| Sachetta, LLC | 14 | $4.20K | 0.00% | −8−36.4% | Reduced |
| Financial Management Professionals, Inc. | 14 | $4.20K | 0.00% | −4−22.2% | Reduced |
| Ancora Advisors, LLC | 14 | $4.20K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 13 | $3.90K | 0.00% | −8−38.1% | Reduced |
| Colonial Trust Co | 12 | $3.65K | 0.00% | −1−7.7% | Reduced |
| Howard Hughes Medical Institute | 12 | $3.60K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $3.42K | 0.00% | +9 | New |
| Halbert Hargrove Global Advisors, LLC | 11 | $3.30K | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 10 | $3.00K | 0.00% | +10 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $2.70K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 9 | $2.70K | 0.00% | +9 | New |
| Trust Co of Toledo NA | 9 | $2.70K | 0.00% | −3−25.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 9 | $2.70K | 0.00% | +8+800.0% | Added |
| Abound Wealth Management | 8 | $2.48K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $2.10K | 0.00% | −98−93.3% | Reduced |
| Crowley Wealth Management, Inc. | 7 | $2.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 7 | $2.10K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 6 | $1.80K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.80K | 0.00% | +3+100.0% | Added |
| Dunhill Financial, LLC | 5 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.51K | 0.00% | +2+100.0% | Added |
| SJS Investment Consulting Inc. | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.50K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 5 | $1.50K | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 4 | $1.28K | 0.00% | +4 | New |
| South State Corp. | 4 | $1.20K | 0.00% | −5−55.6% | Reduced |
| CBIZ Investment Advisory Services, LLC | 4 | $1.20K | 0.00% | −1−20.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $1.20K | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 4 | $1.20K | 0.00% | +1+33.3% | Added |
| Bare Financial Services, Inc | 4 | $1.20K | 0.00% | +3+300.0% | Added |
| Ogorek Anthony Joseph | 4 | $1.00K | 0.00% | −1−20.0% | Reduced |
| Cloud Capital Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $900 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $899 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $899 | 0.00% | +1+50.0% | Added |
| Security National Bank | 3 | $899 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $857 | 0.00% | −4−66.7% | Reduced |
| WestEnd Advisors, LLC | 2 | $600 | 0.00% | −1−33.3% | Reduced |
| ZRC Wealth Management, LLC | 2 | $600 | 0.00% | +2 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $381 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $300 | 0.00% | −14−93.3% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $300 | 0.00% | −8−88.9% | Reduced |
| AdvisorNet Financial, Inc | 1 | $300 | 0.00% | −1−50.0% | Reduced |
| Davis Capital Management | 1 | $300 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $300 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $300 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $300 | 0.00% | +1 | New |
| Wealth Watch Advisors, INC | 1 | $300 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $102 | 0.00% | −5−83.3% | Reduced |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −287,316−100.0% | Sold out |
| Fenimore Asset Management Inc | 0 | $0 | 0.00% | −243,780−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −30,442−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −29,465−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −28,879−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −15,776−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −15,267−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −15,067−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Bamco Inc | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −7,750−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −7,535−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −7,165−100.0% | Sold out |
| Peak Financial Advisors LLC | 0 | $0 | 0.00% | −7,079−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −5,770−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −5,369−100.0% | Sold out |
| Signal Advisors Wealth, LLC | 0 | $0 | 0.00% | −5,128−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −4,101−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| RFG - Bristol Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,061−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −2,177−100.0% | Sold out |
| V-Square Quantitative Management LLC | 0 | $0 | 0.00% | −1,752−100.0% | Sold out |
| Guardian Partners Inc. | 0 | $0 | 0.00% | −1,710−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,698−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,497−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −1,225−100.0% | Sold out |
| Compass Ion Advisors, LLC | 0 | $0 | 0.00% | −1,219−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −1,139−100.0% | Sold out |
| Coastline Trust Co | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −998−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Pitcairn Co | 0 | $0 | 0.00% | −920−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Allianz SE | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Northstar Asset Management LLC | 0 | $0 | 0.00% | −754−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −743−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −729−100.0% | Sold out |