| Thompson Siegel & Walmsley LLC | 48 | $18.0K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 50 | $18.0K | 0.01% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 50 | $18.0K | 0.01% | +50 | New |
| Salem Investment Counselors Inc | 47 | $17.0K | 0.00% | −50−51.5% | Reduced |
| Benjamin Edwards Inc | 45 | $16.0K | 0.00% | −28−38.4% | Reduced |
| Washington Trust Co | 45 | $16.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 44 | $16.0K | 0.00% | −1−2.2% | Reduced |
| Operose Advisors LLC | 45 | $16.0K | 0.01% | +45 | New |
| Gould Capital, LLC | 40 | $15.0K | 0.01% | −6−13.0% | Reduced |
| Adirondack Trust Co | 40 | $15.0K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 36 | $13.0K | 0.00% | −30−45.5% | Reduced |
| Pflug Koory, LLC | 35 | $13.0K | 0.01% | +35 | New |
| Stephens Consulting, LLC | 33 | $12.1K | 0.01% | −17−34.0% | Reduced |
| Kelly Financial Services LLC | 33 | $12.1K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 32 | $12.0K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 28 | $10.0K | 0.00% | +28 | New |
| Strengthening Families & Communities, LLC | 28 | $10.0K | 0.01% | +28 | New |
| Jones Financial Companies LLLP | 24 | $9.00K | 0.00% | −18−42.9% | Reduced |
| MV Capital Management, Inc. | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 24 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 22 | $8.00K | 0.00% | −5,999−99.6% | Reduced |
| Ten Capital Wealth Advisors, LLC | 23 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 21 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 22 | $8.00K | 0.01% | +4+22.2% | Added |
| Heritage Wealth Management, LLC | 23 | $8.00K | 0.00% | +23 | New |
| First Horizon Advisors, Inc. | 19 | $7.00K | 0.00% | −574−96.8% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 20 | $7.00K | 0.00% | −200−90.9% | Reduced |
| Geneos Wealth Management Inc. | 21 | $7.00K | 0.00% | −189−90.0% | Reduced |
| Gemmer Asset Management LLC | 21 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $7.00K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 15 | $5.48K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 12 | $4.00K | 0.00% | −3,114−99.6% | Reduced |
| High Net Worth Advisory Group LLC | 12 | $4.00K | 0.00% | −10−45.5% | Reduced |
| Macroview Investment Management LLC | 12 | $4.00K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $4.00K | 0.00% | +10 | New |
| Cordant, Inc. | 12 | $4.00K | 0.00% | +12 | New |
| Sutton Wealth Advisors Inc. | 9 | $3.29K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 8 | $3.00K | 0.00% | −4−33.3% | Reduced |
| JNBA Financial Advisors | 7 | $3.00K | 0.00% | −4−36.4% | Reduced |
| Schubert & Co | 7 | $3.00K | 0.00% | −2−22.2% | Reduced |
| Oakworth Capital, Inc. | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 365 | $3.00K | 0.00% | −26−6.6% | Reduced |
| Your Advocates Ltd., LLP | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 7 | $3.00K | 0.00% | +7 | New |
| Covestor Ltd | 5 | $2.00K | 0.00% | −2−28.6% | Reduced |
| Lowe Wealth Advisors, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Coastal Capital Group, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 4 | $1.00K | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 2 | $730 | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1 | $220 | 0.18% | −498−99.8% | Reduced |
| Stonebridge Capital Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Nauset Wealth Management. LLC | 1 | $0 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −225,093−100.0% | Sold out |
| Frontier Capital Management Co LLC | 0 | $0 | 0.00% | −223,590−100.0% | Sold out |
| Munro Partners | 0 | $0 | 0.00% | −159,760−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −158,939−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −60,881−100.0% | Sold out |
| Element Capital Management LLC | 0 | $0 | 0.00% | −57,274−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −26,268−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −23,770−100.0% | Sold out |
| Granite Investment Partners, LLC | 0 | $0 | 0.00% | −23,169−100.0% | Sold out |
| Crawford Lake Capital Management, LLC | 0 | $0 | 0.00% | −19,302−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −17,400−100.0% | Sold out |
| Adams Diversified Equity Fund, Inc. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −15,393−100.0% | Sold out |
| Karp Capital Management Corp | 0 | $0 | 0.00% | −13,804−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −12,978−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −12,683−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −12,109−100.0% | Sold out |
| BTC Capital Management, Inc. | 0 | $0 | 0.00% | −11,016−100.0% | Sold out |
| Accuvest Global Advisors | 0 | $0 | 0.00% | −9,655−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −9,511−100.0% | Sold out |
| Private Advisory Group LLC | 0 | $0 | 0.00% | −9,072−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,591−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −6,900−100.0% | Sold out |