| Lansing Street Advisors | 28 | $22.0K | 0.01% | +28 | New |
| Hudock, Inc. | 27 | $20.0K | 0.01% | −2−6.9% | Reduced |
| Kings Point Capital Management | 25 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 25 | $19.0K | 0.02% | +25 | New |
| JNBA Financial Advisors | 24 | $18.0K | 0.00% | −2−7.7% | Reduced |
| Pacifica Partners Inc. | 25 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 23 | $17.0K | 0.00% | −448−95.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23 | $17.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 23 | $17.0K | 0.00% | +23 | New |
| Loomis Sayles & Co L P | 21 | $16.0K | 0.00% | −37−63.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 20 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 20 | $15.0K | 0.01% | +20 | New |
| Zullo Investment Group, Inc. | 19 | $14.0K | 0.01% | +11+137.5% | Added |
| Raffa Wealth Management, LLC | 18 | $13.3K | 0.00% | +1+5.9% | Added |
| Versant Capital Management, Inc | 18 | $13.0K | 0.00% | −1−5.3% | Reduced |
| Kistler-Tiffany Companies, LLC | 18 | $13.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 16 | $12.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14 | $10.0K | 0.00% | +9+180.0% | Added |
| McIlrath & Eck, LLC | 12 | $9.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 12 | $9.00K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $8.00K | 0.00% | −10−45.5% | Reduced |
| Accel Wealth Management | 10 | $8.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $8.00K | 0.00% | +1+11.1% | Added |
| Salem Investment Counselors Inc | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9 | $7.00K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Hanson & Doremus Investment Management | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Econ Financial Services Corp | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 7 | $5.00K | 0.00% | +7 | New |
| WR Wealth Planners, LLC | 6 | $4.45K | 0.00% | +6 | New |
| PEAK6 Investments LLC | 6 | $4.00K | 0.00% | −174−96.7% | Reduced |
| Sageworth Trust Co of South Dakota | 5 | $4.00K | 0.01% | −22−81.5% | Reduced |
| JJJ Advisors Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 6 | $4.00K | 0.00% | +6 | New |
| Investors Research Corp | 6 | $4.00K | 0.00% | +6 | New |
| Rockbridge Investment Management, LCC | 5 | $3.81K | 0.00% | −160−97.0% | Reduced |
| West Paces Advisors Inc. | 5 | $3.71K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 5 | $3.71K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $3.00K | 0.00% | +4 | New |
| USA Financial Portformulas Corp | 4 | $3.00K | 0.00% | +4 | New |
| Icapital Wealth LLC | 3 | $2.31K | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $2.29K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +2+200.0% | Added |
| CNB Bank | 3 | $2.00K | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | – |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 2 | $1.00K | 0.00% | +2 | New |
| First Command Bank | 1 | $1.00K | 0.00% | +1 | New |
| First Command Financial Services, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Retirement Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 52 | $0 | 0.00% | +52 | New |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −107,730−100.0% | Sold out |
| Spyglass Capital Management LLC | 0 | $0 | 0.00% | −99,824−100.0% | Sold out |
| Tiaa, FSB | 0 | $0 | 0.00% | −15,683−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −13,304−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −12,168−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −10,400−100.0% | Sold out |
| Brasada Capital Management, LP | 0 | $0 | 0.00% | −9,387−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −7,224−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,600−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −4,570−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −4,100−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,629−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −3,339−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −3,036−100.0% | Sold out |
| Legacy CG, LLC | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Hill Winds Capital LP | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Quaero Capital S.A. | 0 | $0 | 0.00% | −1,960−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −1,888−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1,271−100.0% | Sold out |
| Shorepoint Capital Partners LLC | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Phraction Management LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Pictet & Cie (Europe) SA | 0 | $0 | 0.00% | −1,002−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −1,003−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |