| TSFG, LLC | 439 | $30.0K | 0.01% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 440 | $30.0K | 0.00% | +191+76.7% | Added |
| Jacobi Capital Management LLC | 411 | $28.0K | 0.00% | +400+3,636.4% | Added |
| Phoenix Wealth Advisors | 400 | $27.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 375 | $26.0K | 0.01% | +375 | New |
| FourThought Financial, LLC | 376 | $25.0K | 0.00% | +98+35.3% | Added |
| Pacitti Group Inc. | 350 | $24.0K | 0.01% | +350 | New |
| TCTC Holdings, LLC | 325 | $22.0K | 0.00% | +325 | New |
| State of Wyoming | 313 | $21.0K | 0.01% | −102−24.6% | Reduced |
| JNBA Financial Advisors | 310 | $21.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 294 | $20.0K | 0.00% | +194+194.0% | Added |
| Eagle Bay Advisors LLC | 275 | $19.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 285 | $19.0K | 0.00% | +280+5,600.0% | Added |
| Westside Investment Management, Inc. | 275 | $18.0K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 248 | $17.0K | 0.00% | −46−15.6% | Reduced |
| First Command Financial Services, Inc. | 248 | $17.0K | 0.00% | −46−15.6% | Reduced |
| BDO Wealth Advisors, LLC | 256 | $17.0K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 238 | $16.0K | 0.01% | 00.0% | Unchanged |
| Corbenic Partners LLC | 215 | $15.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 205 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $14.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 200 | $14.0K | 0.00% | +200 | New |
| MUFG Americas Holdings Corp | 175 | $12.0K | 0.00% | +175 | New |
| NVWM, LLC | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 165 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 150 | $10.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 150 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 140 | $9.54K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 134 | $9.00K | 0.00% | +134 | New |
| Blume Capital Management, Inc. | 130 | $9.00K | 0.00% | +130 | New |
| Stonebridge Capital Advisors LLC | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 122 | $8.00K | 0.00% | +72+144.0% | Added |
| Dark Forest Capital Management LP | 118 | $8.00K | 0.00% | +118 | New |
| Prestige Wealth Management Group LLC | 110 | $7.00K | 0.00% | −70−38.9% | Reduced |
| Gradient Investments LLC | 101 | $7.00K | 0.00% | −50−33.1% | Reduced |
| Covington Capital Management | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $7.00K | 0.00% | – | – |
| MV Capital Management, Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 100 | $7.00K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $7.00K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 100 | $7.00K | 0.00% | +100 | New |
| HHM Wealth Advisors, LLC | 100 | $7.00K | 0.00% | +100 | New |
| Kelly Financial Services LLC | 100 | $6.81K | 0.00% | −7,871−98.7% | Reduced |
| Lountzis Asset Management, LLC | 100 | $6.81K | 0.00% | +100 | New |
| SOA Wealth Advisors, LLC. | 100 | $6.00K | 0.00% | −400−80.0% | Reduced |
| Sawyer & Company, Inc | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 90 | $6.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 72 | $5.00K | 0.00% | +72 | New |
| Versant Capital Management, Inc | 62 | $4.00K | 0.00% | −8−11.4% | Reduced |
| Meeder Asset Management Inc | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 65 | $4.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 63 | $4.00K | 0.00% | +57+950.0% | Added |
| Farmers & Merchants Investments Inc | 55 | $4.00K | 0.00% | +55 | New |
| RPG Investment Advisory, LLC | 55 | $4.00K | 0.00% | +55 | New |
| Evermay Wealth Management LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 51 | $3.00K | 0.00% | +48+1,600.0% | Added |
| Brown Brothers Harriman & Co | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.00K | 0.00% | −209,400−100.0% | Reduced |
| Crescent Capital Consulting, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $1.00K | 0.00% | +3+37.5% | Added |
| Ci Investments Inc. | 10 | $1.00K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 11 | $1.00K | 0.00% | +11 | New |
| PSI Advisors, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 13 | $1.00K | 0.00% | +13 | New |
| Eaton Vance Management | 265 | $0 | 0.00% | −15−5.4% | Reduced |
| Glassman Wealth Services | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 3 | $0 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 14 | – | – | 00.0% | Unchanged |
| Artisan Partners Limited Partnership | 0 | $0 | 0.00% | −1,236,636−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −163,478−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −133,335−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −125,678−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −115,489−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −78,524−100.0% | Sold out |
| Stony Point Capital LLC | 0 | $0 | 0.00% | −76,996−100.0% | Sold out |
| Northern Right Capital Management, L.P. | 0 | $0 | 0.00% | −57,750−100.0% | Sold out |
| Marsico Capital Management LLC | 0 | $0 | 0.00% | −56,016−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −51,689−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −45,519−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −43,545−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −39,927−100.0% | Sold out |
| Fred Alger Management, LLC | 0 | $0 | 0.00% | −34,947−100.0% | Sold out |