| AllSquare Wealth Management LLC | 1,045 | $35.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,024 | $34.0K | 0.02% | +158+18.2% | Added |
| Montag A & Associates Inc | 1,000 | $33.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 932 | $31.0K | 0.00% | −93−9.1% | Reduced |
| Bellevue Asset Management, LLC | 931 | $31.0K | 0.02% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 942 | $31.0K | 0.01% | +942 | New |
| Caldwell Trust Co | 908 | $30.3K | 0.00% | +358+65.1% | Added |
| HC Financial Advisors Inc | 892 | $30.0K | 0.02% | +892 | New |
| Simon Quick Advisors, LLC | 852 | $28.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 843 | $28.0K | 0.00% | +700+489.5% | Added |
| PFG Private Wealth Management, LLC | 850 | $28.0K | 0.02% | +850 | New |
| Laurel Wealth Advisors LLC | 772 | $26.0K | 0.01% | −2,705−77.8% | Reduced |
| Old Second National Bank of Aurora | 775 | $26.0K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 758 | $25.0K | 0.00% | −993−56.7% | Reduced |
| Alaethes Wealth LLC | 750 | $25.0K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 750 | $25.0K | 0.00% | +750 | New |
| Roble, Belko & Company, Inc | 729 | $24.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 725 | $24.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 705 | $24.0K | 0.01% | +705 | New |
| Vectors Research Management, LLC | 712 | $24.0K | 0.01% | +712 | New |
| Valley National Advisers Inc | 672 | $22.0K | 0.00% | −279−29.3% | Reduced |
| Country Trust Bank | 652 | $22.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 600 | $20.0K | 0.02% | 00.0% | Unchanged |
| Main Management LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 550 | $18.0K | 0.00% | 00.0% | Unchanged |
| Antonetti Capital Management LLC | 550 | $18.0K | 0.01% | +550 | New |
| Investors Research Corp | 521 | $17.0K | 0.01% | +100+23.8% | Added |
| Legacy Bridge, LLC | 500 | $17.0K | 0.01% | +500 | New |
| HHM Wealth Advisors, LLC | 500 | $17.0K | 0.00% | +500 | New |
| PSI Advisors, LLC | 500 | $17.0K | 0.01% | +500 | New |
| Enterprise Trust & Investment Co | 457 | $15.0K | 0.01% | 00.0% | Unchanged |
| First National Bank of South Miami | 416 | $14.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 424 | $14.0K | 0.00% | +277+188.4% | Added |
| Pittenger & Anderson Inc | 377 | $13.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $13.0K | 0.02% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 381 | $13.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 368 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 334 | $11.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 310 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 311 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 293 | $9.79K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 275 | $9.00K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 232 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Wealth Management, LLC. | 235 | $8.00K | 0.00% | +29+14.1% | Added |
| Howe & Rusling Inc | 231 | $8.00K | 0.00% | +106+84.8% | Added |
| Ameritas Investment Partners, Inc. | 240 | $8.00K | 0.00% | +186+344.4% | Added |
| Cahill Financial Advisors Inc | 232 | $8.00K | 0.00% | +232 | New |
| Activest Wealth Management | 209 | $7.00K | 0.00% | +206+6,866.7% | Added |
| Archer Investment Corp | 200 | $6.68K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 168 | $6.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 184 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 175 | $6.00K | 0.00% | +175 | New |
| Stonebridge Financial Planning Group, LLC | 156 | $5.00K | 0.00% | −300−65.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 140 | $5.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 145 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 162 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 125 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 115 | $4.00K | 0.00% | +115 | New |
| TD Capital Management LLC | 101 | $3.00K | 0.00% | +101 | New |
| Disciplined Investments, LLC | 82 | $3.00K | 0.00% | +82 | New |
| AlphaMark Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 65 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Rain Capital Management, LLC | 25 | $1.00K | 0.00% | −930−97.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 40 | $1.00K | 0.00% | −313−88.7% | Reduced |
| JJJ Advisors Inc. | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 53 | $1.00K | 0.00% | +53 | New |
| Rockbridge Investment Management, LCC | 6 | $0 | 0.00% | −89−93.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 14 | $0 | 0.00% | +14 | New |
| Pacific Center for Financial Services | 12 | $0 | 0.00% | +12 | New |
| Bogart Wealth, LLC | 2 | $0 | 0.00% | +2 | New |
| Gerber Kawasaki Wealth & Investment Management | 315 | – | – | −209,801−99.9% | Reduced |
| Westside Investment Management, Inc. | 44,980 | – | – | +425+1.0% | Added |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −5,568,000−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −763,340−100.0% | Sold out |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −440,265−100.0% | Sold out |
| Sagil Capital LLP | 0 | $0 | 0.00% | −351,500−100.0% | Sold out |
| Capital Bank & Trust Co | 0 | $0 | 0.00% | −318,601−100.0% | Sold out |
| Brave Asset Management Inc | 0 | $0 | 0.00% | −227,160−100.0% | Sold out |
| Leavell Investment Management, Inc. | 0 | $0 | 0.00% | −435,485−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −129,300−100.0% | Sold out |
| Clarity Financial LLC | 0 | $0 | 0.00% | −95,742−100.0% | Sold out |
| Exencial Wealth Advisors, LLC | 0 | $0 | 0.00% | −89,795−100.0% | Sold out |
| Genesee Capital Advisors, LLC | 0 | $0 | 0.00% | −87,161−100.0% | Sold out |
| IAM Advisory, LLC | 0 | $0 | 0.00% | −87,161−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −81,248−100.0% | Sold out |
| Transform Wealth, LLC | 0 | $0 | 0.00% | −74,169−100.0% | Sold out |
| Ulysses Management LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Summit Place Financial Advisors, LLC | 0 | $0 | 0.00% | −69,711−100.0% | Sold out |