| Global Financial Private Client, LLC | 65 | $13.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 63 | $13.0K | 0.00% | +15+31.3% | Added |
| Pinnacle Bancorp, Inc. | 63 | $13.0K | 0.00% | +63 | New |
| Washington Trust Co | 56 | $12.0K | 0.00% | +3+5.7% | Added |
| Loomis Sayles & Co L P | 58 | $12.0K | 0.00% | +10+20.8% | Added |
| Glassman Wealth Services | 56 | $12.0K | 0.00% | +15+36.6% | Added |
| Exchange Traded Concepts, LLC | 50 | $10.0K | 0.00% | −108−68.4% | Reduced |
| Thompson Siegel & Walmsley LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $10.0K | 0.00% | +27+142.1% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 50 | $10.0K | 0.01% | +50 | New |
| Private Capital Group, LLC | 41 | $9.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 43 | $9.00K | 0.00% | +3+7.5% | Added |
| Plante Moran Financial Advisors, LLC | 32 | $7.00K | 0.00% | −24−42.9% | Reduced |
| Earnest Partners LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 35 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 34 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 28 | $6.00K | 0.00% | −57−67.1% | Reduced |
| BDO Wealth Advisors, LLC | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 27 | $6.00K | 0.00% | +27 | New |
| Eukles Asset Management | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 22 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 26 | $5.00K | 0.00% | +26 | New |
| Column Capital Advisors, LLC | 18 | $4.00K | 0.00% | −2−10.0% | Reduced |
| Lindbrook Capital, LLC | 21 | $4.00K | 0.00% | +11+110.0% | Added |
| Central Trust Co | 19 | $4.00K | 0.00% | +19 | New |
| Old Second National Bank of Aurora | 18 | $4.00K | 0.00% | +18 | New |
| Lazard Asset Management LLC | 20 | $4.00K | 0.00% | +20 | New |
| Cordant, Inc. | 20 | $4.00K | 0.00% | +20 | New |
| Karlinski Andrew C | 17 | $4.00K | 0.01% | +17 | New |
| Dividend Assets Capital, LLC | 13 | $3.00K | 0.00% | −12−48.0% | Reduced |
| MV Capital Management, Inc. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 14 | $3.00K | 0.00% | −1−6.7% | Reduced |
| Fieldpoint Private Securities, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 15 | $3.00K | 0.00% | +15 | New |
| Stonebridge Capital Advisors LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $1.86K | 0.00% | −3−25.0% | Reduced |
| Sutton Wealth Advisors Inc. | 9 | $1.85K | 0.00% | −3−25.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | −10−66.7% | Reduced |
| Winch Advisory Services, LLC | 7 | $1.00K | 0.00% | −6−46.2% | Reduced |
| Focused Wealth Management, Inc | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| Harvest Group Wealth Management, LLC | 3 | $1.00K | 0.00% | −4−57.1% | Reduced |
| Sierra Capital LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 5 | $1.00K | 0.00% | +5 | New |
| First Command Financial Services, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| TCWP LLC | 5 | $1.00K | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Tensile Capital Management LP | 0 | $0 | 0.00% | −219,916−100.0% | Sold out |
| Mane Global Capital Management LP | 0 | $0 | 0.00% | −123,729−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −117,870−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −112,500−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −78,729−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −45,241−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −36,118−100.0% | Sold out |
| William Blair Investment Management, LLC | 0 | $0 | 0.00% | −33,487−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −33,286−100.0% | Sold out |
| Shellback Capital, LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −23,343−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −23,067−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,622−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −16,000−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −14,374−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,828−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −12,045−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −11,183−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −9,587−100.0% | Sold out |
| King Street Capital Management, L.P. | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −7,101−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −6,504−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,277−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −5,195−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −5,165−100.0% | Sold out |
| Sheets Smith Investment Management | 0 | $0 | 0.00% | −5,040−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −3,296−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −3,258−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |