| Lenox Wealth Advisors, LLC | 150 | $73.0K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 151 | $73.0K | 0.00% | +76+101.3% | Added |
| Federation des caisses Desjardins du Quebec | 148 | $71.6K | 0.00% | +148 | New |
| Itau Unibanco Holding S.A. | 147 | $71.0K | 0.00% | +2+1.4% | Added |
| Private Ocean, LLC | 134 | $65.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 130 | $63.0K | 0.00% | −17−11.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 129 | $63.0K | 0.01% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 128 | $62.0K | 0.01% | +44+52.4% | Added |
| Baystate Wealth Management LLC | 125 | $61.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 119 | $58.0K | 0.02% | +4+3.5% | Added |
| Altshuler Shaham Ltd | 114 | $56.0K | 0.00% | +15+15.2% | Added |
| Disciplina Capital Management LLC | 115 | $55.8K | 0.01% | −5−4.2% | Reduced |
| Tradition Wealth Management, LLC | 106 | $51.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 105 | $51.0K | 0.01% | +5+5.0% | Added |
| Huntington National Bank | 102 | $49.0K | 0.00% | −1−1.0% | Reduced |
| NEXT Financial Group, Inc | 98 | $48.0K | 0.00% | −305−75.7% | Reduced |
| Group One Trading, L.P. | 100 | $48.0K | 0.00% | +100 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $48.0K | 0.00% | +100 | New |
| Cahill Financial Advisors Inc | 85 | $41.0K | 0.01% | +85 | New |
| Private Capital Group, LLC | 78 | $38.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 77 | $37.0K | 0.00% | +77 | New |
| Carroll Financial Associates, Inc. | 75 | $36.0K | 0.00% | +4+5.6% | Added |
| Smithfield Trust Co | 66 | $31.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 60 | $29.1K | 0.00% | +60 | New |
| FinTrust Capital Advisors, LLC | 59 | $29.0K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 58 | $28.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 48 | $23.0K | 0.01% | −8−14.3% | Reduced |
| Whittier Trust Co | 45 | $22.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 46 | $22.0K | 0.00% | +46 | New |
| Bell Investment Advisors, Inc | 43 | $21.0K | 0.01% | +43 | New |
| First Horizon Advisors, Inc. | 44 | $20.0K | 0.00% | −8−15.4% | Reduced |
| Brown Brothers Harriman & Co | 42 | $20.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 37 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 35 | $17.0K | 0.00% | +25+250.0% | Added |
| Heritage Wealth Management, LLC | 32 | $16.0K | 0.01% | 00.0% | Unchanged |
| HC Financial Advisors Inc | 30 | $15.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 26 | $13.0K | 0.00% | +26 | New |
| BBVA USA | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 25 | $12.0K | 0.00% | +25 | New |
| Concord Wealth Partners | 20 | $10.0K | 0.00% | −81−80.2% | Reduced |
| First Manhattan Co | 21 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 20 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 14 | $6.91K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 12 | $6.00K | 0.00% | +12 | New |
| Rocky Mountain Advisers, LLC | 13 | $6.00K | 0.01% | +13 | New |
| Bellwether Advisors, LLC | 13 | $6.00K | 0.00% | +13 | New |
| Red Tortoise LLC | 22 | $6.00K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 11 | $5.00K | 0.00% | +2+22.2% | Added |
| Raffa Wealth Management, LLC | 9 | $4.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Howe & Rusling Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 6 | $3.00K | 0.00% | +6 | New |
| Earnest Partners LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 2 | $1.00K | 0.00% | +2 | New |
| Assetmark, Inc | 2 | $1.00K | 0.00% | +2 | New |
| D'Orazio & Associates, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| BP PLC | 0 | $0 | 0.00% | −27,974−100.0% | Sold out |
| Nicholas Company, Inc. | 0 | $0 | 0.00% | −11,475−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −3,630−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −3,317−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −2,522−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| Mid Atlantic Financial Management Inc | 0 | $0 | 0.00% | −1,764−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −1,275−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −1,154−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −1,071−100.0% | Sold out |
| Spouting Rock Asset Management, LLC | 0 | $0 | 0.00% | −1,066−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Claraphi Advisory Network, LLC | 0 | $0 | 0.00% | −876−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −873−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −837−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −739−100.0% | Sold out |
| 6 Meridian | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −463−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −459−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −222−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Archer Investment Corp | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Newfound Research LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |