| Focused Wealth Management, Inc | 22 | $13.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $13.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 22 | $13.0K | 0.01% | +22 | New |
| Archer Investment Corp | 21 | $12.4K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 20 | $11.8K | 0.00% | −3−13.0% | Reduced |
| Barrett & Company, Inc. | 20 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 20 | $11.8K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 20 | $11.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 20 | $11.8K | 0.00% | +10+100.0% | Added |
| Cassady Schiller Wealth Management, LLC | 20 | $11.8K | 0.01% | +20 | New |
| Core Alternative Capital | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $10.6K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 16 | $9.56K | 0.00% | +16 | New |
| Lee Financial Co | 16 | $9.42K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 16 | $9.42K | 0.01% | +16 | New |
| SOA Wealth Advisors, LLC. | 9,313 | $9.31K | 0.00% | +9,313 | New |
| VitalStone Financial, LLC | 13 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $8.83K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 15 | $8.83K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 15 | $8.83K | 0.01% | +6+66.7% | Added |
| Stone House Investment Management, LLC | 15 | $8.83K | 0.00% | +15 | New |
| Activest Wealth Management | 15 | $8.55K | 0.01% | +5+50.0% | Added |
| Versant Capital Management, Inc | 14 | $8.24K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 13 | $7.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 13 | $7.65K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 12 | $7.11K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 12 | $7.06K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 12 | $7.06K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $7.00K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 12 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $6.48K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 11 | $6.48K | 0.01% | +9+450.0% | Added |
| Stonebridge Capital Advisors LLC | 11 | $6.47K | 0.00% | −19−63.3% | Reduced |
| Jones Financial Companies LLLP | 11 | $6.47K | 0.00% | −19−63.3% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 10 | $5.93K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $5.89K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $5.30K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 9 | $5.30K | 0.00% | +9 | New |
| Central Bank & Trust Co | 9 | $5.30K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $4.77K | 0.00% | +8 | New |
| Evermay Wealth Management LLC | 7 | $4.12K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $3.53K | 0.00% | −3−33.3% | Reduced |
| Investors Research Corp | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $3.53K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $3.53K | 0.00% | +2+50.0% | Added |
| Provenance Wealth Advisors, LLC | 6 | $3.53K | 0.00% | +6 | New |
| Dividend Assets Capital, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 5 | $2.94K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 5 | $2.75K | 0.00% | −1,226−99.6% | Reduced |
| Delos Wealth Advisors, LLC | 4 | $2.64K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $2.35K | 0.00% | +4 | New |
| Authentikos Wealth Advisory, LLC | 3 | $1.79K | 0.00% | +3 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 3 | $1.77K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $1.77K | 0.00% | +3 | New |
| LGT Financial Advisors LLC | 3 | $1.77K | 0.00% | +3 | New |
| Kelly Financial Services LLC | 3 | $1.77K | 0.00% | +3 | New |
| Bourgeon Capital Management LLC | 2 | $1.18K | 0.00% | +2 | New |
| PFG Private Wealth Management, LLC | 2 | $1.18K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 1 | $589 | 0.00% | −2−66.7% | Reduced |
| USA Financial Portformulas Corp | 1 | $589 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 1 | $589 | 0.00% | +1 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $588 | 0.00% | −10−90.9% | Reduced |
| Avion Wealth | 1 | $0 | 0.00% | −3−75.0% | Reduced |
| Sofos Investments, Inc. | 31,034 | – | – | +28,981+1,411.6% | Added |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −150,007−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −18,127−100.0% | Sold out |
| O'Neil Global Advisors, Inc. | 0 | $0 | 0.00% | −17,308−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −11,042−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −10,084−100.0% | Sold out |
| Autonomy Capital (Jersey) L.P. | 0 | $0 | 0.00% | −9,536−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −8,661−100.0% | Sold out |
| Maytus Capital Management, LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| Geneva Partners, LLC | 0 | $0 | 0.00% | −7,013−100.0% | Sold out |
| Windward Capital Management Co | 0 | $0 | 0.00% | −6,760−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,199−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,544−100.0% | Sold out |
| Turim 21 Investimentos Ltda. | 0 | $0 | 0.00% | −3,229−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Glaxis Capital Management, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −2,765−100.0% | Sold out |
| Harvest Volatility Management LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Norges Bank | 0 | $0 | 0.00% | −2,659−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| Cookson Peirce & Co Inc | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −2,213−100.0% | Sold out |
| Taika Capital, LP | 0 | $0 | 0.00% | −2,050−100.0% | Sold out |