| O'Shaughnessy Asset Management, LLC | 463 | $15.0K | 0.00% | +362+358.4% | Added |
| Wolverine Asset Management LLC | 467 | $14.0K | 0.00% | 00.0% | Unchanged |
| KEMPER Corp | 427 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 410 | $13.0K | 0.00% | +300+272.7% | Added |
| Bartlett & Co. Wealth Management LLC | 387 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 387 | $12.0K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 379 | $12.0K | 0.00% | +2+0.5% | Added |
| Berman Capital Advisors, LLC | 364 | $11.0K | 0.00% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 327 | $10.0K | 0.00% | +61+22.9% | Added |
| Parkside Financial Bank & Trust | 287 | $9.00K | 0.00% | +4+1.4% | Added |
| HM Payson & Co | 232 | $7.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 220 | $7.00K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 228 | $7.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 225 | $7.00K | 0.00% | +39+21.0% | Added |
| Thompson Siegel & Walmsley LLC | 188 | $6.00K | 0.00% | −8−4.1% | Reduced |
| Fieldpoint Private Securities, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corsicana & Co. | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 182 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 143 | $6.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 183 | $5.77K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 161 | $5.00K | 0.00% | −16−9.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 170 | $5.00K | 0.00% | +65+61.9% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 126 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 105 | $3.00K | 0.00% | +1+1.0% | Added |
| TSFG, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 89 | $3.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 80 | $3.00K | 0.00% | +1+1.3% | Added |
| Independence Bank of Kentucky | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 83 | $3.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 93 | $3.00K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 67 | $2.11K | 0.00% | 00.0% | Unchanged |
| Eaton Vance Management | 2,922 | $2.00K | 0.00% | −816−21.8% | Reduced |
| Whittier Trust Co | 78 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 51 | $2.00K | 0.00% | −17−25.0% | Reduced |
| Lumature Wealth Partners, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 51 | $2.00K | 0.00% | +51 | New |
| Kowal Investment Group, LLC | 52 | $2.00K | 0.00% | +52 | New |
| Wealth Quarterback LLC | 1,893 | $1.00K | 0.00% | +1,833+3,055.0% | Added |
| First Manhattan Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 38 | $1.00K | 0.00% | +37+3,700.0% | Added |
| Pacitti Group Inc. | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 32 | $1.00K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 28 | $1.00K | 0.00% | +28 | New |
| Kelly Financial Services LLC | 7 | $221 | 0.00% | −242−97.2% | Reduced |
| Evoke Wealth, LLC | 29 | $0 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| CKW Financial Group | 4 | $0 | 0.00% | +4 | New |
| Gerber Kawasaki Wealth & Investment Management | 11 | $0 | 0.00% | +11 | New |
| Psagot Investment House Ltd. | 0 | $0 | 0.00% | −1,952,947−100.0% | Sold out |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −650,055−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −367,380−100.0% | Sold out |
| Goldentree Asset Management LP | 0 | $0 | 0.00% | −365,990−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −120,728−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −95,179−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −87,486−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −74,375−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −62,810−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −49,527−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −39,354−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −38,459−100.0% | Sold out |