| Evermay Wealth Management LLC | 20 | $8.75K | 0.00% | +20 | New |
| Field & Main Bank | 20 | $8.74K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $8.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 19 | $8.31K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $8.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 17 | $7.43K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 15 | $6.56K | 0.00% | −35−70.0% | Reduced |
| Key Financial Inc | 15 | $6.56K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 15 | $6.56K | 0.00% | +15 | New |
| Versant Capital Management, Inc | 14 | $6.12K | 0.00% | −1−6.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 14 | $6.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $6.12K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 13 | $5.68K | 0.00% | +13 | New |
| Macroview Investment Management LLC | 12 | $5.25K | 0.01% | −2−14.3% | Reduced |
| JJJ Advisors Inc. | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $5.25K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 12 | $5.25K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $5.23K | 0.00% | +1+9.1% | Added |
| Westside Investment Management, Inc. | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $4.37K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $4.00K | 0.00% | −20−69.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $3.94K | 0.00% | −8−47.1% | Reduced |
| Pier Capital, LLC | 9 | $3.94K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $3.50K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 7 | $3.09K | 0.00% | −495−98.6% | Reduced |
| Logan Capital Management Inc | 7 | $3.06K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $3.00K | 0.00% | −4−36.4% | Reduced |
| VitalStone Financial, LLC | 6 | $3.00K | 0.00% | +2+50.0% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 6 | $2.62K | 0.00% | −1−14.3% | Reduced |
| Hartford Financial Management Inc. | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $2.19K | 0.00% | +5 | New |
| Focused Wealth Management, Inc | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 5 | $2.19K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $1.75K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 4 | $1.75K | 0.00% | +4 | New |
| Washington Trust Co | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 2 | $1.02K | 0.00% | −6,256−100.0% | Reduced |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | +1+33.3% | Added |
| Centerpoint Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2 | $875 | 0.00% | +2 | New |
| Tortoise Investment Management, LLC | 2 | $875 | 0.00% | +2 | New |
| Delos Wealth Advisors, LLC | 1 | $512 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $502 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $438 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $438 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $437 | 0.00% | +1 | New |
| Provence Wealth Management Group | 1 | $437 | 0.00% | +1 | New |
| Hibernia Wealth Partners, LLC | 1 | $437 | 0.00% | +1 | New |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −103,965−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −98,374−100.0% | Sold out |
| Blue Whale Capital LLP | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −28,030−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −18,597−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −18,125−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −9,610−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −7,545−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −6,227−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −5,843−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −4,842−100.0% | Sold out |
| Veritable, L.P. | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,089−100.0% | Sold out |
| K.J. Harrison & Partners Inc | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −2,561−100.0% | Sold out |
| Geller Advisors LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −2,007−100.0% | Sold out |
| Aspen Grove Capital, LLC | 0 | $0 | 0.00% | −1,807−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −1,647−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −1,484−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −1,087−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| Associated Banc-Corp | 0 | $0 | 0.00% | −943−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −935−100.0% | Sold out |
| Twin Focus Capital Partners, LLC | 0 | $0 | 0.00% | −862−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −832−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −809−100.0% | Sold out |
| Sovereign Financial Group, Inc. | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −660−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −638−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −627−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −625−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| Blueprint Investment Partners LLC | 0 | $0 | 0.00% | −577−100.0% | Sold out |
| Puzo Michael J | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Schechter Investment Advisors, LLC | 0 | $0 | 0.00% | −504−100.0% | Sold out |