| Proequities, Inc. | 872 | $25.9K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 750 | $21.9K | 0.03% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 738 | $21.5K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 696 | $20.3K | 0.00% | +304+77.6% | Added |
| WR Wealth Planners, LLC | 637 | $18.6K | 0.01% | +637 | New |
| Brown Brothers Harriman & Co | 606 | $17.7K | 0.00% | +606 | New |
| Pflug Koory, LLC | 600 | $17.5K | 0.01% | −5,000−89.3% | Reduced |
| Legacy Bridge, LLC | 600 | $17.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 585 | $16.6K | 0.00% | +582+19,400.0% | Added |
| Plante Moran Financial Advisors, LLC | 504 | $14.7K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 500 | $14.6K | 0.01% | +500 | New |
| Planning Capital Management Corp | 475 | $13.8K | 0.01% | +475 | New |
| IAG Wealth Partners, LLC | 452 | $13.2K | 0.00% | +452 | New |
| Bessemer Group Inc | 379 | $12.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 497 | $11.9K | 0.00% | +238+91.9% | Added |
| Fifth Third Bancorp | 386 | $11.3K | 0.00% | −206−34.8% | Reduced |
| Jones Financial Companies LLLP | 379 | $11.1K | 0.00% | +175+85.8% | Added |
| CoreCap Advisors, LLC | 359 | $10.5K | 0.00% | +359 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 341 | $9.94K | 0.00% | +41+13.7% | Added |
| Huntington National Bank | 331 | $9.65K | 0.00% | −250−43.0% | Reduced |
| Macroview Investment Management LLC | 325 | $9.47K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 317 | $9.24K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $8.74K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 300 | $8.74K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 300 | $8.74K | 0.00% | +300 | New |
| Sound Income Strategies, LLC | 270 | $7.87K | 0.00% | +191+241.8% | Added |
| LRI Investments, LLC | 255 | $7.43K | 0.00% | +255 | New |
| Farther Finance Advisors, LLC | 253 | $7.43K | 0.00% | +6+2.4% | Added |
| Allworth Financial LP | 252 | $7.36K | 0.00% | −7−2.7% | Reduced |
| Atticus Wealth Management, LLC | 250 | $7.29K | 0.00% | +125+100.0% | Added |
| Bokf, NA | 239 | $7.01K | 0.00% | +39+19.5% | Added |
| Field & Main Bank | 200 | $5.83K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 175 | $5.10K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 169 | $4.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 154 | $4.49K | 0.00% | −13−7.8% | Reduced |
| Farmers & Merchants Investments Inc | 150 | $4.37K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 150 | $4.37K | 0.00% | +150 | New |
| Pinnacle Bancorp, Inc. | 140 | $4.08K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 140 | $4.07K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 171 | $4.00K | 0.00% | −3,100−94.8% | Reduced |
| Principal Securities, Inc. | 123 | $3.58K | 0.00% | −539−81.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 120 | $3.50K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $3.50K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 108 | $3.14K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 101 | $2.94K | 0.00% | −25−19.8% | Reduced |
| IFP Advisors, Inc | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 100 | $2.92K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $2.92K | 0.00% | +100 | New |
| Johnson Financial Group, Inc. | 100 | $2.92K | 0.00% | +100 | New |
| Whittier Trust Co | 100 | $2.91K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 92 | $2.68K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 92 | $2.68K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 89 | $2.59K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 78 | $2.24K | 0.00% | +78 | New |
| Transcendent Capital Group LLC | 75 | $2.18K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 62 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 60 | $1.75K | 0.00% | −60−50.0% | Reduced |
| Atlas Capital Advisors LLC | 51 | $1.49K | 0.00% | +51 | New |
| CBIZ Investment Advisory Services, LLC | 49 | $1.45K | 0.00% | +49 | New |
| GPS Wealth Strategies Group, LLC | 48 | $1.40K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $1.34K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 43 | $1.25K | 0.00% | −3−6.5% | Reduced |
| First United Bank Trust | 37 | $1.08K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 37 | $1.08K | 0.00% | +37 | New |
| CIBC Private Wealth Group, LLC | 36 | $1.06K | 0.00% | +36 | New |
| FNY Investment Advisers, LLC | 50 | $1.00K | 0.00% | −40−44.4% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $875 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $817 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 26 | $758 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $729 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 20 | $583 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 20 | $583 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 20 | $583 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $505 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $438 | 0.00% | −5,450−99.7% | Reduced |
| Global Retirement Partners, LLC | 12 | $350 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $292 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $262 | 0.00% | +9 | New |
| JJJ Advisors Inc. | 8 | $234 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 7 | $204 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $204 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $175 | 0.00% | +6 | New |
| Indiana Trust & Investment Management CO | 5 | $146 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $117 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $109 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2 | $58 | 0.00% | −278−99.3% | Reduced |
| Larson Financial Group LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $30 | 0.00% | −1−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Amundi | 0 | $0 | 0.00% | −666,362−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −489,615−100.0% | Sold out |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −242,100−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −128,680−100.0% | Sold out |
| Kestrel Investment Management Corp | 0 | $0 | 0.00% | −122,400−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −105,816−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −101,782−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −71,900−100.0% | Sold out |
| Union Square Park Capital Management, LLC | 0 | $0 | 0.00% | −65,000−100.0% | Sold out |