| Disciplined Investments, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $112 | 0.00% | +4 | New |
| Rise Advisors, LLC | 3 | $86 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 3 | $84 | 0.00% | 00.0% | Unchanged |
| American National Bank | 3 | $84 | 0.00% | +3 | New |
| GPS Wealth Strategies Group, LLC | 3 | $84 | 0.00% | +3 | New |
| Ridgewood Investments LLC | 3 | $71 | 0.00% | +3 | New |
| PFS Partners, LLC | 2 | $58 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $57 | 0.00% | −33−94.3% | Reduced |
| SJS Investment Consulting Inc. | 2 | $57 | 0.00% | −3−60.0% | Reduced |
| BerganKDV Wealth Management, LLC | 2 | $57 | 0.00% | −1−33.3% | Reduced |
| Archer Investment Corp | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 1 | $29 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $28 | 0.00% | −31−96.9% | Reduced |
| Highline Wealth Partners LLC | 1 | $28 | 0.00% | −4−80.0% | Reduced |
| Hollencrest Capital Management | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 1 | $28 | 0.00% | +1 | New |
| Bank of New Hampshire | 1 | $28 | 0.00% | −5−83.3% | Reduced |
| Trivant Custom Portfolio Group, LLC | 1 | $28 | 0.00% | +1 | New |
| Hall Laurie J Trustee | 24 | $0 | 0.00% | −1,158−98.0% | Reduced |
| Ogorek Anthony Joseph | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 16 | $0 | 0.00% | −1−5.9% | Reduced |
| Coston, McIsaac & Partners | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 8 | $0 | 0.00% | +8 | New |
| SkyView Investment Advisors, LLC | 1 | $0 | 0.00% | +1 | New |
| Cerity Partners LLC | 5,190 | – | – | +5,190 | New |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −104,304−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −55,166−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −45,221−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −23,564−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −13,033−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −10,721−100.0% | Sold out |
| Jarislowsky, Fraser Ltd | 0 | $0 | 0.00% | −9,411−100.0% | Sold out |
| Werlinich Asset Management, LLC | 0 | $0 | 0.00% | −9,225−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −9,100−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −8,440−100.0% | Sold out |
| AlphaCentric Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Union Heritage Capital, LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Thomas White International Ltd | 0 | $0 | 0.00% | −469−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Aua Capital Management, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −198−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| US Asset Management LLC | 0 | $0 | 0.00% | −201−100.0% | Sold out |
| Romano Brothers and Company | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| Laurel Wealth Planning LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| General Partner, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Bollard Group LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Goodwin Investment Advisory | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Seldon Capital LP | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Centennial Bank | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| First Personal Financial Services | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Roble, Belko & Company, Inc | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Sargent Bickham Lagudis LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| Align Wealth Management, LLC | – | – | – | – | Not filed |