| Washington Trust Advisors, Inc. | 161 | $8.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 150 | $7.46K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 144 | $7.16K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 135 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 140 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 140 | $6.96K | 0.00% | +140 | New |
| Rakuten Securities, Inc. | 133 | $6.61K | 0.00% | +112+533.3% | Added |
| REAP Financial Group, LLC | 132 | $6.56K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 130 | $6.46K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 130 | $6.46K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 125 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 125 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 124 | $6.16K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $5.00K | 0.00% | −204−66.0% | Reduced |
| Ridgewood Investments LLC | 91 | $4.52K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 87 | $4.30K | 0.00% | +87 | New |
| Hazlett, Burt & Watson, Inc. | 85 | $4.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 80 | $3.98K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 44 | $2.19K | 0.00% | +4+10.0% | Added |
| Robinswood Financial LLC | 42 | $2.09K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 33 | $1.64K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 32 | $1.59K | 0.00% | −16−33.3% | Reduced |
| Wiser Advisor Group LLC | 27 | $1.34K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Bullock Wealth Management Group | 11 | $552 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $398 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 7 | $348 | 0.00% | +7 | New |
| GPS Wealth Strategies Group, LLC | 6 | $298 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 1 | $50 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Elm Partners Management LLC | 0 | $0 | 0.00% | −332,211−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −310,470−100.0% | Sold out |
| Econ Financial Services Corp | 0 | $0 | 0.00% | −34,308−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −33,461−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −32,400−100.0% | Sold out |
| Strategy Asset Managers LLC | 0 | $0 | 0.00% | −38,125−100.0% | Sold out |
| Nissay Asset Management Corp | 0 | $0 | 0.00% | −31,167−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −26,230−100.0% | Sold out |
| Lake Street Financial LLC | 0 | $0 | 0.00% | −21,530−100.0% | Sold out |
| Alpha Financial Partners, LLC | 0 | $0 | 0.00% | −21,416−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,037−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,885−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −13,529−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −12,165−100.0% | Sold out |
| Dopkins Wealth Management, LLC | 0 | $0 | 0.00% | −6,913−100.0% | Sold out |
| Crumly & Associates Inc. | 0 | $0 | 0.00% | −6,560−100.0% | Sold out |
| Burke & Herbert Bank & Trust Co | 0 | $0 | 0.00% | −6,544−100.0% | Sold out |
| Tokio Marine Asset Management Co Ltd | 0 | $0 | 0.00% | −6,500−100.0% | Sold out |
| Summit Financial Strategies, Inc. | 0 | $0 | 0.00% | −6,265−100.0% | Sold out |
| Maripau Wealth Management LLC | 0 | $0 | 0.00% | −5,990−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,712−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −5,525−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −4,970−100.0% | Sold out |
| Center For Asset Management LLC | 0 | $0 | 0.00% | −5,120−100.0% | Sold out |
| Claudia M.P. Batlle, CRP (R) LLC | 0 | $0 | 0.00% | −4,905−100.0% | Sold out |
| NDVR, Inc. | 0 | $0 | 0.00% | −4,674−100.0% | Sold out |
| Pillar Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,662−100.0% | Sold out |
| Awm Capital, LLC | 0 | $0 | 0.00% | −4,603−100.0% | Sold out |
| Triad Wealth Partners, LLC | 0 | $0 | 0.00% | −3,980−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −2,617−100.0% | Sold out |
| Cromwell Holdings LLC | 0 | $0 | 0.00% | −2,438−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,724−100.0% | Sold out |
| AllSquare Wealth Management LLC | 0 | $0 | 0.00% | −1,045−100.0% | Sold out |
| Chris Bulman Inc | 0 | $0 | 0.00% | −969−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −782−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −613−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −415−100.0% | Sold out |
| Pension & Wealth Management Advisors, Inc. | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Ruedi Wealth Management, Inc. | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Unique Wealth Strategies, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −160−100.0% | Sold out |
| Orion Capital Management LLC | 0 | $0 | 0.00% | −142−100.0% | Sold out |
| SWS Partners | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Ironwood Wealth Management, LLC. | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Abich Financial Wealth Management LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| McClarren Financial Advisors, Inc. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Strategic Financial Concepts, LLC | 0 | $0 | 0.00% | −27,806−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| TMD Wealth Management, LLC | – | – | – | – | Not filed |
| Boyer & Corporon Wealth Management, LLC | – | – | – | – | Not filed |
| Custom Portfolio Group LLC | – | – | – | – | Not filed |
| Veridan Wealth LLC | – | – | – | – | Not filed |
| Buckingham Strategic Wealth, LLC | – | – | – | – | Not filed |
| Relative Value Partners Group, LLC | – | – | – | – | Not filed |
| Bradley & Co. Private Wealth Management, LLC | – | – | – | – | Not filed |
| Emfo, LLC | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |
| ICA Group Wealth Management, LLC | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |
| Sofos Investments, Inc. | – | – | – | – | Not filed |
| Rain Capital Management, LLC | – | – | – | – | Not filed |
| JJJ Advisors Inc. | – | – | – | – | Not filed |