| Glassman Wealth Services | 809 | $15.0K | 0.00% | −158−16.3% | Reduced |
| HM Payson & Co | 790 | $15.0K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 788 | $15.0K | 0.00% | +788 | New |
| Central Trust Co | 771 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 750 | $14.0K | 0.01% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 763 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 770 | $14.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 748 | $13.8K | 0.00% | +2+0.3% | Added |
| Optimum Investment Advisors | 704 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 679 | $13.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 715 | $13.0K | 0.00% | +383+115.4% | Added |
| Sandy Spring Bank | 664 | $12.0K | 0.00% | +8+1.2% | Added |
| Steward Partners Investment Advisory, LLC | 632 | $12.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 600 | $11.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 572 | $11.0K | 0.00% | +7+1.2% | Added |
| Geneos Wealth Management Inc. | 563 | $10.0K | 0.00% | −6,570−92.1% | Reduced |
| Investors Asset Management of Georgia Inc | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 500 | $9.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 500 | $9.00K | 0.00% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 500 | $9.00K | 0.00% | +500 | New |
| Financial Management Professionals, Inc. | 488 | $9.00K | 0.00% | +488 | New |
| WR Wealth Planners, LLC | 471 | $8.67K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 459 | $8.00K | 0.00% | +4+0.9% | Added |
| Farmers & Merchants Investments Inc | 425 | $8.00K | 0.00% | +75+21.4% | Added |
| GHP Investment Advisors, Inc. | 449 | $8.00K | 0.00% | +188+72.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 423 | $8.00K | 0.00% | +423 | New |
| Atlantic Trust, LLC | 422 | $8.00K | 0.00% | +422 | New |
| Brown Brothers Harriman & Co | 359 | $7.00K | 0.00% | −654−64.6% | Reduced |
| Marquette Asset Management, LLC | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 372 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 356 | $7.00K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 377 | $7.00K | 0.00% | +84+28.7% | Added |
| Quent Capital, LLC | 357 | $7.00K | 0.00% | +357 | New |
| Valley National Advisers Inc | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 325 | $6.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 316 | $6.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 341 | $6.00K | 0.00% | +164+92.7% | Added |
| Ellevest, Inc. | 287 | $5.00K | 0.00% | −690−70.6% | Reduced |
| Castle Wealth Management LLC | 279 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 259 | $5.00K | 0.00% | −10−3.7% | Reduced |
| HHM Wealth Advisors, LLC | 292 | $5.00K | 0.00% | +292 | New |
| Glen Eagle Advisors, LLC | 270 | $4.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 270 | $4.96K | 0.00% | +270 | New |
| Harbor Investment Advisory, LLC | 242 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 224 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 195 | $4.00K | 0.00% | +150+333.3% | Added |
| Almanack Investment Partners, LLC. | 224 | $4.00K | 0.00% | +224 | New |
| Hazlett, Burt & Watson, Inc. | 186 | $3.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 139 | $3.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 180 | $3.00K | 0.00% | +61+51.3% | Added |
| DT Investment Partners, LLC | 166 | $3.00K | 0.00% | +166 | New |
| Activest Wealth Management | 170 | $3.00K | 0.00% | +170 | New |
| Sutton Wealth Advisors Inc. | 112 | $2.06K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 93 | $2.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 93 | $2.00K | 0.00% | +52+126.8% | Added |
| Clean Yield Group | 121 | $2.00K | 0.00% | +121 | New |
| Bell Investment Advisors, Inc | 77 | $1.00K | 0.00% | −69−47.3% | Reduced |
| Duncker Streett & Co Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $1.00K | 0.00% | +1+2.9% | Added |
| Cribstone Capital Management, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 74 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 52 | $957 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 26 | $479 | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 26 | $0 | 0.00% | −23−46.9% | Reduced |
| Harbour Investments, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 29 | $0 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $0 | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 20 | $0 | 0.00% | +20 | New |
| Householder Group Estate & Retirement Specialist, LLC | 12 | $0 | 0.00% | +12 | New |
| EdgeRock Capital LLC | 22 | $0 | 0.00% | +22 | New |
| Transamerica Financial Advisors, Inc. | 1 | – | – | 00.0% | Unchanged |
| Sofos Investments, Inc. | 324 | – | – | −36−10.0% | Reduced |
| Millennium Management LLC | 0 | $0 | 0.00% | −1,278,614−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −562,500−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −363,305−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −167,256−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −56,115−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −55,369−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −54,157−100.0% | Sold out |
| Twin Capital Management Inc | 0 | $0 | 0.00% | −48,965−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −45,757−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −40,660−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −36,012−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −35,600−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −34,817−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −30,797−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −28,930−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −28,191−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −28,039−100.0% | Sold out |