| BerganKDV Wealth Management, LLC | 20 | $9.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 19 | $9.00K | 0.01% | +15+375.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $8.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 18 | $8.00K | 0.00% | +18 | New |
| Northwest Investment Counselors, LLC | 17 | $8.00K | 0.00% | +17 | New |
| Old North State Trust, LLC | 18 | $8.00K | 0.01% | +18 | New |
| Harbour Investments, Inc. | 15 | $7.00K | 0.00% | −915−98.4% | Reduced |
| Gradient Investments LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $7.00K | 0.01% | +15 | New |
| Hanson & Doremus Investment Management | 13 | $6.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 13 | $6.00K | 0.00% | +13 | New |
| McCarthy Grittinger Financial Group, LLC | 9 | $4.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 9 | $4.25K | 0.00% | +9 | New |
| DB Wealth Management Group, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 4,510 | $4.00K | 0.00% | +4,500+45,000.0% | Added |
| Corbenic Partners LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $4.00K | 0.00% | +8 | New |
| Tfo-TDC, LLC | 9 | $4.00K | 0.00% | +9 | New |
| Graves-Light Private Wealth Management, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| Vigilant Capital Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Bedel Financial Consulting, Inc. | 7 | $3.00K | 0.00% | +7 | New |
| Curi Capital | 8 | $3.00K | 0.00% | +8 | New |
| Missouri Trust & Investment Co | 6 | $3.00K | 0.00% | +6 | New |
| Private Ocean, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $2.00K | 0.00% | +4 | New |
| Cassady Schiller Wealth Management, LLC | 5 | $2.00K | 0.00% | +5 | New |
| Morton Brown Family Wealth, LLC | 5 | $2.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 3 | $1.42K | 0.00% | – | – |
| Bellwether Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Tyler-Stone Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| Karlinski Andrew C | 2 | $1.00K | 0.00% | +2 | New |
| Column Capital Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Junto Capital Management LP | 0 | $0 | 0.00% | −266,131−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −171,005−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −163,424−100.0% | Sold out |
| Davis Capital Partners, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −24,923−100.0% | Sold out |
| Mandatum Life Insurance Co Ltd | 0 | $0 | 0.00% | −18,014−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −16,723−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −14,434−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −12,764−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −12,137−100.0% | Sold out |
| Incline Global Management LLC | 0 | $0 | 0.00% | −11,405−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −8,828−100.0% | Sold out |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −6,368−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −6,191−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,511−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −4,042−100.0% | Sold out |
| Castellan Group, LLC | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,018−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −1,624−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −1,589−100.0% | Sold out |
| Icon Wealth Partners, LLC | 0 | $0 | 0.00% | −1,535−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| BlueCrest Capital Management Ltd | 0 | $0 | 0.00% | −1,174−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Meristem Family Wealth, LLC | 0 | $0 | 0.00% | −820−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −724−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −676−100.0% | Sold out |
| Seven Springs Wealth Group, LLC | 0 | $0 | 0.00% | −673−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −642−100.0% | Sold out |
| United Bank | 0 | $0 | 0.00% | −614−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Fundamentun, LLC | 0 | $0 | 0.00% | −611−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| QVR LLC | 0 | $0 | 0.00% | −561−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −414−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Prentice Wealth Management LLC | 0 | $0 | 0.00% | −258−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −115−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| JNBA Financial Advisors | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Ironwood Financial, llc | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |