| Disciplined Investments, LLC | 36 | $6.00K | 0.00% | +2+5.9% | Added |
| Schubert & Co | 30 | $5.00K | 0.00% | −2−6.3% | Reduced |
| Webster Bank, N. A. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 28 | $5.00K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 26 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 29 | $5.00K | 0.00% | +13+81.3% | Added |
| PEAK6 Investments LLC | 29 | $5.00K | 0.00% | +23+383.3% | Added |
| Almanack Investment Partners, LLC. | 27 | $5.00K | 0.00% | +27 | New |
| Abound Wealth Management | 28 | $4.96K | 0.00% | +28 | New |
| Jones Financial Companies LLLP | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 21 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 22 | $4.00K | 0.00% | +13+144.4% | Added |
| West Financial Advisors, LLC | 25 | $4.00K | 0.00% | +25 | New |
| Householder Group Estate & Retirement Specialist, LLC | 26 | $4.00K | 0.00% | +26 | New |
| Tucker Asset Management LLC | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 18 | $3.00K | 0.00% | −269−93.7% | Reduced |
| Financial Management Professionals, Inc. | 18 | $3.00K | 0.00% | −15−45.5% | Reduced |
| American National Bank | 14 | $3.00K | 0.00% | +14 | New |
| Clean Yield Group | 17 | $3.00K | 0.00% | +17 | New |
| Atlantic Trust, LLC | 19 | $3.00K | 0.00% | +19 | New |
| Longfellow Investment Management Co LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 9 | $2.00K | 0.00% | +9 | New |
| Highline Wealth Partners LLC | 6 | $1.06K | 0.00% | +6 | New |
| Cedar Wealth Management, LLC | 5 | $1.00K | 0.00% | −15−75.0% | Reduced |
| Advocacy Wealth Management Services, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| SJS Investment Consulting Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Financial Synergies Wealth Advisors, Inc. | 3 | $532 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $0 | 0.00% | +2 | New |
| CFS Investment Advisory Services, LLC | 39,146 | $0 | 0.00% | +39,146 | New |
| Sofos Investments, Inc. | 2,655 | – | – | −830−23.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 327 | – | – | +327 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −329,112−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −202,452−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −89,642−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −61,596−100.0% | Sold out |
| Marvin & Palmer Associates Inc | 0 | $0 | 0.00% | −40,015−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −36,227−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −31,900−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −27,000−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −26,953−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −26,440−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −15,700−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −11,915−100.0% | Sold out |
| Leverage Partners Absolute Return Fund SPC | 0 | $0 | 0.00% | −11,160−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| Vetamer Capital Management, L.P. | 0 | $0 | 0.00% | −9,932−100.0% | Sold out |
| Watchman Group, Inc. | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| Caldwell Investment Management Ltd. | 0 | $0 | 0.00% | −5,900−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −5,071−100.0% | Sold out |
| Scotia Capital Inc. | 0 | $0 | 0.00% | −4,502−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,467−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,249−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,923−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,507−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −2,300−100.0% | Sold out |
| Chatham Capital Group, Inc. | 0 | $0 | 0.00% | −2,255−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,194−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,178−100.0% | Sold out |
| Collective Family Office LLC | 0 | $0 | 0.00% | −2,011−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −1,997−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −1,854−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −1,740−100.0% | Sold out |
| Wealthsource Partners, LLC | 0 | $0 | 0.00% | −1,703−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −1,575−100.0% | Sold out |
| Calamos Wealth Management LLC | 0 | $0 | 0.00% | −1,508−100.0% | Sold out |
| Rockland Trust Co | 0 | $0 | 0.00% | −1,482−100.0% | Sold out |
| Inverness Counsel LLC | 0 | $0 | 0.00% | −1,462−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Peak Planning Group, LLC | 0 | $0 | 0.00% | −1,270−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −1,258−100.0% | Sold out |
| Capital Market Strategies LLC | 0 | $0 | 0.00% | −1,191−100.0% | Sold out |
| Fruth Investment Management | 0 | $0 | 0.00% | −1,007−100.0% | Sold out |
| DCM Advisors, LLC | 0 | $0 | 0.00% | −1,131−100.0% | Sold out |
| Rosenbaum Jay D. | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| First Affirmative Financial Network | 0 | $0 | 0.00% | −1,101−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −1,086−100.0% | Sold out |
| Autumn Glory Partners, LLC | 0 | $0 | 0.00% | −1,062−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −1,053−100.0% | Sold out |
| VeraBank, N.A. | 0 | $0 | 0.00% | −1,040−100.0% | Sold out |
| RDA Financial Network | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Everhart Financial Group, Inc. | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |