| Ten Capital Wealth Advisors, LLC | 795 | $53.0K | 0.02% | 00.0% | Unchanged |
| Proequities, Inc. | 658 | $44.0K | 0.00% | −547−45.4% | Reduced |
| Hoese & Co LLP | 600 | $40.0K | 0.04% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 600 | $40.0K | 0.01% | +600 | New |
| Signaturefd, LLC | 593 | $39.0K | 0.00% | −275−31.7% | Reduced |
| Sound Income Strategies, LLC | 572 | $38.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 512 | $34.0K | 0.00% | −23,588−97.9% | Reduced |
| Huntington National Bank | 520 | $34.0K | 0.00% | +520 | New |
| Endurance Wealth Management, Inc. | 500 | $33.0K | 0.00% | −250−33.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 455 | $30.0K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 450 | $29.0K | 0.03% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 436 | $29.0K | 0.01% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 434 | $29.0K | 0.01% | +84+24.0% | Added |
| Acadian Asset Management LLC | 436 | $28.0K | 0.00% | −12,110−96.5% | Reduced |
| DB Wealth Management Group, LLC | 419 | $28.0K | 0.02% | +419 | New |
| Nauset Wealth Management. LLC | 419 | $28.0K | 0.02% | +419 | New |
| Tradition Wealth Management, LLC | 395 | $26.0K | 0.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 375 | $25.0K | 0.00% | +375 | New |
| Plante Moran Financial Advisors, LLC | 364 | $24.0K | 0.00% | −102−21.9% | Reduced |
| Logan Capital Management Inc | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 327 | $22.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 295 | $18.0K | 0.01% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 248 | $16.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 234 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 207 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 206 | $14.0K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 175 | $12.0K | 0.00% | −125−41.7% | Reduced |
| Cordasco Financial Network | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 161 | $10.0K | 0.00% | −501−75.7% | Reduced |
| Exchange Traded Concepts, LLC | 148 | $10.0K | 0.00% | +6+4.2% | Added |
| Carmichael Hill & Associates, Inc. | 155 | $10.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 142 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $8.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $7.00K | 0.00% | +100 | New |
| Beacon Capital Management, LLC | 95 | $6.00K | 0.00% | +95 | New |
| Capital Analysts, LLC | 69 | $5.00K | 0.00% | −836−92.4% | Reduced |
| Fieldpoint Private Securities, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $4.00K | 0.00% | +53 | New |
| Mascoma Wealth Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 26 | $2.00K | 0.00% | −286−91.7% | Reduced |
| USA Financial Portformulas Corp | 28 | $2.00K | 0.00% | +28 | New |
| Winch Advisory Services, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −157,984−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −17,636−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −12,650−100.0% | Sold out |
| Sunbelt Securities, Inc. | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −6,413−100.0% | Sold out |
| Advisors Capital Management, LLC | 0 | $0 | 0.00% | −4,796−100.0% | Sold out |
| Regions Financial Corp | 0 | $0 | 0.00% | −4,629−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −4,315−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −3,968−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −3,637−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,779−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,463−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −1,146−100.0% | Sold out |
| Cardinal Capital Management, Inc. | 0 | $0 | 0.00% | −767−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −336−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Outfitter Financial LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −136−100.0% | Sold out |
| Delta Asset Management LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Ravenstone Capital Management Inc. | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Alterity Financial Group, LLC | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Castle Financial & Retirement Planning Associates, Inc. | – | – | – | – | Not filed |