| Byrne Asset Management LLC | 50 | $5.29K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 41 | $4.34K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 36 | $3.67K | 0.00% | −47−56.6% | Reduced |
| JDM Financial Group LLC | 34 | $3.60K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $3.50K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 30 | $3.18K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $2.86K | 0.00% | −4−12.9% | Reduced |
| Essential Partners LLC | 27 | $2.86K | 0.00% | −1−3.6% | Reduced |
| Basecamp Wealth Advisors LLC | 26 | $2.75K | 0.00% | −18−40.9% | Reduced |
| Quarry LP | 25 | $2.65K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 23 | $2.44K | 0.00% | −1−4.2% | Reduced |
| Webster Bank, N. A. | 23 | $2.44K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 22 | $2.33K | 0.00% | −5−18.5% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 20 | $2.12K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 19 | $2.01K | 0.00% | −8−29.6% | Reduced |
| Valued Wealth Advisors LLC | 18 | $1.91K | 0.00% | +18 | New |
| Manning & Napier Advisors LLC | 19 | $1.90K | 0.00% | +19 | New |
| Action Point Financial Planning, LLC | 19 | $1.80K | 0.00% | +19 | New |
| Fulcrum Asset Management LLP | 17 | $1.70K | 0.00% | +17 | New |
| Farmers & Merchants Investments Inc | 15 | $1.59K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 15 | $1.59K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 15 | $1.57K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $1.48K | 0.00% | +7+100.0% | Added |
| Mather Group, LLC. | 13 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.27K | 0.00% | −6−33.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 12 | $1.27K | 0.00% | +12 | New |
| Fortitude Family Office, LLC | 11 | $1.17K | 0.00% | −10−47.6% | Reduced |
| Sunrise Financial Services, LLC | 11 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $1.17K | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 11 | $1.17K | 0.00% | +11 | New |
| Country Trust Bank | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $742 | 0.00% | +5+250.0% | Added |
| AdvisorNet Financial, Inc | 7 | $741 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $636 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $636 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 6 | $635 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $635 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 5 | $530 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $530 | 0.00% | +3+150.0% | Added |
| Bruce G. Allen Investments, LLC | 5 | $529 | 0.00% | +5 | New |
| Silver Grove Financial Group, Inc. | 4 | $424 | 0.00% | +4 | New |
| Whittier Trust Co | 4 | $418 | 0.00% | +4 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $318 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 2 | $212 | 0.00% | −2−50.0% | Reduced |
| Ankerstar Wealth, LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $212 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 2 | $212 | 0.00% | +1+100.0% | Added |
| LRI Investments, LLC | 2 | $212 | 0.00% | +2 | New |
| Elequin Capital LP | 1 | $106 | 0.00% | −33−97.1% | Reduced |
| Bogart Wealth, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $106 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $103 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 3 | $0 | 0.00% | +3 | New |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −121,346−100.0% | Sold out |
| Blue Sparrow, LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −44,503−100.0% | Sold out |
| Pembroke Management, LTD | 0 | $0 | 0.00% | −42,026−100.0% | Sold out |
| Stadium Capital Management LLC | 0 | $0 | 0.00% | −41,745−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −36,341−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −22,100−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −11,858−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −10,397−100.0% | Sold out |
| Perbak Capital Partners LLP | 0 | $0 | 0.00% | −7,436−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −6,305−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −6,041−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −3,807−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −3,444−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Apollon Wealth Management, LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| AlphaGrep UK Ltd | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −2,630−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −2,623−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −2,328−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −2,069−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −1,702−100.0% | Sold out |
| Everence Capital Management Inc | 0 | $0 | 0.00% | −1,669−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −1,652−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −751−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −735−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Aviso Financial Inc. | 0 | $0 | 0.00% | −157−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −118−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −53−100.0% | Sold out |