| Farmers & Merchants Trust Co of Chambersburg PA | 151 | $16.0K | 0.01% | −400−72.6% | Reduced |
| Islay Capital Management, LLC | 150 | $16.0K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 143 | $15.0K | 0.00% | −43−23.1% | Reduced |
| Institutional & Family Asset Management, LLC | 143 | $15.0K | 0.00% | +110+333.3% | Added |
| Glen Eagle Advisors, LLC | 133 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 125 | $13.1K | 0.00% | +125 | New |
| Stephenson National Bank & Trust | 124 | $13.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 125 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 125 | $13.0K | 0.00% | +125 | New |
| Westside Investment Management, Inc. | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 114 | $12.0K | 0.00% | +114 | New |
| Beacon Capital Management, LLC | 112 | $12.0K | 0.00% | +112 | New |
| DB Wealth Management Group, LLC | 106 | $11.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 108 | $11.0K | 0.02% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 101 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 103 | $10.7K | 0.00% | +19+22.6% | Added |
| Delos Wealth Advisors, LLC | 100 | $10.0K | 0.01% | −86−46.2% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $10.0K | 0.00% | −35−25.9% | Reduced |
| Corbenic Partners LLC | 91 | $10.0K | 0.00% | −26−22.2% | Reduced |
| Cranbrook Wealth Management, LLC | 98 | $10.0K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 97 | $10.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 94 | $10.0K | 0.01% | +94 | New |
| Nauset Wealth Management. LLC | 96 | $10.0K | 0.01% | +96 | New |
| WR Wealth Planners, LLC | 87 | $9.07K | 0.01% | +87 | New |
| Old Second National Bank of Aurora | 86 | $9.00K | 0.00% | +86 | New |
| Global Financial Private Client, LLC | 81 | $8.33K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 79 | $8.00K | 0.00% | −29−26.9% | Reduced |
| Activest Wealth Management | 77 | $8.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 72 | $8.00K | 0.00% | +72 | New |
| Gs Investments, Inc. | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 66 | $7.00K | 0.00% | +66 | New |
| Nisa Investment Advisors, LLC | 58 | $6.00K | 0.00% | −280,000−100.0% | Reduced |
| Coastal Capital Group, Inc. | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $4.88K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $4.17K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 41 | $4.00K | 0.00% | +41 | New |
| Costello Asset Management, INC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 24 | $2.53K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 20 | $2.08K | 0.00% | +20 | New |
| Ellevest, Inc. | 15 | $2.00K | 0.00% | −8−34.8% | Reduced |
| Country Trust Bank | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Tucker Asset Management LLC | 15 | $1.56K | 0.00% | +15 | New |
| Creative Financial Designs Inc | 11 | $1.00K | 0.00% | −86−88.7% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Siena Capital LLC | 9 | $1.00K | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 1 | $0 | 0.00% | −26−96.3% | Reduced |
| Professional Financial Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 1 | $0 | 0.00% | +1 | New |
| Worth Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Itau Unibanco Holding S.A. | 297,365 | – | – | +174,196+141.4% | Added |
| Sofos Investments, Inc. | 3,224 | – | – | −3,376−51.2% | Reduced |
| Clear Street LLC | 0 | $0 | 0.00% | −1,360,000−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −1,162,560−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −858,277−100.0% | Sold out |
| Shanda Asset Management Holdings Ltd | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Oribel Capital Management, LP | 0 | $0 | 0.00% | −475,100−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −446,820−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −443,386−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −318,600−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −290,915−100.0% | Sold out |
| Payden & Rygel | 0 | $0 | 0.00% | −214,230−100.0% | Sold out |
| Veritas Investment Management (UK) Ltd | 0 | $0 | 0.00% | −166,567−100.0% | Sold out |
| Albar Capital Ltd | 0 | $0 | 0.00% | −139,855−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −127,316−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −116,617−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −111,250−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −93,756−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −76,236−100.0% | Sold out |
| Yong Rong (HK) Asset Management Ltd | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −58,414−100.0% | Sold out |
| SPX Equities Gestao de Recursos Ltda | 0 | $0 | 0.00% | −58,200−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −54,998−100.0% | Sold out |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −49,894−100.0% | Sold out |
| Covington Investment Advisors Inc. | 0 | $0 | 0.00% | −48,100−100.0% | Sold out |