| Hantz Financial Services, Inc. | 509 | $22.0K | 0.00% | −44−8.0% | Reduced |
| Ancora Advisors, LLC | 500 | $22.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 505 | $22.0K | 0.00% | +499+8,316.7% | Added |
| Valley National Advisers Inc | 500 | $22.0K | 0.00% | +500 | New |
| Atlas Capital Advisors LLC | 479 | $20.7K | 0.00% | −2,412−83.4% | Reduced |
| Arkadios Wealth Advisors | 479 | $20.0K | 0.00% | +1+0.2% | Added |
| Community Bank, N.A. | 475 | $20.0K | 0.00% | +375+375.0% | Added |
| Global Retirement Partners, LLC | 433 | $19.0K | 0.00% | +178+69.8% | Added |
| Webster Bank, N. A. | 390 | $17.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 364 | $16.0K | 0.00% | −751−67.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 352 | $15.0K | 0.00% | +352 | New |
| Vigilant Capital Management, LLC | 349 | $15.0K | 0.00% | +349 | New |
| Parkside Financial Bank & Trust | 325 | $14.0K | 0.00% | +14+4.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 326 | $14.0K | 0.00% | +164+101.2% | Added |
| Carolinas Wealth Consulting LLC | 301 | $13.0K | 0.00% | −1,070−78.0% | Reduced |
| JNBA Financial Advisors | 305 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 300 | $13.0K | 0.01% | 00.0% | Unchanged |
| Denali Advisors LLC | 300 | $13.0K | 0.01% | +300 | New |
| Allworth Financial LP | 312 | $13.0K | 0.00% | +312 | New |
| Rosenberg Matthew Hamilton | 251 | $11.0K | 0.00% | −1,211−82.8% | Reduced |
| JJJ Advisors Inc. | 247 | $11.0K | 0.00% | −40−13.9% | Reduced |
| Peregrine Capital Management LLC | 255 | $11.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 250 | $11.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 246 | $11.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 251 | $10.8K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 232 | $10.0K | 0.00% | −261,859−99.9% | Reduced |
| Smithfield Trust Co | 240 | $10.0K | 0.00% | −4,248−94.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 236 | $10.0K | 0.00% | +100+73.5% | Added |
| Graves-Light Private Wealth Management, Inc. | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 193 | $8.00K | 0.00% | +25+14.9% | Added |
| Fuller & Thaler Asset Management, Inc. | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $6.00K | 0.00% | – | – |
| Sierra Capital LLC | 139 | $6.00K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 130 | $5.62K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 122 | $5.00K | 0.00% | −9,043−98.7% | Reduced |
| Sentry Investment Management LLC | 110 | $5.00K | 0.00% | −16−12.7% | Reduced |
| Farmers & Merchants Investments Inc | 115 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 123 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 111 | $5.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 107 | $5.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 126 | $5.00K | 0.00% | +126 | New |
| Glassman Wealth Services | 81 | $4.00K | 0.00% | −40−33.1% | Reduced |
| Resolute Partners Group | 103 | $4.00K | 0.00% | −18−14.9% | Reduced |
| Massmutual Trust Co FSB | 86 | $4.00K | 0.00% | −12−12.2% | Reduced |
| Barrett Asset Management, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 81 | $4.00K | 0.00% | +5+6.6% | Added |
| Prestige Wealth Management Group LLC | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 76 | $4.00K | 0.00% | −4−5.0% | Reduced |
| Independence Bank of Kentucky | 100 | $4.00K | 0.00% | +100 | New |
| TCI Wealth Advisors, Inc. | 60 | $3.00K | 0.00% | −95−61.3% | Reduced |
| Zions Bancorporation, N.A. | 79 | $3.00K | 0.00% | −18−18.6% | Reduced |
| Sonora Investment Management, LLC | 61 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $3.00K | 0.00% | +58 | New |
| Concord Wealth Partners | 38 | $2.00K | 0.00% | −104−73.2% | Reduced |
| Sargent Bickham Lagudis LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 56 | $2.00K | 0.00% | +56 | New |
| Sutton Wealth Advisors Inc. | 26 | $1.12K | 0.00% | −29−52.7% | Reduced |
| Dark Forest Capital Management LP | 13 | $1.00K | 0.00% | −2,420−99.5% | Reduced |
| AllSquare Wealth Management LLC | 24 | $1.00K | 0.00% | −1,166−98.0% | Reduced |
| Carroll Financial Associates, Inc. | 28 | $1.00K | 0.00% | −245−89.7% | Reduced |
| Jones Financial Companies LLLP | 32 | $1.00K | 0.00% | −98−75.4% | Reduced |
| Sandy Spring Bank | 15 | $1.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| Ellevest, Inc. | 16 | $1.00K | 0.00% | +16 | New |
| Meridian Wealth Partners, LLC | 27 | $1.00K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 23 | $994 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $86 | 0.00% | – | – |
| Credit Agricole S A | 3 | $0 | 0.00% | −671−99.6% | Reduced |
| Larson Financial Group LLC | 3 | $0 | 0.00% | −525−99.4% | Reduced |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 4 | $0 | 0.00% | +4 | New |
| Longfellow Investment Management Co LLC | 6 | – | – | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −1,206,950−100.0% | Sold out |
| Dana Investment Advisors, Inc. | 0 | $0 | 0.00% | −542,422−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −210,072−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −200,584−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −200,041−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −192,624−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −145,600−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −102,244−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −77,192−100.0% | Sold out |
| PFS Investments Inc. | 0 | $0 | 0.00% | −67,399−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −63,469−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −55,662−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −38,219−100.0% | Sold out |
