| Signaturefd, LLC | 546 | $28.0K | 0.00% | +97+21.6% | Added |
| Centerpoint Advisors, LLC | 522 | $27.0K | 0.01% | +22+4.4% | Added |
| Harbour Investments, Inc. | 500 | $26.0K | 0.00% | −101−16.8% | Reduced |
| First Command Financial Services, Inc. | 500 | $26.0K | 0.00% | +500 | New |
| Fortitude Advisory Group L.L.C. | 500 | $26.0K | 0.01% | +500 | New |
| M&R Capital Management Inc | 500 | $25.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 489 | $25.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 463 | $24.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 435 | $23.0K | 0.00% | −33−7.1% | Reduced |
| Rockefeller Capital Management L.P. | 436 | $22.0K | 0.00% | −247−36.2% | Reduced |
| Front Row Advisors LLC | 429 | $22.0K | 0.01% | −4−0.9% | Reduced |
| Confluence Wealth Services, Inc. | 418 | $21.0K | 0.01% | +418 | New |
| CWM, LLC | 394 | $20.0K | 0.00% | +394 | New |
| Patriot Financial Group Insurance Agency, LLC | 374 | $19.0K | 0.00% | +70+23.0% | Added |
| Atlas Capital Advisors LLC | 330 | $17.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 330 | $17.0K | 0.02% | +330 | New |
| Vigilant Capital Management, LLC | 285 | $15.0K | 0.00% | −64−18.3% | Reduced |
| Quadrant Capital Group LLC | 293 | $15.0K | 0.00% | +199+211.7% | Added |
| Ellevest, Inc. | 249 | $13.0K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 226 | $12.0K | 0.01% | +11+5.1% | Added |
| Huntington National Bank | 229 | $12.0K | 0.00% | +129+129.0% | Added |
| Sageworth Trust Co of South Dakota | 225 | $12.0K | 0.02% | +225 | New |
| Anchor Investment Management, LLC | 225 | $11.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 220 | $11.0K | 0.00% | −5−2.2% | Reduced |
| Bessemer Group Inc | 209 | $11.0K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 221 | $11.0K | 0.00% | +44+24.9% | Added |
| Hall Laurie J Trustee | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 181 | $9.00K | 0.00% | −71−28.2% | Reduced |
| Strengthening Families & Communities, LLC | 94 | $9.00K | 0.01% | +94 | New |
| Leonteq Securities AG | 157 | $8.13K | 0.00% | +23+17.2% | Added |
| Center for Financial Planning, Inc. | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 152 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 130 | $7.00K | 0.00% | −115−46.9% | Reduced |
| Howe & Rusling Inc | 138 | $7.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 142 | $7.00K | 0.00% | +31+27.9% | Added |
| Andrew Hill Investment Advisors, Inc. | 150 | $7.00K | 0.01% | +150 | New |
| Asset Dedication, LLC | 125 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 115 | $6.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 100 | $5.00K | 0.00% | −30−23.1% | Reduced |
| Essex Investment Management Co LLC | 99 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 91 | $5.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 92 | $5.00K | 0.00% | +92 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 102 | $5.00K | 0.00% | +102 | New |
| Snowden Capital Advisors LLC | 86 | $4.00K | 0.00% | −5,311−98.4% | Reduced |
| Sageworth Trust Co | 68 | $4.00K | 0.00% | −227−76.9% | Reduced |
| Carolinas Wealth Consulting LLC | 84 | $4.00K | 0.00% | −1−1.2% | Reduced |
| MUFG Americas Holdings Corp | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 63 | $3.00K | 0.00% | +63 | New |
| Quent Capital, LLC | 60 | $3.00K | 0.00% | +60 | New |
| Stephens Consulting, LLC | 52 | $2.69K | 0.00% | +52 | New |
| TCI Wealth Advisors, Inc. | 44 | $2.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 45 | $2.00K | 0.00% | +39+650.0% | Added |
| Newbridge Financial Services Group, Inc. | 39 | $2.00K | 0.00% | +39 | New |
| Raffa Wealth Management, LLC | 35 | $1.81K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 13 | $1.00K | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Lenox Wealth Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Ahrens Investment Partners LLC | 16 | $1.00K | 0.00% | +16 | New |
| Archer Investment Corp | 15 | $777 | 0.00% | +15 | New |
| Sutton Wealth Advisors Inc. | 11 | $570 | 0.00% | +11 | New |
| First Horizon Advisors, Inc. | 18 | $0 | 0.00% | −22−55.0% | Reduced |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $0 | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | +7 | New |
| Schubert & Co | 9 | $0 | 0.00% | +9 | New |
| Timucuan Asset Management Inc | 0 | $0 | 0.00% | −1,476,987−100.0% | Sold out |
| Broad Run Investment Management, LLC | 0 | $0 | 0.00% | −568,087−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −473,817−100.0% | Sold out |
| Sandbar Asset Management LLP | 0 | $0 | 0.00% | −280,437−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −190,000−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −149,604−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −46,017−100.0% | Sold out |
| GWM Asset Management Ltd | 0 | $0 | 0.00% | −38,400−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −37,000−100.0% | Sold out |
| ETF Managers Group, LLC | 0 | $0 | 0.00% | −32,169−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −28,253−100.0% | Sold out |
| Salvus Wealth Management, LLC | 0 | $0 | 0.00% | −28,244−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −16,317−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −8,305−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −8,286−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −6,638−100.0% | Sold out |
| Absher Wealth Management, LLC | 0 | $0 | 0.00% | −6,505−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −5,811−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −5,734−100.0% | Sold out |
| Marathon Capital Management | 0 | $0 | 0.00% | −5,471−100.0% | Sold out |
| Value Holdings Management Co. LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Wetherby Asset Management Inc | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −4,056−100.0% | Sold out |