| Cribstone Capital Management, LLC | 52 | $12.0K | 0.01% | +52 | New |
| Mark Sheptoff Financial Planning, LLC | 50 | $11.0K | 0.01% | −500−90.9% | Reduced |
| Cedar Mountain Advisors, LLC | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 50 | $11.0K | 0.01% | +50 | New |
| Loomis Sayles & Co L P | 43 | $10.0K | 0.00% | −349−89.0% | Reduced |
| Pittenger & Anderson Inc | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 42 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 38 | $10.0K | 0.00% | +38 | New |
| Baron Financial Group, LLC | 40 | $9.07K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 41 | $9.00K | 0.01% | +41 | New |
| Sterling Investment Advisors, Ltd. | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $8.00K | 0.00% | +18+105.9% | Added |
| Laurion Capital Management LP | 35 | $8.00K | 0.00% | +35 | New |
| Jackson, Grant Investment Advisers, Inc. | 37 | $8.00K | 0.00% | +37 | New |
| Baystate Wealth Management LLC | 32 | $7.00K | 0.00% | −103−76.3% | Reduced |
| Sierra Capital LLC | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 30 | $7.00K | 0.00% | +10+50.0% | Added |
| Schubert & Co | 32 | $7.00K | 0.01% | +18+128.6% | Added |
| Bell Investment Advisors, Inc | 30 | $7.00K | 0.00% | +30 | New |
| Rocky Mountain Advisers, LLC | 20 | $5.00K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $5.00K | 0.00% | +21 | New |
| State of Wyoming | 20 | $5.00K | 0.00% | +20 | New |
| Endurance Wealth Management, Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | −226−97.0% | Reduced |
| Key Financial Inc | 10 | $2.00K | 0.00% | −25−71.4% | Reduced |
| MCF Advisors LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 10 | $2.00K | 0.02% | 00.0% | Unchanged |
| Standard Family Office LLC | 9 | $2.00K | 0.02% | +9 | New |
| Castle Wealth Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| Stephens Consulting, LLC | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 5 | $1.13K | 0.00% | +5 | New |
| Cordasco Financial Network | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Danda Trouve Investment Management, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 4 | $1.00K | 0.00% | +4 | New |
| Better Money Decisions, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $681 | 0.00% | +3 | New |
| Castleview Partners, LLC | 9 | $530 | 0.00% | −372−97.6% | Reduced |
| Goodwin Investment Advisory | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| B. Riley Wealth Management, Inc. | 7,973 | – | – | +1,686+26.8% | Added |
| Westside Investment Management, Inc. | 6,064 | – | – | −135−2.2% | Reduced |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −29,717−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Capital World Investors | 0 | $0 | 0.00% | −627,198−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −151,997−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −89,700−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −66,296−100.0% | Sold out |
| Islet Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −35,881−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −35,233−100.0% | Sold out |
| Carlson Capital L P | 0 | $0 | 0.00% | −32,500−100.0% | Sold out |
| Bedell Frazier Investment Counseling, LLC | 0 | $0 | 0.00% | −32,217−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −29,587−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −27,411−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Bedrijfstakpensioenfonds Voor de Media Pno | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −20,125−100.0% | Sold out |
| XML Financial, LLC | 0 | $0 | 0.00% | −19,688−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −13,911−100.0% | Sold out |
| Davis-Rea Ltd. | 0 | $0 | 0.00% | −68,734−100.0% | Sold out |
| Mount Lucas Management LP | 0 | $0 | 0.00% | −13,444−100.0% | Sold out |
| Mirador Capital Partners LP | 0 | $0 | 0.00% | −12,714−100.0% | Sold out |
| Manchester Financial Inc | 0 | $0 | 0.00% | −11,668−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −11,625−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,921−100.0% | Sold out |
| Vienna Asset Management LLC | 0 | $0 | 0.00% | −10,655−100.0% | Sold out |
| Occidental Asset Management, LLC | 0 | $0 | 0.00% | −7,698−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Blue Edge Capital, LLC | 0 | $0 | 0.00% | −6,652−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −6,598−100.0% | Sold out |
| Hudson Canyon Capital Management | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| TT International Asset Management LTD | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Lavaca Capital LLC | 0 | $0 | 0.00% | −5,646−100.0% | Sold out |
| Hussman Strategic Advisors, Inc. | 0 | $0 | 0.00% | −5,200−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −5,154−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −4,150−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −4,127−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −3,901−100.0% | Sold out |
| Financial Architects, Inc | 0 | $0 | 0.00% | −3,869−100.0% | Sold out |
| Frank, Rimerman Advisors LLC | 0 | $0 | 0.00% | −3,482−100.0% | Sold out |
| Hellman Jordan Management Co Inc | 0 | $0 | 0.00% | −3,254−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −2,865−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −2,711−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −2,534−100.0% | Sold out |
| CPR Investments Inc. | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Asset Management Corp | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| B&D White Capital Company, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Slow Capital, Inc. | 0 | $0 | 0.00% | −2,236−100.0% | Sold out |
| Jupiter Wealth Management LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Xcel Wealth Management, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |