| TSFG, LLC | 35 | $24.0K | 0.01% | −5−12.5% | Reduced |
| Trustcore Financial Services, LLC | 34 | $23.0K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $23.0K | 0.00% | +8+32.0% | Added |
| Sound Income Strategies, LLC | 32 | $22.0K | 0.00% | −37−53.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 30 | $21.0K | 0.02% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 30 | $21.0K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 30 | $21.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $21.0K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 31 | $21.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 31 | $21.0K | 0.00% | +17+121.4% | Added |
| Hanson & Doremus Investment Management | 30 | $21.0K | 0.01% | +30 | New |
| Stephens Consulting, LLC | 29 | $20.0K | 0.02% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 28 | $19.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 27 | $19.0K | 0.01% | +24+800.0% | Added |
| GHP Investment Advisors, Inc. | 26 | $18.0K | 0.00% | +6+30.0% | Added |
| Strengthening Families & Communities, LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 22 | $15.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 22 | $15.0K | 0.02% | +22 | New |
| HHM Wealth Advisors, LLC | 20 | $14.0K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 19 | $13.0K | 0.01% | +19 | New |
| Cary Street Partners Asset Management LLC | 19 | $13.0K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 18 | $12.4K | 0.01% | −1−5.3% | Reduced |
| Caldwell Trust Co | 18 | $12.4K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 18 | $12.0K | 0.01% | +2+12.5% | Added |
| Abound Wealth Management | 16 | $11.0K | 0.01% | +16 | New |
| JNBA Financial Advisors | 15 | $10.0K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 14 | $10.0K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 14 | $10.0K | 0.01% | 00.0% | Unchanged |
| American National Bank | 13 | $9.00K | 0.00% | −28−68.3% | Reduced |
| NVWM, LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $9.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 13 | $9.00K | 0.00% | +13 | New |
| Ellis Investment Partners, LLC | 13 | $8.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 12 | $8.00K | 0.00% | +11+1,100.0% | Added |
| Harding Loevner LP | 11 | $8.00K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 11 | $8.00K | 0.00% | +11 | New |
| Center for Financial Planning, Inc. | 10 | $7.00K | 0.00% | −1−9.1% | Reduced |
| Stonebridge Capital Advisors LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $7.00K | 0.00% | +6+150.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $6.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $6.00K | 0.00% | +3+50.0% | Added |
| First National Bank of South Miami | 7 | $5.00K | 0.00% | −8−53.3% | Reduced |
| Atticus Wealth Management, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 6 | $4.00K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $4.00K | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $2.00K | 0.00% | −14,279−100.0% | Reduced |
| Truvestments Capital LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $1.38K | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 2 | $1.38K | 0.00% | +2 | New |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Wolff Wiese Magana LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 2 | $1.00K | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −80,763−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −36,217−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −26,631−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −25,054−100.0% | Sold out |
| OrbiMed Advisors LLC | 0 | $0 | 0.00% | −22,200−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −14,485−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −12,485−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −11,126−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −7,006−100.0% | Sold out |
| Dock Street Asset Management Inc | 0 | $0 | 0.00% | −6,715−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,390−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −4,537−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,128−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −2,988−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Next Century Growth Investors LLC | 0 | $0 | 0.00% | −2,772−100.0% | Sold out |