| Country Trust Bank | 36 | $7.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 34 | $7.00K | 0.00% | +34 | New |
| Vigilant Capital Management, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $6.00K | 0.01% | +33 | New |
| Arrow Financial Corp | 25 | $5.00K | 0.00% | −1,125−97.8% | Reduced |
| Burleson & Company, LLC | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $4.45K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 22 | $4.00K | 0.00% | −1,689−98.7% | Reduced |
| Syverson Strege & Co | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Manchester Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 15 | $3.00K | 0.00% | +15 | New |
| Accel Wealth Management | 14 | $3.00K | 0.00% | +14 | New |
| Guardian Wealth Management, Inc. | 14 | $3.00K | 0.00% | +14 | New |
| Carmichael Hill & Associates, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | +2+25.0% | Added |
| Arlington Partners LLC | 10 | $2.00K | 0.00% | +10 | New |
| DRH Investments, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 5 | $1.00K | 0.00% | +5 | New |
| Surevest, LLC | 6 | $1.00K | 0.00% | +6 | New |
| KB Financial Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Schubert & Co | 3 | $1.00K | 0.00% | +3 | New |
| Karlinski Andrew C | 3 | $1.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $580 | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 1 | $0 | 0.00% | +1 | New |
| Ellevest, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Marathon Asset Mgmt Ltd | 0 | $0 | 0.00% | −1,099,264−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −60,932−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −53,078−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −10,969−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −7,022−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −6,827−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −5,666−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −4,801−100.0% | Sold out |
| Intellectus Partners, LLC | 0 | $0 | 0.00% | −4,416−100.0% | Sold out |
| Quinn Opportunity Partners LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,868−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,022−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Lebenthal Global Advisors, LLC | 0 | $0 | 0.00% | −2,287−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,283−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Braun-Bostich & Associates Inc. | 0 | $0 | 0.00% | −2,012−100.0% | Sold out |
| Citizens National Bank Trust Department | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| Orrstown Financial Services Inc | 0 | $0 | 0.00% | −1,544−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −1,402−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,810−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −1,292−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −1,221−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Sterling Financial Planning, Inc. | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −756−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −451−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −298−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −246−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | – | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |