| PFS Partners, LLC | 120 | $20.8K | 0.02% | 00.0% | Unchanged |
| West Branch Capital LLC | 110 | $19.1K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 109 | $18.9K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 105 | $18.2K | 0.00% | +13+14.1% | Added |
| Lowe Wealth Advisors, LLC | 102 | $17.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 102 | $17.7K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 102 | $17.7K | 0.00% | +102 | New |
| Private Ocean, LLC | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 100 | $17.3K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 99 | $17.2K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 99 | $17.2K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 93 | $16.0K | 0.00% | +93 | New |
| Oliver Lagore Vanvalin Investment Group | 91 | $15.8K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 84 | $15.0K | 0.00% | −2,473−96.7% | Reduced |
| Bell Investment Advisors, Inc | 86 | $14.9K | 0.00% | +6+7.5% | Added |
| Sound Income Strategies, LLC | 86 | $14.9K | 0.00% | −79−47.9% | Reduced |
| Gould Capital, LLC | 85 | $14.7K | 0.01% | −10−10.5% | Reduced |
| First Capital Advisors Group, LLC. | 84 | $14.6K | 0.01% | +84 | New |
| Archer Investment Corp | 83 | $14.4K | 0.01% | +75+937.5% | Added |
| Trust Co | 81 | $14.0K | 0.00% | −300−78.7% | Reduced |
| Evermay Wealth Management LLC | 80 | $13.9K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 80 | $13.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 75 | $13.0K | 0.01% | −375−83.3% | Reduced |
| TD Ameritrade Investment Management, LLC | 76 | $13.0K | 0.00% | −25−24.8% | Reduced |
| Kessler Investment Group, LLC | 74 | $12.8K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 81 | $12.7K | 0.01% | +78+2,600.0% | Added |
| Missouri Trust & Investment Co | 70 | $12.1K | 0.01% | +70 | New |
| Ritter Daniher Financial Advisory LLC | 66 | $11.4K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 60 | $10.4K | 0.01% | +60 | New |
| WFA Asset Management Corp | 53 | $9.27K | 0.01% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 53 | $9.19K | 0.00% | +14+35.9% | Added |
| JDM Financial Group LLC | 53 | $9.19K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 50 | $8.67K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 49 | $8.51K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 49 | $8.50K | 0.01% | +16+48.5% | Added |
| Y.D. More Investments Ltd | 44 | $7.59K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 40 | $6.97K | 0.00% | +40 | New |
| Your Advocates Ltd., LLP | 40 | $6.94K | 0.00% | +40 | New |
| Kelly Financial Services LLC | 38 | $6.59K | 0.00% | +38 | New |
| CGC Financial Services, LLC | 35 | $6.07K | 0.00% | +35 | New |
| Cornerstone Planning Group LLC | 34 | $5.90K | 0.00% | +34 | New |
| Laurel Wealth Advisors LLC | 31 | $5.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $5.20K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 30 | $5.20K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 30 | $5.20K | 0.01% | +30 | New |
| Stephens Consulting, LLC | 27 | $4.68K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 26 | $4.56K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 26 | $4.51K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 26 | $4.51K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 26 | $4.51K | 0.00% | +3+13.0% | Added |
| DT Investment Partners, LLC | 26 | $4.23K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 22 | $3.82K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 21 | $3.64K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 20 | $3.47K | 0.00% | +20 | New |
| Bellevue Asset Management, LLC | 20 | $3.47K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 18 | $3.12K | 0.00% | +18 | New |
| USA Financial Portformulas Corp | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 13 | $2.25K | 0.00% | −635−98.0% | Reduced |
| Highline Wealth Partners LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $1.21K | 0.00% | −8−53.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $1.00K | 0.00% | −27−75.0% | Reduced |
| Safeguard Financial, LLC | 6 | $1.00K | 0.00% | +6 | New |
| New Millennium Group LLC | 5 | $934 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $867 | 0.00% | −55−91.7% | Reduced |
| 25 LLC | 3 | $506 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 57,217 | $16 | 0.00% | +57,217 | New |
| Quilter Plc | 128,765 | – | – | −985−0.8% | Reduced |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −336,293−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −294,909−100.0% | Sold out |
| Manning & Napier Group, LLC | 0 | $0 | 0.00% | −129,611−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −111,230−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −66,700−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −59,589−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −57,200−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −56,455−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −48,120−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −33,107−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −31,181−100.0% | Sold out |
| L & S Advisors Inc | 0 | $0 | 0.00% | −30,661−100.0% | Sold out |
| Leuthold Group, LLC | 0 | $0 | 0.00% | −30,324−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −29,700−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −20,272−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −18,925−100.0% | Sold out |
| Harbert Fund Advisors, Inc. | 0 | $0 | 0.00% | −14,500−100.0% | Sold out |
| WS Portfolio Advisory, LLC | 0 | $0 | 0.00% | −13,350−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −12,392−100.0% | Sold out |
| Wills Financial Group, Inc. | 0 | $0 | 0.00% | −9,599−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −8,713−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −6,455−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −6,348−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −6,200−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −5,813−100.0% | Sold out |