| China Universal Asset Management Co., Ltd. | 19 | $16.1K | 0.01% | +19 | New |
| Householder Group Estate & Retirement Specialist, LLC | 19 | $16.0K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 19 | $16.0K | 0.00% | +17+850.0% | Added |
| Stephenson National Bank & Trust | 17 | $14.4K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 16 | $13.6K | 0.01% | −2−11.1% | Reduced |
| Evermay Wealth Management LLC | 16 | $13.6K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 16 | $13.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 16 | $13.6K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 16 | $13.6K | 0.01% | +16 | New |
| Goodman Advisory Group, LLC | 15 | $12.7K | 0.01% | −7−31.8% | Reduced |
| Delta Asset Management LLC | 15 | $12.7K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 15 | $12.7K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 14 | $11.9K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $11.9K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 14 | $11.9K | 0.01% | +14 | New |
| Hollencrest Capital Management | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 13 | $11.0K | 0.01% | +13 | New |
| HighMark Wealth Management LLC | 11 | $9.34K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $9.34K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 11 | $9.34K | 0.00% | +5+83.3% | Added |
| Capital Advisors, Ltd. LLC | 11 | $9.00K | 0.00% | −132−92.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 10 | $8.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 10 | $8.49K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 10 | $8.49K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 9 | $7.64K | 0.00% | −7−43.8% | Reduced |
| Horizons Wealth Management | 8 | $6.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $6.79K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 8 | $6.79K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 8 | $6.79K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 8 | $6.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $5.94K | 0.00% | −5−41.7% | Reduced |
| Thomas White International Ltd | 7 | $5.94K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 7 | $5.94K | 0.00% | +7 | New |
| Pacifica Partners Inc. | 6 | $5.14K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $5.09K | 0.00% | −8−57.1% | Reduced |
| Motco | 6 | $5.09K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 6 | $5.09K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 6 | $5.09K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $5.09K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 6 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 7 | $5.00K | 0.00% | +4+133.3% | Added |
| Disciplined Investments, LLC | 5 | $4.25K | 0.00% | −1−16.7% | Reduced |
| Pinnacle Financial Partners Inc | 5 | $4.25K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 5 | $4.25K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 5 | $4.25K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 5 | $4.25K | 0.00% | +1+25.0% | Added |
| Ellevest, Inc. | 5 | $4.25K | 0.00% | +3+150.0% | Added |
| FinTrust Capital Advisors, LLC | 5 | $4.22K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 4 | $3.59K | 0.00% | +4 | New |
| Godsey & Gibb Associates | 4 | $3.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $3.40K | 0.00% | +1+33.3% | Added |
| First Command Advisory Services, Inc. | 4 | $3.40K | 0.00% | +4 | New |
| TD Ameritrade Investment Management, LLC | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 3 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 3 | $2.55K | 0.00% | −1−25.0% | Reduced |
| Tortoise Investment Management, LLC | 3 | $2.55K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 3 | $2.55K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $2.55K | 0.00% | +3 | New |
| Capital Analysts, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| Lynwood Capital Management Inc. | 300 | $1.95K | 0.00% | +300 | New |
| Global Financial Private Client, LLC | 2 | $1.74K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.70K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2 | $1.70K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.48K | 0.00% | −1−33.3% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 1 | $849 | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1 | $849 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $849 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $849 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $849 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $849 | 0.00% | +1 | New |
| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | New |
| Pacific Center for Financial Services | 0 | $11 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 849 | $2 | 0.00% | +5+0.6% | Added |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| DSM Capital Partners LLC | 0 | $0 | 0.00% | −113,063−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −55,150−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −34,916−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −16,406−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,932−100.0% | Sold out |
| Candlestick Capital Management LP | 0 | $0 | 0.00% | −11,619−100.0% | Sold out |
| Aspireon Wealth Advisors | 0 | $0 | 0.00% | −11,155−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,657−100.0% | Sold out |
| Chimera Capital Management LLC | 0 | $0 | 0.00% | −7,386−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −7,237−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −6,400−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Arabesque Asset Management Ltd | 0 | $0 | 0.00% | −4,891−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −4,348−100.0% | Sold out |
| First Sabrepoint Capital Management LP | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −3,787−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −3,728−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,123−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −2,977−100.0% | Sold out |
| Boussard & Gavaudan Investment Management LLP | 0 | $0 | 0.00% | −2,413−100.0% | Sold out |
| Allen Operations LLC | 0 | $0 | 0.00% | −1,958−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −1,776−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,674−100.0% | Sold out |