| Nemes Rush Group LLC | 90 | $4.06K | 0.00% | −4−4.3% | Reduced |
| Navigoe, LLC | 97 | $4.00K | 0.00% | +25+34.7% | Added |
| Burk Holdings LLC | 88 | $3.97K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 88 | $3.95K | 0.00% | +1+1.1% | Added |
| Arlington Trust Co LLC | 86 | $3.88K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 80 | $3.61K | 0.00% | −1−1.2% | Reduced |
| Colonial Trust Advisors | 77 | $3.47K | 0.00% | +77 | New |
| RMG Wealth Management LLC | 58 | $3.41K | 0.00% | +58 | New |
| HFM Investment Advisors, LLC | 74 | $3.34K | 0.00% | +33+80.5% | Added |
| Mascoma Wealth Management LLC | 70 | $3.16K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 67 | $3.02K | 0.00% | +67 | New |
| Sunrise Financial Services, LLC | 61 | $2.75K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 61 | $2.75K | 0.00% | +61 | New |
| Cheviot Value Management, LLC | 55 | $2.48K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $2.26K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 50 | $2.26K | 0.00% | +50 | New |
| City Holding Co | 47 | $2.12K | 0.00% | +47 | New |
| Tradewinds Capital Management, LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 43 | $1.94K | 0.00% | +43 | New |
| NBT Bank N A | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 41 | $1.85K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 36 | $1.63K | 0.00% | +36 | New |
| Cherry Tree Wealth Management, LLC | 31 | $1.40K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $1.35K | 0.00% | +30 | New |
| DecisionPoint Financial, LLC | 30 | $1.32K | 0.00% | +15+100.0% | Added |
| TD Capital Management LLC | 25 | $1.13K | 0.00% | +25 | New |
| Maryland Capital Advisors Inc. | 24 | $1.08K | 0.00% | +24 | New |
| Brown, Lisle/Cummings, Inc. | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 23 | $1.04K | 0.00% | +23 | New |
| WestEnd Advisors, LLC | 22 | $992 | 0.00% | +1+4.8% | Added |
| Strengthening Families & Communities, LLC | 20 | $902 | 0.00% | +20 | New |
| Seneschal Advisors, LLC | 19 | $858 | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $857 | 0.00% | −26−57.8% | Reduced |
| Valued Wealth Advisors LLC | 18 | $815 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 17 | $767 | 0.00% | +17 | New |
| NVWM, LLC | 15 | $677 | 0.00% | +5+50.0% | Added |
| Trifecta Capital Advisors, LLC | 14 | $632 | 0.00% | +14 | New |
| Halbert Hargrove Global Advisors, LLC | 10 | $438 | 0.00% | +10 | New |
| City State Bank | 8 | $361 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 7 | $316 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 7 | $316 | 0.00% | +7 | New |
| 3 Factor Indexing, LLC | 5 | $226 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $226 | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 4 | $180 | 0.00% | +4 | New |
| Medallion Wealth Advisors, LLC | 4 | $180 | 0.00% | +4 | New |
| Main Street Group, LTD | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 1 | $44 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $19 | 0.00% | 0 | Unchanged |
| Evolution Advisers, Inc. | 9 | $0 | 0.00% | +9 | New |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −4,248,900−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −3,584,342−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,004,400−100.0% | Sold out |
| Irenic Capital Management LP | 0 | $0 | 0.00% | −785,000−100.0% | Sold out |
| Benchstone Capital Management LP | 0 | $0 | 0.00% | −381,243−100.0% | Sold out |
| Monaco Asset Management SAM | 0 | $0 | 0.00% | −205,000−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −196,900−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −146,991−100.0% | Sold out |
| Totem Point Management, LLC | 0 | $0 | 0.00% | −106,124−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −94,779−100.0% | Sold out |
| Affinity Investment Advisors, LLC | 0 | $0 | 0.00% | −75,474−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −75,184−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −57,100−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −46,169−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −42,500−100.0% | Sold out |
| Pavaki Capital Management LLC | 0 | $0 | 0.00% | −41,000−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −36,263−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| Gator Capital Management, LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −19,662−100.0% | Sold out |
| Gabelli & Co Investment Advisers, Inc. | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Bramshill Investments, LLC | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Phillips Wealth Planners LLC | 0 | $0 | 0.00% | −12,809−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −15,621−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −14,142−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −13,056−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −11,965−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −12,430−100.0% | Sold out |
| Stonehaven Wealth & Tax Solutions, LLC | 0 | $0 | 0.00% | −11,774−100.0% | Sold out |
| CFC Planning Co LLC | 0 | $0 | 0.00% | −11,394−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −10,166−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −10,147−100.0% | Sold out |
| University of Texas/Texas Am Investment Managment Co | 0 | $0 | 0.00% | −9,843−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,558−100.0% | Sold out |
| Pathfinder Wealth Consulting, Inc. | 0 | $0 | 0.00% | −8,760−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −7,740−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,460−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −7,748−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,496−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Financial Freedom, LLC | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,570−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,509−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −1,505−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −1,234−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −934−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Timothy G. Youngquist 2020 Irrevocable Trust | 0 | $0 | 0.00% | −463−100.0% | Sold out |
