| Trustcore Financial Services, LLC | 46 | $9.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 50 | $9.00K | 0.00% | +28+127.3% | Added |
| Pinnacle Financial Partners Inc | 50 | $9.00K | 0.00% | +50 | New |
| New Millennium Group LLC | 43 | $8.00K | 0.01% | 00.0% | Unchanged |
| American National Bank | 45 | $8.00K | 0.00% | +10+28.6% | Added |
| Proequities, Inc. | 43 | $8.00K | 0.00% | +11+34.4% | Added |
| MV Capital Management, Inc. | 45 | $8.00K | 0.00% | +31+221.4% | Added |
| Core Alternative Capital | 39 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 38 | $7.00K | 0.00% | +9+31.0% | Added |
| TCI Wealth Advisors, Inc. | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 29 | $5.34K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 29 | $5.34K | 0.00% | +2+7.4% | Added |
| Financial Management Professionals, Inc. | 27 | $5.00K | 0.00% | +1+3.8% | Added |
| Delos Wealth Advisors, LLC | 28 | $5.00K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 28 | $5.00K | 0.00% | +11+64.7% | Added |
| Global Retirement Partners, LLC | 20 | $4.00K | 0.00% | −29−59.2% | Reduced |
| Hanson & Doremus Investment Management | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 22 | $4.00K | 0.00% | +20+1,000.0% | Added |
| Washington Trust Advisors, Inc. | 18 | $3.00K | 0.00% | +1+5.9% | Added |
| Capital Advisors, Ltd. LLC | 16 | $3.00K | 0.00% | +16 | New |
| Abound Wealth Management | 15 | $2.77K | 0.00% | +15 | New |
| FinTrust Capital Advisors, LLC | 11 | $2.00K | 0.00% | −61−84.7% | Reduced |
| Ellevest, Inc. | 13 | $2.00K | 0.00% | −7−35.0% | Reduced |
| Zullo Investment Group, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 11 | $2.00K | 0.00% | +11 | New |
| Versant Capital Management, Inc | 11 | $2.00K | 0.00% | +11 | New |
| Standard Family Office LLC | 9 | $2.00K | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Cetera Investment Advisers | 8,018 | $1.00K | 0.00% | +4,261+113.4% | Added |
| Cetera Advisors LLC | 6,626 | $1.00K | 0.00% | +3,119+88.9% | Added |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $0 | 0.00% | +2 | New |
| Omers Administration Corp | 0 | $0 | 0.00% | −122,964−100.0% | Sold out |
| Hilton Capital Management, LLC | 0 | $0 | 0.00% | −57,734−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −50,237−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −50,065−100.0% | Sold out |
| Consolidated Investment Group LLC | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −23,854−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −14,291−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −10,841−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −6,840−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −5,847−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −5,360−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −4,275−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −3,738−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −2,826−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −2,320−100.0% | Sold out |
| Stratos Wealth Partners, LTD. | 0 | $0 | 0.00% | −2,239−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −2,107−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −2,032−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,882−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −1,466−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −1,411−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −1,250−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −1,177−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Headinvest, LLC | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −1,064−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,058−100.0% | Sold out |
| Nicholas Hoffman & Company, LLC. | 0 | $0 | 0.00% | −1,054−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −996−100.0% | Sold out |
| Solstein Capital, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −357−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −306−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −139−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Horan Securities, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Tompkins Financial Corp | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Blue Bell Private Wealth Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |