| Allworth Financial LP | 247 | $18.0K | 0.00% | +20+8.8% | Added |
| Quadrant Capital Group LLC | 248 | $17.0K | 0.00% | −3−1.2% | Reduced |
| Sargent Bickham Lagudis LLC | 204 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 208 | $15.0K | 0.00% | +208 | New |
| Toth Financial Advisory Corp | 200 | $14.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $14.0K | 0.00% | +200 | New |
| Koshinski Asset Management, Inc. | 193 | $13.8K | 0.00% | +193 | New |
| Riverview Trust Co | 172 | $12.0K | 0.01% | +172 | New |
| Fieldpoint Private Securities, LLC | 160 | $11.0K | 0.00% | −20−11.1% | Reduced |
| MUFG Americas Holdings Corp | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 153 | $11.0K | 0.00% | +20+15.0% | Added |
| Ellevest, Inc. | 159 | $11.0K | 0.00% | +33+26.2% | Added |
| Huntington National Bank | 156 | $11.0K | 0.00% | +155+15,500.0% | Added |
| Covestor Ltd | 148 | $11.0K | 0.01% | +148 | New |
| JFS Wealth Advisors, LLC | 149 | $11.0K | 0.00% | +149 | New |
| Parkside Financial Bank & Trust | 145 | $10.0K | 0.00% | −2−1.4% | Reduced |
| Umb Bank N A | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 124 | $9.00K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 125 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 121 | $9.00K | 0.00% | +121 | New |
| Fortitude Advisory Group L.L.C. | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 101 | $7.00K | 0.00% | −625−86.1% | Reduced |
| Harbor Investment Advisory, LLC | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 95 | $7.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 108 | $7.00K | 0.00% | +51+89.5% | Added |
| Retirement Group, LLC | 105 | $7.00K | 0.00% | +76+262.1% | Added |
| FourThought Financial, LLC | 86 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 80 | $6.00K | 0.00% | +19+31.1% | Added |
| Alaethes Wealth LLC | 86 | $6.00K | 0.00% | +86 | New |
| Mascoma Wealth Management LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 68 | $5.00K | 0.00% | +8+13.3% | Added |
| Newbridge Financial Services Group, Inc. | 59 | $4.00K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 44 | $3.14K | 0.00% | −46−51.1% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $3.00K | 0.00% | −388−91.5% | Reduced |
| Private Capital Group, LLC | 37 | $3.00K | 0.00% | +24+184.6% | Added |
| Beacon Capital Management, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Worth Asset Management, LLC | 48 | $3.00K | 0.00% | +48 | New |
| Glen Eagle Advisors, LLC | 35 | $2.50K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 21 | $1.00K | 0.00% | −89−80.9% | Reduced |
| Lee Financial Co | 13 | $1.00K | 0.00% | −10−43.5% | Reduced |
| Tradewinds Capital Management, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.00K | 0.00% | +6+100.0% | Added |
| Zions Bancorporation, N.A. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $1.00K | 0.00% | +1+6.3% | Added |
| HM Payson & Co | 20 | $1.00K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 10 | $1.00K | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Cordant, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 2 | $143 | 0.00% | −8−80.0% | Reduced |
| JJJ Advisors Inc. | 5 | $0 | 0.00% | −65−92.9% | Reduced |
| Horan Securities, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3 | $0 | 0.00% | +3 | New |
| TCWP LLC | 3 | $0 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −231,488−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −225,637−100.0% | Sold out |
| P Schoenfeld Asset Management LP | 0 | $0 | 0.00% | −201,954−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −173,178−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −163,786−100.0% | Sold out |
| Channing Capital Management, LLC | 0 | $0 | 0.00% | −128,250−100.0% | Sold out |
| J. Goldman & Co LP | 0 | $0 | 0.00% | −87,197−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −73,913−100.0% | Sold out |
| Traynor Capital Management, Inc. | 0 | $0 | 0.00% | −68,419−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −67,668−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −66,684−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −57,602−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −47,770−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −44,745−100.0% | Sold out |
| HBK Investments L P | 0 | $0 | 0.00% | −37,034−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −28,084−100.0% | Sold out |
| Blue Zone Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,026−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −24,960−100.0% | Sold out |
| Foster Victor Wealth Advisors, LLC | 0 | $0 | 0.00% | −25,502−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −23,857−100.0% | Sold out |
| Hotaling Investment Management, LLC | 0 | $0 | 0.00% | −22,394−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −21,469−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −19,452−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −14,632−100.0% | Sold out |
| State of Alaska, Department of Revenue | 0 | $0 | 0.00% | −14,273−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −13,855−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −10,225−100.0% | Sold out |