| Stephenson National Bank & Trust | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 55 | $7.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 44 | $6.00K | 0.00% | +44 | New |
| Life Planning Partners, Inc | 36 | $5.00K | 0.01% | −73−67.0% | Reduced |
| Fieldpoint Private Securities, LLC | 36 | $5.00K | 0.00% | −5−12.2% | Reduced |
| Earnest Partners LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 34 | $5.00K | 0.00% | +34 | New |
| Gradient Investments LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 30 | $4.00K | 0.00% | +4+15.4% | Added |
| Gibson Wealth Advisors LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 27 | $4.00K | 0.00% | +21+350.0% | Added |
| TD Waterhouse Canada Inc. | 24 | $3.30K | 0.00% | −20−45.5% | Reduced |
| Raffa Wealth Management, LLC | 24 | $3.25K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 22 | $3.00K | 0.00% | −6−21.4% | Reduced |
| Capital Advisors, Ltd. LLC | 25 | $3.00K | 0.00% | −3−10.7% | Reduced |
| Tradition Wealth Management, LLC | 24 | $3.00K | 0.00% | −4−14.3% | Reduced |
| Winch Advisory Services, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 21 | $3.00K | 0.00% | +4+23.5% | Added |
| Leonteq Securities AG | 21 | $2.84K | 0.00% | +20+2,000.0% | Added |
| Private Ocean, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $2.00K | 0.00% | +9+225.0% | Added |
| Disciplined Investments, LLC | 17 | $2.00K | 0.00% | +17 | New |
| Exane Derivatives | 13 | $1.76K | 0.00% | −3,449−99.6% | Reduced |
| Archer Investment Corp | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 9 | $1.00K | 0.00% | −3−25.0% | Reduced |
| McClarren Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.00K | 0.00% | −1−16.7% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| Strengthening Families & Communities, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 6 | $1.00K | 0.00% | +6 | New |
| GoalVest Advisory LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Perspectives, Inc | 2 | $271 | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 3 | $0 | 0.00% | −169−98.3% | Reduced |
| BerganKDV Wealth Management, LLC | 2 | $0 | 0.00% | −6−75.0% | Reduced |
| Valley National Advisers Inc | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Longfellow Investment Management Co LLC | 2 | – | – | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −214,061−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −145,394−100.0% | Sold out |
| Prospector Partners LLC | 0 | $0 | 0.00% | −102,170−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −59,936−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −50,193−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −43,498−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −34,753−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −32,178−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −27,900−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −22,918−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −14,771−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −12,124−100.0% | Sold out |
| Hirtle Callaghan & Co LLC | 0 | $0 | 0.00% | −9,217−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −7,388−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,323−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,283−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,999−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −6,771−100.0% | Sold out |
| CCM Investment Advisers LLC | 0 | $0 | 0.00% | −5,670−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −4,230−100.0% | Sold out |
| Partners Group Holding AG | 0 | $0 | 0.00% | −3,976−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,614−100.0% | Sold out |
| Perfromance Wealth Partners, LLC | 0 | $0 | 0.00% | −3,527−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −3,462−100.0% | Sold out |
| Financial Advisors Network, Inc. | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| HBW Advisory Services LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −2,850−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −2,618−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,548−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −2,420−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −2,234−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −2,227−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −2,181−100.0% | Sold out |