| Tortoise Capital Advisors, L.L.C. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Hanson & Doremus Investment Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 5 | $3.00K | 0.00% | +5 | New |
| Laffer Tengler Investments | 5 | $3.37K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 6 | $4.00K | 0.00% | −3,448−99.8% | Reduced |
| Ellis Investment Partners, LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Insight Inv LLC | 6 | $4.00K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 6 | $4.04K | 0.00% | – | – |
| Danda Trouve Investment Management, Inc. | 7 | $5.00K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 9 | $6.00K | 0.00% | −3,288−99.7% | Reduced |
| St. Johns Investment Management Company, LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 9 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 10 | $6.73K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 11 | $7.00K | 0.01% | −4−26.7% | Reduced |
| First Personal Financial Services | 11 | $7.00K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 10 | $7.00K | 0.78% | 00.0% | Unchanged |
| Corsicana & Co. | 10 | $7.00K | 0.01% | 00.0% | Unchanged |
| Newton One Investments LLC | 10 | $7.00K | 0.01% | +10 | New |
| Legacy CG, LLC | 10 | $7.00K | 0.00% | +10 | New |
| Lumature Wealth Partners, LLC | 13 | $9.00K | 0.00% | −769−98.3% | Reduced |
| Pacific Center for Financial Services | 14 | $9.00K | 0.00% | −12−46.2% | Reduced |
| First Community Trust NA | 13 | $9.00K | 0.01% | +4+44.4% | Added |
| PEAK6 Investments LLC | 13 | $9.00K | 0.00% | +7+116.7% | Added |
| Bramshill Investments, LLC | 8 | $9.00K | 0.00% | +8 | New |
| Your Advocates Ltd., LLP | 15 | $10.0K | 0.01% | +1+7.1% | Added |
| Knott David M Jr | 15 | $10.0K | 0.00% | +15 | New |
| Heck Capital Advisors, LLC | 16 | $10.8K | 0.00% | +16 | New |
| Logan Capital Management Inc | 17 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 13 | $11.0K | 0.00% | +13 | New |
| Graves-Light Private Wealth Management, Inc. | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 20 | $13.0K | 0.02% | +20 | New |
| Missouri Trust & Investment Co | 19 | $13.0K | 0.01% | +19 | New |
| WR Wealth Planners, LLC | 22 | $14.8K | 0.01% | +6+37.5% | Added |
| Baldrige Asset Management LLC | 22 | $15.0K | 0.01% | −28−56.0% | Reduced |
| Aspire Private Capital, LLC | 23 | $15.0K | 0.01% | 00.0% | Unchanged |
| Trust Co | 25 | $17.0K | 0.00% | −525−95.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 25 | $17.0K | 0.01% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 25 | $17.0K | 0.01% | +25 | New |
| Arcadia Investment Advisors LLC | 26 | $17.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 121 | $18.6K | 0.02% | −337−73.6% | Reduced |
| Kessler Investment Group, LLC | 30 | $20.0K | 0.02% | −317−91.4% | Reduced |
| First Financial Corp | 30 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 30 | $20.0K | 0.02% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 29 | $20.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 30 | $20.0K | 0.01% | +1+3.4% | Added |
| Gs Investments, Inc. | 23 | $21.0K | 0.01% | +23 | New |
| Beaird Harris Wealth Management, LLC | 33 | $22.0K | 0.01% | −149−81.9% | Reduced |
| Tevis Investment Management | 33 | $22.0K | 0.02% | +30+1,000.0% | Added |
| Coston, McIsaac & Partners | 32 | $22.0K | 0.01% | +32 | New |
| Norway Savings Bank | 35 | $24.0K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 36 | $24.0K | 0.01% | −2−5.3% | Reduced |
| Milestone Resources Group Ltd | 39 | $26.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 39 | $26.0K | 0.01% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 40 | $27.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $27.0K | 0.02% | +23+164.3% | Added |
| Tfo-TDC, LLC | 40 | $27.0K | 0.01% | +40 | New |
| WFA Asset Management Corp | 41 | $27.6K | 0.02% | +19+86.4% | Added |
| Disciplined Investments, LLC | 42 | $28.0K | 0.01% | −3−6.7% | Reduced |
| Clear Investment Research, LLC | 41 | $28.0K | 0.06% | 00.0% | Unchanged |
| Clean Yield Group | 45 | $30.0K | 0.01% | −1−2.2% | Reduced |
| Independence Bank of Kentucky | 47 | $32.0K | 0.01% | −50−51.5% | Reduced |
| American State Bank (Iowa) | 50 | $33.7K | 0.03% | +50 | New |
| First PREMIER Bank | 53 | $36.0K | 0.01% | −12−18.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $36.0K | 0.01% | −8−13.1% | Reduced |
| Maryland Capital Advisors Inc. | 56 | $38.0K | 0.04% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 60 | $40.0K | 0.01% | 00.0% | Unchanged |
| BCR Wealth Strategies, LLC | 61 | $41.0K | 0.04% | +55+916.7% | Added |
| TD Ameritrade Investment Management, LLC | 62 | $42.0K | 0.00% | +15+31.9% | Added |
| Clearview Wealth Advisors LLC | 64 | $43.0K | 0.03% | +21+48.8% | Added |
| Providence Capital Advisors, LLC | 65 | $44.0K | 0.01% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 68 | $46.0K | 0.02% | +40+142.9% | Added |
| J.Safra Asset Management Corp | 3,410 | $46.0K | 0.79% | −4,556−57.2% | Reduced |
| Wellington Shields & Co., LLC | 72 | $48.0K | 0.01% | +72 | New |
| FNY Investment Advisers, LLC | 73 | $49.0K | 0.04% | −1,138−94.0% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 73 | $49.0K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 74 | $49.8K | 0.02% | +12+19.4% | Added |
| MayTech Global Investments, LLC | 74 | $50.0K | 0.02% | 00.0% | Unchanged |
| Lake Point Wealth Management | 74 | $50.0K | 0.03% | +22+42.3% | Added |
| Hall Laurie J Trustee | 75 | $51.0K | 0.02% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 75 | $51.0K | 0.07% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 78 | $52.0K | 0.02% | −841−91.5% | Reduced |
| AllSquare Wealth Management LLC | 79 | $53.0K | 0.04% | 00.0% | Unchanged |
| Studio Investment Management LLC | 83 | $56.0K | 0.02% | +83 | New |
| HC Financial Advisors Inc | 85 | $57.0K | 0.04% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 88 | $59.0K | 0.02% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 89 | $60.0K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 90 | $60.6K | 0.00% | +17+23.3% | Added |
| Northwest Investment Counselors, LLC | 100 | $67.0K | 0.02% | +23+29.9% | Added |
| Community Bank, N.A. | 100 | $67.0K | 0.01% | +100 | New |
| Gables Capital Management Inc. | 100 | $67.0K | 0.05% | +100 | New |
| Teramo Advisors, LLC | 100 | $67.0K | 0.05% | +100 | New |
| Fortis Advisors, LLC | 101 | $68.0K | 0.05% | −20−16.5% | Reduced |
