| Parkside Financial Bank & Trust | 128 | $17.0K | 0.00% | −19−12.9% | Reduced |
| Heritage Wealth Advisors | 122 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 118 | $16.0K | 0.00% | +102+637.5% | Added |
| SJS Investment Consulting Inc. | 114 | $15.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 110 | $15.0K | 0.00% | +110 | New |
| Kings Point Capital Management | 101 | $14.0K | 0.00% | −50−33.1% | Reduced |
| Pinnacle Bancorp, Inc. | 101 | $14.0K | 0.00% | +60+146.3% | Added |
| 1832 Asset Management L.P. | 103 | $14.0K | 0.00% | +103 | New |
| Sutton Wealth Advisors Inc. | 102 | $13.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 97 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 94 | $13.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 111 | $13.0K | 0.00% | +111 | New |
| Huntington National Bank | 92 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 91 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 88 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 158 | $12.0K | 0.00% | +100+172.4% | Added |
| Optimum Investment Advisors | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 77 | $10.0K | 0.00% | −405−84.0% | Reduced |
| Zullo Investment Group, Inc. | 77 | $10.0K | 0.01% | −22−22.2% | Reduced |
| Estabrook Capital Management | 73 | $9.88K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 73 | $9.00K | 0.00% | −36−33.0% | Reduced |
| Baillie Gifford & Co | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 68 | $9.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 67 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 66 | $9.00K | 0.01% | +66 | New |
| Glassman Wealth Services | 61 | $8.00K | 0.00% | +2+3.4% | Added |
| Fortitude Advisory Group L.L.C. | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 59 | $7.98K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 52 | $7.00K | 0.00% | −77−59.7% | Reduced |
| Zions Bancorporation, N.A. | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 47 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 41 | $6.00K | 0.01% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 42 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 45 | $6.00K | 0.00% | +12+36.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 34 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $4.00K | 0.00% | −1,701−98.3% | Reduced |
| Massmutual Trust Co FSB | 31 | $4.00K | 0.00% | −7−18.4% | Reduced |
| AdvisorNet Financial, Inc | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 29 | $3.92K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 25 | $3.00K | 0.00% | +1+4.2% | Added |
| Level Financial Advisors, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 20 | $3.00K | 0.00% | +10+100.0% | Added |
| SRS Capital Advisors, Inc. | 25 | $3.00K | 0.00% | +13+108.3% | Added |
| Money Concepts Capital Corp | 21 | $3.00K | 0.00% | +21 | New |
| Anchor Investment Management, LLC | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 16 | $2.17K | 0.00% | −6−27.3% | Reduced |
| TCI Wealth Advisors, Inc. | 15 | $2.00K | 0.00% | −47−75.8% | Reduced |
| Ci Investments Inc. | 17 | $2.00K | 0.00% | −2−10.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 18 | $2.00K | 0.00% | −7−28.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 16 | $2.00K | 0.00% | +16 | New |
| TCWP LLC | 19 | $2.00K | 0.00% | +19 | New |
| CVA Family Office, LLC | 8 | $1.00K | 0.00% | −125−94.0% | Reduced |
| Sageworth Trust Co of South Dakota | 9 | $1.00K | 0.00% | −21−70.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Stonebridge Capital Advisors LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 9 | $1.00K | 0.00% | +1+12.5% | Added |
| Disciplined Investments, LLC | 10 | $1.00K | 0.00% | +10 | New |
| JJJ Advisors Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Fort Baker Capital Management LP | 0 | $0 | 0.00% | −225,574−100.0% | Sold out |
| Atalan Capital Partners, LP | 0 | $0 | 0.00% | −194,500−100.0% | Sold out |
| Honeycomb Asset Management LP | 0 | $0 | 0.00% | −162,317−100.0% | Sold out |
| Freshford Capital Management, LLC | 0 | $0 | 0.00% | −138,881−100.0% | Sold out |
| 11 Capital Partners LP | 0 | $0 | 0.00% | −126,440−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −63,056−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −57,486−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −34,261−100.0% | Sold out |
| Miura Global Management, LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Steel Canyon Capital, LLC | 0 | $0 | 0.00% | −24,395−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −17,929−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −15,221−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −11,478−100.0% | Sold out |
| First Quadrant L P | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −6,304−100.0% | Sold out |
| Zeno Research, LLC | 0 | $0 | 0.00% | −5,576−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −5,066−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −3,589−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Chevy Chase Trust Holdings, Inc. | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,813−100.0% | Sold out |