| Patriot Financial Group Insurance Agency, LLC | 1,501 | $43.0K | 0.01% | −21−1.4% | Reduced |
| Johnson Financial Group, Inc. | 1,452 | $41.0K | 0.00% | +1,452 | New |
| Private Capital Group, LLC | 1,407 | $40.0K | 0.01% | −622−30.7% | Reduced |
| NEXT Financial Group, Inc | 1,370 | $39.0K | 0.00% | +354+34.8% | Added |
| Harbour Investments, Inc. | 1,138 | $32.0K | 0.00% | −1,170−50.7% | Reduced |
| Anchor Investment Management, LLC | 1,000 | $28.4K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,000 | $28.0K | 0.01% | +1,000 | New |
| Crescent Capital Consulting, LLC | 900 | $26.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 884 | $26.0K | 0.00% | +705+393.9% | Added |
| Brewin Dolphin Ltd | 725 | $21.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 733 | $21.0K | 0.00% | +41+5.9% | Added |
| National Bank of Canada | 623 | $18.0K | 0.00% | +623 | New |
| Simplex Trading, LLC | 657 | $18.0K | 0.00% | +657 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 632 | $18.0K | 0.01% | +632 | New |
| Steward Partners Investment Advisory, LLC | 611 | $17.0K | 0.00% | +467+324.3% | Added |
| CWM, LLC | 612 | $17.0K | 0.00% | +612 | New |
| Front Row Advisors LLC | 556 | $16.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 564 | $16.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 533 | $15.0K | 0.00% | +533 | New |
| Ten Capital Wealth Advisors, LLC | 443 | $13.0K | 0.01% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 490 | $13.0K | 0.00% | +61+14.2% | Added |
| Koshinski Asset Management, Inc. | 398 | $11.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 399 | $11.0K | 0.00% | −950−70.4% | Reduced |
| IFP Advisors, Inc | 400 | $11.0K | 0.00% | −48−10.7% | Reduced |
| Hudock, Inc. | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 402 | $11.0K | 0.00% | +7+1.8% | Added |
| Total Clarity Wealth Management, Inc. | 400 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 370 | $11.0K | 0.00% | +66+21.7% | Added |
| Ahl Investment Management, Inc. | 400 | $11.0K | 0.01% | +400 | New |
| Mascoma Wealth Management LLC | 360 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 341 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 342 | $10.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 300 | $9.00K | 0.00% | −441−59.5% | Reduced |
| Delta Asset Management LLC | 321 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 260 | $7.00K | 0.00% | −18−6.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 263 | $7.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| Clearview Wealth Advisors LLC | 219 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 196 | $6.00K | 0.00% | +196 | New |
| Pinebridge Investments, L.P. | 200 | $6.00K | 0.00% | +200 | New |
| Providence Capital Advisors, LLC | 202 | $6.00K | 0.00% | +202 | New |
| Aquatic Capital Management LLC | 200 | $6.00K | 0.01% | +200 | New |
| CoreCap Advisors, LLC | 210 | $6.00K | 0.00% | +210 | New |
| Pinnacle Bancorp, Inc. | 176 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 164 | $5.00K | 0.00% | +19+13.1% | Added |
| Raffa Wealth Management, LLC | 151 | $4.30K | 0.00% | +115+319.4% | Added |
| Tradewinds Capital Management, LLC | 158 | $4.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 119 | $3.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 100 | $3.00K | 0.00% | +100 | New |
| Financial Perspectives, Inc | 100 | $2.85K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 82 | $2.00K | 0.00% | −36,964−99.8% | Reduced |
| Financial Management Professionals, Inc. | 81 | $2.00K | 0.00% | −451−84.8% | Reduced |
| Gemmer Asset Management LLC | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $2.00K | 0.00% | +53 | New |
| McCarthy Grittinger Financial Group, LLC | 70 | $1.99K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 31 | $1.00K | 0.00% | −452−93.6% | Reduced |
| First Manhattan Co | 54 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 38 | $1.00K | 0.00% | −2−5.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 30 | $854 | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | +5 | New |
| FourThought Financial, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,230 | – | – | +28+2.3% | Added |
| Aft, Forsyth & Sober, LLC | 4,650 | – | – | +4,650 | New |
| Sofos Investments, Inc. | 28 | – | – | +27+2,700.0% | Added |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −1,027,746−100.0% | Sold out |
| ICICI Prudential Asset Management Co Ltd | 0 | $0 | 0.00% | −138,792−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −47,592−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −47,100−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −35,466−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −31,509−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −26,679−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −25,805−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −20,752−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −15,790−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −13,699−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −10,654−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −10,637−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −8,870−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −8,180−100.0% | Sold out |
| Intersect Capital LLC | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −6,761−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −641−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | Sold out |