| Evoke Wealth, LLC | 116 | $18.0K | 0.00% | +19+19.6% | Added |
| Sargent Bickham Lagudis LLC | 116 | $18.0K | 0.00% | +27+30.3% | Added |
| Hexagon Capital Partners LLC | 95 | $15.0K | 0.00% | +25+35.7% | Added |
| Farmers & Merchants Investments Inc | 91 | $15.0K | 0.00% | +24+35.8% | Added |
| Ronald Blue Trust, Inc. | 88 | $15.0K | 0.00% | +88 | New |
| Endurance Wealth Management, Inc. | 85 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 83 | $13.0K | 0.01% | −78−48.4% | Reduced |
| JNBA Financial Advisors | 79 | $13.0K | 0.00% | −6−7.1% | Reduced |
| Ancora Advisors, LLC | 75 | $12.0K | 0.00% | +68+971.4% | Added |
| AlphaMark Advisors, LLC | 74 | $12.0K | 0.01% | +74 | New |
| Charter Oak Capital Management, LLC | 74 | $12.0K | 0.00% | +74 | New |
| Institutional & Family Asset Management, LLC | 70 | $11.0K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 66 | $11.0K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 68 | $11.0K | 0.01% | +9+15.3% | Added |
| Kistler-Tiffany Companies, LLC | 69 | $11.0K | 0.00% | +69 | New |
| JJJ Advisors Inc. | 55 | $10.0K | 0.00% | +4+7.8% | Added |
| FinTrust Capital Advisors, LLC | 58 | $10.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 64 | $10.0K | 0.00% | +47+276.5% | Added |
| Central Trust Co | 62 | $10.0K | 0.00% | +52+520.0% | Added |
| Glen Eagle Advisors, LLC | 62 | $9.88K | 0.00% | +62 | New |
| Sutton Wealth Advisors Inc. | 59 | $9.40K | 0.00% | +28+90.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 59 | $9.00K | 0.00% | +59 | New |
| PFS Partners, LLC | 53 | $8.45K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 51 | $8.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 53 | $8.00K | 0.00% | +53 | New |
| O'Dell Group, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 44 | $7.01K | 0.00% | +44 | New |
| Northwest Investment Counselors, LLC | 43 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 47 | $7.00K | 0.00% | +10+27.0% | Added |
| Westside Investment Management, Inc. | 47 | $7.00K | 0.00% | +47 | New |
| AllSquare Wealth Management LLC | 46 | $7.00K | 0.00% | +46 | New |
| Bogart Wealth, LLC | 44 | $7.00K | 0.00% | +44 | New |
| Win Advisors, Inc | 38 | $6.00K | 0.01% | −959−96.2% | Reduced |
| High Net Worth Advisory Group LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 35 | $6.00K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 40 | $6.00K | 0.00% | +40 | New |
| Coston, McIsaac & Partners | 40 | $6.00K | 0.00% | +40 | New |
| Old Second National Bank of Aurora | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 32 | $5.00K | 0.00% | +17+113.3% | Added |
| Asset Dedication, LLC | 31 | $5.00K | 0.00% | +17+121.4% | Added |
| Atlas Capital Advisors LLC | 27 | $4.30K | 0.00% | +22+440.0% | Added |
| Fieldpoint Private Securities, LLC | 26 | $4.00K | 0.00% | −205−88.7% | Reduced |
| Money Concepts Capital Corp | 23 | $4.00K | 0.00% | −46−66.7% | Reduced |
| Column Capital Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 24 | $4.00K | 0.00% | +8+50.0% | Added |
| Sierra Capital LLC | 26 | $4.00K | 0.00% | +6+30.0% | Added |
| Laurel Wealth Advisors LLC | 26 | $4.00K | 0.00% | +14+116.7% | Added |
| Graves-Light Private Wealth Management, Inc. | 27 | $4.00K | 0.00% | +27 | New |
| PFG Private Wealth Management, LLC | 23 | $4.00K | 0.00% | +23 | New |
| Bradley & Co. Private Wealth Management, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Stephens Consulting, LLC | 23 | $3.67K | 0.00% | +12+109.1% | Added |
| Raffa Wealth Management, LLC | 19 | $3.03K | 0.00% | +6+46.2% | Added |
| Valley National Advisers Inc | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $3.00K | 0.00% | +11+110.0% | Added |
| Schubert & Co | 18 | $3.00K | 0.00% | +10+125.0% | Added |
| Global Wealth Management Investment Advisory, Inc. | 17 | $3.00K | 0.00% | +17 | New |
| Tucker Asset Management LLC | 17 | $2.71K | 0.00% | +17 | New |
| Lee Financial Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 15 | $2.00K | 0.00% | +8+114.3% | Added |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | +8+200.0% | Added |
| Harbour Investments, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 12 | $2.00K | 0.00% | +12 | New |
| Steward Financial Group LLC | 16 | $2.00K | 0.00% | +16 | New |
| Morton Brown Family Wealth, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Castle Wealth Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| McIlrath & Eck, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Heritage Financial Services, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Total Clarity Wealth Management, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $1.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 5 | $799 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1 | $226 | 0.21% | +1 | New |
| M&R Capital Management Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 3,498 | – | – | +3,441+6,036.8% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −973,855−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −367,433−100.0% | Sold out |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −318,559−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −93,080−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −91,005−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −41,201−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −31,604−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −18,537−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −13,641−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −13,208−100.0% | Sold out |