| Bogart Wealth, LLC | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 44 | $12.0K | 0.00% | +5+12.8% | Added |
| Capital Advisors, Ltd. LLC | 43 | $12.0K | 0.00% | +30+230.8% | Added |
| Pacifica Partners Inc. | 42 | $12.0K | 0.01% | +42 | New |
| Investors Research Corp | 40 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $11.0K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $10.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 35 | $10.0K | 0.00% | +35 | New |
| Abound Wealth Management | 33 | $9.16K | 0.00% | +33 | New |
| Heritage Wealth Management, LLC | 31 | $9.00K | 0.00% | −55−64.0% | Reduced |
| Corsicana & Co. | 31 | $9.00K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 31 | $9.00K | 0.00% | +29+1,450.0% | Added |
| Horizons Wealth Management | 27 | $8.00K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 25 | $7.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $7.00K | 0.00% | +1+3.8% | Added |
| Newbridge Financial Services Group, Inc. | 25 | $7.00K | 0.00% | −1−3.8% | Reduced |
| Professional Financial Advisors, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 26 | $7.00K | 0.00% | +1+4.0% | Added |
| Pinnacle Financial Partners Inc | 27 | $7.00K | 0.00% | +15+125.0% | Added |
| Standard Family Office LLC | 24 | $7.00K | 0.00% | +24 | New |
| Oliver Lagore Vanvalin Investment Group | 22 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 20 | $6.00K | 0.00% | +20 | New |
| TD Capital Management LLC | 23 | $6.00K | 0.00% | +23 | New |
| Farmers & Merchants Investments Inc | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| Life Planning Partners, Inc | 15 | $4.26K | 0.00% | −21−58.3% | Reduced |
| Tradewinds Capital Management, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 15 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 13 | $4.00K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 16 | $4.00K | 0.00% | +16 | New |
| Archer Investment Corp | 13 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $3.00K | 0.00% | −63−86.3% | Reduced |
| First Personal Financial Services | 10 | $3.00K | 0.00% | −38−79.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.00K | 0.00% | −10−45.5% | Reduced |
| NewSquare Capital LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 10 | $3.00K | 0.00% | +5+100.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 9 | $2.50K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7 | $2.00K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Paragon Wealth Strategies, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Morton Brown Family Wealth, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Financial Perspectives, Inc | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 4 | $1.29K | 0.00% | +1+33.3% | Added |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −28,313−100.0% | Reduced |
| Selective Wealth Management, Inc. | 4 | $1.00K | 0.00% | −162−97.6% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 4 | $1.00K | 0.00% | +4 | New |
| J.Safra Asset Management Corp | 119 | $0 | 0.00% | +6+5.3% | Added |
| Ellis Investment Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −231,396−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −74,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −54,472−100.0% | Sold out |
| Ninety One UK Ltd | 0 | $0 | 0.00% | −50,735−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −39,837−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −37,500−100.0% | Sold out |
| Wasatch Advisors Inc | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −13,791−100.0% | Sold out |
| Natixis Investment Managers International | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −10,343−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −10,190−100.0% | Sold out |
| A. D. Beadell Investment Counsel, Inc. | 0 | $0 | 0.00% | −9,436−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −8,456−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Beck Bode, LLC | 0 | $0 | 0.00% | −8,293−100.0% | Sold out |
| Graham Capital Wealth Management, LLC | 0 | $0 | 0.00% | −7,712−100.0% | Sold out |
| Thomas Story & Son LLC | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −4,641−100.0% | Sold out |
| Oxler Private Wealth LLC | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −4,065−100.0% | Sold out |
| Burns Matteson Capital Management, LLC | 0 | $0 | 0.00% | −3,177−100.0% | Sold out |
| Bluefin Capital Management, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −2,155−100.0% | Sold out |
| HighTower Trust Services, LTA | 0 | $0 | 0.00% | −12,376−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |