| Bedel Financial Consulting, Inc. | 10 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hoover Financial Advisors, Inc. | 10 | $22.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 10 | $22.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $22.0K | 0.01% | +2+25.0% | Added |
| Valley National Advisers Inc | 10 | $22.0K | 0.00% | +4+66.7% | Added |
| Caldwell Trust Co | 10 | $21.9K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 9 | $20.0K | 0.02% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 9 | $20.0K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 9 | $20.0K | 0.02% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 8 | $18.0K | 0.00% | −2−20.0% | Reduced |
| Bartlett & Co. LLC | 8 | $18.0K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 8 | $18.0K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $18.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $18.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 8 | $18.0K | 0.00% | −3−27.3% | Reduced |
| Heritage Wealth Management, LLC | 8 | $18.0K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $18.0K | 0.01% | +8 | New |
| Raffa Wealth Management, LLC | 8 | $17.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 8 | $17.5K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7 | $15.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 6 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $13.0K | 0.01% | 00.0% | Unchanged |
| Motco | 6 | $13.0K | 0.00% | +6 | New |
| West Oak Capital, LLC | 5 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 5 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 5 | $11.0K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 5 | $11.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $11.0K | 0.00% | +5 | New |
| Hanson & Doremus Investment Management | 6 | $10.0K | 0.00% | −52−89.7% | Reduced |
| Pin Oak Investment Advisors Inc | 4 | $9.00K | 0.01% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 4 | $9.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 4 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 4 | $9.00K | 0.00% | +3+300.0% | Added |
| Holloway Wealth Management, LLC | – | $9.00K | 0.00% | – | New |
| Strategic Blueprint, LLC | 4 | $9.00K | 0.00% | +4 | New |
| Alaethes Wealth LLC | 4 | $9.00K | 0.01% | +4 | New |
| Evolution Wealth Advisors, LLC | 3 | $7.00K | 0.00% | −113−97.4% | Reduced |
| Sugarloaf Wealth Management, LLC | 3 | $7.00K | 0.00% | −1−25.0% | Reduced |
| Ironwood Financial, llc | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $7.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 3 | $7.00K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $7.00K | 0.00% | +3 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $7.00K | 0.00% | +3 | New |
| Ten Capital Wealth Advisors, LLC | 3 | $7.00K | 0.00% | +3 | New |
| True Link Financial Advisors, LLC | 3 | $7.00K | 0.00% | +3 | New |
| Flagship Private Wealth, LLC | 2 | $4.33K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2 | $4.00K | 0.00% | −3−60.0% | Reduced |
| IMA Wealth, Inc. | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $4.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 2 | $4.00K | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 1 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 1 | $2.19K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $2.00K | 0.00% | −11−91.7% | Reduced |
| Gradient Investments LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 1 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 1 | $2.00K | 0.00% | +1 | New |
| Spectrum Management Group, LLC | 1 | $2.00K | 0.00% | +1 | New |
| Atlas Private Wealth Advisors | 1 | $2.00K | 0.00% | +1 | New |
| Kelly Financial Services LLC | 8,752 | $4 | 0.00% | +8,748+218,700.0% | Added |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −86,314−100.0% | Sold out |
| Sculptor Capital LP | 0 | $0 | 0.00% | −86,304−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −40,233−100.0% | Sold out |
| Sound Shore Management Inc | 0 | $0 | 0.00% | −29,552−100.0% | Sold out |
| Hitchwood Capital Management LP | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Kiltearn Partners LLP | 0 | $0 | 0.00% | −23,897−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −22,050−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −18,910−100.0% | Sold out |
| Anomaly Capital Management, LP | 0 | $0 | 0.00% | −16,439−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −12,087−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −7,615−100.0% | Sold out |
| BlueDrive Global Investors LLP | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Exane Asset Management | 0 | $0 | 0.00% | −6,518−100.0% | Sold out |
| Montrusco Bolton Investments Inc. | 0 | $0 | 0.00% | −6,434−100.0% | Sold out |
| CQS (US), LLC | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −5,350−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −4,794−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −2,927−100.0% | Sold out |
| Graticule Asia Macro Advisors LLC | 0 | $0 | 0.00% | −2,885−100.0% | Sold out |
| Banco de Sabadell, S.A | 0 | $0 | 0.00% | −2,476−100.0% | Sold out |
| Aubrey Capital Management Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| Stanley Capital Management, LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −1,650−100.0% | Sold out |
| Granite Investment Advisors, LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Light Street Capital Management, LLC | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Appian Way Asset Management LP | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |