| JFS Wealth Advisors, LLC | 186 | $12.5K | 0.00% | −5−2.6% | Reduced |
| Quent Capital, LLC | 179 | $12.0K | 0.00% | +8+4.7% | Added |
| Private Trust Co NA | 179 | $12.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 158 | $10.6K | 0.01% | +1+0.6% | Added |
| Parkside Financial Bank & Trust | 152 | $10.2K | 0.00% | +28+22.6% | Added |
| Point72 Asset Management, L.P. | 151 | $10.2K | 0.00% | +151 | New |
| Massmutual Trust Co FSB | 146 | $10.0K | 0.00% | −39−21.1% | Reduced |
| Carolinas Wealth Consulting LLC | 148 | $9.95K | 0.00% | −44−22.9% | Reduced |
| Investors Research Corp | 147 | $9.89K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 162 | $9.71K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 144 | $9.69K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 133 | $8.95K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 129 | $8.69K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 120 | $8.07K | 0.00% | +120 | New |
| Jones Financial Companies LLLP | 113 | $8.00K | 0.00% | +113 | New |
| West Branch Capital LLC | 115 | $7.74K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 112 | $7.53K | 0.00% | +112 | New |
| TD Waterhouse Canada Inc. | 108 | $7.33K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $6.46K | 0.00% | +17+21.5% | Added |
| Schubert & Co | 90 | $6.05K | 0.01% | +9+11.1% | Added |
| Capital Advisors, Ltd. LLC | 82 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 80 | $5.38K | 0.00% | −60−42.9% | Reduced |
| Creative Financial Designs Inc | 78 | $5.25K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $5.25K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 76 | $5.11K | 0.00% | +76 | New |
| Earnest Partners LLC | 75 | $5.04K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 88 | $5.00K | 0.00% | +33+60.0% | Added |
| Versant Capital Management, Inc | 70 | $4.71K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 68 | $4.57K | 0.00% | −18−20.9% | Reduced |
| Manchester Capital Management LLC | 62 | $4.17K | 0.00% | −1−1.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 60 | $4.04K | 0.00% | +60 | New |
| Fuller & Thaler Asset Management, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 52 | $3.50K | 0.00% | −41−44.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 48 | $3.23K | 0.00% | +48 | New |
| Simplex Trading, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Concord Wealth Partners | 43 | $2.89K | 0.00% | +43 | New |
| Glassman Wealth Services | 40 | $2.69K | 0.00% | +5+14.3% | Added |
| Harbour Investments, Inc. | 39 | $2.62K | 0.00% | +38+3,800.0% | Added |
| SJS Investment Consulting Inc. | 35 | $2.35K | 0.00% | +18+105.9% | Added |
| Disciplined Investments, LLC | 28 | $1.88K | 0.00% | −4−12.5% | Reduced |
| Pinnacle Financial Partners Inc | 28 | $1.88K | 0.00% | +28 | New |
| Cornerstone Planning Group LLC | 28 | $1.86K | 0.00% | +28 | New |
| TFC Financial Management | 27 | $1.82K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.41K | 0.00% | −20−48.8% | Reduced |
| Farther Finance Advisors, LLC | 21 | $1.41K | 0.00% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 19 | $1.28K | 0.00% | +19 | New |
| TCI Wealth Advisors, Inc. | 17 | $1.14K | 0.00% | −1−5.6% | Reduced |
| Park Place Capital Corp | 19 | $1.00K | 0.00% | +19 | New |
| Federation des caisses Desjardins du Quebec | 13 | $874 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 12,941 | $870 | 0.00% | −2,891−18.3% | Reduced |
| Baker Avenue Asset Management, LP | 12 | $807 | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 10 | $673 | 0.00% | +4+66.7% | Added |
| True Wealth Design, LLC | 4 | $269 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $149 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −11,227−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −119,909−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −72,647−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −35,257−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −28,262−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −20,711−100.0% | Sold out |
| Ritholtz Wealth Management | 0 | $0 | 0.00% | −18,501−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −18,404−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −16,500−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,410−100.0% | Sold out |
| Marshall Financial Group LLC | 0 | $0 | 0.00% | −13,662−100.0% | Sold out |
| Alera Investment Advisors, LLC | 0 | $0 | 0.00% | −9,879−100.0% | Sold out |
| Stelac Advisory Services LLC | 0 | $0 | 0.00% | −8,817−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −8,518−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −8,405−100.0% | Sold out |
| BMS Financial Advisors, LLC | 0 | $0 | 0.00% | −6,910−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −5,050−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −4,055−100.0% | Sold out |
| Choate Investment Advisors | 0 | $0 | 0.00% | −3,830−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −3,743−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −3,502−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,346−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −2,683−100.0% | Sold out |
| Ellis Investment Partners, LLC | 0 | $0 | 0.00% | −2,322−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −2,298−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −841−100.0% | Sold out |
| Okabena Investment Services Inc | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Tobam | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −488−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Spearhead Capital Advisors, LLC | – | – | – | – | Not filed |
| H. L. Ormond & Company, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
