| Aventura Private Wealth, LLC | 246 | $6.76K | 0.00% | −40−14.0% | Reduced |
| SBI Securities Co., Ltd. | 246 | $6.76K | 0.00% | +39+18.8% | Added |
| Massmutual Trust Co FSB | 244 | $6.70K | 0.00% | −7−2.8% | Reduced |
| GWM Advisors LLC | 238 | $6.54K | 0.00% | +4+1.7% | Added |
| Bogart Wealth, LLC | 228 | $6.26K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 222 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 206 | $5.65K | 0.00% | +206 | New |
| JCIC Asset Management Inc. | 205 | $5.64K | 0.00% | −85−29.3% | Reduced |
| Arcadia Investment Management Corp | 200 | $5.49K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 207 | $5.00K | 0.00% | +28+15.6% | Added |
| CNB Bank | 181 | $4.97K | 0.00% | −64−26.1% | Reduced |
| Gold Investment Management Ltd. | 176 | $4.84K | 0.00% | −41−18.9% | Reduced |
| Harbor Asset Planning, Inc. | 176 | $4.83K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 171 | $4.70K | 0.00% | −1−0.6% | Reduced |
| 1620 Investment Advisors, Inc. | 160 | $4.39K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 141 | $3.88K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 135 | $3.71K | 0.00% | +135 | New |
| Hilltop National Bank | 131 | $3.60K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 130 | $3.57K | 0.00% | −15−10.3% | Reduced |
| NBC Securities, Inc. | 126 | $3.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 120 | $3.29K | 0.00% | +1+0.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 105 | $2.89K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 100 | $2.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $2.75K | 0.00% | +100 | New |
| Hartford Financial Management Inc. | 98 | $2.69K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 97 | $2.66K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 93 | $2.56K | 0.00% | +70+304.3% | Added |
| Manchester Capital Management LLC | 86 | $2.36K | 0.00% | +86 | New |
| Duncker Streett & Co Inc | 80 | $2.20K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 70 | $2.00K | 0.00% | +12+20.7% | Added |
| Pin Oak Investment Advisors Inc | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 63 | $1.73K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $1.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 58 | $1.59K | 0.00% | +4+7.4% | Added |
| CGC Financial Services, LLC | 57 | $1.57K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 52 | $1.43K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 50 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 44 | $1.21K | 0.00% | −404−90.2% | Reduced |
| Vision Retirement, LLC | 40 | $1.10K | 0.00% | +40 | New |
| Rothschild Investment LLC | 38 | $1.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 38 | $1.05K | 0.00% | −12−24.0% | Reduced |
| Garton & Associates Financial Advisors LLC | 35 | $961 | 0.00% | +35 | New |
| Pinnacle Wealth Planning Services, Inc. | 34 | $934 | 0.00% | +34 | New |
| Hilton Head Capital Partners, LLC | 32 | $879 | 0.00% | +32 | New |
| Caldwell Sutter Capital, Inc. | 31 | $852 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 31 | $852 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 31 | $852 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $852 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 27 | $742 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 27 | $742 | 0.00% | +25+1,250.0% | Added |
| Cornerstone Planning Group LLC | 22 | $618 | 0.00% | −2,568−99.2% | Reduced |
| Ritter Daniher Financial Advisory LLC | 20 | $550 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $549 | 0.00% | 00.0% | Unchanged |
| Kennebec Savings Bank | 20 | $549 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 20 | $549 | 0.00% | +20 | New |
| Sound Income Strategies, LLC | 20 | $531 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 19 | $522 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $522 | 0.00% | +19 | New |
| MTM Investment Management, LLC | 18 | $494 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 17 | $467 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 15 | $412 | 0.00% | +15 | New |
| American Wealth Advisors, LLC | 14 | $382 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 12 | $330 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $275 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $220 | 0.00% | +8 | New |
| Lodestone Wealth Management LLC | 8 | $220 | 0.00% | +8 | New |
| ORG Partners LLC | 7 | $192 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 6 | $165 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $138 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $137 | 0.00% | −29−85.3% | Reduced |
| Key Financial Inc | 4 | $110 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $110 | 0.00% | +4 | New |
| Tucker Asset Management LLC | 3 | $82 | 0.00% | +3 | New |
| Fortitude Family Office, LLC | 2 | $55 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $55 | 0.00% | +2 | New |
| Kozak & Associates, Inc. | 2 | $52 | 0.00% | −90−97.8% | Reduced |
| GW&K Investment Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Beutel, Goodman & Co Ltd. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,950,000−100.0% | Sold out |
| Bornite Capital Management LP | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −239,180−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −80,602−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −22,339−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −25,743−100.0% | Sold out |
| Meixler Investment Management, Ltd. | 0 | $0 | 0.00% | −24,125−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −22,787−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,026−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −18,128−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −17,085−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −15,370−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −11,256−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −11,008−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,952−100.0% | Sold out |
| Ingalls & Snyder LLC | 0 | $0 | 0.00% | −8,885−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −8,621−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −7,800−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −7,589−100.0% | Sold out |