| Field & Main Bank | 40 | $21.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 40 | $20.6K | 0.02% | +40 | New |
| Fred Alger Management, LLC | 38 | $20.0K | 0.00% | +38 | New |
| Gould Capital, LLC | 37 | $19.0K | 0.01% | −5−11.9% | Reduced |
| Spire Wealth Management | 33 | $17.0K | 0.00% | −99−75.0% | Reduced |
| Washington Trust Co | 32 | $17.0K | 0.00% | −6−15.8% | Reduced |
| Earnest Partners LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $17.0K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 31 | $16.0K | 0.01% | 00.0% | Unchanged |
| First Personal Financial Services | 31 | $16.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 30 | $15.0K | 0.00% | +24+400.0% | Added |
| Key Financial Inc | 28 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 27 | $14.0K | 0.00% | +21+350.0% | Added |
| Koshinski Asset Management, Inc. | 26 | $13.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 26 | $13.0K | 0.00% | +3+13.0% | Added |
| JFS Wealth Advisors, LLC | 25 | $13.0K | 0.00% | +17+212.5% | Added |
| PrairieView Partners, LLC | 26 | $13.0K | 0.00% | +26 | New |
| Sargent Bickham Lagudis LLC | 23 | $12.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 21 | $11.0K | 0.01% | +21 | New |
| Rockbridge Investment Management, LCC | 20 | $10.4K | 0.00% | −20−50.0% | Reduced |
| Macroview Investment Management LLC | 19 | $10.0K | 0.01% | −14−42.4% | Reduced |
| Baystate Wealth Management LLC | 19 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 19 | $10.0K | 0.01% | 00.0% | Unchanged |
| TCWP LLC | 21 | $10.0K | 0.00% | +21 | New |
| First Bank & Trust | 18 | $9.00K | 0.00% | −11−37.9% | Reduced |
| BDO Wealth Advisors, LLC | 18 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 18 | $9.00K | 0.00% | +18 | New |
| DeDora Capital, Inc. | 18 | $9.00K | 0.00% | +18 | New |
| Arlington Partners LLC | 16 | $8.00K | 0.00% | −3−15.8% | Reduced |
| Duncker Streett & Co Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 16 | $8.00K | 0.00% | +1+6.7% | Added |
| GHP Investment Advisors, Inc. | 15 | $8.00K | 0.00% | +15 | New |
| Leonteq Securities AG | 14 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 14 | $7.00K | 0.00% | +14 | New |
| Fortitude Advisory Group L.L.C. | 14 | $7.00K | 0.00% | +14 | New |
| Tarbox Family Office, Inc. | 11 | $6.00K | 0.00% | −13−54.2% | Reduced |
| Fieldpoint Private Securities, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 12 | $6.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $5.16K | 0.00% | +2+25.0% | Added |
| CFS Investment Advisory Services, LLC | 2,468,571 | $5.00K | 0.02% | +2,463,754+51,147.1% | Added |
| NewSquare Capital LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $5.00K | 0.00% | +1+11.1% | Added |
| BerganKDV Wealth Management, LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 9 | $5.00K | 0.01% | −1−10.0% | Reduced |
| CNB Bank | 8 | $4.00K | 0.00% | −20−71.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 7 | $4.00K | 0.00% | −6−46.2% | Reduced |
| EverSource Wealth Advisors, LLC | 7 | $4.00K | 0.00% | +3+75.0% | Added |
| Disciplined Investments, LLC | 7 | $4.00K | 0.00% | +7 | New |
| Country Trust Bank | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $3.00K | 0.00% | +3+150.0% | Added |
| MCF Advisors LLC | 6 | $3.00K | 0.00% | +6 | New |
| Global Financial Private Client, LLC | 4 | $2.07K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $2.00K | 0.00% | −3−42.9% | Reduced |
| Gradient Investments LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +3 | New |
| Atlas Capital Advisors LLC | 3 | $1.55K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Cribstone Capital Management, LLC | 1 | $1.00K | 0.00% | +1 | New |
| First Command Bank | 2 | $1.00K | 0.00% | +2 | New |
| First Command Financial Services, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $1.00K | 0.00% | +2 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −62,649−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −36,368−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −16,829−100.0% | Sold out |
| Distillate Capital Partners LLC | 0 | $0 | 0.00% | −10,244−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −3,434−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,125−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −2,761−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −2,563−100.0% | Sold out |
| Manhattan West Asset Management, LLC | 0 | $0 | 0.00% | −2,493−100.0% | Sold out |
| Jensen Investment Management Inc | 0 | $0 | 0.00% | −2,490−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −2,193−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −1,507−100.0% | Sold out |
| Marble Harbor Investment Counsel, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −1,148−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −1,102−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −796−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −778−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −760−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −738−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −604−100.0% | Sold out |
| Gitterman Wealth Management, LLC | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −538−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −510−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Capital Asset Advisory Services LLC | 0 | $0 | 0.00% | −489−100.0% | Sold out |