| Caldwell Sutter Capital, Inc. | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.80K | 0.00% | −94−84.7% | Reduced |
| Contravisory Investment Management, Inc. | 16 | $1.69K | 0.00% | +16 | New |
| Vermillion Wealth Management, Inc. | 16 | $1.69K | 0.00% | +16 | New |
| Decker Retirement Planning Inc. | 15 | $1.59K | 0.00% | +15 | New |
| Teachers Insurance & Annuity Association of America | 14 | $1.48K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 12 | $1.27K | 0.00% | −6−33.3% | Reduced |
| West Paces Advisors Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 12 | $1.27K | 0.00% | +12 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.06K | 0.00% | +5+100.0% | Added |
| Toth Financial Advisory Corp | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.06K | 0.00% | +6+150.0% | Added |
| Clark Wealth Partners | 10 | $1.06K | 0.00% | +10 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $788 | 0.00% | +4+133.3% | Added |
| Valued Wealth Advisors LLC | 7 | $742 | 0.00% | +2+40.0% | Added |
| Sound Income Strategies, LLC | 7 | $739 | 0.00% | −8−53.3% | Reduced |
| Capital A Wealth Management, LLC | 7 | $739 | 0.00% | +7 | New |
| BOK Financial Private Wealth, Inc. | 6 | $636 | 0.00% | −54−90.0% | Reduced |
| TD Capital Management LLC | 6 | $634 | 0.00% | +6 | New |
| MPWM Advisory Solutions, LLC | 5 | $528 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $423 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $423 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $423 | 0.00% | +4 | New |
| Winnow Wealth LLC | 4 | $403 | 0.00% | +4 | New |
| Caldwell Trust Co | 3 | $317 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $317 | 0.00% | +1+50.0% | Added |
| NBC Securities, Inc. | 1 | $168 | 0.02% | −979−99.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | – | – | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −165,817−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −153,300−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −150,160−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −134,101−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −98,616−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −60,999−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −35,337−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −21,832−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −19,671−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −18,565−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −17,275−100.0% | Sold out |
| United Asset Strategies, Inc. | 0 | $0 | 0.00% | −15,564−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −13,851−100.0% | Sold out |
| Sectoral Asset Management Inc | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −13,480−100.0% | Sold out |
| Univest Financial Corp | 0 | $0 | 0.00% | −11,990−100.0% | Sold out |
| Waterfront Wealth Inc. | 0 | $0 | 0.00% | −12,306−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −10,580−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −10,561−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −9,138−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −9,003−100.0% | Sold out |
| Mangrove Partners | 0 | $0 | 0.00% | −8,362−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −8,188−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −7,836−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −7,664−100.0% | Sold out |
| Deerfield Management Company, L.P. (Series C) | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Waldron Private Wealth LLC | 0 | $0 | 0.00% | −7,113−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −6,670−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,721−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −5,577−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −5,556−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −5,140−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,977−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −2,993−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2,980−100.0% | Sold out |
| Moran Wealth Management, LLC | 0 | $0 | 0.00% | −2,867−100.0% | Sold out |
| Beaumont Asset Management, L.L.C. | 0 | $0 | 0.00% | −2,790−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −2,366−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −2,333−100.0% | Sold out |
| PFG Advisors | 0 | $0 | 0.00% | −2,132−100.0% | Sold out |
| Simmons Bank | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −1,944−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −1,929−100.0% | Sold out |
| Williams Jones Wealth Management, LLC. | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −1,873−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,871−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,861−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −854−100.0% | Sold out |
| Flaharty Asset Management, LLC | 0 | $0 | 0.00% | −831−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −748−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −720−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Beach Investment Counsel Inc | 0 | $0 | 0.00% | −493−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Jamison Private Wealth Management, Inc. | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −262−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −245−100.0% | Sold out |