| Mizuho Securities Co. Ltd. | 594 | $4.00K | 0.00% | +1+0.2% | Added |
| Hoese & Co LLP | 700 | $4.00K | 0.00% | +700 | New |
| Washington Trust Advisors, Inc. | 558 | $4.00K | 0.00% | +558 | New |
| Snowden Capital Advisors LLC | 728 | $4.00K | 0.00% | +728 | New |
| Archer Investment Corp | 466 | $3.25K | 0.00% | +233+100.0% | Added |
| Northwestern Mutual Wealth Management Co | 470 | $3.00K | 0.00% | −1,773−79.0% | Reduced |
| Massmutual Trust Co FSB | 486 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 401 | $3.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 500 | $3.00K | 0.00% | +198+65.6% | Added |
| Motley Fool Asset Management LLC | 532 | $3.00K | 0.00% | +532 | New |
| Financial Perspectives, Inc | 321 | $2.05K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 273 | $2.00K | 0.00% | −1,547−85.0% | Reduced |
| IAG Wealth Partners, LLC | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 330 | $2.00K | 0.00% | −52−13.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 280 | $2.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 327 | $2.00K | 0.00% | +227+227.0% | Added |
| McClarren Financial Advisors, Inc. | 160 | $2.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 250 | $2.00K | 0.00% | +250 | New |
| WFA Asset Management Corp | 250 | $1.60K | 0.00% | +250 | New |
| Fifth Third Bancorp | 100 | $1.00K | 0.00% | −3,000−96.8% | Reduced |
| MUFG Americas Holdings Corp | 200 | $1.00K | 0.00% | −941−82.5% | Reduced |
| Covington Capital Management | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 221 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 90 | $1.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 170 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 100 | $1.00K | 0.00% | −10−9.1% | Reduced |
| Key Financial Inc | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 143 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 110 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 93 | $1.00K | 0.00% | +93 | New |
| Blue Bell Private Wealth Management, LLC | 100 | $1.00K | 0.00% | +100 | New |
| Lenox Wealth Advisors, LLC | 80 | $1.00K | 0.00% | +80 | New |
| Capital Advisors, Ltd. LLC | 128 | $1.00K | 0.00% | +128 | New |
| EverSource Wealth Advisors, LLC | 200 | $1.00K | 0.00% | +200 | New |
| Schubert & Co | 170 | $1.00K | 0.00% | +170 | New |
| Tyler-Stone Wealth Management | 190 | $1.00K | 0.00% | +190 | New |
| Salem Investment Counselors Inc | 3 | $0 | 0.00% | −100−97.1% | Reduced |
| Earnest Partners LLC | 54 | $0 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 40 | $0 | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 115 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 60 | $0 | 0.00% | +60 | New |
| Cornerstone Advisory, LLC | 35 | $0 | 0.00% | +35 | New |
| Rinkey Investments | 94 | $0 | 0.00% | +94 | New |
| Ford Financial Group, LLC | 14 | $0 | 0.00% | +14 | New |
| Aquire Wealth Advisors, LLC | 64 | $0 | 0.00% | +64 | New |
| Retirement Planning Co of New England, Inc. | 50 | $0 | 0.00% | +50 | New |
| Mach-1 Financial Group, Inc. | 7 | $0 | 0.00% | +7 | New |
| Cassady Schiller Wealth Management, LLC | 41 | $0 | 0.00% | +41 | New |
| Widmann Financial Services, Inc. | 37 | $0 | 0.00% | +37 | New |
| Beaird Harris Wealth Management, LLC | 40 | $0 | 0.00% | +40 | New |
| Mystic Asset Management, Inc. | 115 | $0 | 0.00% | +115 | New |
| Parsifal Capital Management, LP | 0 | $0 | 0.00% | −6,451,562−100.0% | Sold out |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −2,647,305−100.0% | Sold out |
| Vista Equity Partners Management, LLC | 0 | $0 | 0.00% | −1,643,905−100.0% | Sold out |
| Senvest Management, LLC | 0 | $0 | 0.00% | −1,640,000−100.0% | Sold out |
| Shelter Haven Capital Management, L.P. | 0 | $0 | 0.00% | −1,318,516−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −1,315,200−100.0% | Sold out |
| Shannon River Fund Management LLC | 0 | $0 | 0.00% | −1,196,800−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −1,026,420−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −997,648−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −599,577−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −503,572−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −391,436−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −255,815−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −215,646−100.0% | Sold out |
| Brinker Capital Investments, LLC | 0 | $0 | 0.00% | −149,101−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −163,058−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −162,923−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −161,300−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −156,641−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −151,664−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −125,600−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −98,440−100.0% | Sold out |
| Garnet Equity Capital Holdings, Inc. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −73,344−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −64,183−100.0% | Sold out |
| Bellecapital International Ltd. | 0 | $0 | 0.00% | −60,243−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −57,545−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −54,330−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −47,358−100.0% | Sold out |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −43,003−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −41,570−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −41,200−100.0% | Sold out |
| QCM Cayman, Ltd. | 0 | $0 | 0.00% | −39,438−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −37,314−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −29,090−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −25,804−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −25,700−100.0% | Sold out |