| HighMark Wealth Management LLC | 35 | $10.2K | 0.01% | −5−12.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 35 | $10.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 34 | $9.91K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 33 | $9.62K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 31 | $9.04K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 30 | $8.74K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 29 | $8.50K | 0.00% | −65−69.1% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $8.16K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 28 | $8.16K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 26 | $7.58K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 26 | $7.54K | 0.01% | +26 | New |
| Prestige Wealth Management Group LLC | 25 | $7.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 25 | $7.29K | 0.00% | +5+25.0% | Added |
| Creekmur Asset Management LLC | 23 | $6.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $6.41K | 0.00% | +20+1,000.0% | Added |
| EverSource Wealth Advisors, LLC | 23 | $6.37K | 0.00% | −4−14.8% | Reduced |
| CNB Bank | 20 | $5.83K | 0.00% | +14+233.3% | Added |
| Wetzel Investment Advisors, Inc. | 21 | $5.65K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 19 | $5.54K | 0.00% | +19 | New |
| Sachetta, LLC | 18 | $4.67K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $4.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 14 | $4.08K | 0.00% | +14 | New |
| TD Capital Management LLC | 14 | $3.94K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 13 | $3.79K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $3.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $3.50K | 0.00% | +12 | New |
| Kelly Financial Services LLC | 11 | $3.34K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 13 | $3.26K | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 10 | $3.00K | 0.03% | −274−96.5% | Reduced |
| Avion Wealth | 7 | $3.00K | 0.00% | −2−22.2% | Reduced |
| Financial Management Professionals, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.92K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 9 | $2.65K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $2.63K | 0.00% | +1+12.5% | Added |
| SJS Investment Consulting Inc. | 9 | $2.62K | 0.00% | −1−10.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 9 | $2.62K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $1.75K | 0.00% | +6 | New |
| Koesten, Hirschmann & Crabtree, INC. | 6 | $1.75K | 0.00% | +6 | New |
| Planning Capital Management Corp | 5 | $1.46K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 4 | $1.00K | 0.00% | −26−86.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 3 | $875 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $875 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $735 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $593 | 0.00% | +2 | New |
| Colonial Trust Advisors | 2 | $583 | 0.00% | −4−66.7% | Reduced |
| First Command Advisory Services, Inc. | 2 | $583 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $583 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 1 | $363 | 0.00% | −2−66.7% | Reduced |
| MCF Advisors LLC | 1 | $292 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $291 | 0.00% | 00.0% | Unchanged |
| Scout Investments, Inc. | 0 | $0 | 0.00% | −32,717−100.0% | Sold out |
| Boyer & Corporon Wealth Management, LLC | 0 | $0 | 0.00% | −32,576−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −10,433−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,496−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −6,486−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −5,700−100.0% | Sold out |
| La Banque Postale Asset Management SA | 0 | $0 | 0.00% | −4,252−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,843−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −2,835−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −2,641−100.0% | Sold out |
| Connectus Wealth, LLC | 0 | $0 | 0.00% | −2,309−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −2,014−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,410−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −1,089−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −1,079−100.0% | Sold out |
| IFG Advisory, LLC | 0 | $0 | 0.00% | −981−100.0% | Sold out |
| Petrus Trust Company, LTA | 0 | $0 | 0.00% | −904−100.0% | Sold out |
| Foundry Partners, LLC | 0 | $0 | 0.00% | −825−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −816−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −805−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −470−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −307−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −181−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −166−100.0% | Sold out |
| BOK Financial Private Wealth, Inc. | 0 | $0 | 0.00% | −144−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −131−100.0% | Sold out |
| Turtle Creek Wealth Advisors, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Scarborough Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Financial Connections Group, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Cannell Peter B & Co Inc | – | – | – | – | Not filed |
| Bartlett & Co. LLC | – | – | – | – | Not filed |
| Strategic Investment Solutions, Inc. | – | – | – | – | Not filed |
| Baystate Wealth Management LLC | – | – | – | – | Not filed |