC | 11 | $484 | 0.00% | +8+266.7% | Added |
| Rialto Wealth Management, LLC | 9 | $397 | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 8 | $352 | 0.00% | −2−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 8 | $352 | 0.00% | +2+33.3% | Added |
| Rakuten Securities, Inc. | 5 | $220 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 3 | $133 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $88 | 0.00% | +1+100.0% | Added |
| TD Waterhouse Canada Inc. | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $44 | 0.00% | +1 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −836,131−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −441,695−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −396,105−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −377,818−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −220,273−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −196,432−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −172,263−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −146,769−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −146,752−100.0% | Sold out |
| Capitolis Liquid Global Markets LLC | 0 | $0 | 0.00% | −129,600−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −93,276−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −79,159−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −72,708−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −68,770−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −68,600−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −63,547−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −56,163−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −44,040−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −43,435−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −42,201−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −36,520−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −35,120−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −32,771−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −32,072−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −22,929−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −22,312−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −20,070−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −19,477−100.0% | Sold out |
| Farringdon Capital, Ltd. | 0 | $0 | 0.00% | −19,162−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −18,115−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −13,804−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,533−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −12,872−100.0% | Sold out |