| Rocky Mountain Advisers, LLC | 144 | $20.0K | 0.02% | −20−12.2% | Reduced |
| Earnest Partners LLC | 145 | $20.0K | 0.00% | 00.0% | Unchanged |
| Sage Financial Group Inc | 132 | $18.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 129 | $18.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 130 | $18.0K | 0.01% | 00.0% | Unchanged |
| PFS Partners, LLC | 128 | $17.8K | 0.02% | +1+0.8% | Added |
| Stephens Consulting, LLC | 128 | $17.7K | 0.01% | +73+132.7% | Added |
| Coastal Capital Group, Inc. | 115 | $16.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 115 | $16.0K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 109 | $15.0K | 0.00% | −1−0.9% | Reduced |
| Loomis Sayles & Co L P | 110 | $15.0K | 0.00% | +38+52.8% | Added |
| Peoples Financial Services Corp. | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 98 | $14.0K | 0.00% | 00.0% | Unchanged |
| Trust Co | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 104 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 95 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 96 | $13.0K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 96 | $13.0K | 0.01% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 90 | $12.0K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 89 | $12.0K | 0.01% | +1+1.1% | Added |
| Financial Management Professionals, Inc. | 84 | $12.0K | 0.00% | +33+64.7% | Added |
| Simon Quick Advisors, LLC | 78 | $11.0K | 0.00% | −382−83.0% | Reduced |
| Cranbrook Wealth Management, LLC | 83 | $11.0K | 0.00% | +1+1.2% | Added |
| MV Capital Management, Inc. | 79 | $11.0K | 0.00% | +23+41.1% | Added |
| Advanced Research Investment Solutions, LLC | 82 | $11.0K | 0.00% | +82 | New |
| Lumature Wealth Partners, LLC | 72 | $10.0K | 0.00% | −9−11.1% | Reduced |
| HighMark Wealth Management LLC | 73 | $10.0K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 69 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 73 | $10.0K | 0.01% | +73 | New |
| Silvant Capital Management LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 65 | $9.00K | 0.00% | +44+209.5% | Added |
| Raffa Wealth Management, LLC | 63 | $8.73K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 52 | $7.26K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 49 | $7.00K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 47 | $7.00K | 0.00% | +34+261.5% | Added |
| RPg Family Wealth Advisory, LLC | 50 | $6.97K | 0.00% | +50 | New |
| Financial Perspectives, Inc | 44 | $6.09K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 42 | $6.00K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 42 | $6.00K | 0.01% | +13+44.8% | Added |
| Disciplined Investments, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Ci Investments Inc. | 36 | $5.00K | 0.00% | −763−95.5% | Reduced |
| Valley National Advisers Inc | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 36 | $5.00K | 0.00% | +36 | New |
| Tarbox Family Office, Inc. | 32 | $4.00K | 0.00% | −46−59.0% | Reduced |
| Logan Capital Management Inc | 30 | $4.00K | 0.00% | −13−30.2% | Reduced |
| Lake Point Wealth Management | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 29 | $4.00K | 0.00% | +29 | New |
| Beaird Harris Wealth Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Siena Capital LLC | 31 | $4.00K | 0.00% | +31 | New |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $3.00K | 0.00% | +21 | New |
| Altshuler Shaham Ltd | 23 | $3.00K | 0.00% | +23 | New |
| Sterling Investment Advisors, Ltd. | 23 | $3.00K | 0.00% | +23 | New |
| Cornerstone Management, Inc. | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 13 | $2.00K | 0.00% | +12+1,200.0% | Added |
| Leonteq Securities AG | 12 | $1.66K | 0.00% | +12 | New |
| Exane Derivatives | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Icapital Wealth LLC | 8 | $1.17K | 0.00% | +8 | New |
| Surevest, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Moisand Fitzgerald Tamayo, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Bogart Wealth, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 7 | $1.00K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | – | $415 | 0.00% | – | – |
| Allstate Corp | 37,471 | $0 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 3 | $0 | 0.00% | +2+200.0% | Added |
| Curi Capital | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −565,327−100.0% | Sold out |
| Edgar Lomax Co | 0 | $0 | 0.00% | −530,683−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −483,829−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −205,105−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −182,800−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −129,336−100.0% | Sold out |
| Lorne Steinberg Wealth Management Inc. | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Jacobs Asset Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −45,900−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −42,872−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −37,403−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −36,124−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −31,170−100.0% | Sold out |
| Pinz Capital Management, LP | 0 | $0 | 0.00% | −29,300−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −26,037−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −24,400−100.0% | Sold out |
