| Castle Wealth Management LLC | 224 | $37.0K | 0.02% | +37+19.8% | Added |
| Baystate Wealth Management LLC | 219 | $36.0K | 0.00% | +1+0.5% | Added |
| Bray Capital Advisors | 219 | $36.0K | 0.01% | +1+0.5% | Added |
| Canton Hathaway, LLC | 217 | $36.0K | 0.01% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 220 | $36.0K | 0.03% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 218 | $35.8K | 0.01% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 216 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 213 | $35.0K | 0.01% | +27+14.5% | Added |
| Investors Research Corp | 209 | $34.0K | 0.01% | 00.0% | Unchanged |
| Surevest, LLC | 200 | $33.0K | 0.01% | −74−27.0% | Reduced |
| Financial Enhancement Group LLC | 200 | $33.0K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 200 | $33.0K | 0.01% | +200 | New |
| Cowa, LLC | 200 | $33.0K | 0.02% | +200 | New |
| Wolff Wiese Magana LLC | 194 | $32.0K | 0.03% | +12+6.6% | Added |
| Ellevest, Inc. | 186 | $31.0K | 0.00% | −162−46.6% | Reduced |
| KB Financial Partners, LLC | 187 | $31.0K | 0.01% | −1−0.5% | Reduced |
| AlphaMark Advisors, LLC | 187 | $31.0K | 0.02% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 176 | $30.0K | 0.01% | +21+13.5% | Added |
| Strategic Asset Management, LLC | 178 | $29.0K | 0.05% | +1+0.6% | Added |
| DB Fitzpatrick & Co, Inc | 168 | $28.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 165 | $27.0K | 0.02% | +1+0.6% | Added |
| Lee Financial Co | 158 | $26.0K | 0.00% | −4−2.5% | Reduced |
| Hoese & Co LLP | 150 | $25.0K | 0.03% | −600−80.0% | Reduced |
| Mascoma Wealth Management LLC | 155 | $25.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 150 | $25.0K | 0.02% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 150 | $25.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 151 | $25.0K | 0.01% | 00.0% | Unchanged |
| Private Ocean, LLC | 141 | $23.0K | 0.00% | −2−1.4% | Reduced |
| EdgeRock Capital LLC | 139 | $23.0K | 0.01% | +139 | New |
| Mark Sheptoff Financial Planning, LLC | 132 | $22.0K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 135 | $22.0K | 0.01% | 00.0% | Unchanged |
| Corsicana & Co. | 130 | $21.0K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 129 | $21.0K | 0.00% | +30+30.3% | Added |
| Bellevue Asset Management, LLC | 122 | $21.0K | 0.02% | +20+19.6% | Added |
| Riggs Asset Managment Co. Inc. | 122 | $20.0K | 0.01% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 115 | $19.0K | 0.02% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $16.0K | 0.01% | −730−88.0% | Reduced |
| TCTC Holdings, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 100 | $16.0K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 100 | $16.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 97 | $16.0K | 0.02% | +11+12.8% | Added |
| Hillsdale Investment Management Inc. | 100 | $16.0K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 93 | $15.0K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 94 | $15.0K | 0.01% | +20+27.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 94 | $15.0K | 0.00% | +43+84.3% | Added |
| Grayhawk Investment Strategies Inc. | 61 | $14.0K | 0.01% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 80 | $13.0K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 81 | $13.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 79 | $13.0K | 0.00% | +70+777.8% | Added |
| Cary Street Partners Asset Management LLC | 77 | $13.0K | 0.00% | +77 | New |
| Lowe Wealth Advisors, LLC | 76 | $12.0K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 73 | $12.0K | 0.00% | +17+30.4% | Added |
| Paragon Wealth Strategies, LLC | 70 | $12.0K | 0.01% | +70 | New |
| Mach-1 Financial Group, Inc. | 72 | $11.0K | 0.01% | −45−38.5% | Reduced |
| Belmont Capital, LLC | 70 | $11.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 69 | $11.0K | 0.00% | +7+11.3% | Added |
| Financial Management Professionals, Inc. | 68 | $11.0K | 0.00% | +10+17.2% | Added |
| Credential Qtrade Securities Inc. | 67 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 66 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $9.68K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 53 | $8.70K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 51 | $8.00K | 0.00% | −16,339−99.7% | Reduced |
| Stuart Chaussee & Associates, Inc. | 40 | $7.00K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 41 | $7.00K | 0.00% | +41 | New |
| Arlington Partners LLC | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 37 | $6.00K | 0.00% | +37 | New |
| Tucker Asset Management LLC | 25 | $5.41K | 0.00% | +25 | New |
| Iron Horse Wealth Management, LLC | 30 | $5.00K | 0.01% | −86−74.1% | Reduced |
| RWM Asset Management, LLC | 33 | $5.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 29 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $5.00K | 0.07% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 30 | $5.00K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $4.94K | 0.00% | +30 | New |
| Atlas Capital Advisors LLC | 29 | $4.76K | 0.00% | −100−77.5% | Reduced |
| Point72 Hong Kong Ltd | 22 | $4.00K | 0.00% | −1,968−98.9% | Reduced |
| Albion Financial Group | 23 | $4.00K | 0.00% | −3−11.5% | Reduced |
| Financial Connections Group, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 22 | $4.00K | 0.00% | +22 | New |
| New Millennium Group LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $2.00K | 0.00% | +13 | New |
| Semmax Financial Advisors Inc. | 5 | $1.00K | 0.00% | −5−50.0% | Reduced |
| Proffitt & Goodson Inc | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Spartan Planning & Wealth Management | 2 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $0 | 0.00% | +50 | New |
| Westside Investment Management, Inc. | 709 | – | – | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −449,879−100.0% | Sold out |
| Fullerton Fund Management Co Ltd. | 0 | $0 | 0.00% | −247,989−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −204,331−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −153,486−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −150,434−100.0% | Sold out |
| Abeille Asset Management SA | 0 | $0 | 0.00% | −140,351−100.0% | Sold out |
| Vantage Investment Partners, LLC | 0 | $0 | 0.00% | −136,500−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −118,665−100.0% | Sold out |
