| KB Financial Partners, LLC | 207 | $53.0K | 0.02% | −689−76.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 200 | $51.0K | 0.03% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 187 | $51.0K | 0.01% | −3−1.6% | Reduced |
| Beck Bode, LLC | 195 | $49.0K | 0.01% | +195 | New |
| Lindbrook Capital, LLC | 191 | $48.0K | 0.01% | +28+17.2% | Added |
| Sierra Capital LLC | 180 | $46.0K | 0.01% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 170 | $43.0K | 0.02% | +170 | New |
| CX Institutional | 165 | $42.0K | 0.00% | +25+17.9% | Added |
| GoalVest Advisory LLC | 163 | $41.0K | 0.03% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 139 | $35.3K | 0.01% | −1−0.7% | Reduced |
| Gemmer Asset Management LLC | 139 | $35.0K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 130 | $33.0K | 0.00% | +130 | New |
| Institutional & Family Asset Management, LLC | 128 | $32.0K | 0.01% | −146−53.3% | Reduced |
| Salem Investment Counselors Inc | 125 | $32.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 118 | $30.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 120 | $30.0K | 0.00% | +120 | New |
| Caldwell Trust Co | 115 | $29.2K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 116 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 112 | $28.0K | 0.01% | +112 | New |
| Pinnacle Financial Partners Inc | 105 | $27.0K | 0.00% | +105 | New |
| Pinnacle Wealth Advisors | 105 | $27.0K | 0.00% | +105 | New |
| HC Financial Advisors Inc | 102 | $26.0K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $26.0K | 0.01% | +1+1.0% | Added |
| Reilly Financial Advisors, LLC | 100 | $25.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $25.0K | 0.02% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 87 | $22.0K | 0.01% | −163−65.2% | Reduced |
| CWM, LLC | 86 | $22.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 88 | $22.0K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 88 | $22.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 85 | $21.6K | 0.00% | +27+46.6% | Added |
| SkyView Investment Advisors, LLC | 89 | $21.0K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 80 | $20.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 80 | $20.0K | 0.01% | +35+77.8% | Added |
| Harbour Investments, Inc. | 76 | $19.0K | 0.00% | −30−28.3% | Reduced |
| Valley National Advisers Inc | 75 | $19.0K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 68 | $17.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 61 | $16.0K | 0.00% | +52+577.8% | Added |
| TCI Wealth Advisors, Inc. | 61 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 58 | $15.0K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 56 | $14.0K | 0.01% | +56 | New |
| Hanseatic Management Services Inc | 50 | $13.0K | 0.02% | +1+2.0% | Added |
| Farmers & Merchants Investments Inc | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 53 | $13.0K | 0.00% | +18+51.4% | Added |
| Sageworth Trust Co | 50 | $13.0K | 0.00% | +50 | New |
| Counterpoint Mutual Funds LLC | 51 | $13.0K | 0.01% | +51 | New |
| Tarbox Family Office, Inc. | 48 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 47 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 49 | $12.0K | 0.00% | +29+145.0% | Added |
| Delos Wealth Advisors, LLC | 46 | $12.0K | 0.02% | +46 | New |
| Jones Financial Companies LLLP | 45 | $11.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 45 | $11.0K | 0.00% | +10+28.6% | Added |
| Strategic Blueprint, LLC | 38 | $10.0K | 0.00% | +38 | New |
| Zions Bancorporation, N.A. | 34 | $9.00K | 0.00% | −1−2.9% | Reduced |
| Thompson Siegel & Walmsley LLC | 30 | $8.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 33 | $8.00K | 0.00% | +17+106.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $8.00K | 0.06% | +30 | New |
| Allworth Financial LP | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 28 | $7.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 28 | $7.00K | 0.00% | +28 | New |
| Brendel Financial Advisors LLC | 26 | $7.00K | 0.00% | +26 | New |
| Sutton Wealth Advisors Inc. | 26 | $6.60K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 25 | $6.00K | 0.00% | +4+19.0% | Added |
| Raffa Wealth Management, LLC | 17 | $4.32K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $4.00K | 0.00% | −264−94.3% | Reduced |
| Howe & Rusling Inc | 14 | $4.00K | 0.00% | −6−30.0% | Reduced |
| Resolute Partners Group | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 14 | $4.00K | 0.00% | +11+366.7% | Added |
| Tower View Investment Management & Research LLC | 15 | $4.00K | 0.00% | +15 | New |
| Lake Point Wealth Management | 15 | $4.00K | 0.00% | +15 | New |
| Liberty Wealth Management LLC | 15 | $4.00K | 0.00% | +15 | New |
| Private Capital Group, LLC | 13 | $3.00K | 0.00% | −10−43.5% | Reduced |
| Evoke Wealth, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 13 | $3.00K | 0.00% | +13 | New |
| Psagot Investment House Ltd. | 10 | $3.00K | 0.00% | +10 | New |
| Ford Financial Group, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Versant Capital Management, Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 7 | $2.00K | 0.00% | +7 | New |
| West Paces Advisors Inc. | 7 | $1.78K | 0.00% | +7 | New |
| Macroview Investment Management LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 4 | $1.00K | 0.00% | +4 | New |
| Corsicana & Co. | 4 | $1.00K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 2 | $516 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 37,587 | $148 | 0.01% | +37,564+163,321.7% | Added |
| Paradigm, Strategies in Wealth Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Longfellow Investment Management Co LLC | 1 | – | – | 00.0% | Unchanged |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −273,879−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −263,418−100.0% | Sold out |
| Financial Engines Advisors L.L.C. | 0 | $0 | 0.00% | −55,159−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −28,430−100.0% | Sold out |
| Beacon Harbor Wealth Advisors, Inc. | 0 | $0 | 0.00% | −18,101−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −17,309−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −15,500−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −13,009−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −9,540−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −5,851−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |