| Bartlett & Co. Wealth Management LLC | 27 | $8.29K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | – | $8.00K | 0.00% | – | – |
| Key Financial Inc | 27 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 26 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 28 | $8.00K | 0.00% | +23+460.0% | Added |
| Evolution Wealth Advisors, LLC | 23 | $7.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $6.00K | 0.00% | +15+300.0% | Added |
| Investment Research & Advisory Group, Inc. | 19 | $6.00K | 0.00% | +19 | New |
| Systematic Alpha Investments, LLC | 20 | $6.00K | 0.00% | +20 | New |
| Bogart Wealth, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 17 | $5.00K | 0.00% | +17 | New |
| Macroview Investment Management LLC | 13 | $4.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $3.00K | 0.00% | −22−71.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $3.00K | 0.00% | +10 | New |
| Gradient Investments LLC | 11 | $3.00K | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 9 | $3.00K | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 9 | $2.76K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Truehand, Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 7 | $2.00K | 0.00% | +7 | New |
| TSFG, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 5 | $1.53K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 2 | $1.00K | 0.00% | −20−90.9% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Logan Capital Management Inc | 2 | $1.00K | 0.00% | +2 | New |
| Assetmark, Inc | 4 | $1.00K | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $307 | 0.00% | – | New |
| Kelly Financial Services LLC | 54,973 | $179 | 0.01% | +54,794+30,611.2% | Added |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,166 | – | – | +2,166 | New |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,096,049−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −165,130−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −62,687−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −61,781−100.0% | Sold out |
| British Airways Pensions Investment Management Ltd | 0 | $0 | 0.00% | −55,032−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −47,732−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −18,100−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −16,090−100.0% | Sold out |
| Ilmarinen Mutual Pension Insurance Co | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −15,865−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −15,534−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −11,110−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −9,641−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −7,150−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −6,552−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −4,640−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −4,451−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −3,971−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,950−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −3,689−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −3,448−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,634−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −2,056−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −1,778−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −1,730−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −1,700−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,682−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −1,293−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −1,134−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −1,082−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −1,070−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −967−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Clarus Wealth Advisors | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Vantis Investment Advisers L.P. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| WCM Investment Management, LLC | 0 | $0 | 0.00% | −788−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Bel Air Investment Advisors LLC | 0 | $0 | 0.00% | −774−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −721−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Salem Capital Management Inc | 0 | $0 | 0.00% | −650−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| Zhang Financial LLC | 0 | $0 | 0.00% | −644−100.0% | Sold out |
| Magnolia Capital Advisors LLC | 0 | $0 | 0.00% | −643−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |