| D'Orazio & Associates, Inc. | 88 | $29.0K | 0.01% | +88 | New |
| Benjamin F. Edwards & Company, Inc. | 83 | $28.0K | 0.00% | −264−76.1% | Reduced |
| Farmers & Merchants Investments Inc | 84 | $28.0K | 0.00% | +5+6.3% | Added |
| Liberty Wealth Management LLC | 82 | $27.0K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 71 | $24.0K | 0.01% | +71 | New |
| Kowal Investment Group, LLC | 68 | $23.0K | 0.01% | +68 | New |
| AdvisorNet Financial, Inc | 66 | $22.0K | 0.00% | −2,170−97.0% | Reduced |
| Montag A & Associates Inc | 67 | $22.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 67 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 66 | $22.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 64 | $21.0K | 0.00% | +2+3.2% | Added |
| Bell Investment Advisors, Inc | 63 | $21.0K | 0.01% | +63 | New |
| Gables Capital Management Inc. | 61 | $20.0K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 56 | $19.0K | 0.00% | −21−27.3% | Reduced |
| Key Financial Inc | 58 | $19.0K | 0.01% | +4+7.4% | Added |
| Cribstone Capital Management, LLC | 55 | $18.0K | 0.01% | −15−21.4% | Reduced |
| Baystate Wealth Management LLC | 54 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 53 | $18.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $17.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 50 | $17.0K | 0.00% | +50 | New |
| First Manhattan Co | 50 | $16.0K | 0.00% | −34−40.5% | Reduced |
| Estabrook Capital Management | 44 | $14.7K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 40 | $13.0K | 0.00% | −6−13.0% | Reduced |
| Global Retirement Partners, LLC | 39 | $13.0K | 0.00% | +24+160.0% | Added |
| Anchor Investment Management, LLC | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 35 | $12.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 34 | $11.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 31 | $11.0K | 0.01% | +22+244.4% | Added |
| Red Tortoise LLC | 38 | $11.0K | 0.01% | +38 | New |
| Webster Bank, N. A. | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 28 | $10.0K | 0.00% | +28 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 27 | $9.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 26 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 26 | $8.70K | 0.00% | +1+4.0% | Added |
| Raffa Wealth Management, LLC | 24 | $8.03K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $8.00K | 0.00% | +23 | New |
| Focused Wealth Management, Inc | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Neo Ivy Capital Management | 38 | $7.00K | 0.01% | +38 | New |
| Consolidated Planning Corp | 21 | $7.00K | 0.00% | +21 | New |
| Crewe Advisors LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 17 | $6.00K | 0.00% | +6+54.5% | Added |
| PEAK6 Investments LLC | 19 | $6.00K | 0.00% | +14+280.0% | Added |
| Hudock, Inc. | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 14 | $5.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 14 | $5.00K | 0.00% | +5+55.6% | Added |
| Financial Perspectives, Inc | 13 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 13 | $4.35K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 11 | $4.00K | 0.00% | +11 | New |
| Cranbrook Wealth Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 9 | $3.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 5 | $2.00K | 0.00% | −1−16.7% | Reduced |
| Toth Financial Advisory Corp | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $2.00K | 0.00% | +1+20.0% | Added |
| Manchester Capital Management LLC | 6 | $2.00K | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $2.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $1.00K | 0.00% | −3,447−99.9% | Reduced |
| Country Trust Bank | 4 | $1.00K | 0.00% | +4 | New |
| MCF Advisors LLC | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | – | $334 | 0.00% | – | – |
| Providence Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 20 | – | – | −1−4.8% | Reduced |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −359,219−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −138,309−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −47,076−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −40,160−100.0% | Sold out |
| Advisory Research Inc | 0 | $0 | 0.00% | −25,250−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −8,643−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −7,758−100.0% | Sold out |
| Malaga Cove Capital, LLC | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −6,688−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,395−100.0% | Sold out |
| F/M Investments LLC | 0 | $0 | 0.00% | −6,137−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −5,857−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −3,588−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,771−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,258−100.0% | Sold out |