| Caldwell Trust Co | 500 | $27.9K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $27.9K | 0.02% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 469 | $26.0K | 0.01% | +469 | New |
| Canada Pension Plan Investment Board | 440 | $25.0K | 0.00% | −6,202−93.4% | Reduced |
| Highlander Capital Management, LLC | 456 | $25.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 456 | $25.0K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 446 | $25.0K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 440 | $25.0K | 0.00% | +440 | New |
| Whittier Trust Co | 411 | $23.0K | 0.00% | −1,589−79.5% | Reduced |
| Harbor Investment Advisory, LLC | 420 | $23.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 418 | $23.0K | 0.00% | +93+28.6% | Added |
| City Holding Co | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 392 | $22.0K | 0.02% | +3+0.8% | Added |
| Parkside Financial Bank & Trust | 386 | $22.0K | 0.01% | +72+22.9% | Added |
| Assetmark, Inc | 352 | $20.0K | 0.00% | +352 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 345 | $19.0K | 0.00% | +1+0.3% | Added |
| Vectors Research Management, LLC | 334 | $19.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 326 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 332 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 300 | $17.0K | 0.00% | +300 | New |
| Glen Eagle Advisors, LLC | 303 | $16.9K | 0.01% | −52−14.6% | Reduced |
| Focused Wealth Management, Inc | 287 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 286 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 280 | $16.0K | 0.00% | +280 | New |
| Bartlett & Co. Wealth Management LLC | 286 | $15.9K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 277 | $15.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 275 | $15.0K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 273 | $15.0K | 0.01% | 00.0% | Unchanged |
| Klaas Financial Asset Advisors, LLC | 265 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 273 | $15.0K | 0.00% | +182+200.0% | Added |
| Central Bank & Trust Co | 257 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 247 | $14.0K | 0.00% | +16+6.9% | Added |
| PEAK6 Investments LLC | 226 | $13.0K | 0.00% | +226 | New |
| Castleview Partners, LLC | 208 | $12.0K | 0.01% | +208 | New |
| Prestige Wealth Management Group LLC | 194 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 172 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 163 | $9.00K | 0.00% | −83−33.7% | Reduced |
| Pinnacle Bancorp, Inc. | 160 | $9.00K | 0.00% | −32−16.7% | Reduced |
| National Pension Service | 165 | $9.00K | 0.00% | +21+14.6% | Added |
| Wealth Quarterback LLC | 161 | $9.00K | 0.01% | +161 | New |
| Cypress Capital Management LLC (WY) | 150 | $8.00K | 0.01% | 00.0% | Unchanged |
| Resolute Partners Group | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 135 | $8.00K | 0.00% | +64+90.1% | Added |
| Toth Financial Advisory Corp | 148 | $8.00K | 0.00% | +148 | New |
| HWG Holdings LP | 137 | $8.00K | 0.00% | +137 | New |
| Manchester Capital Management LLC | 130 | $7.00K | 0.00% | +54+71.1% | Added |
| Sutton Wealth Advisors Inc. | 120 | $6.69K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 111 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 110 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 92 | $5.13K | 0.00% | −4,891−98.2% | Reduced |
| Cutler Group LP | 90 | $5.00K | 0.00% | −2,323−96.3% | Reduced |
| Resources Management Corp | 94 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 88 | $5.00K | 0.00% | −6−6.4% | Reduced |
| Winch Advisory Services, LLC | 79 | $4.00K | 0.00% | +1+1.3% | Added |
| Brown Brothers Harriman & Co | 78 | $4.00K | 0.00% | +66+550.0% | Added |
| Aua Capital Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Kelly Financial Services LLC | 135,453 | $2.43K | 0.09% | +133,041+5,515.8% | Added |
| Raffa Wealth Management, LLC | 40 | $2.23K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 46 | $2.00K | 0.00% | +46 | New |
| Evoke Wealth, LLC | 10 | $1.00K | 0.00% | −111−91.7% | Reduced |
| C M Bidwell & Associates Ltd | 10 | $1.00K | 0.00% | +10 | New |
| CenterStar Asset Management, LLC | – | $1.00K | 0.00% | – | New |
| Sound Income Strategies, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Lenox Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Global Retirement Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 3 | – | – | +3 | New |
| Teilinger Capital Ltd. | 0 | $0 | 0.00% | −211,236−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −72,981−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −71,370−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −43,662−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −31,410−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −15,542−100.0% | Sold out |
| Fulcrum Asset Management LLP | 0 | $0 | 0.00% | – | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −12,801−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −12,181−100.0% | Sold out |
| Sound Financial Strategies Group, LLC | 0 | $0 | 0.00% | −10,788−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −10,114−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,109−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −6,170−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −4,865−100.0% | Sold out |
| TRH Financial, LLC | 0 | $0 | 0.00% | −4,164−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,913−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,849−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −2,932−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −2,482−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −1,203−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −891−100.0% | Sold out |