| Islay Capital Management, LLC | 400 | $5.04K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 392 | $4.94K | 0.00% | +392 | New |
| Mascoma Wealth Management LLC | 415 | $4.94K | 0.00% | −112−21.3% | Reduced |
| Sageworth Trust Co | 382 | $4.81K | 0.00% | +382 | New |
| Halpern Financial, Inc. | 376 | $4.74K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 362 | $4.56K | 0.00% | +362 | New |
| Raffa Wealth Management, LLC | 358 | $4.51K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 352 | $4.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 341 | $4.30K | 0.00% | +341 | New |
| West Oak Capital, LLC | 325 | $4.09K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 319 | $4.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 342 | $4.00K | 0.00% | +342 | New |
| Fortis Capital Advisors, LLC | 313 | $3.94K | 0.00% | +280+848.5% | Added |
| Ritter Daniher Financial Advisory LLC | 300 | $3.78K | 0.00% | −46−13.3% | Reduced |
| Guardian Wealth Management, Inc. | 280 | $3.53K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 274 | $3.46K | 0.00% | +4+1.5% | Added |
| Hallmark Capital Management Inc | 250 | $3.15K | 0.00% | −2,800−91.8% | Reduced |
| DB Wealth Management Group, LLC | 247 | $3.11K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 200 | $3.00K | 0.00% | −1,500−88.2% | Reduced |
| James Investment Research Inc | 233 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 248 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 275 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 237 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 248 | $3.00K | 0.00% | +248 | New |
| Your Advocates Ltd., LLP | 225 | $2.83K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 220 | $2.77K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 209 | $2.63K | 0.00% | −74−26.1% | Reduced |
| Perkins Coie Trust Co | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $2.52K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 194 | $2.44K | 0.00% | −300−60.7% | Reduced |
| BOK Financial Private Wealth, Inc. | 160 | $2.02K | 0.00% | −2,581−94.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 137 | $2.00K | 0.00% | +2+1.5% | Added |
| Solstein Capital, LLC | 156 | $1.97K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 153 | $1.88K | 0.00% | +153 | New |
| Stone House Investment Management, LLC | 140 | $1.76K | 0.00% | +140 | New |
| Okabena Investment Services Inc | 51 | $1.74K | 0.00% | −122−70.5% | Reduced |
| Trifecta Capital Advisors, LLC | 117 | $1.48K | 0.00% | −88−42.9% | Reduced |
| Kathleen S. Wright Associates Inc. | 117 | $1.47K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.26K | 0.00% | – | – |
| GoalVest Advisory LLC | 100 | $1.26K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 90 | $1.13K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 80 | $1.01K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 43 | $1.00K | 0.00% | +43 | New |
| Cordant, Inc. | 64 | $807 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 54 | $680 | 0.00% | +54 | New |
| Global Wealth Strategies & Associates | 50 | $630 | 0.00% | −5−9.1% | Reduced |
| Delos Wealth Advisors, LLC | 26 | $332 | 0.00% | −200−88.5% | Reduced |
| WestEnd Advisors, LLC | – | $328 | 0.00% | – | – |
| Robbins Farley LLC | 20 | $252 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 11 | $133 | 0.00% | +1+10.0% | Added |
| Cornerstone Management, Inc. | 8 | $101 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 6 | $76 | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5 | $66 | 0.00% | +5 | New |
| Bellwether Advisors, LLC | 0 | $6 | 0.00% | −60−100.0% | Reduced |
| Miller Wealth Advisors, LLC | 1 | $0 | 0.00% | −259−99.6% | Reduced |
| GW&K Investment Management, LLC | 21 | $0 | 0.00% | +3+16.7% | Added |
| McClarren Financial Advisors, Inc. | 73 | $0 | 0.00% | +1+1.4% | Added |
| Cerity Partners LLC | 104,058 | – | – | +16,067+18.3% | Added |
| EP Wealth Advisors, LLC | 8,066 | – | – | −35,991−81.7% | Reduced |
| Strengthening Families & Communities, LLC | 34,188 | – | – | +2,883+9.2% | Added |
| Resources Management Corp | 200 | – | – | −3,650−94.8% | Reduced |
| Quilter Plc | 340 | – | – | +340 | New |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −3,050,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,278,384−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,141,200−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −646,280−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −582,500−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −445,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −332,757−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −320,162−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −292,234−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −279,133−100.0% | Sold out |
| Kirr Marbach & Co LLC | 0 | $0 | 0.00% | −276,973−100.0% | Sold out |
| Mezzasalma Advisors, LLC | 0 | $0 | 0.00% | −270,904−100.0% | Sold out |
| Decade Renewable Partners LP | 0 | $0 | 0.00% | −250,300−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −226,273−100.0% | Sold out |
| Elm Ridge Management, LLC | 0 | $0 | 0.00% | −219,560−100.0% | Sold out |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −206,162−100.0% | Sold out |
| Snider Financial Group | 0 | $0 | 0.00% | −200,308−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −193,657−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −182,969−100.0% | Sold out |
| Mastrapasqua Asset Management Inc | 0 | $0 | 0.00% | −176,832−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −134,027−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −123,115−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −116,365−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −108,527−100.0% | Sold out |
| Northeast Financial Group, Inc. | 0 | $0 | 0.00% | −107,832−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −105,353−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −104,498−100.0% | Sold out |
| Taconic Capital Advisors LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Avitas Wealth Management LLC | 0 | $0 | 0.00% | −76,406−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −72,124−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −65,502−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −60,968−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −48,460−100.0% | Sold out |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 0 | $0 | 0.00% | −50,020−100.0% | Sold out |
