| M&R Capital Management Inc | 40 | $22.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 38 | $21.0K | 0.00% | −17−30.9% | Reduced |
| Glassman Wealth Services | 36 | $20.0K | 0.00% | +9+33.3% | Added |
| Sutton Wealth Advisors Inc. | 35 | $19.5K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 30 | $18.0K | 0.00% | −70−70.0% | Reduced |
| Simon Quick Advisors, LLC | 32 | $17.0K | 0.00% | −21−39.6% | Reduced |
| Holloway Wealth Management, LLC | – | $17.0K | 0.01% | – | – |
| Whittier Trust Co of Nevada Inc | 30 | $17.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $17.0K | 0.01% | +17+121.4% | Added |
| Endurance Wealth Management, Inc. | 30 | $16.0K | 0.00% | −2−6.3% | Reduced |
| Bellevue Asset Management, LLC | 29 | $16.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 28 | $16.0K | 0.01% | +4+16.7% | Added |
| Creative Financial Designs Inc | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $14.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 25 | $14.0K | 0.00% | +25 | New |
| Trust Co of Vermont | 24 | $13.0K | 0.00% | +4+20.0% | Added |
| Resolute Partners Group | 23 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 22 | $12.0K | 0.00% | −5−18.5% | Reduced |
| Lee Financial Co | 22 | $12.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 21 | $11.7K | 0.00% | +3+16.7% | Added |
| Baron Financial Group, LLC | 20 | $11.2K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 20 | $11.0K | 0.00% | +9+81.8% | Added |
| Massmutual Trust Co FSB | 20 | $11.0K | 0.00% | +16+400.0% | Added |
| MV Capital Management, Inc. | 20 | $11.0K | 0.00% | +17+566.7% | Added |
| Aspire Private Capital, LLC | 20 | $11.0K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 18 | $10.1K | 0.00% | +1+5.9% | Added |
| Anfield Capital Management, LLC | 18 | $10.0K | 0.00% | +18 | New |
| Paragon Wealth Strategies, LLC | 16 | $9.00K | 0.00% | +16 | New |
| JNBA Financial Advisors | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 14 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sterling Financial Planning, Inc. | 15 | $8.00K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $7.00K | 0.00% | +8+160.0% | Added |
| Ford Financial Group, LLC | 13 | $7.00K | 0.00% | +13 | New |
| Ellis Investment Partners, LLC | 13 | $7.00K | 0.00% | +13 | New |
| Harding Loevner LP | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 11 | $6.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $6.00K | 0.00% | +5+100.0% | Added |
| NewSquare Capital LLC | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brendel Financial Advisors LLC | 9 | $5.00K | 0.00% | +9 | New |
| Emfo, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Farmers & Merchants Investments Inc | 7 | $4.00K | 0.00% | −54−88.5% | Reduced |
| BerganKDV Wealth Management, LLC | 8 | $4.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $4.00K | 0.00% | +1+14.3% | Added |
| Baystate Wealth Management LLC | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| San Francisco Sentry Investment Group (Ca) | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 4 | $3.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Davidson Capital Management Inc. | 4 | $2.00K | 0.00% | −2,250−99.8% | Reduced |
| MayTech Global Investments, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 3 | $2.00K | 0.00% | +3 | New |
| FormulaFolio Investments, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.02% | +1 | New |
| Spectrum Management Group, LLC | 1 | $1.00K | 0.00% | +1 | New |
| Addison Advisors LLC | 2 | $1.00K | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $558 | 0.00% | – | New |
| Kelly Financial Services LLC | 2,234 | $4 | 0.00% | +2,221+17,084.6% | Added |
| Sofos Investments, Inc. | 4 | – | – | −2−33.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,233 | – | – | +1,107+98.3% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −65,152−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −38,000−100.0% | Sold out |
| Wealthstreet Investment Advisors, LLC | 0 | $0 | 0.00% | −36,986−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −26,725−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −12,449−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −10,892−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −10,061−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −9,286−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −7,443−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −7,271−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,832−100.0% | Sold out |
| Hedeker Wealth, LLC | 0 | $0 | 0.00% | −4,862−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,548−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −4,448−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −3,819−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −3,785−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −3,280−100.0% | Sold out |
| Atlas Principals, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Main Street Financial Solutions, LLC | 0 | $0 | 0.00% | −2,781−100.0% | Sold out |
| Wesbanco Bank Inc | 0 | $0 | 0.00% | −2,770−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −2,494−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,282−100.0% | Sold out |
| AtonRa Partners | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |