| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 200 | $1.37K | 0.00% | +200 | New |
| Baldwin Brothers Inc | 200 | $1.37K | 0.00% | +200 | New |
| Riggs Asset Managment Co. Inc. | 175 | $1.20K | 0.00% | +15+9.4% | Added |
| Prestige Wealth Management Group LLC | 175 | $1.20K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 171 | $1.17K | 0.00% | +171 | New |
| My Personal CFO, LLC | 157 | $1.07K | 0.00% | +157 | New |
| Ritter Daniher Financial Advisory LLC | 150 | $1.02K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 95 | $1.00K | 0.00% | +17+21.8% | Added |
| First PREMIER Bank | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 94 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 109 | $1.00K | 0.00% | +109 | New |
| Massmutual Trust Co FSB | 204 | $1.00K | 0.00% | +204 | New |
| West Oak Capital, LLC | 200 | $1.00K | 0.00% | +200 | New |
| New Millennium Group LLC | 145 | $990 | 0.00% | −100−40.8% | Reduced |
| Your Advocates Ltd., LLP | 140 | $956 | 0.00% | +10+7.7% | Added |
| Gradient Investments LLC | 127 | $867 | 0.00% | −47−27.0% | Reduced |
| Sutton Wealth Advisors Inc. | 125 | $854 | 0.00% | +114+1,036.4% | Added |
| Colonial Trust Advisors | 125 | $854 | 0.00% | +125 | New |
| Ten Capital Wealth Advisors, LLC | 112 | $765 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 110 | $751 | 0.00% | −250−69.4% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 110 | $751 | 0.00% | +70+175.0% | Added |
| Stonebridge Capital Advisors LLC | 100 | $683 | 0.00% | −100−50.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $683 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $683 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 100 | $683 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $683 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $683 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 100 | $683 | 0.00% | +100 | New |
| Financial Freedom, LLC | 100 | $683 | 0.00% | +100 | New |
| First Horizon Advisors, Inc. | 98 | $669 | 0.00% | −302−75.5% | Reduced |
| Castleview Partners, LLC | 93 | $635 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 90 | $615 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 90 | $615 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 90 | $615 | 0.00% | +85+1,700.0% | Added |
| Beacon Capital Management, LLC | 80 | $547 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $478 | 0.00% | +70 | New |
| Pathway Financial Advisers, LLC | 61 | $415 | 0.00% | +61 | New |
| TD Private Client Wealth LLC | 54 | $369 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 50 | $342 | 0.00% | −19−27.5% | Reduced |
| Silicon Valley Capital Partners | 50 | $342 | 0.00% | +50 | New |
| Global Wealth Strategies & Associates | 50 | $342 | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 48 | $328 | 0.00% | −500−91.2% | Reduced |
| Orion Capital Management LLC | 45 | $307 | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 25 | $171 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 22 | $150 | 0.00% | −1,311−98.3% | Reduced |
| Fiduciary Alliance LLC | 20 | $137 | 0.00% | +20 | New |
| JJJ Advisors Inc. | 16 | $133 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 16 | $109 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 10 | $68 | 0.00% | +10 | New |
| Insight Financial Services | 8 | $54 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $27 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $13 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $0 | 0.00% | −1,637−98.5% | Reduced |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 90 | $0 | 0.00% | +90 | New |
| IFP Advisors, Inc | 11,455 | – | – | −50.0% | Reduced |
| McAdam, LLC | 9,915 | – | – | +9,915 | New |
| Gordian Capital Singapore Pte Ltd | 1 | – | – | 00.0% | Unchanged |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −3,675,263−100.0% | Sold out |
| Whitebox Advisors LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −199,559−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −129,733−100.0% | Sold out |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 0 | $0 | 0.00% | −104,600−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −112,222−100.0% | Sold out |
| AlpInvest Partners B.V. | 0 | $0 | 0.00% | −93,747−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −91,065−100.0% | Sold out |
| Cramer Rosenthal McGlynn LLC | 0 | $0 | 0.00% | −69,772−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −62,190−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −45,998−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −43,948−100.0% | Sold out |
| K2 Principal Fund, L.P. | 0 | $0 | 0.00% | −37,286−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −31,265−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −26,983−100.0% | Sold out |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | $0 | 0.00% | −22,834−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −21,323−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −18,903−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −18,114−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,008−100.0% | Sold out |
| Insight Advisors, LLC | 0 | $0 | 0.00% | −16,798−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −16,200−100.0% | Sold out |
| CVI Holdings, LLC | 0 | $0 | 0.00% | −16,050−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −14,519−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Oak Harbor Wealth Partners, LLC | 0 | $0 | 0.00% | −13,246−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −11,025−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −10,592−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −10,141−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −10,200−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −10,112−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −7,300−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,112−100.0% | Sold out |