| McIlrath & Eck, LLC | 155 | $16.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 158 | $16.0K | 0.00% | 00.0% | Unchanged |
| Baron Financial Group, LLC | 150 | $15.4K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 150 | $15.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 144 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 141 | $14.0K | 0.01% | −17,388−99.2% | Reduced |
| GW&K Investment Management, LLC | 134 | $14.0K | 0.00% | +134 | New |
| Cypress Capital Management LLC (WY) | 130 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Command Bank | 131 | $13.0K | 0.00% | −3−2.2% | Reduced |
| First Command Financial Services, Inc. | 131 | $13.0K | 0.00% | −3−2.2% | Reduced |
| West Financial Advisors, LLC | 131 | $13.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 125 | $12.8K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 118 | $12.0K | 0.00% | −419−78.0% | Reduced |
| Danda Trouve Investment Management, Inc. | 121 | $12.0K | 0.01% | 00.0% | Unchanged |
| Strategic Blueprint, LLC | 113 | $12.0K | 0.00% | +113 | New |
| Lake Point Wealth Management | 114 | $12.0K | 0.01% | +114 | New |
| JNBA Financial Advisors | 105 | $11.0K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 105 | $11.0K | 0.01% | +1+1.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 101 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 102 | $10.0K | 0.01% | +1+1.0% | Added |
| HighMark Wealth Management LLC | 95 | $10.0K | 0.01% | +1+1.1% | Added |
| Sage Private Wealth Group, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 94 | $10.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 99 | $10.0K | 0.00% | +99 | New |
| Parisi Gray Wealth Management | 100 | $10.0K | 0.00% | +100 | New |
| Roble, Belko & Company, Inc | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 86 | $9.00K | 0.00% | 00.0% | Unchanged |
| Paradigm, Strategies in Wealth Management, LLC | 86 | $9.00K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smith Asset Management Group LP | 72 | $7.00K | 0.00% | +72 | New |
| Altshuler Shaham Ltd | 66 | $7.00K | 0.00% | +66 | New |
| FormulaFolio Investments, LLC | 71 | $7.00K | 0.00% | +71 | New |
| Laurel Wealth Advisors LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 56 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 49 | $5.00K | 0.00% | −75−60.5% | Reduced |
| Atwood & Palmer Inc | 44 | $5.00K | 0.00% | −80−64.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 48 | $5.00K | 0.00% | −40−45.5% | Reduced |
| M&R Capital Management Inc | 53 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 48 | $5.00K | 0.00% | +28+140.0% | Added |
| 1832 Asset Management L.P. | 44 | $5.00K | 0.00% | +44 | New |
| Center for Financial Planning, Inc. | 36 | $4.00K | 0.00% | −120−76.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 44 | $4.00K | 0.00% | +44 | New |
| GoalVest Advisory LLC | 38 | $4.00K | 0.00% | +38 | New |
| Atlas Capital Advisors LLC | 33 | $3.38K | 0.00% | +33 | New |
| Motco | 33 | $3.00K | 0.00% | −235−87.7% | Reduced |
| Horrell Capital Management, Inc. | 29 | $3.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $2.00K | 0.00% | +22 | New |
| SRS Capital Advisors, Inc. | 20 | $2.00K | 0.00% | +20 | New |
| Carolinas Wealth Consulting LLC | 6 | $1.00K | 0.00% | −451−98.7% | Reduced |
| Semmax Financial Advisors Inc. | 12 | $1.00K | 0.00% | −30−71.4% | Reduced |
| Ironwood Financial, llc | 12 | $1.00K | 0.00% | −23−65.7% | Reduced |
| Security National Trust Co | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 6 | $1.00K | 0.00% | +6 | New |
| Advocacy Wealth Management Services, LLC | 10 | $1.00K | 0.00% | +10 | New |
| WestEnd Advisors, LLC | – | $409 | 0.00% | – | New |
| Kelly Financial Services LLC | 26,508 | $259 | 0.01% | +26,250+10,174.4% | Added |
| First Command Advisory Services, Inc. | 58 | $0 | 0.00% | +8+16.0% | Added |
| Larson Financial Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 2 | $0 | 0.00% | +2 | New |
| Westside Investment Management, Inc. | 4,000 | – | – | −2,000−33.3% | Reduced |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −422,104−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −209,241−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −165,379−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −149,628−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −136,500−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −118,691−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −116,300−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −109,292−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −87,534−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −62,976−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −52,480−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −48,695−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −48,642−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −48,589−100.0% | Sold out |
| German American Bancorp, Inc. | 0 | $0 | 0.00% | −41,556−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −29,597−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −29,168−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −27,424−100.0% | Sold out |
| New Vernon Investment Management LLC | 0 | $0 | 0.00% | −22,961−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −18,276−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −17,652−100.0% | Sold out |
| Members Capital Advisors Inc | 0 | $0 | 0.00% | −15,912−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −13,892−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −13,410−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −12,702−100.0% | Sold out |
