| JFS Wealth Advisors, LLC | 173 | $649 | 0.00% | −70−28.8% | Reduced |
| Medallion Wealth Advisors, LLC | 170 | $638 | 0.00% | +170 | New |
| National Bank of Canada | 156 | $585 | 0.00% | −401−72.0% | Reduced |
| Truvestments Capital LLC | 150 | $563 | 0.00% | −800−84.2% | Reduced |
| Principal Securities, Inc. | 147 | $551 | 0.00% | −162−52.4% | Reduced |
| New Millennium Group LLC | 141 | $529 | 0.00% | +40+39.6% | Added |
| CIBC Private Wealth Group, LLC | 129 | $515 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 135 | $506 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 131 | $491 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 130 | $488 | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 128 | $480 | 0.00% | −34−21.0% | Reduced |
| Synergy Financial Management, LLC | 111 | $474 | 0.00% | +111 | New |
| Wellington Shields Capital Management, LLC | 120 | $450 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 114 | $428 | 0.00% | −380−76.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 112 | $420 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 104 | $390 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $375 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 86 | $323 | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 78 | $293 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 64 | $240 | 0.00% | +64 | New |
| Comprehensive Financial Planning, Inc. | 57 | $214 | 0.00% | +57 | New |
| City State Bank | 50 | $188 | 0.00% | −77−60.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 47 | $177 | 0.00% | −15−24.2% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 38 | $157 | 0.00% | +38 | New |
| Chesapeake Asset Management LLC | 39 | $146 | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 40 | $140 | 0.00% | +40 | New |
| Elequin Capital LP | 36 | $135 | 0.00% | −3,664−99.0% | Reduced |
| Eastern Bank | 36 | $135 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 34 | $128 | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 33 | $124 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $113 | 0.00% | +30 | New |
| Salem Investment Counselors Inc | 26 | $98 | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 26 | $98 | 0.00% | 00.0% | Unchanged |
| American National Bank | 23 | $86 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $75 | 0.00% | −116−85.3% | Reduced |
| S&T Bank | 16 | $60 | 0.00% | +16 | New |
| Brown Brothers Harriman & Co | 15 | $56 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 12 | $45 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 11 | $41 | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 9 | $34 | 0.00% | −26−74.3% | Reduced |
| Harbor Investment Advisory, LLC | 6 | $23 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 4 | $15 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $4 | 0.00% | +1 | New |
| Hemington Wealth Management | 99 | $0 | 0.00% | +47+90.4% | Added |
| Covestor Ltd | 42 | $0 | 0.00% | +3+7.7% | Added |
| RE Dickinson Investment Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Kentucky Retirement Systems Insurance Trust Fund | 12,003 | – | – | +12,003 | New |
| Slate Path Capital LP | 0 | $0 | 0.00% | −22,018,550−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −2,102,422−100.0% | Sold out |
| Castleark Management LLC | 0 | $0 | 0.00% | −679,750−100.0% | Sold out |
| Apis Capital Advisors, LLC | 0 | $0 | 0.00% | −450,000−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −213,575−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −200,380−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −117,830−100.0% | Sold out |
| De Lisle Partners LLP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| GenTrust, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Private Capital Management LLC | 0 | $0 | 0.00% | −69,534−100.0% | Sold out |
| Biondo Investment Advisors, LLC | 0 | $0 | 0.00% | −67,527−100.0% | Sold out |
| Wellspring Financial Advisors, LLC | 0 | $0 | 0.00% | −62,420−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −60,100−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −60,053−100.0% | Sold out |
| Fisher Asset Management, LLC | 0 | $0 | 0.00% | −41,218−100.0% | Sold out |
| CoreCommodity Management, LLC | 0 | $0 | 0.00% | −41,050−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −34,888−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −28,129−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −25,963−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −26,450−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −19,194−100.0% | Sold out |
| First National Trust Co | 0 | $0 | 0.00% | −18,699−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,127−100.0% | Sold out |
| Afg Fiduciary Services Limited Partnership | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −14,680−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −13,386−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −11,982−100.0% | Sold out |
| Wealth Alliance | 0 | $0 | 0.00% | −11,957−100.0% | Sold out |
| Vanguard Capital Wealth Advisors | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| Orion Portfolio Solutions, LLC | 0 | $0 | 0.00% | −10,824−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,751−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −10,422−100.0% | Sold out |
| Hodges Capital Management Inc. | 0 | $0 | 0.00% | −10,340−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −10,195−100.0% | Sold out |
| McIntyre Freedman & Flynn Investment Advisers Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −4,484−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,380−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| FSA Wealth Management LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| McMahon Financial Advisors, LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |