| Lee Financial Co | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 90 | $0 | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 137 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 53 | $0 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 172 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 125 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 216 | $0 | 0.00% | +166+332.0% | Added |
| Financial Enhancement Group LLC | 48 | $0 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 119 | $0 | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 118 | $0 | 0.00% | −4−3.3% | Reduced |
| Investors Research Corp | 245 | $0 | 0.00% | +200+444.4% | Added |
| Providence Capital Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 83 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 87 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 191 | $0 | 0.00% | +170+809.5% | Added |
| Lindbrook Capital, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 58 | $0 | 0.00% | −4−6.5% | Reduced |
| Cedar Mountain Advisors, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 81 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 109 | $0 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 25 | $0 | 0.00% | −25−50.0% | Reduced |
| Wolff Wiese Magana LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 118 | $0 | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 101 | $0 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 41 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 196 | $0 | 0.00% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 231 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 250 | $0 | 0.00% | +250 | New |
| Meeder Asset Management Inc | 16 | $0 | 0.00% | +16 | New |
| Investors Asset Management of Georgia Inc | 112 | $0 | 0.00% | +112 | New |
| ACG Wealth | 215 | $0 | 0.00% | +215 | New |
| FinTrust Capital Advisors, LLC | 102 | $0 | 0.00% | +102 | New |
| MV Capital Management, Inc. | 1 | $0 | 0.00% | +1 | New |
| Wagner Wealth Management, LLC | 313 | $0 | 0.00% | +313 | New |
| Selective Wealth Management, Inc. | 362 | $0 | 0.00% | +362 | New |
| WFA of San Diego, LLC | 33 | $0 | 0.00% | +33 | New |
| Iron Horse Wealth Management, LLC | 12 | $0 | 0.00% | +12 | New |
| New Millennium Group LLC | 30 | $0 | 0.00% | +30 | New |
| JPMorgan Chase & Co | 702,785 | – | – | +331,516+89.3% | Added |
| IFP Advisors, Inc | 10,066 | – | – | −10,162−50.2% | Reduced |
| Castleview Partners, LLC | 2,005 | – | – | +1,922+2,315.7% | Added |
| Retirement Group, LLC | 587 | – | – | +16+2.8% | Added |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −318,337−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −53,800−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −36,900−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −26,720−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −23,486−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −19,721−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −13,703−100.0% | Sold out |
| Bluestein R H & Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −3,450−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −1,630−100.0% | Sold out |
| Dravo Bay LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| DeDora Capital, Inc. | 0 | $0 | 0.00% | −335−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −267−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Raleigh Capital Management Inc. | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| HWG Holdings LP | – | – | – | – | Not filed |
| Dixon Hughes Goodman Wealth Advisors LLC | – | – | – | – | Not filed |