| Westside Investment Management, Inc. | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 28 | $10.0K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $9.00K | 0.01% | −121−78.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 32 | $9.00K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $9.00K | 0.01% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 33 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 20 | $8.00K | 0.00% | −800−97.6% | Reduced |
| Alpha Paradigm Partners, LLC | 30 | $8.00K | 0.00% | −727−96.0% | Reduced |
| Private Capital Group, LLC | 30 | $8.00K | 0.01% | −31−50.8% | Reduced |
| Burleson & Company, LLC | 31 | $8.00K | 0.00% | −13−29.5% | Reduced |
| Hexagon Capital Partners LLC | 29 | $8.00K | 0.00% | +24+480.0% | Added |
| ClariVest Asset Management LLC | 30 | $8.00K | 0.00% | +30 | New |
| Investment Research & Advisory Group, Inc. | 28 | $8.00K | 0.01% | +28 | New |
| Tortoise Investment Management, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 24 | $7.00K | 0.01% | +2+9.1% | Added |
| Wagner Wealth Management, LLC | 27 | $7.00K | 0.01% | +27 | New |
| Castle Wealth Management LLC | 27 | $7.00K | 0.00% | +27 | New |
| Axim Planning & Wealth | 25 | $7.00K | 0.01% | +25 | New |
| Blue Bell Private Wealth Management, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 25 | $6.00K | 0.01% | +25 | New |
| Thompson Siegel & Walmsley LLC | 20 | $5.00K | 0.00% | −28−58.3% | Reduced |
| Bogart Wealth, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $5.00K | 0.00% | +10+142.9% | Added |
| Heritage Wealth Management, LLC | 17 | $4.63K | 0.00% | −6−26.1% | Reduced |
| Raffa Wealth Management, LLC | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $4.00K | 0.00% | −6−30.0% | Reduced |
| Center for Financial Planning, Inc. | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 15 | $4.00K | 0.00% | +14+1,400.0% | Added |
| Steward Financial Group LLC | 16 | $4.00K | 0.00% | +16 | New |
| Davidson Capital Management Inc. | 10 | $3.00K | 0.00% | −3,851−99.7% | Reduced |
| Jones Financial Companies LLLP | 10 | $3.00K | 0.00% | −14−58.3% | Reduced |
| GHP Investment Advisors, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $3.00K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 9 | $3.00K | 0.00% | +9 | New |
| Founders Capital Management | 10 | $3.00K | 0.00% | +10 | New |
| Tevis Investment Management | 10 | $3.00K | 0.00% | +10 | New |
| Sutton Wealth Advisors Inc. | 9 | $2.45K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 7 | $2.00K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +7 | New |
| CX Institutional | 6 | $2.00K | 0.00% | +6 | New |
| Hoey Investments, Inc | 9 | $2.00K | 0.00% | +9 | New |
| Ossiam | 2 | $1.00K | 0.00% | −115−98.3% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −18−85.7% | Reduced |
| Clearview Wealth Advisors LLC | 3 | $1.00K | 0.00% | −5−62.5% | Reduced |
| Lowe Wealth Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Investors Research Corp | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Field & Main Bank | 5 | $1.00K | 0.00% | +5 | New |
| Glen Eagle Advisors, LLC | 2 | $545 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $0 | 0.00% | −192−99.5% | Reduced |
| Covestor Ltd | 1 | $0 | 0.00% | −4−80.0% | Reduced |
| Horan Securities, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | +1 | New |
| Agf Investments Inc. | 0 | $0 | 0.00% | −162,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −41,108−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −40,204−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −36,800−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −33,204−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −32,200−100.0% | Sold out |
| Optimas Capital Ltd | 0 | $0 | 0.00% | −24,840−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −19,112−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −19,980−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Icon Advisers Inc | 0 | $0 | 0.00% | −13,837−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −9,795−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −8,475−100.0% | Sold out |
| Lane Generational LLC | 0 | $0 | 0.00% | −8,263−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −6,199−100.0% | Sold out |
| LGT Group Foundation | 0 | $0 | 0.00% | −5,901−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Cadent Capital Advisors, LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −3,665−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −3,520−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −2,291−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,823−100.0% | Sold out |