| Red Tortoise LLC | 24 | $5.05K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $5.05K | 0.00% | +24 | New |
| Birchbrook, Inc. | 22 | $4.69K | 0.00% | +22 | New |
| MidAtlantic Capital Management, Inc. | 22 | $4.63K | 0.00% | +22 | New |
| New Millennium Group LLC | 21 | $4.42K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $4.23K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 20 | $4.21K | 0.00% | −43−68.3% | Reduced |
| Strategic Investment Solutions, Inc. | 20 | $4.21K | 0.00% | −1,240−98.4% | Reduced |
| Eagle Bay Advisors LLC | 20 | $4.21K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 19 | $4.00K | 0.00% | +19 | New |
| Avion Wealth | 21 | $4.00K | 0.00% | +3+16.7% | Added |
| FSA Wealth Management LLC | 19 | $4.00K | 0.00% | +19 | New |
| Credential Qtrade Securities Inc. | 18 | $3.79K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 17 | $3.58K | 0.00% | +17 | New |
| Newbridge Financial Services Group, Inc. | 15 | $3.18K | 0.00% | +15 | New |
| Northwest Capital Management Inc | 15 | $3.16K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 15 | $3.16K | 0.00% | +15 | New |
| First PREMIER Bank | 12 | $3.00K | 0.00% | +12 | New |
| DT Investment Partners, LLC | 13 | $2.74K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 13 | $2.74K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $2.71K | 0.00% | +13 | New |
| Pineridge Advisors LLC | 13 | $2.65K | 0.00% | +13 | New |
| Aspire Private Capital, LLC | 12 | $2.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 11 | $2.32K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 11 | $2.32K | 0.00% | −63−85.1% | Reduced |
| Old Second National Bank of Aurora | 10 | $2.11K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $1.90K | 0.00% | −33−78.6% | Reduced |
| Tennessee Valley Asset Management Partners | 8 | $1.69K | 0.00% | +8 | New |
| Country Trust Bank | 8 | $1.69K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 7 | $1.48K | 0.00% | +7 | New |
| Clear Point Advisors Inc. | 7 | $1.47K | 0.00% | +7 | New |
| Richard W. Paul & Associates, LLC | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $1.26K | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.26K | 0.00% | +6 | New |
| Sofos Investments, Inc. | 5 | $1.14K | 0.00% | −4−44.4% | Reduced |
| Logan Capital Management Inc | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 5 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $843 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4 | $842 | 0.00% | −676−99.4% | Reduced |
| Retirement Group, LLC | 4 | $842 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $842 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 3 | $632 | 0.00% | −12−80.0% | Reduced |
| Game Plan Financial Advisors, LLC | 3 | $632 | 0.00% | +3 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $625 | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $620 | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 2 | $422 | 0.00% | −2−50.0% | Reduced |
| Trust Co of Vermont | 2 | $421 | 0.00% | +2 | New |
| Castleview Partners, LLC | 2 | $421 | 0.00% | +2 | New |
| Foster Dykema Cabot & Partners, LLC | 2 | $421 | 0.00% | +2 | New |
| WFA Asset Management Corp | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $175 | 0.00% | +1 | New |
| Silicon Valley Capital Partners | 0 | $33 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| Longview Partners (Guernsey) LTD | 0 | $0 | 0.00% | −1,524,007−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −223,455−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −135,070−100.0% | Sold out |
| Cambiar Investors LLC | 0 | $0 | 0.00% | −134,586−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −113,102−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −89,814−100.0% | Sold out |
| Valiant Capital Management, L.P. | 0 | $0 | 0.00% | −88,600−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −86,454−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −84,779−100.0% | Sold out |
| VGI Partners Ltd | 0 | $0 | 0.00% | −75,429−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −74,405−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −68,950−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −58,092−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −32,135−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −27,372−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −27,033−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −25,271−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −24,103−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,732−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −19,931−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −19,340−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −18,501−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −17,350−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −16,191−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −14,338−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −11,124−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,379−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Kinsale Capital Group, Inc. | 0 | $0 | 0.00% | −9,246−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −8,822−100.0% | Sold out |
| Freedom Day Solutions, LLC | 0 | $0 | 0.00% | −8,121−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −7,610−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| IMA Wealth, Inc. | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |