| Rosenberg Matthew Hamilton | 200 | $8.77K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 200 | $8.77K | 0.00% | +200 | New |
| Coppell Advisory Solutions Corp. | 200 | $8.77K | 0.00% | +200 | New |
| Tilia Fiduciary Partners, Inc. | 187 | $8.19K | 0.01% | +187 | New |
| Ulland Investment Advisors, LLC | 185 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 156 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 157 | $6.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 156 | $6.84K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 144 | $6.32K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 140 | $6.14K | 0.00% | +113+418.5% | Added |
| West Oak Capital, LLC | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 136 | $5.97K | 0.01% | +40+41.7% | Added |
| Advanced Asset Management Advisors Inc | 122 | $5.35K | 0.00% | +122 | New |
| GHP Investment Advisors, Inc. | 113 | $4.96K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 106 | $4.66K | 0.00% | +67+171.8% | Added |
| Brown Brothers Harriman & Co | 104 | $4.56K | 0.00% | −238−69.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 101 | $4.44K | 0.00% | +101 | New |
| Norwood Financial Corp | 100 | $4.39K | 0.01% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 100 | $4.34K | 0.00% | +100 | New |
| Armstrong Advisory Group, Inc | 95 | $4.17K | 0.00% | +95 | New |
| Old North State Trust, LLC | 80 | $4.00K | 0.00% | +80 | New |
| EWG Elevate Inc. | 88 | $3.86K | 0.00% | +88 | New |
| Blue Bell Private Wealth Management, LLC | 85 | $3.73K | 0.00% | −150−63.8% | Reduced |
| Sofos Investments, Inc. | 44 | $3.48K | 0.04% | +44 | New |
| HighMark Wealth Management LLC | 78 | $3.43K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 75 | $3.29K | 0.00% | 00.0% | Unchanged |
| Affiance Financial, LLC | 75 | $3.29K | 0.00% | +75 | New |
| Steward Financial Group LLC | 73 | $3.00K | 0.00% | +73 | New |
| Lee Financial Co | 66 | $2.90K | 0.00% | −67−50.4% | Reduced |
| Raffa Wealth Management, LLC | 50 | $2.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $2.11K | 0.00% | −77−61.6% | Reduced |
| Spartan Planning & Wealth Management | 47 | $2.06K | 0.00% | +47 | New |
| Accurate Wealth Management, LLC | 45 | $2.02K | 0.00% | +45 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $2.00K | 0.02% | −50−50.0% | Reduced |
| Sierra Capital LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 54 | $2.00K | 0.00% | +28+107.7% | Added |
| Retirement Group, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Sandy Spring Bank | 43 | $1.90K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 43 | $1.89K | 0.00% | −32−42.7% | Reduced |
| Sound Income Strategies, LLC | 40 | $1.75K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 38 | $1.67K | 0.00% | +4+11.8% | Added |
| Trust Co of Vermont | 38 | $1.67K | 0.00% | +38 | New |
| Eagle Bay Advisors LLC | 36 | $1.58K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 35 | $1.53K | 0.00% | +35 | New |
| PSI Advisors, LLC | 32 | $1.42K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $1.27K | 0.00% | +29 | New |
| Colonial Trust Advisors | 28 | $1.23K | 0.00% | +28 | New |
| Baker Avenue Asset Management, LP | 26 | $1.14K | 0.00% | +26 | New |
| Salem Investment Counselors Inc | 25 | $1.10K | 0.00% | +25 | New |
| Asset Dedication, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Carolinas Wealth Consulting LLC | 22 | $965 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 20,978 | $920 | 0.00% | −19,339−48.0% | Reduced |
| MCF Advisors LLC | 15 | $658 | 0.00% | +15 | New |
| Cribstone Capital Management, LLC | 14 | $614 | 0.00% | +14 | New |
| My Personal CFO, LLC | 14 | $614 | 0.00% | +14 | New |
| Trifecta Capital Advisors, LLC | 13 | $570 | 0.00% | +13 | New |
| NewSquare Capital LLC | 10 | $439 | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $439 | 0.00% | +10 | New |
| Cary Street Partner Investment Advisory LLC | 9 | $395 | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 8 | $351 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 4 | $177 | 0.00% | −4−50.0% | Reduced |
| Gradient Investments LLC | 4 | $175 | 0.00% | −100−96.2% | Reduced |
| Pathway Financial Advisers, LLC | 1 | $26 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 589 | $0 | 0.00% | +566+2,460.9% | Added |
| Penserra Capital Management LLC | 18 | $0 | 0.00% | +18 | New |
| Tfo-TDC, LLC | 6 | – | – | +6 | New |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −255,825−100.0% | Sold out |
| Coronation Fund Managers Ltd. | 0 | $0 | 0.00% | −208,466−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −197,000−100.0% | Sold out |
| Lonestar Capital Management LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −149,326−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −125,524−100.0% | Sold out |
| Appaloosa LPSuperinvestorAppaloosa | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| D L Carlson Investment Group Inc | 0 | $0 | 0.00% | −94,339−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −93,554−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −82,006−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −77,440−100.0% | Sold out |
| Highline Capital Management, L.P. | 0 | $0 | 0.00% | −76,049−100.0% | Sold out |
| EHP Funds Inc. | 0 | $0 | 0.00% | −63,700−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −60,227−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −59,500−100.0% | Sold out |
| Asia Research & Capital Management Ltd | 0 | $0 | 0.00% | −54,723−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −54,728−100.0% | Sold out |
| Premier Fund Managers Ltd | 0 | $0 | 0.00% | −53,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −52,365−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −52,068−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −50,536−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −50,108−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Bienville Capital Management, LLC | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Jackson Square Capital, LLC | 0 | $0 | 0.00% | −32,657−100.0% | Sold out |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −28,300−100.0% | Sold out |
| Kinneret Advisory, LLC | 0 | $0 | 0.00% | −24,905−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −23,739−100.0% | Sold out |
| MorganRosel Wealth Management, LLC | 0 | $0 | 0.00% | −22,944−100.0% | Sold out |
| PACK Private Wealth, LLC | 0 | $0 | 0.00% | −22,202−100.0% | Sold out |
