| Capital Advisors, Ltd. LLC | 215 | $18.0K | 0.00% | −7−3.2% | Reduced |
| Core Alternative Capital | 208 | $17.0K | 0.00% | +51+32.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 198 | $16.2K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 186 | $15.2K | 0.01% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 175 | $14.3K | 0.00% | +175 | New |
| Washington Trust Co | 170 | $13.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $13.6K | 0.00% | −14−7.8% | Reduced |
| Column Capital Advisors, LLC | 160 | $13.1K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 160 | $13.1K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $13.1K | 0.01% | +160 | New |
| South State Corp. | 157 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 152 | $12.4K | 0.00% | +152 | New |
| Red Tortoise LLC | 150 | $12.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 146 | $11.9K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 143 | $11.2K | 0.00% | −4−2.7% | Reduced |
| BerganKDV Wealth Management, LLC | 136 | $11.2K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 142 | $11.0K | 0.00% | +78+121.9% | Added |
| WR Wealth Planners, LLC | 124 | $10.1K | 0.00% | +124 | New |
| Earnest Partners LLC | 122 | $9.97K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 122 | $9.97K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 121 | $9.89K | 0.00% | +121 | New |
| Laurel Wealth Advisors LLC | 116 | $9.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 106 | $8.66K | 0.00% | +50+89.3% | Added |
| Accel Wealth Management | 106 | $8.66K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 106 | $8.65K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 104 | $8.50K | 0.01% | −14−11.9% | Reduced |
| Oakworth Capital, Inc. | 102 | $8.34K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $8.17K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 95 | $7.76K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 90 | $7.36K | 0.00% | +37+69.8% | Added |
| Raleigh Capital Management Inc. | 88 | $7.19K | 0.00% | +88 | New |
| Versant Capital Management, Inc | 76 | $6.21K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 76 | $6.21K | 0.00% | +76 | New |
| Financial Management Professionals, Inc. | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $5.40K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 66 | $5.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $5.39K | 0.00% | +66 | New |
| Harbor Investment Advisory, LLC | 62 | $5.07K | 0.00% | +2+3.3% | Added |
| Cape Investment Advisory, Inc. | 62 | $5.07K | 0.00% | +62 | New |
| Rocky Mountain Advisers, LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 59 | $4.82K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $4.74K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $4.15K | 0.00% | +51 | New |
| Financial Avengers, Inc. | 51 | $4.13K | 0.00% | +1+2.0% | Added |
| Salem Investment Counselors Inc | 50 | $4.10K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 50 | $4.09K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 48 | $3.92K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 47 | $3.84K | 0.01% | +47 | New |
| Pacific Center for Financial Services | 46 | $3.76K | 0.00% | +46 | New |
| Private Ocean, LLC | 45 | $3.65K | 0.00% | −103−69.6% | Reduced |
| Baystate Wealth Management LLC | 41 | $3.43K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $3.11K | 0.00% | −3−7.3% | Reduced |
| Disciplined Investments, LLC | 37 | $3.02K | 0.00% | −6−14.0% | Reduced |
| Toth Financial Advisory Corp | 36 | $2.94K | 0.00% | +36 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $2.62K | 0.00% | +32 | New |
| Bellwether Advisors, LLC | 30 | $2.45K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 26 | $2.13K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 26 | $2.13K | 0.00% | +26 | New |
| Penserra Capital Management LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 23 | $1.88K | 0.00% | +23 | New |
| ICA Group Wealth Management, LLC | 23 | $1.88K | 0.00% | +23 | New |
| Financial Synergies Wealth Advisors, Inc. | 22 | $1.80K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 21 | $1.72K | 0.00% | +5+31.3% | Added |
| Raffa Wealth Management, LLC | 16 | $1.31K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 14 | $1.14K | 0.00% | +14 | New |
| Centerpoint Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Baldrige Asset Management LLC | 16 | $1.00K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 10 | $818 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $817 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $573 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 6 | $491 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $490 | 0.00% | −48−88.9% | Reduced |
| TCTC Holdings, LLC | 6 | $490 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $327 | 0.00% | – | – |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $0 | 0.00% | +3 | New |
| Cerity Partners LLC | 31,977 | – | – | +500+1.6% | Added |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −152,799−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −97,500−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −88,251−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −77,985−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −41,522−100.0% | Sold out |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −36,138−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −22,628−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −19,557−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −18,851−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −15,429−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,249−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −8,530−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −7,824−100.0% | Sold out |
| Davenport & Co LLC | 0 | $0 | 0.00% | −7,592−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| West Family Investments, Inc. | 0 | $0 | 0.00% | −4,782−100.0% | Sold out |
| CCG Wealth Management, LLC | 0 | $0 | 0.00% | −4,712−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −4,685−100.0% | Sold out |