| Mascoma Wealth Management LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $11.4K | 0.01% | +33+194.1% | Added |
| Concord Wealth Partners | 50 | $11.4K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 49 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 49 | $11.2K | 0.01% | +49 | New |
| Distillate Capital Partners LLC | 48 | $11.0K | 1.03% | −29,518−99.8% | Reduced |
| Hexagon Capital Partners LLC | 48 | $11.0K | 0.00% | +16+50.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 47 | $10.7K | 0.00% | +47 | New |
| Quent Capital, LLC | 46 | $10.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $10.3K | 0.00% | +3+7.1% | Added |
| Harvest Fund Management Co., Ltd | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 228 | $9.77K | 0.10% | −4,998−95.6% | Reduced |
| Baker Avenue Asset Management, LP | 40 | $9.14K | 0.00% | +40 | New |
| Exchange Traded Concepts, LLC | 39 | $8.91K | 0.00% | +39 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $8.68K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $8.23K | 0.00% | +36 | New |
| Schubert & Co | 33 | $7.54K | 0.01% | 00.0% | Unchanged |
| WFA Asset Management Corp | 32 | $7.34K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 32 | $7.31K | 0.00% | +32 | New |
| Plante Moran Financial Advisors, LLC | 31 | $7.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $7.08K | 0.00% | 00.0% | Unchanged |
| American National Bank | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| Versant Capital Management, Inc | 27 | $6.17K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 27 | $6.17K | 0.00% | +27 | New |
| Kelly Financial Services LLC | 26 | $5.94K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 26 | $5.94K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $5.71K | 0.00% | −9−26.5% | Reduced |
| Washington Trust Advisors, Inc. | 23 | $5.25K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 22 | $5.04K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 19 | $4.34K | 0.00% | +19 | New |
| Financial Management Professionals, Inc. | 19 | $4.00K | 0.00% | +4+26.7% | Added |
| Solstein Capital, LLC | 17 | $3.88K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $3.43K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $2.74K | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 12 | $2.74K | 0.00% | +3+33.3% | Added |
| Zions Bancorporation, N.A. | 11 | $2.51K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Brown Brothers Harriman & Co | 9 | $2.06K | 0.00% | −146−94.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.06K | 0.00% | +9 | New |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 8 | $1.85K | 0.00% | +8 | New |
| Lee Financial Co | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.83K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 8 | $1.83K | 0.00% | +8 | New |
| Abound Wealth Management | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.37K | 0.00% | −5−45.5% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.37K | 0.00% | +4+200.0% | Added |
| Clearstead Advisors, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Albion Financial Group | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 4 | $914 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $685 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $685 | 0.00% | +1+50.0% | Added |
| Crewe Advisors LLC | 3 | $685 | 0.00% | +3 | New |
| McElhenny Sheffield Capital Management, LLC | 3 | $685 | 0.00% | +3 | New |
| My Personal CFO, LLC | 3 | $685 | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $475 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $457 | 0.00% | +2 | New |
| Rosenberg Matthew Hamilton | 1 | $228 | 0.00% | +1 | New |
| Miller Howard Investments Inc | 0 | $0 | 0.00% | −303,049−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,712−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −25,467−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −23,253−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −21,498−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Contrarius Investment Management Ltd | 0 | $0 | 0.00% | −20,837−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,267−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −11,995−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −10,427−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −8,200−100.0% | Sold out |
| Cottage Street Advisors LLC | 0 | $0 | 0.00% | −6,032−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −4,969−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −4,751−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −4,639−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −4,555−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −4,487−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −4,250−100.0% | Sold out |
| Commons Capital, LLC | 0 | $0 | 0.00% | −4,028−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Wright Investors Service Inc | 0 | $0 | 0.00% | −3,039−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −2,197−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −1,556−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −1,412−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −1,360−100.0% | Sold out |
| First Heartland Consultants, Inc. | 0 | $0 | 0.00% | −1,305−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,218−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,063−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −994−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −586−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −464−100.0% | Sold out |
| Caldwell Trust Co | 0 | $0 | 0.00% | −333−100.0% | Sold out |