| Cedar Mountain Advisors, LLC | 123 | $371 | 0.00% | −625−83.6% | Reduced |
| Creekmur Asset Management LLC | 119 | $359 | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 119 | $329 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 108 | $326 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 105 | $317 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 101 | $305 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $302 | 0.00% | −13,931−99.3% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 100 | $302 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 100 | $302 | 0.00% | +100 | New |
| Concord Wealth Partners | 100 | $302 | 0.00% | +100 | New |
| Hopwood Financial Services, Inc. | 100 | $302 | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 90 | $272 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 80 | $242 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 80 | $242 | 0.00% | +80 | New |
| Burkett Financial Services, LLC | 78 | $236 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 76 | $230 | 0.00% | +26+52.0% | Added |
| Massmutual Trust Co FSB | 74 | $223 | 0.00% | −937−92.7% | Reduced |
| Iron Horse Wealth Management, LLC | 70 | $211 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 55 | $167 | 0.00% | +55 | New |
| Ronald Blue Trust, Inc. | 50 | $151 | 0.00% | −843−94.4% | Reduced |
| Versant Capital Management, Inc | 50 | $151 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $151 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 50 | $151 | 0.00% | +50 | New |
| Fortis Group Advisors, LLC | 48 | $145 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 45 | $136 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 40 | $121 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 40 | $121 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 40 | $109 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $91 | 0.00% | −20−40.0% | Reduced |
| Washington Trust Co | 25 | $76 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $60 | 0.00% | −390−95.1% | Reduced |
| Raelipskie Partnership | 20 | $60 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $52 | 0.00% | −15−46.9% | Reduced |
| Global Financial Private Client, LLC | 14 | $42 | 0.00% | +14 | New |
| Winnow Wealth LLC | 12 | $36 | 0.00% | +12 | New |
| Ancora Advisors, LLC | 9 | $27 | 0.00% | −28−75.7% | Reduced |
| Northwest Capital Management Inc | 8 | $24 | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 8 | $24 | 0.00% | +8 | New |
| Cape Investment Advisory, Inc. | 6 | $18 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 5 | $16 | 0.00% | −58−92.1% | Reduced |
| Frazier Financial Advisors, LLC | 5 | $16 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 4 | $12 | 0.00% | −19−82.6% | Reduced |
| Tortoise Investment Management, LLC | 4 | $12 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $12 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $7 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 235 | $0 | 0.00% | −142−37.7% | Reduced |
| Resources Management Corp | 50 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 55 | $0 | 0.00% | −12−17.9% | Reduced |
| Financial Connections Group, Inc. | 155 | $0 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 86 | $0 | 0.00% | +86 | New |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −2,953,931−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,181,754−100.0% | Sold out |
| Point72 Italy, S.r.l. | 0 | $0 | 0.00% | −908,999−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −731,182−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −513,467−100.0% | Sold out |
| Plustick Management LLC | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −233,529−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −223,869−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −148,007−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −125,666−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −82,168−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −81,549−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −63,418−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −63,300−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −57,298−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −48,579−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −47,257−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −34,305−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −28,806−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −28,615−100.0% | Sold out |
| RSM US Wealth Management LLC | 0 | $0 | 0.00% | −29,476−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −25,552−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −25,487−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −24,369−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −24,264−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −23,658−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −23,658−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −21,244−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −18,886−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −18,116−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −17,116−100.0% | Sold out |
| Brighton Jones LLC | 0 | $0 | 0.00% | −15,772−100.0% | Sold out |
| QRG Capital Management, Inc. | 0 | $0 | 0.00% | −14,703−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −14,561−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −13,854−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −13,814−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −13,627−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −13,586−100.0% | Sold out |
| Morningstar Investment Services LLC | 0 | $0 | 0.00% | −12,968−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12,764−100.0% | Sold out |
| Tamar Securities, LLC | 0 | $0 | 0.00% | −12,745−100.0% | Sold out |
| Tyche Wealth Partners LLC | 0 | $0 | 0.00% | −11,285−100.0% | Sold out |