| USA Financial Portformulas Corp | 160 | $11.4K | 0.02% | +160 | New |
| Bogart Wealth, LLC | 154 | $11.0K | 0.00% | −22−12.5% | Reduced |
| Antonetti Capital Management LLC | 154 | $11.0K | 0.02% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 149 | $11.0K | 0.00% | +149 | New |
| Old Second National Bank of Aurora | 153 | $10.9K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 149 | $10.6K | 0.01% | −3−2.0% | Reduced |
| Horan Securities, Inc. | 148 | $10.6K | 0.00% | +1+0.7% | Added |
| Cedar Wealth Management, LLC | 143 | $10.2K | 0.00% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 134 | $9.57K | 0.01% | +134 | New |
| Ruedi Wealth Management, Inc. | 133 | $9.50K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 131 | $9.36K | 0.00% | +18+15.9% | Added |
| Close Asset Management Ltd | 131 | $9.00K | 0.00% | −146−52.7% | Reduced |
| Safeguard Financial, LLC | 134 | $9.00K | 0.00% | +134 | New |
| Stephenson National Bank & Trust | 122 | $8.72K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 119 | $8.50K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 116 | $8.26K | 0.00% | −32−21.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 113 | $8.00K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 103 | $7.36K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 102 | $7.29K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 100 | $7.14K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 100 | $7.14K | 0.00% | +32+47.1% | Added |
| Founders Capital Management | 97 | $6.93K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 88 | $6.29K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 85 | $6.07K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 92 | $6.00K | 0.00% | +1+1.1% | Added |
| Core Wealth Advisors, Inc. | 79 | $5.64K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 75 | $5.36K | 0.00% | −324−81.2% | Reduced |
| Raffa Wealth Management, LLC | 71 | $5.07K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 71 | $5.07K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 70 | $4.99K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 69 | $4.93K | 0.00% | +69 | New |
| ORG Partners LLC | 68 | $4.88K | 0.00% | +68 | New |
| Pacific Center for Financial Services | 68 | $4.86K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 66 | $4.71K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 63 | $4.50K | 0.00% | −69−52.3% | Reduced |
| West Branch Capital LLC | 61 | $4.36K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 60 | $4.29K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 51 | $3.64K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 47 | $3.36K | 0.00% | +47 | New |
| Goodman Advisory Group, LLC | 46 | $3.29K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 45 | $3.23K | 0.00% | −3,837−98.8% | Reduced |
| Hallmark Capital Management Inc | 43 | $3.07K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 43 | $3.05K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 37 | $3.00K | 0.00% | +37 | New |
| Pension & Wealth Management Advisors, Inc. | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 38 | $2.71K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 38 | $2.71K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 37 | $2.64K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 37 | $2.64K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 35 | $2.50K | 0.00% | −2−5.4% | Reduced |
| Raleigh Capital Management Inc. | 33 | $2.37K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 33 | $2.36K | 0.00% | −71−68.3% | Reduced |
| Hexagon Capital Partners LLC | 31 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 29 | $2.07K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $1.79K | 0.00% | −1,948−98.7% | Reduced |
| Bellevue Asset Management, LLC | 25 | $1.79K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 23 | $1.64K | 0.00% | −20−46.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 22 | $1.54K | 0.00% | +1+4.8% | Added |
| Sofos Investments, Inc. | 71 | $1.47K | 0.01% | +71 | New |
| NewSquare Capital LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 18 | $1.29K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $1.22K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 13 | $929 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $785 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 10 | $714 | 0.00% | +10 | New |
| TD Capital Management LLC | 8 | $572 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 8 | $572 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 7 | $500 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 2 | $143 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $143 | 0.00% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 1 | $44 | 0.00% | −210−99.5% | Reduced |
| Comerica Bank | 393,323 | $8 | 0.00% | +393,323 | New |
| Silicon Valley Capital Partners | 0 | $4 | 0.00% | 0 | New |
| HBC Financial Services, PLLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Quilter Plc | 1,491 | – | – | −376−20.1% | Reduced |
| Erste Asset Management GmbH | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| State Farm Mutual Automobile Insurance Co | 0 | $0 | 0.00% | −1,108,525−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −956,496−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −620,626−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −496,792−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −440,706−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −270,659−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −170,720−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −170,411−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −158,621−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −122,695−100.0% | Sold out |
| Haverford Financial Services, Inc. | 0 | $0 | 0.00% | −108,517−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −89,962−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −82,927−100.0% | Sold out |
| Moody Lynn & Lieberson, LLC | 0 | $0 | 0.00% | −56,848−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −52,748−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |