| Johnson Financial Group, Inc. | 238 | $12.0K | 0.00% | −10,880−97.9% | Reduced |
| MV Capital Management, Inc. | 241 | $12.0K | 0.00% | −30−11.1% | Reduced |
| Parkside Financial Bank & Trust | 239 | $12.0K | 0.00% | +17+7.7% | Added |
| Lee Financial Co | 240 | $12.0K | 0.00% | +40+20.0% | Added |
| Cassady Schiller Wealth Management, LLC | 239 | $12.0K | 0.01% | +239 | New |
| Creative Financial Designs Inc | 189 | $10.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 191 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 185 | $10.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 188 | $10.0K | 0.00% | +50+36.2% | Added |
| FSC Wealth Advisors, LLC | 187 | $10.0K | 0.01% | +187 | New |
| Koshinski Asset Management, Inc. | 186 | $9.58K | 0.00% | +51+37.8% | Added |
| West Paces Advisors Inc. | 180 | $9.27K | 0.00% | −59−24.7% | Reduced |
| BDO Wealth Advisors, LLC | 180 | $9.00K | 0.00% | −50−21.7% | Reduced |
| Earnest Partners LLC | 179 | $9.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 180 | $9.00K | 0.01% | +180 | New |
| Ancora Advisors, LLC | 158 | $8.00K | 0.00% | +158 | New |
| Emerson Wealth Management, LLC | 150 | $8.00K | 0.00% | +150 | New |
| Old North State Trust, LLC | 129 | $7.00K | 0.01% | −1,750−93.1% | Reduced |
| Gradient Investments LLC | 134 | $7.00K | 0.00% | −236−63.8% | Reduced |
| Legacy Bridge, LLC | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 133 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 144 | $7.00K | 0.00% | +15+11.6% | Added |
| Signet Financial Management, LLC | 141 | $7.00K | 0.00% | +141 | New |
| Providence Capital Advisors, LLC | 139 | $7.00K | 0.00% | +139 | New |
| CVA Family Office, LLC | 130 | $7.00K | 0.00% | +130 | New |
| Zions Bancorporation, N.A. | 109 | $6.00K | 0.00% | −28−20.4% | Reduced |
| TCTC Holdings, LLC | 126 | $6.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 123 | $6.00K | 0.00% | +37+43.0% | Added |
| Valley National Advisers Inc | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 93 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 101 | $5.00K | 0.00% | +101 | New |
| Independence Bank of Kentucky | 100 | $5.00K | 0.00% | +100 | New |
| James Reed Financial Services, Inc. | 100 | $5.00K | 0.00% | +100 | New |
| Quent Capital, LLC | 90 | $5.00K | 0.00% | +90 | New |
| GPS Wealth Strategies Group, LLC | 75 | $4.00K | 0.00% | −100−57.1% | Reduced |
| Farmers & Merchants Investments Inc | 72 | $4.00K | 0.00% | −62−46.3% | Reduced |
| Lowe Wealth Advisors, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 78 | $4.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 73 | $4.00K | 0.00% | +73 | New |
| Raffa Wealth Management, LLC | 75 | $3.86K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 61 | $3.14K | 0.00% | −22−26.5% | Reduced |
| North Star Investment Management Corp. | 52 | $3.00K | 0.00% | +1+2.0% | Added |
| Hanson & Doremus Investment Management | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Amplius Wealth Advisors, LLC | 61 | $3.00K | 0.00% | +61 | New |
| TD Ameritrade Investment Management, LLC | 32 | $2.00K | 0.00% | −10,662−99.7% | Reduced |
| Carroll Financial Associates, Inc. | 51 | $2.00K | 0.00% | −47−48.0% | Reduced |
| Charter Oak Capital Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Schubert & Co | 32 | $2.00K | 0.00% | +32 | New |
| Tyler-Stone Wealth Management | 47 | $2.00K | 0.00% | +47 | New |
| Rise Advisors, LLC | 25 | $1.31K | 0.00% | +25 | New |
| HM Payson & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 10 | $1.00K | 0.00% | −10−50.0% | Reduced |
| Lenox Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.00K | 0.00% | +23 | New |
| Bedel Financial Consulting, Inc. | 23 | $1.00K | 0.00% | +23 | New |
| Sierra Capital LLC | 25 | $1.00K | 0.00% | +25 | New |
| Widmann Financial Services, Inc. | 35 | $1.00K | 0.00% | +35 | New |
| WestEnd Advisors, LLC | 2 | $102 | 0.00% | – | – |
| TCI Wealth Advisors, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 1,734 | – | – | +1,507+663.9% | Added |
| Deprince Race & Zollo Inc | 0 | $0 | 0.00% | −442,555−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −247,580−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −183,006−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −125,216−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −116,170−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −108,846−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −78,499−100.0% | Sold out |
| Hallmark Capital Management Inc | 0 | $0 | 0.00% | −63,742−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −58,423−100.0% | Sold out |
| Gries Financial LLC | 0 | $0 | 0.00% | −49,395−100.0% | Sold out |
| Monument Capital Management | 0 | $0 | 0.00% | −45,716−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −37,903−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −36,522−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −30,763−100.0% | Sold out |
| Arjuna Capital | 0 | $0 | 0.00% | −30,299−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −25,703−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −24,140−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −22,154−100.0% | Sold out |