| Pinebridge Investments, L.P. | 100 | $24.0K | 0.00% | −900−90.0% | Reduced |
| Carolinas Wealth Consulting LLC | 102 | $24.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 100 | $24.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 100 | $24.0K | 0.00% | +100 | New |
| TSFG, LLC | 98 | $23.0K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 95 | $23.0K | 0.00% | +46+93.9% | Added |
| JFS Wealth Advisors, LLC | 95 | $23.0K | 0.00% | +49+106.5% | Added |
| Baystate Wealth Management LLC | 92 | $22.0K | 0.00% | +2+2.2% | Added |
| Larson Financial Group LLC | 85 | $20.0K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 85 | $20.0K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 85 | $20.0K | 0.01% | +16+23.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $20.0K | 0.00% | +75+576.9% | Added |
| JNBA Financial Advisors | 81 | $19.0K | 0.00% | +3+3.8% | Added |
| Jones Financial Companies LLLP | 76 | $18.0K | 0.00% | −18−19.1% | Reduced |
| Addison Advisors LLC | 75 | $18.0K | 0.01% | +71+1,775.0% | Added |
| Providence Capital Advisors, LLC | 67 | $16.0K | 0.00% | −80−54.4% | Reduced |
| Financial Perspectives, Inc | 67 | $15.9K | 0.01% | 00.0% | Unchanged |
| Steward Financial Group LLC | 66 | $15.0K | 0.01% | +66 | New |
| United Community Bank | 60 | $14.3K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 57 | $14.0K | 0.00% | −58−50.4% | Reduced |
| Toth Financial Advisory Corp | 60 | $14.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| City State Bank | 60 | $14.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 57 | $14.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 60 | $14.0K | 0.01% | +60 | New |
| Tower View Investment Management & Research LLC | 50 | $12.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 50 | $12.0K | 0.00% | +50 | New |
| Beacon Capital Management, LLC | 49 | $12.0K | 0.00% | +49 | New |
| Operose Advisors LLC | 45 | $11.0K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 43 | $10.2K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 44 | $10.0K | 0.00% | −4−8.3% | Reduced |
| Princeton Global Asset Management LLC | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 40 | $10.0K | 0.00% | +40 | New |
| Baron Financial Group, LLC | 40 | $9.51K | 0.01% | −60−60.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 36 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 37 | $9.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $8.09K | 0.00% | −15−30.6% | Reduced |
| Bedel Financial Consulting, Inc. | 35 | $8.00K | 0.00% | −11−23.9% | Reduced |
| Atwood & Palmer Inc | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| West Bancorporation Inc | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $8.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 35 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 33 | $8.00K | 0.00% | +17+106.3% | Added |
| Webster Bank, N. A. | 29 | $7.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 29 | $7.00K | 0.00% | +1+3.6% | Added |
| Stuart Chaussee & Associates, Inc. | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $6.00K | 0.00% | −34−56.7% | Reduced |
| Ancora Advisors, LLC | 25 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 26 | $6.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 24 | $6.00K | 0.00% | +24 | New |
| Cordant, Inc. | 27 | $6.00K | 0.00% | +27 | New |
| Ulland Investment Advisors, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Washington Trust Co | 23 | $5.00K | 0.00% | −14−37.8% | Reduced |
| Adirondack Trust Co | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 16 | $4.00K | 0.00% | +3+23.1% | Added |
| Schubert & Co | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 12 | $3.00K | 0.00% | +9+300.0% | Added |
| Clean Yield Group | 11 | $3.00K | 0.00% | +11 | New |
| Concord Wealth Partners | 12 | $3.00K | 0.00% | +12 | New |
| FourThought Financial, LLC | 8 | $2.00K | 0.00% | −3−27.3% | Reduced |
| Advocacy Wealth Management Services, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 9 | $2.00K | 0.00% | +9 | New |
| Mascoma Wealth Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.04% | +3 | New |
| Burleson & Company, LLC | 3 | $1.00K | 0.00% | +3 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $951 | 0.00% | – | – |
| Marquette Asset Management, LLC | 2 | $0 | 0.00% | +2 | New |
| J.Safra Asset Management Corp | 19 | $0 | 0.00% | +19 | New |
| Exane Derivatives | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Independent Franchise Partners LLP | 0 | $0 | 0.00% | −1,780,163−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −300,568−100.0% | Sold out |
| Tobias Financial Advisors, Inc. | 0 | $0 | 0.00% | −184,743−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −120,000−100.0% | Sold out |
| Formuepleje A/S | 0 | $0 | 0.00% | −100,600−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −30,054−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −29,308−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Beaconlight Capital, LLC | 0 | $0 | 0.00% | −24,134−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,850−100.0% | Sold out |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −23,500−100.0% | Sold out |
| 1623 Capital LLC | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
