| Hoese & Co LLP | 900 | $34.0K | 0.04% | +300+50.0% | Added |
| Sound Income Strategies, LLC | 858 | $33.0K | 0.00% | +286+50.0% | Added |
| Huntington National Bank | 780 | $30.0K | 0.00% | +260+50.0% | Added |
| North Star Investment Management Corp. | 768 | $29.0K | 0.00% | +256+50.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 682 | $26.0K | 0.00% | +227+49.9% | Added |
| Capital Analysts, LLC | 679 | $26.0K | 0.00% | +610+884.1% | Added |
| Vectors Research Management, LLC | 651 | $25.0K | 0.01% | +217+50.0% | Added |
| Insight Financial Services | 675 | $25.0K | 0.07% | +225+50.0% | Added |
| Enterprise Trust & Investment Co | 654 | $25.0K | 0.01% | +218+50.0% | Added |
| DB Wealth Management Group, LLC | 628 | $24.0K | 0.02% | +209+49.9% | Added |
| Plante Moran Financial Advisors, LLC | 546 | $21.0K | 0.00% | +182+50.0% | Added |
| Logan Capital Management Inc | 525 | $20.0K | 0.00% | +175+50.0% | Added |
| Chiron Investment Management, LLC | 496 | $19.0K | 0.00% | +496 | New |
| Money Concepts Capital Corp | 474 | $18.0K | 0.00% | −10,725−95.8% | Reduced |
| Ancora Advisors, LLC | 450 | $17.0K | 0.00% | +150+50.0% | Added |
| Selective Wealth Management, Inc. | 450 | $17.0K | 0.01% | +150+50.0% | Added |
| Pacifica Partners Inc. | 442 | $17.0K | 0.01% | +147+49.8% | Added |
| Curi Capital | 435 | $17.0K | 0.00% | +435 | New |
| Prestige Wealth Management Group LLC | 423 | $16.0K | 0.00% | +189+80.8% | Added |
| Brewin Dolphin Ltd | 372 | $14.0K | 0.00% | +124+50.0% | Added |
| Ahrens Investment Partners LLC | 311 | $12.0K | 0.01% | +104+50.2% | Added |
| Financial Avengers, Inc. | 309 | $12.0K | 0.01% | +103+50.0% | Added |
| Toth Financial Advisory Corp | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| SOA Wealth Advisors, LLC. | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| Sandy Spring Bank | 262 | $10.0K | 0.00% | +87+49.7% | Added |
| Cordasco Financial Network | 262 | $10.0K | 0.01% | +87+49.7% | Added |
| Barclays PLC | 274 | $10.0K | 0.00% | +113+70.2% | Added |
| Sugarloaf Wealth Management, LLC | 259 | $10.0K | 0.00% | +259 | New |
| Evermay Wealth Management LLC | 241 | $9.00K | 0.00% | −670−73.5% | Reduced |
| Carmichael Hill & Associates, Inc. | 232 | $9.00K | 0.01% | +77+49.7% | Added |
| Quent Capital, LLC | 225 | $9.00K | 0.00% | +75+50.0% | Added |
| Tyler-Stone Wealth Management | 213 | $8.00K | 0.01% | +71+50.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 187 | $7.00K | 0.00% | +62+49.6% | Added |
| Financial Management Professionals, Inc. | 150 | $6.00K | 0.00% | +50+50.0% | Added |
| McIlrath & Eck, LLC | 150 | $6.00K | 0.00% | +50+50.0% | Added |
| Beacon Capital Management, LLC | 95 | $6.00K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 139 | $5.00K | 0.00% | −9−6.1% | Reduced |
| Baldrige Asset Management LLC | 135 | $5.00K | 0.00% | +135 | New |
| IAG Wealth Partners, LLC | 135 | $5.00K | 0.00% | +135 | New |
| Tradition Wealth Management, LLC | 75 | $3.00K | 0.00% | −320−81.0% | Reduced |
| Valley National Advisers Inc | 82 | $3.00K | 0.00% | +27+49.1% | Added |
| Fieldpoint Private Securities, LLC | 90 | $3.00K | 0.00% | +30+50.0% | Added |
| Mascoma Wealth Management LLC | 75 | $3.00K | 0.00% | +25+50.0% | Added |
| USA Financial Portformulas Corp | 42 | $2.00K | 0.00% | +14+50.0% | Added |
| Salem Investment Counselors Inc | 39 | $1.00K | 0.00% | +13+50.0% | Added |
| Winch Advisory Services, LLC | 21 | $1.00K | 0.00% | +7+50.0% | Added |
| FinTrust Capital Advisors, LLC | 13 | $1.00K | 0.00% | +4+44.4% | Added |
| Investors Research Corp | 30 | $1.00K | 0.00% | +10+50.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 18 | $1.00K | 0.00% | +6+50.0% | Added |
| CNB Bank | 3 | $0 | 0.00% | +1+50.0% | Added |
| Natixis | 0 | $0 | 0.00% | −146,600−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −31,650−100.0% | Sold out |
| Aurora Investment Counsel | 0 | $0 | 0.00% | −18,279−100.0% | Sold out |
| Salient Capital Advisors, LLC | 0 | $0 | 0.00% | −15,105−100.0% | Sold out |
| Icapital Wealth LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| Lido Advisors, LLC | 0 | $0 | 0.00% | −3,925−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −3,440−100.0% | Sold out |
| Gilman Hill Asset Management, LLC | 0 | $0 | 0.00% | −3,330−100.0% | Sold out |
| Sandbox Financial Partners, LLC | 0 | $0 | 0.00% | −3,302−100.0% | Sold out |
| Northstar Advisory Group, LLC | 0 | $0 | 0.00% | −3,278−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −3,263−100.0% | Sold out |
| Armor Investment Advisors, LLC | 0 | $0 | 0.00% | −3,150−100.0% | Sold out |
| Claro Advisors LLC | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| MONECO Advisors, LLC | 0 | $0 | 0.00% | −3,077−100.0% | Sold out |
| Triad Financial Advisors, Inc. | 0 | $0 | 0.00% | −3,086−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −3,070−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −3,040−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −593−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Rockbridge Investment Management, LCC | 0 | $0 | 0.00% | −327−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Key Financial Inc | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| CCLA Investment Management Ltd | – | – | – | – | Not filed |
| Palladium Partners LLC | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| Ferris Capital, LLC | – | – | – | – | Not filed |
| Verity Asset Management, Inc. | – | – | – | – | Not filed |
| Meristem Family Wealth, LLC | – | – | – | – | Not filed |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| Kings Point Capital Management | – | – | – | – | Not filed |
| Nauset Wealth Management. LLC | – | – | – | – | Not filed |
