| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 140 | $20.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 136 | $20.0K | 0.00% | +49+56.3% | Added |
| MV Capital Management, Inc. | 134 | $20.0K | 0.00% | +77+135.1% | Added |
| Ritter Daniher Financial Advisory LLC | 121 | $18.0K | 0.01% | −20−14.2% | Reduced |
| Washington Trust Advisors, Inc. | 123 | $18.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 117 | $17.0K | 0.00% | 00.0% | Unchanged |
| Win Advisors, Inc | 117 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 111 | $17.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 107 | $16.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 108 | $16.0K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 105 | $16.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 105 | $16.0K | 0.01% | +105 | New |
| Covestor Ltd | 97 | $15.0K | 0.01% | −1,398−93.5% | Reduced |
| West Oak Capital, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 95 | $14.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 94 | $14.0K | 0.00% | +5+5.6% | Added |
| Key Financial Inc | 88 | $13.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 84 | $13.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 88 | $13.0K | 0.00% | +63+252.0% | Added |
| Westside Investment Management, Inc. | 83 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 81 | $12.0K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tevis Investment Management | 79 | $12.0K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 80 | $11.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 65 | $10.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 69 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 63 | $9.00K | 0.00% | +4+6.8% | Added |
| Bogart Wealth, LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Monolith Advisors | 58 | $9.00K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 60 | $9.00K | 0.01% | +60 | New |
| Stephens Consulting, LLC | 58 | $8.66K | 0.01% | +31+114.8% | Added |
| Castleview Partners, LLC | 44 | $7.00K | 0.01% | −2,822−98.5% | Reduced |
| Old Second National Bank of Aurora | 49 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 44 | $7.00K | 0.00% | −8−15.4% | Reduced |
| Crewe Advisors LLC | 50 | $7.00K | 0.00% | +17+51.5% | Added |
| Toth Financial Advisory Corp | 45 | $7.00K | 0.00% | +45 | New |
| Proffitt & Goodson Inc | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $6.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 40 | $6.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $6.00K | 0.00% | +3+7.7% | Added |
| Asset Dedication, LLC | 38 | $6.00K | 0.00% | +38 | New |
| SOA Wealth Advisors, LLC. | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 33 | $5.00K | 0.00% | +33 | New |
| Atlas Capital Advisors LLC | 30 | $4.48K | 0.00% | −77−72.0% | Reduced |
| JJJ Advisors Inc. | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 29 | $4.00K | 0.00% | +29 | New |
| Baystate Wealth Management LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $3.00K | 0.00% | +1+6.3% | Added |
| KB Financial Partners, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $3.00K | 0.00% | +14+200.0% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $3.00K | 0.00% | +7+70.0% | Added |
| American National Bank | 21 | $3.00K | 0.00% | +21 | New |
| Moisand Fitzgerald Tamayo, LLC | 17 | $3.00K | 0.00% | +17 | New |
| Raleigh Capital Management Inc. | 21 | $3.00K | 0.00% | +21 | New |
| Front Row Advisors LLC | 13 | $2.00K | 0.00% | −14−51.9% | Reduced |
| Blue Bell Private Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 12 | $2.00K | 0.00% | +12 | New |
| Ten Capital Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 18 | $2.00K | 0.00% | +18 | New |
| Cornerstone Management, Inc. | 13 | $1.94K | 0.00% | −19−59.4% | Reduced |
| Abound Wealth Management | 12 | $1.79K | 0.00% | +12 | New |
| Longfellow Investment Management Co LLC | 7 | $1.00K | 0.00% | −5,054−99.9% | Reduced |
| JNBA Financial Advisors | 10 | $1.00K | 0.00% | −95−90.5% | Reduced |
| Strengthening Families & Communities, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $598 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 11,117 | – | – | +1,858+20.1% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 48 | – | – | +48 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −242,097−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −98,516−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −28,020−100.0% | Sold out |
| ING Groep NV | 0 | $0 | 0.00% | −26,645−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −18,348−100.0% | Sold out |
| Meritage Portfolio Management | 0 | $0 | 0.00% | −17,110−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −15,146−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −14,100−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −11,878−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −10,777−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −10,473−100.0% | Sold out |
| Brendel Financial Advisors LLC | 0 | $0 | 0.00% | −8,087−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −7,951−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,711−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| JB Capital LLC | 0 | $0 | 0.00% | −5,951−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −4,784−100.0% | Sold out |
| Employees Provident Fund Board | 0 | $0 | 0.00% | −4,746−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −4,406−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −4,167−100.0% | Sold out |