| Sterling Financial Planning, Inc. | 113 | $21.0K | 0.01% | −65−36.5% | Reduced |
| Twin Lakes Capital Management, LLC | 116 | $21.0K | 0.01% | +1+0.9% | Added |
| Sound Income Strategies, LLC | 113 | $21.0K | 0.00% | +113 | New |
| Gables Capital Management Inc. | 110 | $20.0K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 100 | $18.0K | 0.01% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 90 | $17.0K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 93 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 93 | $17.0K | 0.00% | +93 | New |
| Delos Wealth Advisors, LLC | 81 | $15.0K | 0.02% | +81 | New |
| Cordasco Financial Network | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| Emfo, LLC | 78 | $14.0K | 0.01% | +78 | New |
| Glen Eagle Advisors, LLC | 75 | $13.8K | 0.00% | 00.0% | Unchanged |
| Barrett Asset Management, LLC | 70 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 66 | $12.0K | 0.01% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 61 | $11.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 60 | $11.0K | 0.00% | +60 | New |
| Exchange Traded Concepts, LLC | 56 | $10.0K | 0.00% | −14−20.0% | Reduced |
| First Horizon Corp | 58 | $10.0K | 0.00% | +1+1.8% | Added |
| San Francisco Sentry Investment Group (Ca) | 56 | $10.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 52 | $10.0K | 0.00% | +44+550.0% | Added |
| Thompson Siegel & Walmsley LLC | 55 | $10.0K | 0.00% | +52+1,733.3% | Added |
| Raffa Wealth Management, LLC | 49 | $9.02K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 48 | $9.00K | 0.00% | −20−29.4% | Reduced |
| Leelyn Smith, LLC | 50 | $9.00K | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 47 | $9.00K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 45 | $8.00K | 0.00% | −2,100−97.9% | Reduced |
| Gemmer Asset Management LLC | 155 | $8.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 39 | $7.00K | 0.00% | −4−9.3% | Reduced |
| Timber Creek Capital Management LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 33 | $6.00K | 0.00% | +33 | New |
| Ten Capital Wealth Advisors, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Carmichael Hill & Associates, Inc. | 20 | $4.00K | 0.00% | −8−28.6% | Reduced |
| Country Trust Bank | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 22 | $4.00K | 0.00% | +2+10.0% | Added |
| Stonebridge Capital Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 24 | $4.00K | 0.00% | +24 | New |
| Macroview Investment Management LLC | 22 | $4.00K | 0.01% | +22 | New |
| Lumature Wealth Partners, LLC | 22 | $4.00K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 19 | $3.00K | 0.00% | +2+11.8% | Added |
| Lloyd Advisory Services, LLC. | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 16 | $3.00K | 0.00% | +16 | New |
| Strategic Blueprint, LLC | 18 | $3.00K | 0.00% | +18 | New |
| Lenox Wealth Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Personal Wealth Partners | 10 | $2.00K | 0.00% | +10 | New |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8 | $1.00K | 0.00% | +8 | New |
| C M Bidwell & Associates Ltd | 17 | $1.00K | 0.00% | +17 | New |
| Spectrum Management Group, LLC | 7 | $1.00K | 0.00% | +7 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | +3 | New |
| TSFG, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Global Financial Private Client, LLC | 4 | $745 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 48,018 | $261 | 0.01% | +47,758+18,368.5% | Added |
| WestEnd Advisors, LLC | – | $184 | 0.00% | – | New |
| USA Financial Portformulas Corp | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −240,531−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −164,555−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −86,656−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −52,556−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −40,578−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −35,996−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −32,342−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −32,262−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,740−100.0% | Sold out |
| MIK Capital, LP | 0 | $0 | 0.00% | −19,336−100.0% | Sold out |
| Maryland State Retirement & Pension System | 0 | $0 | 0.00% | −18,272−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −14,435−100.0% | Sold out |
| Little House Capital LLC | 0 | $0 | 0.00% | −12,529−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,297−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,581−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −7,343−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,749−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,290−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,798−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,563−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Allen Investment Management LLC | 0 | $0 | 0.00% | −2,869−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −2,535−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −2,472−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −2,180−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,946−100.0% | Sold out |
| US Financial Advisors, LLC | 0 | $0 | 0.00% | −1,800−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −1,784−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −1,455−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −1,469−100.0% | Sold out |