| West Oak Capital, LLC | 14 | $16.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 14 | $15.8K | 0.01% | −35−71.4% | Reduced |
| FinTrust Capital Advisors, LLC | 14 | $15.8K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 14 | $15.8K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $15.8K | 0.02% | 00.0% | Unchanged |
| Tacita Capital Inc | 14 | $15.8K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $15.4K | 0.01% | −1−6.7% | Reduced |
| PFS Partners, LLC | 13 | $14.7K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $14.7K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 13 | $14.7K | 0.02% | +13 | New |
| Mascoma Wealth Management LLC | 12 | $13.5K | 0.00% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 12 | $13.5K | 0.01% | +12 | New |
| Fortis Group Advisors, LLC | 11 | $12.4K | 0.00% | −11−50.0% | Reduced |
| Bruce G. Allen Investments, LLC | 11 | $12.4K | 0.01% | −1−8.3% | Reduced |
| Global Wealth Strategies & Associates | 11 | $12.4K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 11 | $12.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 11 | $12.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 10 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $11.3K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $11.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 10 | $11.3K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 10 | $11.3K | 0.01% | +10 | New |
| Horizons Wealth Management | 11 | $10.5K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $10.2K | 0.00% | −8−47.1% | Reduced |
| Colonial Trust Advisors | 9 | $10.2K | 0.00% | −3−25.0% | Reduced |
| Fortitude Family Office, LLC | 9 | $10.2K | 0.01% | +3+50.0% | Added |
| Horizon Financial Services, LLC | 9 | $10.2K | 0.01% | +9 | New |
| Atlas Capital Advisors LLC | 9 | $10.2K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 9 | $10.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 8 | $9.03K | 0.01% | −1−11.1% | Reduced |
| Sittner & Nelson, LLC | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8 | $9.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $9.03K | 0.00% | +1+14.3% | Added |
| Ramirez Asset Management, Inc. | 7 | $7.90K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 6 | $6.79K | 0.00% | +6 | Added |
| Trifecta Capital Advisors, LLC | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 6 | $6.77K | 0.00% | +1+20.0% | Added |
| SJS Investment Consulting Inc. | 6 | $6.77K | 0.00% | +3+100.0% | Added |
| Motco | 6 | $6.77K | 0.00% | −1−14.3% | Reduced |
| Laffer Tengler Investments | 6 | $6.77K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 6 | $6.77K | 0.00% | +6 | New |
| Hilltop National Bank | 6 | $6.77K | 0.00% | +6 | New |
| Pacific Center for Financial Services | 5 | $5.66K | 0.00% | +5 | New |
| Annapolis Financial Services, LLC | 5 | $5.64K | 0.00% | −134−96.4% | Reduced |
| Tower View Investment Management & Research LLC | 5 | $5.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $5.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 5 | $5.64K | 0.00% | −1−16.7% | Reduced |
| Fairman Group, LLC | 5 | $5.64K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $5.07K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $5.00K | 0.00% | −1−16.7% | Reduced |
| McIlrath & Eck, LLC | 4 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $4.52K | 0.00% | +1+33.3% | Added |
| South State Corp. | 4 | $4.52K | 0.00% | +4 | New |
| Webster Bank, N. A. | 4 | $4.52K | 0.00% | +4 | New |
| Capital Analysts, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $3.39K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 3 | $3.39K | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 3 | $3.00K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $2.26K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $2.26K | 0.00% | +1+100.0% | Added |
| State of Wyoming | 2 | $2.26K | 0.00% | +1+100.0% | Added |
| TD Capital Management LLC | 2 | $2.26K | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 1 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $1.13K | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $1.13K | 0.00% | +1 | New |
| Perkins Coie Trust Co | 1 | $1.13K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 1 | $612 | 0.00% | +1 | New |
| Global Assets Advisory, LLC | 96,074 | $85 | 0.00% | +96,074 | New |
| Dogwood Wealth Management LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,632−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −14,199−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −12,361−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,248−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −10,374−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −9,800−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −7,295−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −5,130−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −4,688−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,886−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,842−100.0% | Sold out |
| VELA Investment Management, LLC | 0 | $0 | 0.00% | −2,599−100.0% | Sold out |