| Winch Advisory Services, LLC | 23 | $1.00K | 0.00% | −2−8.0% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 31 | $1.00K | 0.00% | −4−11.4% | Reduced |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 32 | $1.00K | 0.00% | −5−13.5% | Reduced |
| PrairieView Partners, LLC | 23 | $1.00K | 0.00% | +10+76.9% | Added |
| Arlington Partners LLC | 24 | $1.00K | 0.00% | +24 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 26 | $1.00K | 0.00% | +26 | New |
| GPS Wealth Strategies Group, LLC | 34 | $1.00K | 0.00% | +34 | New |
| Johnson Midwest Financial, LLC | 18 | $1.00K | 0.00% | +18 | New |
| Total Clarity Wealth Management, Inc. | 20 | $1.00K | 0.00% | +20 | New |
| Level Financial Advisors, Inc. | 22 | $1.00K | 0.00% | +22 | New |
| New Millennium Group LLC | 37 | $1.00K | 0.00% | +37 | New |
| Horizons Wealth Management | 45 | $1.00K | 0.00% | +45 | New |
| West Paces Advisors Inc. | 24 | $810 | 0.00% | −281−92.1% | Reduced |
| Cornerstone Management, Inc. | 21 | $709 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 20 | $675 | 0.00% | +20 | New |
| Fairfield Financial Advisors, LTD | 12 | $419 | 0.00% | −6−33.3% | Reduced |
| WR Wealth Planners, LLC | 7 | $236 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $169 | 0.00% | −47−90.4% | Reduced |
| WestEnd Advisors, LLC | 3 | $101 | 0.00% | – | – |
| Acadian Asset Management LLC | 3 | $0 | 0.00% | −131,155−100.0% | Reduced |
| State of Wyoming | 1 | $0 | 0.00% | −2,862−100.0% | Reduced |
| Costello Asset Management, INC | 13 | $0 | 0.00% | −67−83.8% | Reduced |
| Siena Capital LLC | 3 | $0 | 0.00% | −59−95.2% | Reduced |
| James Investment Research Inc | 1 | $0 | 0.00% | −16−94.1% | Reduced |
| Mascoma Wealth Management LLC | 6 | $0 | 0.00% | −16−72.7% | Reduced |
| Perkins Coie Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 28 | $0 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 10 | $0 | 0.00% | +10 | New |
| Eukles Asset Management | 4 | $0 | 0.00% | +4 | New |
| First National Bank of South Miami | 10 | $0 | 0.00% | +10 | New |
| Cedar Mountain Advisors, LLC | 12 | $0 | 0.00% | +12 | New |
| Atticus Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Better Money Decisions, LLC | 10 | $0 | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 2 | – | – | +2 | New |
| Westside Investment Management, Inc. | 233 | – | – | +228+4,560.0% | Added |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −2,128,031−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −503,021−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −270,385−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −82,416−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −44,256−100.0% | Sold out |
| Paragon Capital Management Inc | 0 | $0 | 0.00% | −36,903−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −35,640−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −33,742−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,753−100.0% | Sold out |
| Nichols & Pratt Advisers LLP | 0 | $0 | 0.00% | −28,500−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −21,309−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −20,860−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,026−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −17,981−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −14,465−100.0% | Sold out |
| Lingohr & Partner Asset Management GmbH | 0 | $0 | 0.00% | −14,060−100.0% | Sold out |
| Terril Brothers, Inc. | 0 | $0 | 0.00% | −12,129−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −11,973−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,522−100.0% | Sold out |
| Schnieders Capital Management LLC | 0 | $0 | 0.00% | −10,287−100.0% | Sold out |
| Community Capital Management, Inc. | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −8,977−100.0% | Sold out |
| First Nebraska Trust Co | 0 | $0 | 0.00% | −8,330−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −7,864−100.0% | Sold out |
| Goelzer Investment Management, Inc. | 0 | $0 | 0.00% | −7,668−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −7,449−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −7,450−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −7,351−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −6,925−100.0% | Sold out |
| Corient Capital Partners, LLC | 0 | $0 | 0.00% | −6,878−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,793−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −6,746−100.0% | Sold out |
| Montecito Bank & Trust | 0 | $0 | 0.00% | −6,707−100.0% | Sold out |
| Gofen & Glossberg LLC | 0 | $0 | 0.00% | −6,374−100.0% | Sold out |
| Alpine Global Management, LLC | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| Beck Mack & Oliver LLC | 0 | $0 | 0.00% | −6,344−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −6,240−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −6,079−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −5,968−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −5,921−100.0% | Sold out |
| Dodge & Cox | 0 | $0 | 0.00% | −5,854−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,853−100.0% | Sold out |
| Matrix Private Capital Group LLC | 0 | $0 | 0.00% | −5,825−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,190−100.0% | Sold out |