| Bell Investment Advisors, Inc | 61 | $20.0K | 0.01% | +61 | New |
| South State Corp. | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 57 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 55 | $18.0K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 54 | $17.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 53 | $17.0K | 0.00% | +1+1.9% | Added |
| Laurel Wealth Advisors LLC | 52 | $17.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $17.0K | 0.00% | +6+13.0% | Added |
| Clean Yield Group | 51 | $16.0K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $16.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 48 | $15.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 45 | $15.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 47 | $15.0K | 0.00% | +47 | New |
| Newbridge Financial Services Group, Inc. | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $14.0K | 0.00% | +10+29.4% | Added |
| KB Financial Partners, LLC | 45 | $14.0K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 42 | $13.4K | 0.01% | −1−2.3% | Reduced |
| Arlington Partners LLC | 42 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $13.0K | 0.00% | +41 | New |
| Harvest Fund Management Co., Ltd | 39 | $12.0K | 0.00% | −111−74.0% | Reduced |
| TD Ameritrade Investment Management, LLC | 36 | $12.0K | 0.00% | −25−41.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $12.0K | 0.00% | −7−15.6% | Reduced |
| Sandy Spring Bank | 36 | $12.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $12.0K | 0.00% | +14+58.3% | Added |
| Eagle Bay Advisors LLC | 35 | $11.2K | 0.01% | +35 | New |
| Core Alternative Capital | 33 | $11.0K | 0.00% | +7+26.9% | Added |
| McIlrath & Eck, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 28 | $9.00K | 0.00% | −4−12.5% | Reduced |
| Fairfield, Bush & Co. | 28 | $9.00K | 0.01% | +28 | New |
| Allworth Financial LP | 25 | $8.00K | 0.00% | −153−86.0% | Reduced |
| Kistler-Tiffany Companies, LLC | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 25 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 26 | $8.00K | 0.00% | +26 | New |
| Logan Capital Management Inc | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 22 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20 | $6.40K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 19 | $6.08K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 18 | $6.00K | 0.06% | −98−84.5% | Reduced |
| Investors Research Corp | 19 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 16 | $5.00K | 0.00% | −44−73.3% | Reduced |
| Accel Wealth Management | 17 | $5.00K | 0.00% | +2+13.3% | Added |
| Horan Securities, Inc. | 17 | $5.00K | 0.00% | +17 | New |
| Rockbridge Investment Management, LCC | 15 | $4.80K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Bogart Wealth, LLC | 14 | $4.00K | 0.00% | +14 | New |
| SOA Wealth Advisors, LLC. | 12 | $3.00K | 0.00% | −150−92.6% | Reduced |
| Jones Financial Companies LLLP | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| Wolff Wiese Magana LLC | 8 | $3.00K | 0.00% | +8 | New |
| ClariVest Asset Management LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | +4+133.3% | Added |
| Lee Financial Co | 6 | $2.00K | 0.00% | +6 | New |
| Burleson & Company, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Steward Financial Group LLC | 8 | $2.00K | 0.00% | +8 | New |
| West Paces Advisors Inc. | 5 | $1.60K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Tfo-TDC, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Heritage Financial Services, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Lumature Wealth Partners, LLC | 3 | $1.00K | 0.00% | +3 | New |
| CoreCap Advisors, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Archer Investment Corp | 3 | $960 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 1 | $321 | 0.00% | +1 | New |
| Adelante Capital Management LLC | 5,195 | $0 | 0.00% | −1,230−19.1% | Reduced |
| JJJ Advisors Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Waterfront Capital Partners, LLC | 0 | $0 | 0.00% | −160,000−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −117,749−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −111,799−100.0% | Sold out |
| GEM Realty Capital | 0 | $0 | 0.00% | −64,490−100.0% | Sold out |
| BFT Financial Group, LLC | 0 | $0 | 0.00% | −55,627−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −18,802−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −15,698−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −10,148−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −8,100−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −7,041−100.0% | Sold out |
| AO Asset Management, LP | 0 | $0 | 0.00% | −4,637−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −4,516−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −4,354−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −4,205−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −3,407−100.0% | Sold out |
| Annandale Capital, LLC | 0 | $0 | 0.00% | −2,800−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| Greenline Partners, LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| McElhenny Sheffield Capital Management, LLC | 0 | $0 | 0.00% | −2,418−100.0% | Sold out |
| Sante Capital Fund, LP | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −1,728−100.0% | Sold out |