| First Bank & Trust | 188 | $37.0K | 0.02% | −20−9.6% | Reduced |
| Hexagon Capital Partners LLC | 183 | $36.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 185 | $36.0K | 0.02% | +38+25.9% | Added |
| DB Wealth Management Group, LLC | 178 | $35.0K | 0.02% | 00.0% | Unchanged |
| Resolute Partners Group | 171 | $34.0K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 175 | $34.0K | 0.03% | +1+0.6% | Added |
| Alpha Paradigm Partners, LLC | 175 | $34.0K | 0.01% | +175 | New |
| HC Financial Advisors Inc | 164 | $32.0K | 0.02% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $31.4K | 0.00% | – | – |
| Syverson Strege & Co | 152 | $30.0K | 0.02% | +1+0.7% | Added |
| First National Bank of South Miami | 149 | $29.0K | 0.02% | −4−2.6% | Reduced |
| Holloway Wealth Management, LLC | – | $29.0K | 0.01% | – | – |
| Harvest Group Wealth Management, LLC | 150 | $29.0K | 0.02% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 150 | $29.0K | 0.01% | +150 | New |
| Total Clarity Wealth Management, Inc. | 150 | $29.0K | 0.01% | +150 | New |
| Avondale Wealth Management | 144 | $28.0K | 0.03% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 139 | $27.2K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 140 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 135 | $26.0K | 0.00% | −170−55.7% | Reduced |
| Kelly Lawrence W & Associates Inc | 124 | $24.0K | 0.01% | 00.0% | Unchanged |
| Red Cedar Capital, LLC | 120 | $24.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 119 | $23.0K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 104 | $22.0K | 0.03% | +104 | New |
| Bell Investment Advisors, Inc | 112 | $22.0K | 0.01% | +112 | New |
| Ten Capital Wealth Advisors, LLC | 105 | $21.0K | 0.01% | −10,943−99.0% | Reduced |
| Heritage Wealth Management, LLC | 108 | $21.0K | 0.01% | +2+1.9% | Added |
| AllSquare Wealth Management LLC | 100 | $20.0K | 0.01% | −200−66.7% | Reduced |
| JCIC Asset Management Inc. | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $20.0K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 96 | $19.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 82 | $16.0K | 0.01% | 00.0% | Unchanged |
| Lipe & Dalton | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 75 | $15.0K | 0.01% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 72 | $14.1K | 0.01% | +72 | New |
| Ironwood Financial, llc | 66 | $13.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 63 | $12.3K | 0.01% | −13,793−99.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 60 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 50 | $10.0K | 0.00% | −1,998−97.6% | Reduced |
| Front Row Advisors LLC | 52 | $10.0K | 0.00% | +12+30.0% | Added |
| Robinson Value Management, Ltd. | 53 | $10.0K | 0.01% | +53 | New |
| Wealthstreet Investment Advisors, LLC | 48 | $9.00K | 0.25% | 00.0% | Unchanged |
| Rational Advisors LLC | 47 | $9.00K | 0.00% | +47 | New |
| TD Capital Management LLC | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 38 | $7.00K | 0.00% | −30−44.1% | Reduced |
| Essex Investment Management Co LLC | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Capital Directions Investment Advisors, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 31 | $6.00K | 0.00% | +19+158.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $6.00K | 0.01% | +30 | New |
| Leelyn Smith, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Financial Enhancement Group LLC | 28 | $5.00K | 0.00% | −4−12.5% | Reduced |
| Cahill Financial Advisors Inc | 24 | $5.00K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 18 | $4.00K | 0.00% | −10−35.7% | Reduced |
| Ogorek Anthony Joseph | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 19 | $4.00K | 0.01% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 15 | $3.00K | 0.00% | −115−88.5% | Reduced |
| Retirement Group, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 13 | $3.00K | 0.00% | +13 | New |
| Red Tortoise LLC | 14 | $3.00K | 0.00% | +14 | New |
| Longfellow Investment Management Co LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.03% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 10 | $1.00K | 0.00% | +10 | New |
| PSI Advisors, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Activest Wealth Management | 2 | $1.00K | 0.00% | +2 | New |
| Sofos Investments, Inc. | 3 | – | – | +1+50.0% | Added |
| Halpern Financial, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sustainable Growth Advisers, LP | 0 | $0 | 0.00% | −1,417,491−100.0% | Sold out |
| Atalanta Sosnoff Capital, LLC | 0 | $0 | 0.00% | −265,019−100.0% | Sold out |
| Skye Global Management LP | 0 | $0 | 0.00% | −242,000−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −238,011−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −94,372−100.0% | Sold out |
| TRB Advisors LP | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −32,182−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −30,555−100.0% | Sold out |
| Schwab Charitable Fund | 0 | $0 | 0.00% | −30,111−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −20,016−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −19,917−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −16,953−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −14,785−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −14,393−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −13,634−100.0% | Sold out |
| Aventail Capital Group, LP | 0 | $0 | 0.00% | −13,500−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −12,483−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| York Capital Management Global Advisors, LLC | 0 | $0 | 0.00% | −10,939−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −10,518−100.0% | Sold out |
| Radnor Capital Management, LLC | 0 | $0 | 0.00% | −10,401−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −9,588−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −9,237−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −7,188−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −6,982−100.0% | Sold out |
| TIG Advisors, LLC | 0 | $0 | 0.00% | −6,880−100.0% | Sold out |