| Level Financial Advisors, Inc. | 147 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 147 | $19.0K | 0.00% | +147 | New |
| PEAK6 Investments LLC | 145 | $19.0K | 0.00% | +145 | New |
| Jackson, Grant Investment Advisers, Inc. | 137 | $18.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 135 | $18.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 133 | $18.0K | 0.00% | +44+49.4% | Added |
| Dixon Hughes Goodman Wealth Advisors LLC | 132 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 126 | $17.0K | 0.00% | +80+173.9% | Added |
| Laurel Wealth Advisors LLC | 118 | $16.0K | 0.00% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 118 | $16.0K | 0.02% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 120 | $15.9K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 114 | $15.0K | 0.00% | −61−34.9% | Reduced |
| Tradewinds Capital Management, LLC | 99 | $13.0K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 98 | $13.0K | 0.01% | 00.0% | Unchanged |
| Motco | 100 | $13.0K | 0.00% | +100 | New |
| Cribstone Capital Management, LLC | 93 | $12.0K | 0.01% | −7−7.0% | Reduced |
| Massmutual Trust Co FSB | 92 | $12.0K | 0.00% | −1−1.1% | Reduced |
| Clean Yield Group | 90 | $12.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 80 | $11.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 86 | $11.0K | 0.00% | +86 | New |
| Tyler-Stone Wealth Management | 75 | $10.0K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 76 | $10.0K | 0.00% | +76 | New |
| Sutton Wealth Advisors Inc. | 72 | $9.54K | 0.00% | +13+22.0% | Added |
| Exchange Traded Concepts, LLC | 68 | $9.00K | 0.00% | −4,897−98.6% | Reduced |
| Evoke Wealth, LLC | 69 | $9.00K | 0.00% | −1,496−95.6% | Reduced |
| De Burlo Group Inc | 63 | $8.35K | 0.00% | +63 | New |
| MV Capital Management, Inc. | 59 | $8.00K | 0.00% | +26+78.8% | Added |
| Loomis Sayles & Co L P | 63 | $8.00K | 0.00% | +63 | New |
| Cordant, Inc. | 57 | $8.00K | 0.00% | +57 | New |
| TCWP LLC | 61 | $8.00K | 0.00% | +61 | New |
| Creative Financial Designs Inc | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 52 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 44 | $6.00K | 0.00% | −4−8.3% | Reduced |
| Arcadia Investment Management Corp | 44 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 45 | $6.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $6.00K | 0.00% | +29+181.3% | Added |
| Raleigh Capital Management Inc. | 45 | $6.00K | 0.00% | +45 | New |
| Patriot Financial Group Insurance Agency, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 30 | $4.00K | 0.00% | +2+7.1% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $4.00K | 0.00% | +30 | New |
| Disciplined Investments, LLC | 32 | $4.00K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 24 | $3.18K | 0.00% | −20−45.5% | Reduced |
| First Bank & Trust | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.00K | 0.00% | −1−4.3% | Reduced |
| TFC Financial Management | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 26 | $3.00K | 0.00% | +17+188.9% | Added |
| NewSquare Capital LLC | 22 | $3.00K | 0.00% | +22 | New |
| CenterStar Asset Management, LLC | – | $3.00K | 0.00% | – | New |
| Win Advisors, Inc | 20 | $3.00K | 0.00% | +20 | New |
| JJJ Advisors Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Tortoise Capital Advisors, L.L.C. | 14 | $2.00K | 0.00% | +14 | New |
| TCTC Holdings, LLC | 12 | $2.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 15 | $2.00K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 14 | $1.85K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 6 | $1.00K | 0.00% | −10,163−99.9% | Reduced |
| Aspire Private Capital, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | +6 | New |
| IAG Wealth Partners, LLC | 10 | $1.00K | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 5 | $1.00K | 0.00% | +5 | New |
| AllSquare Wealth Management LLC | 3 | $0 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 798 | – | – | −36−4.3% | Reduced |
| Skye Global Management LP | 0 | $0 | 0.00% | −556,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −216,600−100.0% | Sold out |
| Verde Servicos Internacionais S.A. | 0 | $0 | 0.00% | −195,828−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −143,865−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −141,474−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −65,919−100.0% | Sold out |
| Soditic Asset Management LLP | 0 | $0 | 0.00% | −52,400−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −50,500−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −49,114−100.0% | Sold out |
| Churchill Management Corp | 0 | $0 | 0.00% | −28,375−100.0% | Sold out |
| Pinnbrook Capital Management LP | 0 | $0 | 0.00% | −22,086−100.0% | Sold out |
| Butensky & Cohen Financial Security, Inc | 0 | $0 | 0.00% | −16,768−100.0% | Sold out |
| Covalis Capital LLP | 0 | $0 | 0.00% | −16,235−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −11,312−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −10,460−100.0% | Sold out |
| Deltec Asset Management LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −9,748−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,027−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −6,423−100.0% | Sold out |
| Pensionfund DSM Netherlands | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Arq Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,503−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| Angeles Investment Advisors, LLC | 0 | $0 | 0.00% | −4,008−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,864−100.0% | Sold out |