| JFS Wealth Advisors, LLC | 77 | $19.0K | 0.00% | +31+67.4% | Added |
| Charter Oak Capital Management, LLC | 77 | $19.0K | 0.00% | +77 | New |
| John W. Brooker & Co., CPAs | 71 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 70 | $17.5K | 0.01% | +39+125.8% | Added |
| Ahrens Investment Partners LLC | 68 | $17.0K | 0.01% | −34−33.3% | Reduced |
| MV Capital Management, Inc. | 64 | $16.0K | 0.00% | +4+6.7% | Added |
| TCI Wealth Advisors, Inc. | 60 | $15.0K | 0.00% | +1+1.7% | Added |
| Cypress Capital Management LLC (WY) | 61 | $15.0K | 0.02% | 00.0% | Unchanged |
| Investors Research Corp | 56 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 55 | $13.9K | 0.00% | −1,214−95.7% | Reduced |
| Castleview Partners, LLC | 53 | $13.0K | 0.01% | −76,910−99.9% | Reduced |
| Founders Capital Management | 71 | $13.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $13.0K | 0.00% | −8−13.1% | Reduced |
| Exchange Traded Concepts, LLC | 52 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 51 | $13.0K | 0.00% | +51 | New |
| Curi Capital | 51 | $12.0K | 0.00% | −9−15.0% | Reduced |
| Tarbox Family Office, Inc. | 44 | $11.0K | 0.00% | −138−75.8% | Reduced |
| Sutton Wealth Advisors Inc. | 42 | $10.5K | 0.00% | +16+61.5% | Added |
| HighMark Wealth Management LLC | 40 | $10.0K | 0.01% | −24−37.5% | Reduced |
| Lenox Wealth Advisors, LLC | 39 | $10.0K | 0.00% | −20−33.9% | Reduced |
| Lumature Wealth Partners, LLC | 40 | $10.0K | 0.00% | −13−24.5% | Reduced |
| Financial Management Professionals, Inc. | 41 | $10.0K | 0.00% | +2+5.1% | Added |
| Stuart Chaussee & Associates, Inc. | 38 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 40 | $10.0K | 0.01% | +10+33.3% | Added |
| Sierra Capital LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $8.00K | 0.00% | −1,764−98.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $8.00K | 0.00% | +32 | New |
| Cordant, Inc. | 31 | $8.00K | 0.00% | +31 | New |
| Beaird Harris Wealth Management, LLC | 31 | $8.00K | 0.00% | +31 | New |
| Patriot Financial Group Insurance Agency, LLC | 24 | $6.00K | 0.00% | +3+14.3% | Added |
| Altshuler Shaham Ltd | 24 | $6.00K | 0.00% | +24 | New |
| Steward Financial Group LLC | 27 | $6.00K | 0.01% | +27 | New |
| WFA Asset Management Corp | 22 | $5.50K | 0.00% | +22 | New |
| Arcadia Investment Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $5.00K | 0.00% | −3−14.3% | Reduced |
| Schubert & Co | 20 | $5.00K | 0.01% | +5+33.3% | Added |
| Versant Capital Management, Inc | 20 | $5.00K | 0.00% | +7+53.8% | Added |
| MCF Advisors LLC | 21 | $5.00K | 0.00% | +21 | New |
| Focused Wealth Management, Inc | 15 | $4.00K | 0.00% | +1+7.1% | Added |
| Private Ocean, LLC | 16 | $4.00K | 0.00% | +1+6.7% | Added |
| First Bank & Trust | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 11 | $3.00K | 0.00% | +11 | New |
| Koshinski Asset Management, Inc. | 11 | $2.75K | 0.00% | +11 | New |
| SRS Capital Advisors, Inc. | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Bellwether Advisors, LLC | 6 | $1.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $250 | 0.00% | – | – |
| Horan Securities, Inc. | 1 | $0 | 0.00% | −1−50.0% | Reduced |
| J.Safra Asset Management Corp | 29 | $0 | 0.00% | +29 | New |
| Sofos Investments, Inc. | 4,500 | – | – | +4,500 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −352,262−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −241,751−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −62,518−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −32,153−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −26,090−100.0% | Sold out |
| AAFMAA Wealth Management & Trust LLC | 0 | $0 | 0.00% | −21,225−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −15,479−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −13,622−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −13,113−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,498−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −10,137−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −8,845−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −8,755−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −7,625−100.0% | Sold out |
| Astrantus Ltd | 0 | $0 | 0.00% | −7,400−100.0% | Sold out |
| First American Bank | 0 | $0 | 0.00% | −7,317−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,814−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −5,199−100.0% | Sold out |
| Vigilare Wealth Management | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Camarda Financial Advisors, LLC | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Capital CS Group, LLC | 0 | $0 | 0.00% | −4,265−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −3,669−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −3,311−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,451−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −2,169−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Hamilton Capital, LLC | 0 | $0 | 0.00% | −2,134−100.0% | Sold out |
| Conrad Siegel Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −1,947−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,848−100.0% | Sold out |