| Coastline Trust Co | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 15 | $1.53K | 0.00% | −1,125−98.7% | Reduced |
| St Germain D J Co Inc | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 15 | $1.53K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 15 | $1.53K | 0.00% | +8+114.3% | Added |
| Maryland Capital Advisors Inc. | 14 | $1.43K | 0.00% | −14−50.0% | Reduced |
| Grayhawk Investment Strategies Inc. | 14 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.43K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 13 | $1.32K | 0.00% | −19−59.4% | Reduced |
| CGC Financial Services, LLC | 13 | $1.32K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 12 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 12 | $1.22K | 0.00% | +12 | New |
| Clark Wealth Partners | 12 | $1.22K | 0.00% | +12 | New |
| FLP Wealth Management, LLC | 11 | $1.13K | 0.00% | +11 | New |
| Contravisory Investment Management, Inc. | 11 | $1.12K | 0.00% | +11 | New |
| Ameliora Wealth Management Ltd. | 11 | $1.12K | 0.00% | +11 | New |
| Decker Retirement Planning Inc. | 11 | $1.12K | 0.00% | +11 | New |
| Quest 10 Wealth Builders, Inc. | 11 | $1.12K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 10 | $1.02K | 0.00% | +10 | New |
| McClarren Financial Advisors, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 9 | $918 | 0.00% | +9 | New |
| Talon Private Wealth, LLC | 9 | $917 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $818 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 8 | $815 | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 8 | $815 | 0.00% | +8 | New |
| REAP Financial Group, LLC | 7 | $716 | 0.00% | −8−53.3% | Reduced |
| Trifecta Capital Advisors, LLC | 7 | $713 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $612 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 6 | $612 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $612 | 0.00% | +5+500.0% | Added |
| Carolina Wealth Advisors, LLC | 6 | $611 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $611 | 0.00% | +2+50.0% | Added |
| Nemes Rush Group LLC | 5 | $509 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $509 | 0.00% | +5 | New |
| Promus Capital, LLC | 5 | $509 | 0.00% | +5 | New |
| Winnow Wealth LLC | 5 | $448 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 4 | $409 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 3 | $307 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 3 | $306 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $306 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $306 | 0.00% | +3 | New |
| Sierra Ocean, LLC | 3 | $306 | 0.00% | +3 | New |
| Pacifica Partners Inc. | 3 | $302 | 0.00% | −40−93.0% | Reduced |
| NBC Securities, Inc. | 2 | $243 | 0.02% | −2,389−99.9% | Reduced |
| Tucker Asset Management LLC | 2 | $204 | 0.00% | −1−33.3% | Reduced |
| Richard W. Paul & Associates, LLC | 2 | $204 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $204 | 0.00% | +2 | New |
| FPC Investment Advisory, Inc. | 1 | $104 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 1 | $103 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 1 | $102 | 0.00% | −1−50.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 1 | $102 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1 | $102 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $102 | 0.00% | +1 | New |
| Centennial Bank | 0 | $34 | 0.00% | 0 | Unchanged |
| iA Global Asset Management Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −351,557−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −149,025−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −92,314−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −49,655−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −46,481−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −37,985−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −31,974−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −31,174−100.0% | Sold out |
| Stack Financial Management, Inc | 0 | $0 | 0.00% | −25,540−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −24,780−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −23,416−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −23,084−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −21,236−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −19,003−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −19,000−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −18,180−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −16,051−100.0% | Sold out |
| BDF-Gestion | 0 | $0 | 0.00% | −8,190−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −14,568−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −12,514−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −9,771−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −106,714−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −8,038−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −7,316−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −5,810−100.0% | Sold out |
| Groupama Asset Managment | 0 | $0 | 0.00% | −13,974−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −4,985−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −3,228−100.0% | Sold out |
| Riverbridge Partners LLC | 0 | $0 | 0.00% | −2,972−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,880−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |