| BerganKDV Wealth Management, LLC | 219 | $8.00K | 0.00% | −19−8.0% | Reduced |
| Adirondack Trust Co | 207 | $8.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 222 | $8.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 207 | $8.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 180 | $7.00K | 0.00% | −200−52.6% | Reduced |
| Hexagon Capital Partners LLC | 191 | $7.00K | 0.00% | −18−8.6% | Reduced |
| Founders Capital Management | 200 | $7.00K | 0.01% | 00.0% | Unchanged |
| Core Alternative Capital | 199 | $7.00K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 179 | $7.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 170 | $7.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 196 | $7.00K | 0.00% | +171+684.0% | Added |
| TD Capital Management LLC | 200 | $7.00K | 0.00% | +200 | New |
| Old North State Trust, LLC | 200 | $7.00K | 0.01% | +200 | New |
| Barrett & Company, Inc. | 159 | $6.60K | 0.00% | +159 | New |
| Bangor Savings Bank | 150 | $6.00K | 0.00% | −9−5.7% | Reduced |
| Baldrige Asset Management LLC | 160 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 173 | $6.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 151 | $6.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 154 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 126 | $5.00K | 0.00% | −200−61.3% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 128 | $5.00K | 0.00% | −48−27.3% | Reduced |
| Column Capital Advisors, LLC | 130 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 137 | $5.00K | 0.00% | +25+22.3% | Added |
| Addison Advisors LLC | 144 | $5.00K | 0.00% | +63+77.8% | Added |
| Castleview Partners, LLC | 124 | $5.00K | 0.00% | −286−69.8% | Reduced |
| Archer Investment Corp | 128 | $4.71K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 108 | $4.00K | 0.00% | −158−59.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 118 | $4.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 99 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 106 | $4.00K | 0.00% | +1+1.0% | Added |
| City State Bank | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $4.00K | 0.00% | +100 | New |
| Parallax Volatility Advisers, L.P. | 120 | $4.00K | 0.00% | +120 | New |
| Moisand Fitzgerald Tamayo, LLC | 96 | $4.00K | 0.00% | +96 | New |
| Center for Financial Planning, Inc. | 110 | $4.00K | 0.00% | +110 | New |
| Credential Qtrade Securities Inc. | 87 | $3.20K | 0.00% | +87 | New |
| Cedar Mountain Advisors, LLC | 94 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 88 | $3.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 74 | $3.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $3.00K | 0.00% | −3−4.0% | Reduced |
| Dark Forest Capital Management LP | 80 | $3.00K | 0.00% | +80 | New |
| Life Planning Partners, Inc | 73 | $2.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 66 | $2.44K | 0.00% | +15+29.4% | Added |
| Advanced Research Investment Solutions, LLC | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 59 | $2.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 52 | $2.00K | 0.00% | −6−10.3% | Reduced |
| Community Bank, N.A. | 64 | $2.00K | 0.00% | +64 | New |
| Atlas Capital Advisors LLC | 54 | $1.99K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 46 | $1.69K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 41 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 34 | $1.00K | 0.00% | −43−55.8% | Reduced |
| Exchange Traded Concepts, LLC | 31 | $1.00K | 0.00% | −47−60.3% | Reduced |
| Disciplined Investments, LLC | 23 | $1.00K | 0.00% | −23−50.0% | Reduced |
| Creative Financial Designs Inc | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 15 | $1.00K | 0.00% | −11−42.3% | Reduced |
| Burleson & Company, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 31 | $1.00K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 22 | $1.00K | 0.00% | +22 | New |
| Global Financial Private Client, LLC | 18 | $670 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 15 | $598 | 0.00% | +15 | New |
| Ten Capital Wealth Advisors, LLC | 10 | $0 | 0.00% | −62−86.1% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 25 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Lee Financial Co | 18 | $0 | 0.00% | +11+157.1% | Added |
| Private Ocean, LLC | 10 | $0 | 0.00% | +3+42.9% | Added |
| USA Financial Portformulas Corp | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $0 | 0.00% | +5 | New |
| We Are One Seven, LLC | 7,708 | – | – | +7,708 | New |
| Sofos Investments, Inc. | 74 | – | – | −10−11.9% | Reduced |
| Ako Capital LLP | 0 | $0 | 0.00% | −2,139,984−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −340,235−100.0% | Sold out |
| Reinhart Partners, Inc. | 0 | $0 | 0.00% | −269,373−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −255,922−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −194,246−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −152,333−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −98,326−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −55,119−100.0% | Sold out |
| Alpha Square Group S, LLC | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| Threadgill Financial, LLC | 0 | $0 | 0.00% | −43,630−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −42,469−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −40,300−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Te Ahumairangi Investment Management Ltd | 0 | $0 | 0.00% | −33,190−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −30,251−100.0% | Sold out |
| Pensionfund Sabic | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |