| Field & Main Bank | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 19 | $7.00K | 0.00% | −1−5.0% | Reduced |
| TFC Financial Management | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 17 | $7.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 20 | $7.00K | 0.00% | +7+53.8% | Added |
| Better Money Decisions, LLC | 19 | $7.00K | 0.01% | +19 | New |
| Mascoma Wealth Management LLC | 16 | $6.00K | 0.00% | −19−54.3% | Reduced |
| Creative Financial Designs Inc | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $6.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 16 | $6.00K | 0.01% | +10+166.7% | Added |
| Prestige Wealth Management Group LLC | 14 | $5.00K | 0.00% | −11−44.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 14 | $5.00K | 0.00% | +4+40.0% | Added |
| Macroview Investment Management LLC | 14 | $5.00K | 0.01% | +12+600.0% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $5.00K | 0.00% | +12 | New |
| Surevest, LLC | 15 | $5.00K | 0.00% | +15 | New |
| GPS Wealth Strategies Group, LLC | 10 | $4.00K | 0.00% | −9−47.4% | Reduced |
| Sageworth Trust Co of South Dakota | 11 | $4.00K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $4.00K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $4.00K | 0.00% | +2+25.0% | Added |
| Larson Financial Group LLC | 10 | $4.00K | 0.00% | +10 | New |
| Rockbridge Investment Management, LCC | 10 | $3.51K | 0.00% | −72−87.8% | Reduced |
| Raffa Wealth Management, LLC | 10 | $3.51K | 0.00% | −1−9.1% | Reduced |
| JJJ Advisors Inc. | 8 | $3.00K | 0.00% | −30−78.9% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 11 | $3.00K | 0.00% | +11 | New |
| Logan Capital Management Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Horan Securities, Inc. | 6 | $2.00K | 0.00% | +6 | New |
| Investors Research Corp | 7 | $2.00K | 0.00% | +7 | New |
| WFA of San Diego, LLC | 6 | $2.00K | 0.00% | +6 | New |
| FSC Wealth Advisors, LLC | 6 | $2.00K | 0.02% | +6 | New |
| ClariVest Asset Management LLC | 3 | $1.00K | 0.00% | −2−40.0% | Reduced |
| Washington Trust Co | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| Itau Unibanco Holding S.A. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | +3 | New |
| Tfo-TDC, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Annapolis Financial Services, LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 1 | $350 | 0.00% | – | – |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| American Research & Management Co. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 1 | $0 | 0.00% | +1 | New |
| Oliver Lagore Vanvalin Investment Group | 1 | $0 | 0.00% | +1 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 17,066 | – | – | −126−0.7% | Reduced |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −77,053−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −54,713−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −30,500−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −23,198−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −12,153−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −11,485−100.0% | Sold out |
| Thames Capital Management LLC | 0 | $0 | 0.00% | −11,007−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −10,045−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −9,388−100.0% | Sold out |
| Chapman Investment Management, LLC | 0 | $0 | 0.00% | −8,824−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −8,043−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Beacon Pointe Advisors, LLC | 0 | $0 | 0.00% | −6,094−100.0% | Sold out |
| Robeco Schweiz AG | 0 | $0 | 0.00% | −5,869−100.0% | Sold out |
| Endurant Capital Management LP | 0 | $0 | 0.00% | −5,729−100.0% | Sold out |
| Tributary Capital Management, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Crystal Rock Capital Management | 0 | $0 | 0.00% | −4,175−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −3,879−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −3,784−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Hotaling Investment Management, LLC | 0 | $0 | 0.00% | −3,384−100.0% | Sold out |
| Donaldson Capital Management, LLC | 0 | $0 | 0.00% | −3,299−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −3,074−100.0% | Sold out |
| Andrew Hill Investment Advisors, Inc. | 0 | $0 | 0.00% | −2,889−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −2,586−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −2,531−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −2,411−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −2,164−100.0% | Sold out |
| Cornerstone Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,857−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −1,638−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,444−100.0% | Sold out |
| Guardian Capital LP | 0 | $0 | 0.00% | −1,409−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Cowen and Company, LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,352−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,081−100.0% | Sold out |