| IFP Advisors, Inc | 51 | $30.0K | 0.00% | +1+2.0% | Added |
| Sandy Spring Bank | 50 | $29.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 50 | $29.0K | 0.01% | +50 | New |
| Parkside Financial Bank & Trust | 47 | $28.0K | 0.01% | +46+4,600.0% | Added |
| Harbor Investment Advisory, LLC | 43 | $25.0K | 0.00% | −300−87.5% | Reduced |
| Close Asset Management Ltd | 43 | $25.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 38 | $22.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 32 | $19.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 29 | $19.0K | 0.01% | −3−9.4% | Reduced |
| Massmutual Trust Co FSB | 32 | $19.0K | 0.00% | +10+45.5% | Added |
| Ameritas Investment Partners, Inc. | 30 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 29 | $17.0K | 0.00% | +6+26.1% | Added |
| Pittenger & Anderson Inc | 25 | $15.0K | 0.00% | +3+13.6% | Added |
| NuWave Investment Management, LLC | 24 | $14.0K | 0.02% | −146−85.9% | Reduced |
| Winch Advisory Services, LLC | 22 | $13.0K | 0.00% | −14−38.9% | Reduced |
| Rocky Mountain Advisers, LLC | 21 | $12.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $12.0K | 0.00% | +20 | New |
| AdvisorNet Financial, Inc | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 18 | $10.0K | 0.00% | +11+157.1% | Added |
| Charter Oak Capital Management, LLC | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $9.00K | 0.00% | +16 | New |
| Asset Dedication, LLC | 15 | $9.00K | 0.00% | +15 | New |
| Kistler-Tiffany Companies, LLC | 14 | $8.00K | 0.00% | +5+55.6% | Added |
| Enterprise Financial Services Corp | 13 | $8.00K | 0.00% | +11+550.0% | Added |
| Glassman Wealth Services | 14 | $8.00K | 0.00% | +13+1,300.0% | Added |
| Carmichael Hill & Associates, Inc. | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $7.00K | 0.00% | +12 | New |
| Activest Wealth Management | 10 | $6.00K | 0.00% | −30−75.0% | Reduced |
| Howe & Rusling Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8 | $5.00K | 0.00% | −195−96.1% | Reduced |
| Savior LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $4.66K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $4.66K | 0.00% | +8 | New |
| Bedel Financial Consulting, Inc. | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $3.00K | 0.00% | +2+66.7% | Added |
| Strategic Blueprint, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Blume Capital Management, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | +4 | New |
| Parisi Gray Wealth Management | 3 | $2.00K | 0.00% | +3 | New |
| Standard Family Office LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 1 | $583 | 0.00% | +1 | New |
| Harel Insurance Investments & Financial Services Ltd. | 290 | – | – | −230−44.2% | Reduced |
| Proequities, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Nikko Asset Management Americas, Inc. | 0 | $0 | 0.00% | −207,018−100.0% | Sold out |
| ARK Investment Management LLCSuperinvestorARK Invest | 0 | $0 | 0.00% | −163,219−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −122,114−100.0% | Sold out |
| Alta Park Capital, LP | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −20,348−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,200−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −4,848−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −4,279−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,867−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −3,145−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,894−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −2,290−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −1,629−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −1,628−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −1,214−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Round Table Services, LLC | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Personal Capital Advisors Corp | 0 | $0 | 0.00% | −878−100.0% | Sold out |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −801−100.0% | Sold out |
| Camden Capital, LLC | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −780−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −472−100.0% | Sold out |
| Keel Point, LLC | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −211−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −194−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Sageworth Trust Co | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −9−100.0% | Sold out |
