| Winch Advisory Services, LLC | 93 | $17.0K | 0.01% | +4+4.5% | Added |
| Zions Bancorporation, N.A. | 93 | $17.0K | 0.00% | +14+17.7% | Added |
| Abound Wealth Management | 90 | $16.0K | 0.01% | +90 | New |
| Byrne Asset Management LLC | 89 | $16.0K | 0.01% | +7+8.5% | Added |
| McClarren Financial Advisors, Inc. | 90 | $16.0K | 0.02% | +90 | New |
| Barrett & Company, Inc. | 150 | $15.1K | 0.01% | +150 | New |
| Blue Bell Private Wealth Management, LLC | 85 | $15.0K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 80 | $14.0K | 0.00% | +72+900.0% | Added |
| Kistler-Tiffany Companies, LLC | 78 | $14.0K | 0.00% | +78 | New |
| FinTrust Capital Advisors, LLC | 90 | $13.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 72 | $13.0K | 0.00% | +50+227.3% | Added |
| TFC Financial Management | 71 | $13.0K | 0.00% | +51+255.0% | Added |
| Lazard Asset Management LLC | 69 | $12.0K | 0.00% | −275−79.9% | Reduced |
| Parkside Financial Bank & Trust | 64 | $12.0K | 0.00% | −161−71.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Knott David M Jr | 69 | $12.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 59 | $11.0K | 0.01% | +59 | New |
| Clear Investment Research, LLC | 50 | $9.00K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 53 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $9.00K | 0.00% | +50 | New |
| Kozak & Associates, Inc. | 58 | $9.00K | 0.01% | +58 | New |
| NVWM, LLC | 46 | $8.00K | 0.00% | −3,285−98.6% | Reduced |
| New Millennium Group LLC | 46 | $8.00K | 0.01% | −94−67.1% | Reduced |
| Truvestments Capital LLC | 47 | $8.00K | 0.01% | +6+14.6% | Added |
| Glassman Wealth Services | 44 | $8.00K | 0.00% | +23+109.5% | Added |
| Farmers & Merchants Investments Inc | 39 | $7.00K | 0.00% | −71−64.5% | Reduced |
| WR Wealth Planners, LLC | 34 | $6.06K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 33 | $6.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 39 | $6.00K | 0.00% | +4+11.4% | Added |
| McIlrath & Eck, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 33 | $6.00K | 0.00% | +9+37.5% | Added |
| JFS Wealth Advisors, LLC | 33 | $6.00K | 0.00% | +15+83.3% | Added |
| Albion Financial Group | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 28 | $4.99K | 0.00% | +18+180.0% | Added |
| Fairfield Financial Advisors, LTD | 25 | $4.45K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 25 | $4.45K | 0.00% | +25 | New |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 21 | $4.00K | 0.00% | −1,176−98.2% | Reduced |
| Bell Investment Advisors, Inc | 25 | $4.00K | 0.00% | −6−19.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 25 | $4.00K | 0.00% | +25 | New |
| Dark Forest Capital Management LP | 24 | $4.00K | 0.00% | +24 | New |
| Financial Management Professionals, Inc. | 15 | $3.00K | 0.00% | −9−37.5% | Reduced |
| Jones Financial Companies LLLP | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $3.00K | 0.00% | −3−16.7% | Reduced |
| BDO Wealth Advisors, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Bellwether Advisors, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Kelly Financial Services LLC | 13 | $2.32K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 10 | $2.00K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 8 | $1.00K | 0.00% | −66−89.2% | Reduced |
| SRS Capital Advisors, Inc. | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| BCR Wealth Strategies, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $1.00K | 0.00% | +3+60.0% | Added |
| HighMark Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Horan Securities, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| Absolute Capital Management, LLC | 5 | $871 | 0.00% | +5 | New |
| Global Financial Private Client, LLC | 2 | $443 | 0.00% | −3−60.0% | Reduced |
| Raffa Wealth Management, LLC | 2 | $356 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 2 | $0 | 0.00% | −4−66.7% | Reduced |
| Wolff Wiese Magana LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 2 | $0 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −107,956−100.0% | Sold out |
| Capital Advisors Inc | 0 | $0 | 0.00% | −64,226−100.0% | Sold out |
| J Arnold Wealth Management Co | 0 | $0 | 0.00% | −58,678−100.0% | Sold out |
| Osterweis Capital Management Inc | 0 | $0 | 0.00% | −58,305−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −50,526−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −19,189−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −15,631−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −12,498−100.0% | Sold out |
| First Nebraska Trust Co | 0 | $0 | 0.00% | −12,455−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −12,096−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Paradiem, LLC | 0 | $0 | 0.00% | −10,627−100.0% | Sold out |
| Blackhawk Capital Partners LLC. | 0 | $0 | 0.00% | −9,899−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −9,211−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −8,325−100.0% | Sold out |
| Clear Sky Advisers, LLC | 0 | $0 | 0.00% | −7,100−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −5,975−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,912−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,930−100.0% | Sold out |
| Connective Portfolio Management, LLC | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |