| Ronald Blue Trust, Inc. | 19 | $13.0K | 0.00% | +19 | New |
| GHP Investment Advisors, Inc. | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 20 | $12.0K | 0.01% | +20 | New |
| Baron Financial Group, LLC | 20 | $11.8K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $11.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 19 | $11.0K | 0.00% | +10+111.1% | Added |
| Caldwell Trust Co | 18 | $10.6K | 0.00% | −3−14.3% | Reduced |
| Penserra Capital Management LLC | 16 | $9.00K | 0.00% | −8,466−99.8% | Reduced |
| First National Bank of South Miami | 15 | $9.00K | 0.01% | −53−77.9% | Reduced |
| JNBA Financial Advisors | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $9.00K | 0.01% | +7+77.8% | Added |
| Gladius Capital Management LP | 15 | $9.00K | 0.00% | +15 | New |
| GoalVest Advisory LLC | 14 | $8.00K | 0.01% | −204−93.6% | Reduced |
| Larson Financial Group LLC | 13 | $8.00K | 0.00% | −83−86.5% | Reduced |
| Northwest Investment Counselors, LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $8.00K | 0.00% | +3+27.3% | Added |
| Ellis Investment Partners, LLC | 13 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 11 | $7.00K | 0.00% | +10+1,000.0% | Added |
| Hartford Financial Management Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 10 | $6.00K | 0.01% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 10 | $6.00K | 0.00% | +10 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $5.00K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $5.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 9 | $5.00K | 0.00% | +4+80.0% | Added |
| Tfo-TDC, LLC | 8 | $5.00K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 6 | $4.00K | 0.00% | −2−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $4.00K | 0.04% | +6 | New |
| Accel Wealth Management | 6 | $4.00K | 0.00% | +6 | New |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | −77−93.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $3.00K | 0.00% | +5 | New |
| MCF Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $2.00K | 0.00% | +1+100.0% | Added |
| SRS Capital Advisors, Inc. | 4 | $2.00K | 0.00% | +2+100.0% | Added |
| Truvestments Capital LLC | 3 | $2.00K | 0.00% | +3 | New |
| Hexagon Capital Partners LLC | 3 | $2.00K | 0.00% | +3 | New |
| Castle Wealth Management LLC | 4 | $2.00K | 0.00% | +4 | New |
| Exane Derivatives | 2 | $1.18K | 0.00% | −241−99.2% | Reduced |
| Wolff Wiese Magana LLC | 1 | $1.00K | 0.00% | −6−85.7% | Reduced |
| Proequities, Inc. | 1 | $1.00K | 0.00% | −5−83.3% | Reduced |
| USA Financial Portformulas Corp | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $1.00K | 0.00% | +1 | New |
| Heritage Financial Services, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Oliver Lagore Vanvalin Investment Group | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $591 | 0.00% | – | – |
| Baystate Wealth Management LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −207,430−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −94,449−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −32,403−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −27,236−100.0% | Sold out |
| De Burlo Group Inc | 0 | $0 | 0.00% | −26,190−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −23,747−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −21,477−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −16,733−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −15,343−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| HealthCor Management, L.P. | 0 | $0 | 0.00% | −9,570−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −6,614−100.0% | Sold out |
| Strategic Global Advisors, LLC | 0 | $0 | 0.00% | −6,367−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,250−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Morgens Waterfall Vintiadis & Co Inc | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,898−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −3,288−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −2,480−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −2,295−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −1,955−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −1,441−100.0% | Sold out |
| Polen Capital Management LLC | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | $0 | 0.00% | −1,161−100.0% | Sold out |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −1,132−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −852−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −795−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −781−100.0% | Sold out |