| AllSquare Wealth Management LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 137 | $11.0K | 0.00% | +137 | New |
| Carolina Wealth Advisors, LLC | 132 | $10.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 126 | $10.0K | 0.01% | +1+0.8% | Added |
| Strategic Asset Management, LLC | 132 | $10.0K | 0.01% | +132 | New |
| Larson Financial Group LLC | 108 | $9.00K | 0.00% | −22−16.9% | Reduced |
| Wolff Wiese Magana LLC | 108 | $9.00K | 0.01% | +1+0.9% | Added |
| Salem Investment Counselors Inc | 103 | $8.00K | 0.00% | +1+1.0% | Added |
| Evermay Wealth Management LLC | 98 | $8.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 98 | $8.00K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 99 | $8.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 97 | $8.00K | 0.00% | +15+18.3% | Added |
| Cordant, Inc. | 99 | $8.00K | 0.00% | +99 | New |
| C M Bidwell & Associates Ltd | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 84 | $7.00K | 0.00% | 00.0% | Unchanged |
| Motco | 79 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 75 | $6.00K | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 71 | $6.00K | 0.00% | +2+2.9% | Added |
| BerganKDV Wealth Management, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 74 | $6.00K | 0.00% | +53+252.4% | Added |
| GW&K Investment Management, LLC | 75 | $6.00K | 0.00% | +75 | New |
| Anchor Investment Management, LLC | 66 | $5.24K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 65 | $5.00K | 0.00% | −2,450−97.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cardinal Capital Management, Inc. | 59 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 59 | $5.00K | 0.01% | +20+51.3% | Added |
| Disciplined Investments, LLC | 57 | $5.00K | 0.00% | +57 | New |
| Bank of New Hampshire | 67 | $5.00K | 0.00% | +67 | New |
| West Paces Advisors Inc. | 62 | $4.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $4.07K | 0.00% | −275−84.6% | Reduced |
| Manchester Capital Management LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $4.00K | 0.00% | +46 | New |
| Stephens Consulting, LLC | 42 | $3.35K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 36 | $3.00K | 0.00% | −296−89.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 32 | $3.00K | 0.00% | −207−86.6% | Reduced |
| Sierra Capital LLC | 40 | $3.00K | 0.00% | −40−50.0% | Reduced |
| Retirement Group, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 35 | $3.00K | 0.00% | +35 | New |
| USA Financial Portformulas Corp | 42 | $3.00K | 0.00% | +42 | New |
| Capital Advisory Group Advisory Services, LLC | 41 | $3.00K | 0.00% | +41 | New |
| Heritage Wealth Management, LLC | 36 | $3.00K | 0.00% | +36 | New |
| Accel Wealth Management | 32 | $3.00K | 0.00% | +32 | New |
| Kelly Financial Services LLC | 37 | $2.90K | 0.00% | +1+2.8% | Added |
| O'Dell Group, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 18 | $1.00K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Worth Asset Management, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 2 | $0 | 0.00% | −99−98.0% | Reduced |
| CFS Investment Advisory Services, LLC | 21,134 | $0 | 0.00% | +21,134 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,049,725−100.0% | Sold out |
| LSV Asset Management | 0 | $0 | 0.00% | −570,189−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −223,094−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −184,600−100.0% | Sold out |
| Ninety One SA (PTY) Ltd | 0 | $0 | 0.00% | −168,673−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −168,879−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −117,653−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −109,450−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −95,040−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −82,000−100.0% | Sold out |
| Madison Asset Management, LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −52,997−100.0% | Sold out |
| Capital International Inc | 0 | $0 | 0.00% | −51,438−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −45,126−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −39,864−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −30,827−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −28,498−100.0% | Sold out |
| CMT Capital Markets Trading GmbH | 0 | $0 | 0.00% | −27,039−100.0% | Sold out |
| Viking Fund Management LLC | 0 | $0 | 0.00% | −25,000−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −22,638−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −21,926−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −21,300−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −20,982−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −20,931−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −20,872−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −17,500−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −15,625−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −12,548−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −12,471−100.0% | Sold out |
| Meridian Financial Partners LLC | 0 | $0 | 0.00% | −11,331−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −11,333−100.0% | Sold out |
| Advanced Research Investment Solutions, LLC | 0 | $0 | 0.00% | −10,636−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −11,466−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −8,763−100.0% | Sold out |
| Souders Financial Advisors | 0 | $0 | 0.00% | −8,410−100.0% | Sold out |
| Privium Fund Management B.V. | 0 | $0 | 0.00% | −7,835−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,481−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −7,129−100.0% | Sold out |