| Whittier Trust Co | 725 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 719 | $15.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 700 | $15.4K | 0.00% | +700 | New |
| Park Place Capital Corp | 683 | $15.1K | 0.00% | +217+46.6% | Added |
| Steward Partners Investment Advisory, LLC | 673 | $14.8K | 0.00% | −400−37.3% | Reduced |
| Central Trust Co | 644 | $14.2K | 0.00% | +644 | New |
| City State Bank | 600 | $13.2K | 0.00% | +600 | New |
| Zions Bancorporation, N.A. | 580 | $12.8K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 569 | $12.5K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 561 | $12.4K | 0.00% | −50−8.2% | Reduced |
| Transce3nd, LLC | 555 | $12.2K | 0.00% | +555 | New |
| Bruce G. Allen Investments, LLC | 518 | $11.4K | 0.01% | +43+9.1% | Added |
| Robinswood Financial LLC | 512 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 480 | $10.6K | 0.00% | +480 | New |
| Creekmur Asset Management LLC | 455 | $10.0K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 444 | $9.79K | 0.00% | +444 | New |
| Coston, McIsaac & Partners | 438 | $9.00K | 0.00% | −122−21.8% | Reduced |
| Asset Planning,Inc | 400 | $8.82K | 0.01% | +400 | New |
| Allworth Financial LP | 382 | $8.41K | 0.00% | −130−25.4% | Reduced |
| Fourth Dimension Wealth, LLC | 359 | $7.91K | 0.00% | +359 | New |
| FLP Wealth Management, LLC | 335 | $7.38K | 0.02% | +335 | New |
| Vermillion Wealth Management, Inc. | 308 | $6.79K | 0.00% | +308 | New |
| Rakuten Securities, Inc. | 302 | $6.66K | 0.00% | −730−70.7% | Reduced |
| True Wealth Design, LLC | 300 | $6.61K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 267 | $6.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 240 | $5.29K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 236 | $5.20K | 0.00% | +236 | New |
| Financial Freedom, LLC | 220 | $4.85K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 216 | $4.76K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 213 | $4.69K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $4.63K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 208 | $4.58K | 0.00% | +208 | New |
| Gables Capital Management Inc. | 200 | $4.41K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $4.41K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $4.41K | 0.00% | +200 | New |
| TSFG, LLC | 200 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 181 | $4.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 175 | $3.86K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 160 | $3.53K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 156 | $3.44K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 150 | $3.31K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 142 | $3.13K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 122 | $2.69K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 151 | $2.67K | 0.00% | +131+655.0% | Added |
| Whittier Trust Co of Nevada Inc | 105 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 105 | $2.29K | 0.00% | +86+452.6% | Added |
| MCF Advisors LLC | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 100 | $2.20K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 100 | $2.20K | 0.00% | +100 | New |
| Medallion Wealth Advisors, LLC | 100 | $2.20K | 0.00% | +100 | New |
| Hurley Capital, LLC | 100 | $2.12K | 0.00% | +100 | New |
| Whipplewood Advisors, LLC | 90 | $1.98K | 0.00% | +90 | New |
| Peoples Bank | 87 | $1.92K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 82 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 81 | $1.79K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 78 | $1.72K | 0.00% | +4+5.4% | Added |
| Bogart Wealth, LLC | 77 | $1.70K | 0.00% | +77 | New |
| Sound Income Strategies, LLC | 76 | $1.68K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 68 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $1.26K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 57 | $1.26K | 0.00% | +57 | New |
| Wolff Wiese Magana LLC | 55 | $1.21K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 50 | $1.10K | 0.00% | −150−75.0% | Reduced |
| Human Investing LLC | 50 | $1.10K | 0.00% | +50 | New |
| Decker Retirement Planning Inc. | 48 | $1.06K | 0.00% | +48 | New |
| DiNuzzo Private Wealth, Inc. | 48 | $1.06K | 0.00% | +48 | New |
| Valley National Advisers Inc | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 44 | $970 | 0.00% | −1,000−95.8% | Reduced |
| Creative Financial Designs Inc | 44 | $970 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 51 | $904 | 0.00% | +51 | New |
| Moisand Fitzgerald Tamayo, LLC | 38 | $838 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 31 | $683 | 0.00% | +31 | New |
| Brown Brothers Harriman & Co | 24 | $529 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $463 | 0.00% | +21 | New |
| Fortis Group Advisors, LLC | 20 | $441 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 17 | $375 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 16 | $353 | 0.00% | −7−30.4% | Reduced |
| Tradewinds Capital Management, LLC | 15 | $331 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 5 | $110 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 4 | $88 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −1,349,274−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −939,248−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −823,544−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −517,712−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −379,668−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −377,102−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −268,100−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −207,085−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −190,244−100.0% | Sold out |
| Advanced Portfolio Management, LLC | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Keystone Investors Pte Ltd | 0 | $0 | 0.00% | −58,557−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −57,994−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −50,157−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −50,037−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −41,779−100.0% | Sold out |