| Atlas Capital Advisors LLC | 30 | $15.8K | 0.00% | −4−11.8% | Reduced |
| Arrow Financial Corp | 25 | $13.0K | 0.00% | −20−44.4% | Reduced |
| IAG Wealth Partners, LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 26 | $13.0K | 0.01% | +26 | New |
| City State Bank | 25 | $13.0K | 0.01% | +25 | New |
| Creative Financial Designs Inc | 24 | $12.0K | 0.00% | +24 | New |
| SRS Capital Advisors, Inc. | 21 | $11.0K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 21 | $11.0K | 0.00% | +21 | New |
| Steward Financial Group LLC | 22 | $11.0K | 0.01% | +22 | New |
| RE Dickinson Investment Advisors, LLC | 20 | $10.0K | 0.01% | +20 | New |
| Andrew Hill Investment Advisors, Inc. | 20 | $10.0K | 0.01% | +20 | New |
| Stephens Consulting, LLC | 19 | $9.84K | 0.01% | +19 | New |
| Valley National Advisers Inc | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 16 | $8.28K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 14 | $7.00K | 0.00% | +14 | New |
| Tradewinds Capital Management, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 9 | $4.67K | 0.00% | +9 | New |
| Absolute Capital Management, LLC | 9 | $4.67K | 0.00% | +9 | New |
| AllSquare Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| HRT Financial LP | 0 | $0 | 0.00% | −111,125−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −75,552−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −27,251−100.0% | Sold out |
| Pinkerton Retirement Specialists, LLC | 0 | $0 | 0.00% | −22,068−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −20,671−100.0% | Sold out |
| Ramiah Investment Group | 0 | $0 | 0.00% | −18,384−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −18,204−100.0% | Sold out |
| Royal Fund Management, LLC | 0 | $0 | 0.00% | −15,503−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,881−100.0% | Sold out |
| New England Asset Management Inc | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −6,818−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −4,478−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −2,931−100.0% | Sold out |
| Legacy Wealth Management, LLC | 0 | $0 | 0.00% | −2,250−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −2,163−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −1,992−100.0% | Sold out |
| Eastern Bank | 0 | $0 | 0.00% | −1,690−100.0% | Sold out |
| Calton & Associates, Inc. | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −1,333−100.0% | Sold out |
| Port Capital LLC | 0 | $0 | 0.00% | −1,184−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −1,093−100.0% | Sold out |
| Bingham Osborn & Scarborough LLC | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Plotkin Financial Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Rodgers Brothers Inc. | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −705−100.0% | Sold out |
| Truvvo Partners LLC | 0 | $0 | 0.00% | −712−100.0% | Sold out |
| Spearhead Capital Advisors, LLC | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −591−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −566−100.0% | Sold out |
| Zevin Asset Management LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −552−100.0% | Sold out |
| Cary Street Partners Asset Management LLC | 0 | $0 | 0.00% | −553−100.0% | Sold out |
| Chesapeake Wealth Management | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Capital One Financial Corp | 0 | $0 | 0.00% | −503−100.0% | Sold out |
| Hedeker Wealth, LLC | 0 | $0 | 0.00% | −487−100.0% | Sold out |
| Thomas Story & Son LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Orrstown Financial Services Inc | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Emery Howard Portfolio Management, Inc. | 0 | $0 | 0.00% | −466−100.0% | Sold out |
| Noesis Capital Mangement Corp | 0 | $0 | 0.00% | −448−100.0% | Sold out |
| InterOcean Capital Group, LLC | 0 | $0 | 0.00% | −436−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −416−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Interactive Financial Advisors | 0 | $0 | 0.00% | −109−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Arvest Bank Trust Division | – | – | – | – | Not filed |
| Alexandria Capital, LLC | – | – | – | – | Not filed |
| Qci Asset Management Inc | – | – | – | – | Not filed |
| Filbrandt Wealth Management, LLC | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Wealth Advisory Solutions, LLC | – | – | – | – | Not filed |
| Rinet Co LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |
| New England Investment & Retirement Group, Inc. | – | – | – | – | Not filed |
| Harborview Advisors, LLC | – | – | – | – | Not filed |
| Spotlight Asset Group, Inc. | – | – | – | – | Not filed |
