| Harvest Fund Management Co., Ltd | 348 | $55.0K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 328 | $52.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 283 | $45.0K | 0.02% | 00.0% | Unchanged |
| Huntington National Bank | 278 | $44.0K | 0.00% | −28−9.2% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 278 | $44.0K | 0.00% | +278 | New |
| NEXT Financial Group, Inc | 272 | $43.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 252 | $40.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 252 | $40.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 249 | $40.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 232 | $37.0K | 0.00% | −43−15.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 226 | $36.0K | 0.01% | +226 | New |
| Sageworth Trust Co | 220 | $35.0K | 0.00% | +220 | New |
| Coastal Capital Group, Inc. | 203 | $32.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 166 | $26.0K | 0.00% | +10+6.4% | Added |
| Arlington Partners LLC | 159 | $25.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 154 | $25.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 142 | $23.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 143 | $23.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 135 | $22.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 127 | $20.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 115 | $19.0K | 0.00% | −24−17.3% | Reduced |
| Bartlett & Co. LLC | 119 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 121 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 119 | $19.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 115 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 99 | $16.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 92 | $15.0K | 0.00% | −11−10.7% | Reduced |
| Fieldpoint Private Securities, LLC | 105 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $15.0K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Security National Trust Co | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 74 | $12.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 73 | $12.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 62 | $10.0K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 60 | $10.0K | 0.00% | +40+200.0% | Added |
| TCI Wealth Advisors, Inc. | 57 | $9.00K | 0.00% | −21−26.9% | Reduced |
| Quadrant Capital Group LLC | 57 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 60 | $9.00K | 0.00% | +50+500.0% | Added |
| Markston International LLC | 52 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $7.00K | 0.00% | −20−32.3% | Reduced |
| Jacobi Capital Management LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 42 | $7.00K | 0.00% | +1+2.4% | Added |
| Smithfield Trust Co | 38 | $6.00K | 0.00% | −450−92.2% | Reduced |
| Prestige Wealth Management Group LLC | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 40 | $6.00K | 0.00% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 40 | $6.00K | 0.01% | +40 | New |
| Delta Asset Management LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $5.00K | 0.00% | −1−2.9% | Reduced |
| Highlander Capital Management, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beck Bode, LLC | 30 | $5.00K | 0.00% | +30 | New |
| Financial Perspectives, Inc | 28 | $4.44K | 0.00% | −4,828−99.4% | Reduced |
| Logan Capital Management Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 24 | $4.00K | 0.00% | +17+242.9% | Added |
| Strategic Blueprint, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Rockefeller Capital Management L.P. | 19 | $3.00K | 0.00% | −39−67.2% | Reduced |
| Brown Brothers Harriman & Co | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $3.00K | 0.00% | +12+100.0% | Added |
| Bedel Financial Consulting, Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Exane Derivatives | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 15 | $2.00K | 0.00% | +12+400.0% | Added |
| Northern Oak Wealth Management Inc | 15 | $2.00K | 0.00% | +15 | New |
| Crewe Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 45,082 | $283 | 0.01% | +44,799+15,830.0% | Added |
| Sutton Wealth Advisors Inc. | 1 | $159 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1 | $159 | 0.00% | +1 | New |
| Green Harvest Asset Management LLC | 80 | $0 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 500 | – | – | −573−53.4% | Reduced |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −113,788−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −113,535−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −74,600−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −44,366−100.0% | Sold out |
| Formula Growth Ltd | 0 | $0 | 0.00% | −37,880−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −23,490−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |