| Hantz Financial Services, Inc. | 58 | $31.0K | 0.00% | +19+48.7% | Added |
| Independence Bank of Kentucky | 55 | $30.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 56 | $30.0K | 0.00% | +41+273.3% | Added |
| Tradewinds Capital Management, LLC | 50 | $27.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 50 | $27.0K | 0.01% | +50 | New |
| Capital Advisory Group Advisory Services, LLC | 50 | $27.0K | 0.01% | +50 | New |
| McClarren Financial Advisors, Inc. | 50 | $26.0K | 0.02% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 46 | $25.0K | 0.02% | −25−35.2% | Reduced |
| Stonebridge Capital Advisors LLC | 46 | $25.0K | 0.00% | +8+21.1% | Added |
| West Paces Advisors Inc. | 44 | $23.7K | 0.01% | −6−12.0% | Reduced |
| KB Financial Partners, LLC | 42 | $23.0K | 0.01% | −7−14.3% | Reduced |
| Brewin Dolphin Wealth Management Ltd | 43 | $23.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 42 | $23.0K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 50 | $23.0K | 0.02% | +50 | New |
| Gemmer Asset Management LLC | 41 | $22.0K | 0.00% | −2−4.7% | Reduced |
| South State Corp. | 40 | $22.0K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $22.0K | 0.01% | +40 | New |
| Citizens National Bank Trust Department | 45 | $21.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 40 | $21.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $20.0K | 0.00% | +6+18.8% | Added |
| Asset Dedication, LLC | 37 | $20.0K | 0.00% | +20+117.6% | Added |
| JNBA Financial Advisors | 36 | $19.0K | 0.00% | −5−12.2% | Reduced |
| GHP Investment Advisors, Inc. | 35 | $19.0K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 34 | $18.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $18.0K | 0.00% | −107−75.4% | Reduced |
| Gould Capital, LLC | 34 | $18.0K | 0.01% | −1−2.9% | Reduced |
| High Net Worth Advisory Group LLC | 34 | $18.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 33 | $17.8K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 32 | $17.2K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 30 | $16.0K | 0.00% | −26−46.4% | Reduced |
| Missouri Trust & Investment Co | 30 | $16.0K | 0.01% | −5−14.3% | Reduced |
| Jones Financial Companies LLLP | 30 | $16.0K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 30 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 30 | $16.0K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 30 | $16.0K | 0.00% | +1+3.4% | Added |
| JFS Wealth Advisors, LLC | 29 | $16.0K | 0.00% | +6+26.1% | Added |
| Evoke Wealth, LLC | 29 | $16.0K | 0.00% | +7+31.8% | Added |
| Itau Unibanco Holding S.A. | 28 | $15.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 27 | $15.0K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 24 | $13.0K | 0.01% | −33−57.9% | Reduced |
| BerganKDV Wealth Management, LLC | 24 | $13.0K | 0.00% | −10−29.4% | Reduced |
| Adirondack Trust Co | 25 | $13.0K | 0.01% | 00.0% | Unchanged |
| First PREMIER Bank | 25 | $13.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $13.0K | 0.00% | +9+56.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 21 | $11.0K | 0.00% | +3+16.7% | Added |
| Trustcore Financial Services, LLC | 20 | $11.0K | 0.00% | +10+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 20 | $10.8K | 0.01% | +20 | New |
| Carmichael Hill & Associates, Inc. | 19 | $10.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 17 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 15 | $8.00K | 0.00% | −20−57.1% | Reduced |
| Sierra Capital LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 14 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 13 | $7.00K | 0.00% | +13 | New |
| Vigilant Capital Management, LLC | 12 | $6.00K | 0.00% | −17−58.6% | Reduced |
| Pinnacle Bancorp, Inc. | 11 | $6.00K | 0.00% | −8−42.1% | Reduced |
| Front Row Advisors LLC | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 12 | $6.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 12 | $6.00K | 0.00% | +12 | New |
| Cordant, Inc. | 11 | $6.00K | 0.00% | +11 | New |
| Berkshire Capital Holdings Inc | 10 | $5.00K | 0.00% | −24,380−100.0% | Reduced |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $5.00K | 0.00% | −40−80.0% | Reduced |
| Econ Financial Services Corp | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $4.00K | 0.00% | −3−30.0% | Reduced |
| Roble, Belko & Company, Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $3.00K | 0.00% | −6−50.0% | Reduced |
| Tradition Wealth Management, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $2.00K | 0.00% | −2−33.3% | Reduced |
| Country Trust Bank | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 4 | $2.00K | 0.00% | +4 | New |
| PEAK6 Investments LLC | 4 | $2.00K | 0.00% | +4 | New |
| Western Pacific Wealth Management, LP | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $537 | 0.00% | – | – |
| CFS Investment Advisory Services, LLC | 91,394 | $0 | 0.00% | +91,394 | New |
| Column Capital Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Coatue Management LLCSuperinvestorCoatue Management | 0 | $0 | 0.00% | −860,025−100.0% | Sold out |
| GQG Partners LLC | 0 | $0 | 0.00% | −688,500−100.0% | Sold out |
| Scge Management, L.P. | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Varenne Capital Partners | 0 | $0 | 0.00% | −143,591−100.0% | Sold out |
| Mizuho Markets Americas LLC | 0 | $0 | 0.00% | −127,013−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −76,656−100.0% | Sold out |
| Cavalry Management Group, LLC | 0 | $0 | 0.00% | −36,559−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,235−100.0% | Sold out |
