| Asset Dedication, LLC | 279 | $16.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 284 | $16.0K | 0.00% | +252+787.5% | Added |
| First Financial Corp | 250 | $14.0K | 0.01% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 247 | $14.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 241 | $14.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 250 | $14.0K | 0.01% | +250 | New |
| Johnson Financial Group, Inc. | 224 | $13.0K | 0.00% | −14−5.9% | Reduced |
| Jones Financial Companies LLLP | 230 | $13.0K | 0.00% | +230 | New |
| Newbridge Financial Services Group, Inc. | 235 | $13.0K | 0.01% | +235 | New |
| Accel Wealth Management | 200 | $12.0K | 0.01% | +200 | New |
| Lee Financial Co | 200 | $11.0K | 0.00% | −40−16.7% | Reduced |
| Heritage Wealth Advisors | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 191 | $11.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $11.0K | 0.00% | +125+166.7% | Added |
| Brown Brothers Harriman & Co | 199 | $11.0K | 0.00% | +189+1,890.0% | Added |
| Kings Point Capital Management | 186 | $11.0K | 0.00% | +186 | New |
| Koshinski Asset Management, Inc. | 186 | $10.5K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 185 | $10.0K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 177 | $10.0K | 0.01% | −10−5.3% | Reduced |
| Duncker Streett & Co Inc | 170 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 179 | $10.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 180 | $10.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 180 | $10.0K | 0.01% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 178 | $10.0K | 0.00% | +178 | New |
| Strengthening Families & Communities, LLC | 183 | $10.0K | 0.01% | +183 | New |
| Ancora Advisors, LLC | 158 | $9.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 152 | $9.00K | 0.00% | +26+20.6% | Added |
| Bedel Financial Consulting, Inc. | 155 | $9.00K | 0.00% | +132+573.9% | Added |
| Gradient Investments LLC | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 144 | $8.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 133 | $8.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 135 | $8.00K | 0.00% | +57+73.1% | Added |
| CVA Family Office, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 127 | $7.00K | 0.00% | +4+3.3% | Added |
| Quent Capital, LLC | 127 | $7.00K | 0.00% | +37+41.1% | Added |
| Zions Bancorporation, N.A. | 109 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 122 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 100 | $6.00K | 0.00% | +100 | New |
| Creative Financial Designs Inc | 95 | $5.00K | 0.00% | −94−49.7% | Reduced |
| Valley National Advisers Inc | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 94 | $5.00K | 0.00% | +44+88.0% | Added |
| Cordant, Inc. | 85 | $5.00K | 0.00% | +85 | New |
| Raffa Wealth Management, LLC | 75 | $4.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 67 | $4.00K | 0.00% | −305−82.0% | Reduced |
| American National Bank | 73 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $4.00K | 0.00% | +4+5.8% | Added |
| Private Capital Group, LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 61 | $3.46K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 58 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 50 | $3.00K | 0.00% | +18+56.3% | Added |
| Tyler-Stone Wealth Management | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $3.00K | 0.00% | +53 | New |
| Capital Advisory Group Advisory Services, LLC | 57 | $3.00K | 0.00% | +57 | New |
| Private Ocean, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Win Advisors, Inc | 43 | $2.00K | 0.00% | +43 | New |
| Strategic Asset Management, LLC | 20 | $1.00K | 0.00% | −429−95.5% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $1.00K | 0.00% | −62−86.1% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Joseph P. Lucia & Associates, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Exane Derivatives | 9 | $510 | 0.00% | −1,401−99.4% | Reduced |
| WestEnd Advisors, LLC | – | $170 | 0.00% | – | – |
| 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% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 7 | $0 | 0.00% | +7 | New |
| Landmark Wealth Management, LLC | 621 | – | – | +621 | New |
| Sofos Investments, Inc. | 1,653 | – | – | −81−4.7% | Reduced |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −403,900−100.0% | Sold out |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −335,271−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −276,516−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −249,997−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −201,200−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −157,500−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Sage Capital Advisors,llc | 0 | $0 | 0.00% | −80,355−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −77,710−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −71,384−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −68,728−100.0% | Sold out |
| Smith, Graham & Co., Investment Advisors, LP | 0 | $0 | 0.00% | −62,026−100.0% | Sold out |
| Lee Johnson Capital Management, LLC | 0 | $0 | 0.00% | −61,845−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −60,888−100.0% | Sold out |