| PFS Partners, LLC | 212 | $8.55K | 0.01% | +2+1.0% | Added |
| Cornerstone Management, Inc. | 200 | $8.06K | 0.00% | −229−53.4% | Reduced |
| Anchor Investment Management, LLC | 200 | $8.06K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 200 | $8.00K | 0.01% | −200−50.0% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 190 | $8.00K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 206 | $8.00K | 0.00% | +94+83.9% | Added |
| Retirement Group, LLC | 180 | $7.00K | 0.01% | −9,375−98.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 162 | $7.00K | 0.01% | +1+0.6% | Added |
| Eagle Bay Advisors LLC | 163 | $6.00K | 0.00% | −362−69.0% | Reduced |
| Essex Investment Management Co LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 155 | $6.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 154 | $6.00K | 0.00% | +2+1.3% | Added |
| Citizens National Bank Trust Department | 159 | $6.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 147 | $6.00K | 0.00% | +147 | New |
| Legend Financial Advisors, Inc. | 139 | $5.60K | 0.01% | +139 | New |
| Insight Financial Services | 135 | $5.00K | 0.01% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 131 | $5.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 118 | $5.00K | 0.00% | +1+0.9% | Added |
| Ten Capital Wealth Advisors, LLC | 113 | $5.00K | 0.00% | +17+17.7% | Added |
| Tompkins Financial Corp | 130 | $5.00K | 0.00% | +130 | New |
| Householder Group Estate & Retirement Specialist, LLC | 125 | $5.00K | 0.00% | +125 | New |
| WR Wealth Planners, LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 100 | $4.00K | 0.01% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 107 | $4.00K | 0.00% | +2+1.9% | Added |
| Professional Financial Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 97 | $3.93K | 0.00% | +97 | New |
| Sierra Capital LLC | 83 | $3.00K | 0.00% | −1,310−94.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 86 | $3.00K | 0.00% | −40−31.7% | Reduced |
| Goodman Advisory Group, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 65 | $3.00K | 0.00% | +24+58.5% | Added |
| SJS Investment Consulting Inc. | 67 | $3.00K | 0.00% | +67 | New |
| Morton Brown Family Wealth, LLC | 84 | $3.00K | 0.00% | +84 | New |
| Absolute Capital Management, LLC | 61 | $2.51K | 0.00% | +61 | New |
| Disciplined Investments, LLC | 49 | $2.00K | 0.00% | −388−88.8% | Reduced |
| TSFG, LLC | 55 | $2.00K | 0.00% | −34−38.2% | Reduced |
| Schubert & Co | 52 | $2.00K | 0.00% | −36−40.9% | Reduced |
| TFC Financial Management | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 60 | $2.00K | 0.00% | +60 | New |
| Financial Synergies Wealth Advisors, Inc. | 39 | $1.57K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 13 | $1.00K | 0.00% | −467−97.3% | Reduced |
| Lee Financial Co | 48 | $1.00K | 0.00% | −134−73.6% | Reduced |
| McIlrath & Eck, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 12 | $484 | 0.00% | +12 | New |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | −8,258−100.0% | Reduced |
| Delos Wealth Advisors, LLC | 8 | $0 | 0.00% | −266−97.1% | Reduced |
| TD Capital Management LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 560 | – | – | −176−23.9% | Reduced |
| Atlanta Capital Management Co L L C | 0 | $0 | 0.00% | −1,560,972−100.0% | Sold out |
| Pelham Global Financials Ltd | 0 | $0 | 0.00% | −292,484−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −276,848−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −260,402−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −222,917−100.0% | Sold out |
| Galvin, Gaustad & Stein, LLC | 0 | $0 | 0.00% | −190,261−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −140,373−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −136,303−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −103,898−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −83,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −50,595−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −40,011−100.0% | Sold out |
| Vicus Capital | 0 | $0 | 0.00% | −36,510−100.0% | Sold out |
| Pinnacle Family Advisors, LLC | 0 | $0 | 0.00% | −34,575−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −32,325−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −30,973−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −27,242−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −26,842−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −21,723−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −20,926−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −19,996−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −17,085−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −16,301−100.0% | Sold out |
| Red Cedar Investment Management, LLC | 0 | $0 | 0.00% | −14,820−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −14,064−100.0% | Sold out |
| Clientfirst Wealth Management, LLC | 0 | $0 | 0.00% | −13,436−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −11,983−100.0% | Sold out |
| Madrona Financial Services, LLC | 0 | $0 | 0.00% | −10,635−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −9,880−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −9,966−100.0% | Sold out |
| Landaas & Co | 0 | $0 | 0.00% | −9,755−100.0% | Sold out |
| Titleist Asset Management, Ltd. | 0 | $0 | 0.00% | −9,705−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −9,074−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −7,978−100.0% | Sold out |
| High Note Wealth, LLC | 0 | $0 | 0.00% | −7,787−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Pictet Bank & Trust Ltd | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −6,680−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −6,646−100.0% | Sold out |
| Rehmann Capital Advisory Group | 0 | $0 | 0.00% | −6,644−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −6,622−100.0% | Sold out |
| KC Investment Advisors, LLC | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −5,536−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −5,463−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −5,452−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,434−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
