| Global Retirement Partners, LLC | 329 | $29.0K | 0.00% | −1−0.3% | Reduced |
| FourThought Financial, LLC | 318 | $27.0K | 0.00% | −25−7.3% | Reduced |
| Carroll Financial Associates, Inc. | 316 | $27.0K | 0.00% | +78+32.8% | Added |
| Valley National Advisers Inc | 298 | $26.0K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 298 | $26.0K | 0.02% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 298 | $26.0K | 0.01% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 291 | $26.0K | 0.02% | +291 | New |
| American Portfolios Advisors | 288 | $25.3K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 290 | $25.0K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 280 | $25.0K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 314 | $24.0K | 0.01% | 00.0% | Unchanged |
| Ford Financial Group, LLC | 281 | $24.0K | 0.01% | +281 | New |
| TFC Financial Management | 264 | $23.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 256 | $22.0K | 0.01% | +3+1.2% | Added |
| Private Capital Group, LLC | 243 | $22.0K | 0.01% | +5+2.1% | Added |
| Solstein Capital, LLC | 250 | $22.0K | 0.03% | +125+100.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 261 | $22.0K | 0.00% | +261 | New |
| McIlrath & Eck, LLC | 243 | $21.0K | 0.01% | +243 | New |
| Newbridge Financial Services Group, Inc. | 240 | $21.0K | 0.01% | +240 | New |
| Pinebridge Investments, L.P. | 228 | $20.0K | 0.00% | +5+2.2% | Added |
| Sandy Spring Bank | 225 | $20.0K | 0.00% | +225 | New |
| Sterling Investment Advisors, Ltd. | 212 | $19.0K | 0.01% | −100−32.1% | Reduced |
| First Horizon Advisors, Inc. | 199 | $17.0K | 0.00% | −442−69.0% | Reduced |
| Asset Dedication, LLC | 188 | $17.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 208 | $17.0K | 0.00% | +22+11.8% | Added |
| Delta Asset Management LLC | 183 | $16.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 184 | $16.0K | 0.00% | +184 | New |
| CVA Family Office, LLC | 156 | $14.0K | 0.00% | +126+420.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $13.2K | 0.02% | 00.0% | Unchanged |
| Cowen Prime Services LLC | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 150 | $13.0K | 0.00% | +150 | New |
| Loomis Sayles & Co L P | 142 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 137 | $12.0K | 0.00% | −3−2.1% | Reduced |
| Sonora Investment Management, LLC | 132 | $12.0K | 0.00% | +132 | New |
| Charter Oak Capital Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 124 | $11.0K | 0.01% | +46+59.0% | Added |
| Canada Pension Plan Investment Board | 124 | $11.0K | 0.00% | +113+1,027.3% | Added |
| Rockbridge Investment Management, LCC | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 110 | $10.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 111 | $10.0K | 0.00% | +40+56.3% | Added |
| Financial Perspectives, Inc | 106 | $9.32K | 0.00% | −7,962−98.7% | Reduced |
| North Star Investment Management Corp. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 107 | $9.00K | 0.00% | +50+87.7% | Added |
| Sutton Wealth Advisors Inc. | 88 | $7.74K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 85 | $7.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 75 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 79 | $7.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 74 | $7.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 80 | $7.00K | 0.00% | +80 | New |
| Resolute Partners Group | 80 | $7.00K | 0.00% | +80 | New |
| Winch Advisory Services, LLC | 71 | $6.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 72 | $6.00K | 0.00% | +72 | New |
| Castleview Partners, LLC | 68 | $6.00K | 0.00% | +68 | New |
| Raffa Wealth Management, LLC | 67 | $5.89K | 0.00% | −11−14.1% | Reduced |
| Accel Wealth Management | 62 | $5.00K | 0.00% | 00.0% | Unchanged |
| FormulaFolio Investments, LLC | 54 | $5.00K | 0.00% | +43+390.9% | Added |
| Evolution Wealth Advisors, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 50 | $4.00K | 0.00% | +50 | New |
| JNBA Financial Advisors | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 22 | $2.00K | 0.00% | +9+69.2% | Added |
| Tarbox Family Office, Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $2.00K | 0.00% | +13+144.4% | Added |
| Logan Capital Management Inc | 22 | $2.00K | 0.00% | +22 | New |
| Tucker Asset Management LLC | 17 | $1.50K | 0.00% | +17 | New |
| Exane Derivatives | 13 | $1.15K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $1.00K | 0.00% | −218−96.9% | Reduced |
| Gradient Investments LLC | 11 | $1.00K | 0.00% | −141−92.8% | Reduced |
| Baystate Wealth Management LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 5 | $1.00K | 0.00% | +5 | New |
| WestEnd Advisors, LLC | – | $87 | 0.00% | – | New |
| Lenox Wealth Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $0 | 0.00% | −2−28.6% | Reduced |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −1,397,522−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,274,848−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −796,236−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −724,099−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −414,639−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −340,100−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −331,712−100.0% | Sold out |
| Railway Pension Investments Ltd | 0 | $0 | 0.00% | −266,489−100.0% | Sold out |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0 | $0 | 0.00% | −252,938−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −224,744−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −160,100−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −149,654−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −125,405−100.0% | Sold out |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −121,239−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −112,161−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −65,629−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −60,392−100.0% | Sold out |
| Force Hill Capital Management LP | 0 | $0 | 0.00% | −60,042−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −54,466−100.0% | Sold out |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0 | $0 | 0.00% | −47,514−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −43,783−100.0% | Sold out |