| Liberty Wealth Management LLC | 606 | $42.0K | 0.02% | −84−12.2% | Reduced |
| Endurance Wealth Management, Inc. | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 530 | $36.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 495 | $34.0K | 0.01% | +495 | New |
| First Quadrant L P | 468 | $32.0K | 0.00% | +468 | New |
| Bellevue Asset Management, LLC | 447 | $31.0K | 0.02% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 400 | $28.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 400 | $28.0K | 0.02% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 400 | $27.5K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 399 | $27.0K | 0.00% | −81−16.9% | Reduced |
| Tarbox Family Office, Inc. | 396 | $27.0K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 381 | $26.0K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 385 | $26.0K | 0.00% | +68+21.5% | Added |
| Private Capital Group, LLC | 356 | $25.0K | 0.01% | +36+11.3% | Added |
| Financial Management Professionals, Inc. | 352 | $24.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 350 | $24.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 332 | $23.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 330 | $23.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 337 | $23.0K | 0.00% | +106+45.9% | Added |
| San Francisco Sentry Investment Group (Ca) | 322 | $22.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 310 | $21.0K | 0.01% | +25+8.8% | Added |
| Charter Oak Capital Management, LLC | 444 | $20.0K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 279 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 250 | $17.0K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 250 | $17.0K | 0.01% | +30+13.6% | Added |
| Farmers & Merchants Investments Inc | 213 | $15.0K | 0.00% | +72+51.1% | Added |
| SOA Wealth Advisors, LLC. | 195 | $13.0K | 0.00% | +3+1.6% | Added |
| Sutton Wealth Advisors Inc. | 179 | $12.3K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 176 | $12.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 163 | $11.2K | 0.00% | +43+35.8% | Added |
| Hoover Financial Advisors, Inc. | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 142 | $10.0K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 127 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 137 | $9.00K | 0.00% | +137 | New |
| Firestone Capital Management | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 120 | $8.00K | 0.00% | +120 | New |
| Benjamin F. Edwards & Company, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 101 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 90 | $6.00K | 0.00% | −10−10.0% | Reduced |
| Westside Investment Management, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 81 | $6.00K | 0.00% | +9+12.5% | Added |
| Arkadios Wealth Advisors | 100 | $6.00K | 0.00% | +100 | New |
| IFP Advisors, Inc | 66 | $5.00K | 0.00% | −1,128−94.5% | Reduced |
| Glassman Wealth Services | 73 | $5.00K | 0.00% | +18+32.7% | Added |
| GPS Wealth Strategies Group, LLC | 76 | $5.00K | 0.00% | +76 | New |
| Adirondack Trust Co | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 51 | $4.00K | 0.00% | +51 | New |
| Massmutual Trust Co FSB | 40 | $3.00K | 0.00% | −31−43.7% | Reduced |
| Sonora Investment Management, LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| NuWave Investment Management, LLC | 41 | $3.00K | 0.00% | +41 | New |
| MV Capital Management, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Strategic Blueprint, LLC | 40 | $3.00K | 0.00% | +40 | New |
| Eagle Bay Advisors LLC | 34 | $3.00K | 0.00% | +34 | New |
| Carolinas Wealth Consulting LLC | 23 | $2.00K | 0.00% | −600−96.3% | Reduced |
| Key Financial Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Crewe Advisors LLC | 20 | $1.00K | 0.00% | −86−81.1% | Reduced |
| Lloyd Advisory Services, LLC. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $894 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $68 | 0.00% | – | New |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Trinity Street Asset Management LLP | 0 | $0 | 0.00% | −495,948−100.0% | Sold out |
| Cartenna Capital, LP | 0 | $0 | 0.00% | −140,000−100.0% | Sold out |
| Lodge Hill Capital, LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −64,628−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −63,169−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −58,814−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −30,974−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −19,086−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −12,017−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −8,744−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,381−100.0% | Sold out |
| Iridian Asset Management LLC | 0 | $0 | 0.00% | −7,239−100.0% | Sold out |
| Baldwin Investment Management, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,713−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −4,593−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −3,745−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −3,659−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −3,622−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −2,247−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,187−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −1,235−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1,018−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −870−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −502−100.0% | Sold out |