| Heritage Wealth Management, LLC | 97 | $41.7K | 0.01% | −514−84.1% | Reduced |
| Piscataqua Savings Bank | 96 | $41.0K | 0.04% | −50−34.2% | Reduced |
| Country Trust Bank | 93 | $40.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 91 | $39.1K | 0.01% | −19−17.3% | Reduced |
| Mizuho Securities Co. Ltd. | 108 | $38.0K | 0.01% | −40−27.0% | Reduced |
| Tradewinds Capital Management, LLC | 87 | $37.0K | 0.01% | −119−57.8% | Reduced |
| Retirement Group, LLC | 85 | $37.0K | 0.02% | −4−4.5% | Reduced |
| Charter Oak Capital Management, LLC | 83 | $36.0K | 0.00% | −47−36.2% | Reduced |
| Fieldpoint Private Securities, LLC | 81 | $35.0K | 0.01% | −162−66.7% | Reduced |
| Disciplined Investments, LLC | 81 | $35.0K | 0.02% | −11−12.0% | Reduced |
| Key Financial Inc | 81 | $35.0K | 0.02% | 00.0% | Unchanged |
| American State Bank (Iowa) | 80 | $34.4K | 0.03% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 78 | $34.0K | 0.01% | +23+41.8% | Added |
| Schubert & Co | 80 | $34.0K | 0.03% | +28+53.8% | Added |
| Better Money Decisions, LLC | 76 | $33.0K | 0.03% | +76 | New |
| Cascade Investment Advisors, Inc. | 75 | $32.2K | 0.03% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 75 | $32.0K | 0.01% | −967−92.8% | Reduced |
| HighMark Wealth Management LLC | 75 | $32.0K | 0.03% | +1+1.4% | Added |
| M&R Capital Management Inc | 73 | $31.0K | 0.01% | 00.0% | Unchanged |
| American Research & Management Co. | 70 | $30.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 70 | $30.0K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 72 | $30.0K | 0.03% | 00.0% | Unchanged |
| Orion Capital Management LLC | 62 | $27.0K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 60 | $26.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 55 | $24.0K | 0.01% | +2+3.8% | Added |
| Capital Directions Investment Advisors, LLC | 50 | $21.0K | 0.01% | −50−50.0% | Reduced |
| Clean Yield Group | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $21.0K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $21.0K | 0.02% | +40+400.0% | Added |
| AdvisorShares Investments LLC | 50 | $21.0K | 0.01% | +50 | New |
| Estabrook Capital Management | 46 | $19.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 44 | $19.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 44 | $18.9K | 0.02% | 00.0% | Unchanged |
| United Community Bank | 40 | $17.2K | 0.02% | 00.0% | Unchanged |
| Sierra Capital LLC | 39 | $17.0K | 0.00% | −40−50.6% | Reduced |
| Tortoise Investment Management, LLC | 40 | $17.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 40 | $17.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 39 | $17.0K | 0.01% | +39 | New |
| Iron Horse Wealth Management, LLC | 38 | $16.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 35 | $15.2K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 36 | $15.0K | 0.01% | −17−32.1% | Reduced |
| Tacita Capital Inc | 35 | $15.0K | 0.01% | −10−22.2% | Reduced |
| Baldwin Brothers Inc | 35 | $15.0K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 36 | $15.0K | 0.01% | +36 | New |
| Financial Synergies Wealth Advisors, Inc. | 34 | $14.6K | 0.00% | +34 | New |
| McIlrath & Eck, LLC | 33 | $14.0K | 0.00% | +7+26.9% | Added |
| Syverson Strege & Co | 30 | $13.0K | 0.00% | +30 | New |
| Centerpoint Advisors, LLC | 28 | $12.0K | 0.01% | −12−30.0% | Reduced |
| Darrow Company, Inc. | 28 | $12.0K | 0.01% | +28 | New |
| Tevis Investment Management | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 22 | $10.0K | 0.01% | +22 | New |
| Thomas J. Herzfeld Advisors, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $9.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 18 | $8.00K | 0.00% | −12−40.0% | Reduced |
| Cedar Mountain Advisors, LLC | 18 | $8.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $7.00K | 0.00% | −33−67.3% | Reduced |
| Stuart Chaussee & Associates, Inc. | 17 | $7.00K | 0.02% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 15 | $6.45K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 15 | $6.00K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 14 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 13 | $6.00K | 0.01% | +13 | New |
| Tucker Asset Management LLC | 12 | $5.16K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $4.00K | 0.00% | −16−61.5% | Reduced |
| Corbenic Partners LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 9 | $4.00K | 0.00% | +9 | New |
| Horizons Wealth Management | 8 | $4.00K | 0.00% | +8 | New |
| West Bancorporation Inc | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 7 | $3.00K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 6 | $2.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 5 | $2.21K | 0.00% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 5 | $2.15K | 0.00% | +5 | New |
| Advocacy Wealth Management Services, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.00K | 0.00% | +2+66.7% | Added |
| WR Wealth Planners, LLC | 3 | $1.29K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 2 | $915 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1 | $300 | 0.27% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 75 | $0 | 0.00% | −2−2.6% | Reduced |
| Karlinski Andrew C | 2 | – | – | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 1,288 | – | – | +13+1.0% | Added |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −824,626−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −99,714−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −77,771−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −60,692−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −44,135−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −34,815−100.0% | Sold out |
| Rothschild & Co Asset Management US Inc. | 0 | $0 | 0.00% | −32,876−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −23,968−100.0% | Sold out |
| Muhlenkamp & Co Inc | 0 | $0 | 0.00% | −19,605−100.0% | Sold out |
| Cubic Asset Management, LLC | 0 | $0 | 0.00% | −17,715−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,924−100.0% | Sold out |
| Harber Asset Management LLC | 0 | $0 | 0.00% | −13,403−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −13,393−100.0% | Sold out |
| AMS Capital Ltda | 0 | $0 | 0.00% | −8,520−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −8,061−100.0% | Sold out |
| Nicollet Investment Management, Inc. | 0 | $0 | 0.00% | −7,918−100.0% | Sold out |
| Pacific Wealth Strategies Group, Inc. | 0 | $0 | 0.00% | −6,124−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
