| PYA Waltman Capital, LLC | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 75 | $10.0K | 0.00% | +75 | New |
| Bartlett & Co. Wealth Management LLC | 75 | $9.82K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 72 | $9.43K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $9.00K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 70 | $9.00K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 70 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 69 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 68 | $9.00K | 0.00% | +1+1.5% | Added |
| SRS Capital Advisors, Inc. | 70 | $9.00K | 0.00% | +7+11.1% | Added |
| Strengthening Families & Communities, LLC | 69 | $9.00K | 0.01% | +69 | New |
| Howe & Rusling Inc | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 63 | $8.00K | 0.00% | +2+3.3% | Added |
| Solstein Capital, LLC | 64 | $8.00K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 59 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 63 | $8.00K | 0.00% | +63 | New |
| Rockbridge Investment Management, LCC | 60 | $7.91K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 51 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 54 | $7.00K | 0.00% | +54 | New |
| Sutton Wealth Advisors Inc. | 52 | $6.81K | 0.00% | −3−5.5% | Reduced |
| Caldwell Trust Co | 50 | $6.55K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $6.00K | 0.00% | −1,594−97.4% | Reduced |
| Lenox Wealth Advisors, LLC | 48 | $6.00K | 0.00% | +34+242.9% | Added |
| Ci Investments Inc. | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $5.00K | 0.00% | +12+60.0% | Added |
| Hudock, Inc. | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 32 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 20 | $3.00K | 0.00% | −78−79.6% | Reduced |
| Endurance Wealth Management, Inc. | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Cordant, Inc. | 22 | $3.00K | 0.00% | +22 | New |
| West Paces Advisors Inc. | 16 | $2.10K | 0.00% | +16 | New |
| KB Financial Partners, LLC | 15 | $2.00K | 0.00% | −721−98.0% | Reduced |
| Focused Wealth Management, Inc | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 16 | $2.00K | 0.00% | −1−5.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Loomis Sayles & Co L P | 13 | $2.00K | 0.00% | +13 | New |
| Northwest Investment Counselors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| NewSquare Capital LLC | 14 | $2.00K | 0.00% | +14 | New |
| Alaethes Wealth LLC | 11 | $1.00K | 0.00% | −17−60.7% | Reduced |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Candriam Luxembourg S.C.A. | 10 | $1.00K | 0.00% | +10 | New |
| Sound Income Strategies, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Burleson & Company, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Retirement Group, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Covestor Ltd | 11 | $1.00K | 0.00% | +11 | New |
| Archer Investment Corp | 7 | $863 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $392 | 0.00% | – | – |
| Capstone Investment Advisors, LLC | 2 | $0 | 0.00% | −300−99.3% | Reduced |
| Lumature Wealth Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −2,414,104−100.0% | Sold out |
| Palestra Capital Management LLC | 0 | $0 | 0.00% | −995,090−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −533,991−100.0% | Sold out |
| Ardevora Asset Management LLP | 0 | $0 | 0.00% | −472,716−100.0% | Sold out |
| Suvretta Capital Management, LLC | 0 | $0 | 0.00% | −382,623−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −264,718−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −257,134−100.0% | Sold out |
| Scopus Asset Management, L.P. | 0 | $0 | 0.00% | −123,701−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −60,633−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −42,150−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −36,982−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −26,451−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −25,732−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −21,614−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −19,801−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −15,650−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −14,857−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −13,585−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −12,300−100.0% | Sold out |