| Twin Peaks Wealth Advisors, LLC | 1,290 | $10.5K | 0.00% | +1,290 | New |
| Umb Bank N A | 1,250 | $10.2K | 0.00% | +187+17.6% | Added |
| Creative Financial Designs Inc | 1,230 | $10.0K | 0.00% | +291+31.0% | Added |
| Clearstead Advisors, LLC | 1,214 | $9.91K | 0.00% | −249−17.0% | Reduced |
| Purpose Unlimited Inc. | 1,112 | $9.06K | 0.00% | +1,112 | New |
| Sound Income Strategies, LLC | 1,044 | $8.39K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 1,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1,000 | $8.16K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,000 | $8.16K | 0.00% | +500+100.0% | Added |
| Evergreen Advisors, LLC | 1,000 | $8.16K | 0.00% | +1,000 | New |
| Mirae Asset Global Investments Co., Ltd. | 983 | $8.02K | 0.00% | −278−22.0% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 970 | $7.92K | 0.00% | +970 | New |
| Huntington National Bank | 948 | $7.74K | 0.00% | +152+19.1% | Added |
| Central Trust Co | 876 | $7.15K | 0.00% | +221+33.7% | Added |
| TSFG, LLC | 904 | $7.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 844 | $6.89K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 820 | $6.69K | 0.00% | +195+31.2% | Added |
| Golden State Wealth Management, LLC | 768 | $6.27K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 756 | $6.17K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 750 | $6.12K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 702 | $5.73K | 0.00% | +540+333.3% | Added |
| Morgan Dempsey Capital Management LLC | 700 | $5.71K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 640 | $5.22K | 0.00% | −224−25.9% | Reduced |
| Strive Financial Group ,LLC | 594 | $5.00K | 0.00% | −1,190−66.7% | Reduced |
| Covestor Ltd | 457 | $4.00K | 0.00% | −358−43.9% | Reduced |
| Larson Financial Group LLC | 472 | $3.85K | 0.00% | +357+310.4% | Added |
| Rossby Financial, LCC | 461 | $3.71K | 0.00% | −1,373−74.9% | Reduced |
| TD Waterhouse Canada Inc. | 460 | $3.69K | 0.00% | +460 | New |
| Strengthening Families & Communities, LLC | 440 | $3.59K | 0.00% | +440 | New |
| Parallel Advisors, LLC | 392 | $3.20K | 0.00% | −317−44.7% | Reduced |
| Signature Resources Capital Management, LLC | 371 | $3.03K | 0.00% | −629−62.9% | Reduced |
| Westside Investment Management, Inc. | 342 | $2.79K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 316 | $2.58K | 0.00% | +110+53.4% | Added |
| Aspect Partners, LLC | 306 | $2.50K | 0.00% | +84+37.8% | Added |
| First United Bank Trust | 300 | $2.45K | 0.00% | +300 | New |
| Advisory Services Network, LLC | 296 | $2.42K | 0.00% | +296 | New |
| Zions Bancorporation, National Association | 282 | $2.30K | 0.00% | +282 | New |
| Assetmark, Inc | 278 | $2.27K | 0.00% | +245+742.4% | Added |
| Beaird Harris Wealth Management, LLC | 274 | $2.24K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 260 | $2.12K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 247 | $2.02K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 246 | $2.01K | 0.00% | −100−28.9% | Reduced |
| Ancora Advisors, LLC | 225 | $1.84K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 224 | $1.83K | 0.00% | +224 | New |
| Wealth Preservation Advisors, LLC | 202 | $1.65K | 0.00% | +202 | New |
| Adirondack Trust Co | 200 | $1.63K | 0.00% | −501−71.5% | Reduced |
| IFP Advisors, Inc | 193 | $1.57K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $1.55K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 175 | $1.43K | 0.00% | +84+92.3% | Added |
| Jones Financial Companies LLLP | 151 | $1.21K | 0.00% | +151 | New |
| MTM Investment Management, LLC | 125 | $1.02K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 121 | $988 | 0.00% | −29−19.3% | Reduced |
| Louisbourg Investments Inc. | 115 | $938 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 104 | $849 | 0.00% | +11+11.8% | Added |
| Archer Investment Corp | 100 | $816 | 0.00% | −8,160−98.8% | Reduced |
| Anchor Investment Management, LLC | 100 | $816 | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 100 | $816 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 100 | $816 | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 60 | $730 | 0.00% | +40+200.0% | Added |
| Bell Investment Advisors, Inc | 84 | $686 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 79 | $645 | 0.00% | +57+259.1% | Added |
| Prestige Wealth Management Group LLC | 69 | $564 | 0.00% | −143−67.5% | Reduced |
| Private Wealth Management Group, LLC | 65 | $531 | 0.00% | +65 | New |
| Cornerstone Financial Management LLC | 65 | $530 | 0.00% | +65 | New |
| Rialto Wealth Management, LLC | 63 | $515 | 0.00% | +63 | New |
| Fortitude Family Office, LLC | 61 | $498 | 0.00% | −36−37.1% | Reduced |
| North Star Investment Management Corp. | 58 | $473 | 0.00% | +58 | New |
| DecisionPoint Financial, LLC | 56 | $457 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 56 | $457 | 0.00% | +14+33.3% | Added |
| Gilpin Wealth Management, LLC | 54 | $441 | 0.00% | +54 | New |
| HighMark Wealth Management LLC | 50 | $408 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $408 | 0.00% | +50 | New |
| Atlantic Union Bankshares Corp | 40 | $327 | 0.00% | +40 | New |
| Financial Management Professionals, Inc. | 35 | $286 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 33 | $270 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $245 | 0.00% | +5+20.0% | Added |
| Keating Financial Advisory Services, Inc. | 25 | $204 | 0.00% | +24+2,400.0% | Added |
| GHP Investment Advisors, Inc. | 20 | $164 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $155 | 0.00% | −15−44.1% | Reduced |
| Abound Wealth Management | 15 | $123 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 15 | $122 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 12 | $98 | 0.00% | −775−98.5% | Reduced |
| Dunhill Financial, LLC | 11 | $97 | 0.00% | −1−8.3% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $82 | 0.00% | −85−89.5% | Reduced |
| Ares Financial Consulting, LLC | 10 | $80 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Capital World Investors | 0 | $0 | 0.00% | −2,954,764−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −2,029,994−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,858,838−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −1,613,399−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −1,151,218−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −1,135,956−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −604,700−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −527,619−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −280,300−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −186,795−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −181,554−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −119,820−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −117,306−100.0% | Sold out |
