| CFS Investment Advisory Services, LLC | 1,704,954 | $1.00K | 0.00% | +1,704,475+355,840.3% | Added |
| Old North State Trust, LLC | 0 | $1.25K | 1.00% | −384−100.0% | Reduced |
| Fure Financial Corp | 0 | $2.00K | 0.00% | 0 | New |
| Advocacy Wealth Management Services, LLC | 1 | $3.00K | 0.00% | −3−75.0% | Reduced |
| Guardian Wealth Management, Inc. | 1 | $3.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $10.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 3 | $10.0K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 3 | $10.0K | 0.09% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 4 | $13.0K | 0.01% | +4 | New |
| Iron Horse Wealth Management, LLC | 5 | $16.0K | 0.01% | −4−44.4% | Reduced |
| Ranger Investment Management, L.P. | 5 | $16.0K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 5 | $16.0K | 0.01% | +5 | New |
| McCarthy Grittinger Financial Group, LLC | 5 | $16.3K | 0.01% | 00.0% | Unchanged |
| Claremont Financial Group, Inc. | 6 | $19.0K | 0.08% | +6 | New |
| First Quadrant L P | 7 | $23.0K | 0.13% | −5,765−99.9% | Reduced |
| Eukles Asset Management | 7 | $23.0K | 0.01% | 00.0% | Unchanged |
| Crosspoint Capital Strategies, LLC | 7 | $23.0K | 0.06% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $29.0K | 0.01% | 00.0% | Unchanged |
| BIT Capital GmbH | 10 | $32.6K | 0.00% | −3,306−99.7% | Reduced |
| Morton Brown Family Wealth, LLC | 10 | $33.0K | 0.02% | −5−33.3% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $33.0K | 0.01% | 00.0% | Unchanged |
| Econ Financial Services Corp | 10 | $33.0K | 0.02% | −36−78.3% | Reduced |
| Gibson Wealth Advisors LLC | 10 | $33.0K | 0.03% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 11 | $36.0K | 0.03% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 13 | $42.4K | 0.03% | +13 | New |
| Wells Financial Advisors INC | 14 | $46.0K | 0.04% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 15 | $49.0K | 0.04% | −5−25.0% | Reduced |
| Cardinal Capital Management, Inc. | 15 | $49.0K | 0.00% | +15 | New |
| Laurel Wealth Planning LLC | 16 | $52.0K | 0.04% | −11−40.7% | Reduced |
| St. James Investment Advisors, LLC | 16 | $52.0K | 0.04% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 16 | $52.2K | 0.01% | +1+6.7% | Added |
| Rocky Mountain Advisers, LLC | 17 | $55.0K | 0.06% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 17 | $56.0K | 0.03% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 18 | $58.7K | 0.03% | 00.0% | Unchanged |
| Elkhorn Partners Limited Partnership | 18 | $59.0K | 0.03% | +16+800.0% | Added |
| NewSquare Capital LLC | 19 | $62.0K | 0.01% | −338−94.7% | Reduced |
| West Financial Advisors, LLC | 19 | $62.0K | 0.02% | +3+18.8% | Added |
| Estate Counselors, LLC | 20 | $65.0K | 0.01% | 00.0% | Unchanged |
| Savior LLC | 20 | $68.0K | 0.05% | −10−33.3% | Reduced |
| Kapitalo Investimentos Ltda | 419 | $68.3K | 0.07% | −796−65.5% | Reduced |
| Dravo Bay LLC | 22 | $71.7K | 0.06% | +22 | New |
| Johnson Midwest Financial, LLC | 23 | $75.0K | 0.11% | +2+9.5% | Added |
| Bromfield Sneider Wealth Advisors | 24 | $78.0K | 0.08% | +24 | New |
| Copeland Capital Management, LLC | 26 | $85.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 26 | $85.0K | 0.09% | +3+13.0% | Added |
| Ravenstone Capital Management Inc. | 27 | $88.0K | 0.06% | −1−3.6% | Reduced |
| Altshuler Shaham Ltd | 28 | $91.0K | 0.00% | −1,358−98.0% | Reduced |
| Reitz Capital Advisors LLC | 30 | $98.0K | 0.07% | −35−53.8% | Reduced |
| Goodwin Investment Advisory | 31 | $100.0K | 0.07% | +5+19.2% | Added |
| Vectors Research Management, LLC | 31 | $101.0K | 0.02% | −34−52.3% | Reduced |
| Newfound Research LLC | 31 | $101.0K | 0.13% | −13−29.5% | Reduced |
| Your Advocates Ltd., LLP | 32 | $104.0K | 0.06% | +7+28.0% | Added |
| Birch Capital Management, LLC | 34 | $111.0K | 0.07% | 00.0% | Unchanged |
| Family CFO Inc | 36 | $117.0K | 0.12% | 00.0% | Unchanged |
| Taylor, Cottrill, Erickson & Associates, Inc. | 120 | $120.0K | 0.04% | 00.0% | Unchanged |
| Horan Securities, Inc. | 38 | $123.0K | 0.07% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 38 | $124.0K | 0.06% | −26−40.6% | Reduced |
| Cedar Mountain Advisors, LLC | 40 | $130.0K | 0.04% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 40 | $130.0K | 0.12% | +39+3,900.0% | Added |
| Siena Capital LLC | 40 | $130.0K | 0.07% | +40 | New |
| Syverson Strege & Co | 41 | $134.0K | 0.15% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 41 | $134.0K | 0.06% | +33+412.5% | Added |
| Boit C F David | 42 | $137.0K | 0.09% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 42 | $137.0K | 0.20% | +2+5.0% | Added |
| Lowe Wealth Advisors, LLC | 43 | $140.0K | 0.06% | −8−15.7% | Reduced |
| America First Investment Advisors, LLC | 43 | $140.0K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 43 | $140.0K | 0.10% | +1+2.4% | Added |
| Bay Harbor Wealth Management, LLC | 43 | $140.0K | 0.06% | +10+30.3% | Added |
| Bivin & Associates, Inc. | 44 | $143.0K | 0.13% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 45 | $147.0K | 0.06% | 00.0% | Unchanged |
| Cordant, Inc. | 46 | $150.0K | 0.09% | +46 | New |
| Newton One Investments LLC | 47 | $153.0K | 0.11% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 49 | $160.0K | 0.07% | +13+36.1% | Added |
| Evolution Advisers, Inc. | 50 | $162.0K | 0.12% | +45+900.0% | Added |
| Disciplined Investments, LLC | 50 | $163.0K | 0.07% | −3−5.7% | Reduced |
| Stephens Investment Management Group LLC | 50 | $163.0K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 51 | $166.0K | 0.16% | −21−29.2% | Reduced |
| Financial Connections Group, Inc. | 53 | $172.0K | 0.17% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 53 | $173.0K | 0.10% | −2−3.6% | Reduced |
| Saban Cheryl | 53 | $173.0K | 34.95% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 58 | $189.0K | 0.03% | −61−51.3% | Reduced |
| Worth Asset Management, LLC | 89 | $191.0K | 0.12% | +89 | New |
| Financial Enhancement Group LLC | 61 | $199.0K | 0.04% | +55+916.7% | Added |
| Stanley-Laman Group, Ltd. | 62 | $202.0K | 0.03% | −1,530−96.1% | Reduced |
| RS Crum Inc. | 62 | $202.0K | 0.11% | −30−32.6% | Reduced |
| Cadent Capital Advisors, LLC | 62 | $202.0K | 0.09% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 62 | $202.0K | 0.03% | +62 | New |
| Rye Brook Capital LLC | 63 | $205.0K | 0.11% | 00.0% | Unchanged |
| Hirtle Callaghan & Co LLC | 63 | $205.0K | 0.01% | +63 | New |
| Comprehensive Wealth Management, LLC | 63 | $205.4K | 0.21% | +63 | New |
| Mach-1 Financial Group, Inc. | 64 | $208.0K | 0.15% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 64 | $208.6K | 0.09% | 00.0% | Unchanged |
| Flagship Private Wealth, LLC | 64 | $209.0K | 0.17% | −18−22.0% | Reduced |
| Capital Impact Advisors, LLC | 65 | $212.0K | 0.15% | −1,251−95.1% | Reduced |
| Essex Private Wealth Management, LLC | 65 | $212.0K | 0.57% | −789−92.4% | Reduced |
| Aull & Monroe Investment Management Corp | 65 | $212.0K | 0.10% | 00.0% | Unchanged |
| Union Investments & Development Ltd. | 65 | $212.0K | 0.08% | +25+62.5% | Added |
| Coho Partners, Ltd. | 66 | $215.0K | 0.00% | −37−35.9% | Reduced |
| Sage Financial Management Group, Inc. | 66 | $215.0K | 0.15% | +4+6.5% | Added |
| Pacific Financial Group Inc | 66 | $215.0K | 0.14% | +66 | New |
