| Toth Financial Advisory Corp | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 152 | $13.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 155 | $13.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tevis Investment Management | 154 | $13.0K | 0.01% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 149 | $13.0K | 0.00% | +109+272.5% | Added |
| Byrne Asset Management LLC | 150 | $13.0K | 0.01% | +150 | New |
| Lumature Wealth Partners, LLC | 142 | $12.0K | 0.00% | −185−56.6% | Reduced |
| HighMark Wealth Management LLC | 143 | $12.0K | 0.01% | −29−16.9% | Reduced |
| Stuart Chaussee & Associates, Inc. | 137 | $12.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 136 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 129 | $11.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 128 | $11.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 128 | $11.0K | 0.01% | +128 | New |
| Capital Analysts, LLC | 123 | $10.0K | 0.00% | −800−86.7% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 114 | $10.0K | 0.01% | +1+0.9% | Added |
| Brown, Lisle/Cummings, Inc. | 108 | $9.11K | 0.00% | +108 | New |
| Winch Advisory Services, LLC | 109 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 112 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 110 | $9.00K | 0.01% | +110 | New |
| Repertoire Partners LP | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 99 | $8.00K | 0.00% | +99 | New |
| Missouri Trust & Investment Co | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $7.00K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 71 | $6.00K | 0.00% | −1,400−95.2% | Reduced |
| Rocky Mountain Advisers, LLC | 71 | $6.00K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 69 | $6.00K | 0.00% | +69 | New |
| Schubert & Co | 57 | $5.00K | 0.01% | −16−21.9% | Reduced |
| Atwood & Palmer Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 65 | $5.00K | 0.00% | +65 | New |
| Washington Trust Co | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 44 | $4.00K | 0.00% | +44 | New |
| Paladin Advisory Group, LLC | 52 | $4.00K | 0.00% | +52 | New |
| Lansing Street Advisors | 47 | $4.00K | 0.00% | +47 | New |
| Estabrook Capital Management | 45 | $3.79K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $3.00K | 0.00% | −252−89.0% | Reduced |
| TSFG, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $3.00K | 0.00% | +15+93.8% | Added |
| Asset Dedication, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Aspire Private Capital, LLC | 23 | $2.00K | 0.00% | −9−28.1% | Reduced |
| First Bank & Trust | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 20 | $2.00K | 0.00% | +20 | New |
| Raleigh Capital Management Inc. | 20 | $2.00K | 0.00% | +20 | New |
| WestEnd Advisors, LLC | – | $1.43K | 0.00% | – | – |
| SRS Capital Advisors, Inc. | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 11 | $1.00K | 0.00% | −5−31.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 13 | $1.00K | 0.00% | +13 | New |
| Ahrens Investment Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 37 | $0 | 0.00% | +37 | New |
| DeDora Capital, Inc. | 1 | $0 | 0.00% | +1 | New |
| CFS Investment Advisory Services, LLC | 25,715 | $0 | 0.00% | +25,715 | New |
| Landmark Wealth Management, LLC | 1,561 | – | – | +1,561 | New |
| Sofos Investments, Inc. | 1,512 | – | – | −504−25.0% | Reduced |
| Advent International Corp | 0 | $0 | 0.00% | −1,275,000−100.0% | Sold out |
| Junto Capital Management LP | 0 | $0 | 0.00% | −1,265,744−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −592,468−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −296,291−100.0% | Sold out |
| Inherent Group, LP | 0 | $0 | 0.00% | −163,300−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Lakehouse Capital Pty Ltd | 0 | $0 | 0.00% | −70,670−100.0% | Sold out |
| Marathon Trading Investment Management LLC | 0 | $0 | 0.00% | −49,023−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −49,222−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −43,970−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −35,739−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −33,683−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −27,352−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −26,500−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −20,137−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −19,431−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −18,252−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −15,760−100.0% | Sold out |
| Lee Capital Holdings LLC | 0 | $0 | 0.00% | −14,510−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −11,962−100.0% | Sold out |
| Engine No. 1 LLC | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −9,479−100.0% | Sold out |
| Riverwater Partners LLC | 0 | $0 | 0.00% | −8,813−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −8,741−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −7,667−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −5,167−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,827−100.0% | Sold out |
| SG3 Management, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −4,423−100.0% | Sold out |
| Connacht Asset Management LP | 0 | $0 | 0.00% | −4,361−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −4,299−100.0% | Sold out |
