| HBC Financial Services, PLLC | 200 | $18.0K | 0.01% | +200 | New |
| Glassman Wealth Services | 180 | $17.0K | 0.00% | −14−7.2% | Reduced |
| Professional Financial Advisors, LLC | 180 | $17.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 156 | $16.0K | 0.01% | +156 | New |
| Concord Wealth Partners | 159 | $15.0K | 0.00% | +146+1,123.1% | Added |
| GPS Wealth Strategies Group, LLC | 150 | $14.0K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 150 | $14.0K | 0.00% | +150 | New |
| Hanson & Doremus Investment Management | 280 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 117 | $11.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 115 | $11.0K | 0.01% | +65+130.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 107 | $10.3K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 108 | $10.0K | 0.00% | +108 | New |
| Winch Advisory Services, LLC | 91 | $9.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 98 | $9.00K | 0.00% | +83+553.3% | Added |
| McIlrath & Eck, LLC | 80 | $8.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 71 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 70 | $7.00K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 72 | $7.00K | 0.00% | +72 | New |
| Altshuler Shaham Ltd | 67 | $6.00K | 0.00% | +67 | New |
| NVWM, LLC | 63 | $6.00K | 0.00% | +63 | New |
| Eagle Bay Advisors LLC | 56 | $6.00K | 0.00% | +56 | New |
| BerganKDV Wealth Management, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 45 | $4.00K | 0.00% | +36+400.0% | Added |
| Raffa Wealth Management, LLC | 40 | $3.84K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 34 | $3.26K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 27 | $3.00K | 0.00% | +27 | New |
| Prestige Wealth Management Group LLC | 19 | $2.00K | 0.00% | −43−69.4% | Reduced |
| Valley National Advisers Inc | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $1.00K | 0.00% | −61−83.6% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 6 | $1.00K | 0.00% | +6 | New |
| Logan Capital Management Inc | 10 | $1.00K | 0.00% | +10 | New |
| Pinnacle Wealth Advisors | 6 | $1.00K | 0.00% | +6 | New |
| Truvestments Capital LLC | 10 | $1.00K | 0.00% | +10 | New |
| Kelly Financial Services LLC | 28,779 | $300 | 0.01% | +28,779 | New |
| Bogart Wealth, LLC | 5 | $0 | 0.00% | −413−98.8% | Reduced |
| Lenox Wealth Advisors, LLC | 3 | $0 | 0.00% | −72−96.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Sofos Investments, Inc. | 148 | – | – | −14−8.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 7,100 | – | – | +100+1.4% | Added |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −259,451−100.0% | Sold out |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −250,288−100.0% | Sold out |
| Key Group Holdings (Cayman), Ltd. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −107,777−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −93,597−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −84,782−100.0% | Sold out |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −78,289−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Mark Asset Management LP | 0 | $0 | 0.00% | −56,000−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −48,816−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −43,455−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −35,540−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −32,705−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −28,393−100.0% | Sold out |
| Green Square Capital Advisors LLC | 0 | $0 | 0.00% | −25,412−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −15,347−100.0% | Sold out |
| Opus Investment Management Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −11,828−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −11,122−100.0% | Sold out |
| Beacon Financial Advisory LLC | 0 | $0 | 0.00% | −11,015−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,670−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −8,662−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −7,900−100.0% | Sold out |
| Fluent Financial, LLC | 0 | $0 | 0.00% | −11,794−100.0% | Sold out |
| South Dakota Investment Council | 0 | $0 | 0.00% | −7,240−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,871−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −5,950−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Karpus Management, Inc. | 0 | $0 | 0.00% | −4,168−100.0% | Sold out |
| Perpetual Investment Management Ltd | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −4,102−100.0% | Sold out |
| Longfellow Investment Management Co LLC | 0 | $0 | 0.00% | −3,987−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,957−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −3,835−100.0% | Sold out |
| RiverFront Investment Group, LLC | 0 | $0 | 0.00% | −3,817−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Greylin Investment Mangement Inc | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −3,067−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Stephenson National Bank & Trust | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,976−100.0% | Sold out |
| Infini Master Fund | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Infini Capital Management Ltd | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −2,866−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |