| VitalStone Financial, LLC | 80 | $6.00K | 0.00% | +80 | New |
| Gradient Investments LLC | 77 | $5.86K | 0.00% | +77 | New |
| Versant Capital Management, Inc | 76 | $5.79K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 74 | $5.63K | 0.01% | +74 | New |
| Abound Wealth Management | 66 | $5.03K | 0.00% | −22−25.0% | Reduced |
| Pinnacle Financial Partners Inc | 66 | $5.03K | 0.00% | +66 | New |
| Financial Management Professionals, Inc. | 69 | $5.00K | 0.00% | −100−59.2% | Reduced |
| Rocky Mountain Advisers, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 60 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 71 | $5.00K | 0.00% | +71 | New |
| Harbor Investment Advisory, LLC | 60 | $4.57K | 0.00% | −2−3.2% | Reduced |
| Washington Trust Advisors, Inc. | 59 | $4.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $4.42K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 54 | $4.11K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $4.04K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 56 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 64 | $4.00K | 0.00% | +64 | New |
| CoreCap Advisors, LLC | 50 | $3.84K | 0.00% | +50 | New |
| Financial Avengers, Inc. | 50 | $3.84K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $3.82K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $3.81K | 0.00% | +50 | New |
| Trifecta Capital Advisors, LLC | 48 | $3.65K | 0.00% | +48 | New |
| Disciplined Investments, LLC | 43 | $3.27K | 0.00% | −7−14.0% | Reduced |
| SJS Investment Consulting Inc. | 41 | $3.12K | 0.00% | +19+86.4% | Added |
| Romano Brothers and Company | 40 | $3.05K | 0.00% | +40 | New |
| Baystate Wealth Management LLC | 41 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $2.71K | 0.00% | +35 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 34 | $2.59K | 0.00% | +34 | New |
| Newbridge Financial Services Group, Inc. | 31 | $2.36K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $2.28K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $2.00K | 0.00% | +32 | New |
| North Star Investment Management Corp. | 24 | $1.83K | 0.00% | +24 | New |
| Estabrook Capital Management | 23 | $1.75K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 22 | $1.68K | 0.00% | −1−4.3% | Reduced |
| Tfo-TDC, LLC | 54 | $1.29K | 0.00% | +54 | New |
| Raffa Wealth Management, LLC | 16 | $1.22K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 16 | $1.22K | 0.00% | +8+100.0% | Added |
| Sageworth Trust Co | 13 | $1.00K | 0.00% | +13 | New |
| Independence Bank of Kentucky | 14 | $1.00K | 0.00% | +14 | New |
| Longfellow Investment Management Co LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $761 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $533 | 0.00% | +7 | New |
| TCTC Holdings, LLC | 6 | $457 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $457 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $381 | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4 | $305 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 0 | $9 | 0.00% | 0 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | +2 | New |
| Border to Coast Pensions Partnership Ltd | 0 | $0 | 0.00% | −186,229−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −153,656−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −132,536−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −131,724−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −64,880−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −39,913−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −38,863−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −35,910−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −30,473−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −29,306−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −22,709−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −20,600−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −19,960−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −18,809−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −14,813−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,489−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −10,189−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −8,847−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,551−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −7,653−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,190−100.0% | Sold out |
| Westport Asset Management Inc | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,643−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,512−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,506−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| Cypress Capital Management LLC | 0 | $0 | 0.00% | −5,320−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −4,911−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,721−100.0% | Sold out |
| Paradigm Asset Management Co LLC | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Motive Wealth Advisors | 0 | $0 | 0.00% | −4,473−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,374−100.0% | Sold out |
| Vantage Consulting Group Inc | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Syntax Advisors, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,528−100.0% | Sold out |
| LGL Partners, LLC | 0 | $0 | 0.00% | −3,394−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −3,343−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −3,182−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −3,054−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −3,075−100.0% | Sold out |
| John G Ullman & Associates Inc | 0 | $0 | 0.00% | −3,006−100.0% | Sold out |
| West Bancorporation Inc | 0 | $0 | 0.00% | −2,627−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −2,345−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −2,350−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −2,323−100.0% | Sold out |
| Lumbard & Kellner, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Harding Loevner LP | 0 | $0 | 0.00% | −288−100.0% | Sold out |