| Anchor Investment Management, LLC | 405 | $10.4K | 0.00% | −235−36.7% | Reduced |
| Hickory Point Bank & Trust | 400 | $10.3K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 380 | $10.0K | 0.01% | +380 | New |
| Murphy & Mullick Capital Management Corp | 350 | $9.02K | 0.01% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 350 | $9.02K | 0.00% | +350 | New |
| TD Capital Management LLC | 346 | $8.91K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 342 | $8.81K | 0.00% | +342 | New |
| Federation des caisses Desjardins du Quebec | 330 | $8.50K | 0.00% | +235+247.4% | Added |
| SHP Wealth Management | 326 | $8.40K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 309 | $7.96K | 0.00% | +309 | New |
| Wells Fargo & Company | 300 | $7.73K | 0.00% | −440−59.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 295 | $7.60K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 280 | $7.21K | 0.00% | +280 | New |
| Harbour Investments, Inc. | 279 | $7.19K | 0.00% | +16+6.1% | Added |
| Ankerstar Wealth, LLC | 278 | $7.16K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 250 | $6.44K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 200 | $5.15K | 0.00% | −8,831−97.8% | Reduced |
| Pacific Center for Financial Services | 200 | $5.15K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $5.15K | 0.00% | +200 | New |
| Optiver Holding B.V. | 191 | $4.92K | 0.00% | +191 | New |
| Continuum Advisory, LLC | 179 | $4.61K | 0.00% | +179 | New |
| Cedar Mountain Advisors, LLC | 175 | $4.51K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 170 | $4.38K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 159 | $4.10K | 0.00% | +159 | New |
| JFS Wealth Advisors, LLC | 150 | $3.86K | 0.00% | −30−16.7% | Reduced |
| Armstrong Advisory Group, Inc | 142 | $3.66K | 0.00% | −44−23.7% | Reduced |
| Markowski Investments | 135 | $3.48K | 0.00% | +135 | New |
| McGuire Capital Advisors Inc | 104 | $2.68K | 0.00% | −17−14.0% | Reduced |
| Trust Co | 104 | $2.68K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $2.58K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $2.58K | 0.00% | +100 | New |
| Lloyd Advisory Services, LLC. | 100 | $2.58K | 0.00% | +100 | New |
| Strategic Wealth Partners, Ltd. | 80 | $2.06K | 0.00% | +30+60.0% | Added |
| HighMark Wealth Management LLC | 80 | $2.06K | 0.00% | +80 | New |
| EverSource Wealth Advisors, LLC | 50 | $1.29K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 42 | $1.08K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 42 | $1.08K | 0.00% | +42 | New |
| CoreCap Advisors, LLC | 38 | $979 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 35 | $902 | 0.00% | −15−30.0% | Reduced |
| Darwin Advisors, LLC | 34 | $875 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 30 | $773 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 30 | $773 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 30 | $773 | 0.00% | +30 | New |
| Tradewinds Capital Management, LLC | 25 | $644 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $644 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $621 | 0.00% | −225−90.0% | Reduced |
| IFG Advisory, LLC | 19 | $489 | 0.00% | +19 | New |
| RMG Wealth Management LLC | 15 | $460 | 0.00% | +15 | New |
| Kerr Financial Planning Corp | 10 | $258 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $258 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $202 | 0.00% | −278−97.2% | Reduced |
| AdvisorNet Financial, Inc | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Newtyn Management, LLC | 0 | $0 | 0.00% | −345,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −139,301−100.0% | Sold out |
| Envestnet Asset Management Inc | 0 | $0 | 0.00% | −63,381−100.0% | Sold out |
| Niles Investment Management, LLC | 0 | $0 | 0.00% | −24,257−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −24,095−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −22,744−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −20,252−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Garden State Investment Advisory Services LLC | 0 | $0 | 0.00% | −16,679−100.0% | Sold out |
| WCG Wealth Advisors LLC | 0 | $0 | 0.00% | −15,660−100.0% | Sold out |
| CIBC Bancorp USA Inc. | 0 | $0 | 0.00% | −15,291−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −14,026−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,630−100.0% | Sold out |
| Quantinno Capital Management LP | 0 | $0 | 0.00% | −11,832−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −11,010−100.0% | Sold out |
| Carlson Financial, Inc. | 0 | $0 | 0.00% | −10,034−100.0% | Sold out |
| Gibson Capital, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Visionary Wealth Advisors | 0 | $0 | 0.00% | −7,633−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −3,262−100.0% | Sold out |
| Chung Wu Investment Group, LLC | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Pilgrim Partners Asia Pte Ltd | 0 | $0 | 0.00% | −1,660−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| MRP Capital Investments, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −189−100.0% | Sold out |
| Beacon Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −165−100.0% | Sold out |
| Bullock Wealth Management Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ameriflex Group, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Legacy Wealth Managment, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Wall Street Financial Group, Inc. | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Hollencrest Capital Management | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Evanson Asset Management, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| Trask Adam Roland | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Anfield Capital Management, LLC | – | – | – | – | Not filed |