| Massmutual Trust Co FSB | 374 | $8.00K | 0.00% | +219+141.3% | Added |
| Evoke Wealth, LLC | 350 | $8.00K | 0.00% | +310+775.0% | Added |
| First Financial Corp | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 330 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 313 | $7.00K | 0.00% | +204+187.2% | Added |
| Newbridge Financial Services Group, Inc. | 329 | $7.00K | 0.00% | +329 | New |
| CarsonAllaria Wealth Management, Ltd. | 321 | $7.00K | 0.01% | +321 | New |
| Ahl Investment Management, Inc. | 300 | $7.00K | 0.01% | +300 | New |
| Westside Investment Management, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 276 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 299 | $6.00K | 0.00% | +3+1.0% | Added |
| Parkside Financial Bank & Trust | 295 | $6.00K | 0.00% | +49+19.9% | Added |
| Cutler Group LP | 299 | $6.00K | 0.00% | +299 | New |
| Kozak & Associates, Inc. | 253 | $6.00K | 0.00% | +253 | New |
| Earnest Partners LLC | 237 | $5.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 236 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 245 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 196 | $4.00K | 0.00% | −359−64.7% | Reduced |
| Valley National Advisers Inc | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 175 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 202 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 173 | $4.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 157 | $4.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $4.00K | 0.00% | +200 | New |
| Horan Securities, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Zullo Investment Group, Inc. | 200 | $4.00K | 0.00% | +200 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 193 | $4.00K | 0.00% | +193 | New |
| Tevis Investment Management | 205 | $4.00K | 0.00% | +205 | New |
| Endurance Wealth Management, Inc. | 129 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 141 | $3.00K | 0.00% | +16+12.8% | Added |
| Bogart Wealth, LLC | 118 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 148 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 144 | $3.00K | 0.00% | +144 | New |
| Sutton Wealth Advisors Inc. | 108 | $2.36K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $2.18K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 96 | $2.00K | 0.00% | −42−30.4% | Reduced |
| Creative Financial Designs Inc | 86 | $2.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 95 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 97 | $2.00K | 0.00% | +97 | New |
| Amplius Wealth Advisors, LLC | 123 | $2.00K | 0.00% | +123 | New |
| Widmann Financial Services, Inc. | 100 | $2.00K | 0.00% | +100 | New |
| Baystate Wealth Management LLC | 59 | $1.00K | 0.00% | −53−47.3% | Reduced |
| Jones Financial Companies LLLP | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 40 | $1.00K | 0.00% | +7+21.2% | Added |
| Financial Management Professionals, Inc. | 43 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 40 | $1.00K | 0.00% | +40 | New |
| Mach-1 Financial Group, Inc. | 77 | $1.00K | 0.00% | +77 | New |
| Schubert & Co | 49 | $1.00K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 42 | $917 | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 40 | $874 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 27 | $784 | 0.00% | +27 | New |
| McDonald Partners LLC | 16 | $349 | 0.00% | +16 | New |
| Absolute Capital Management, LLC | 16 | $349 | 0.00% | +16 | New |
| WestEnd Advisors, LLC | 3 | $65 | 0.00% | – | – |
| Brown Brothers Harriman & Co | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $0 | 0.00% | +19 | New |
| Capital International Investors | 0 | $0 | 0.00% | −934,453−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −634,806−100.0% | Sold out |
| Soviero Asset Management, LP | 0 | $0 | 0.00% | −540,000−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −434,660−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −418,945−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −380,322−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −309,433−100.0% | Sold out |
| Gateway Investment Advisers LLC | 0 | $0 | 0.00% | −252,622−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −190,913−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −185,807−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −172,428−100.0% | Sold out |
| Terry L. Blaker | 0 | $0 | 0.00% | −144,736−100.0% | Sold out |
| Capital International Sarl | 0 | $0 | 0.00% | −111,381−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −109,476−100.0% | Sold out |
| Advanced Asset Management Advisors Inc | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −87,407−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −71,107−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −70,650−100.0% | Sold out |
| Asio Capital, LLC | 0 | $0 | 0.00% | −58,240−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −55,407−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −55,258−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −54,402−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −53,881−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −34,713−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −25,710−100.0% | Sold out |
| Arrow Investment Advisors, LLC | 0 | $0 | 0.00% | −24,610−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −24,348−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −24,039−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −22,207−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −18,359−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −17,868−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −17,309−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −17,525−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −16,894−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −15,968−100.0% | Sold out |