| TSFG, LLC | 131 | $23.0K | 0.01% | +5+4.0% | Added |
| Tradewinds Capital Management, LLC | 128 | $22.0K | 0.01% | −1,473−92.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 125 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 128 | $22.0K | 0.01% | +10+8.5% | Added |
| Financial Enhancement Group LLC | 122 | $21.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 120 | $21.0K | 0.01% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 114 | $19.9K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 106 | $19.0K | 0.03% | −52−32.9% | Reduced |
| Sound Income Strategies, LLC | 110 | $19.0K | 0.00% | 00.0% | Unchanged |
| Clear Perspectives Financial Planning, LLC | 110 | $19.0K | 0.01% | +110 | New |
| Cornerstone Management, Inc. | 107 | $18.7K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 103 | $18.0K | 0.01% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 101 | $18.0K | 0.00% | +101 | New |
| Timber Creek Capital Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 100 | $17.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 100 | $17.0K | 0.01% | +100 | New |
| AllSquare Wealth Management LLC | 94 | $16.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 91 | $16.0K | 0.00% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 90 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 91 | $16.0K | 0.00% | +21+30.0% | Added |
| Blume Capital Management, Inc. | 85 | $15.0K | 0.01% | −77−47.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 85 | $15.0K | 0.03% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 75 | $13.1K | 0.01% | +25+50.0% | Added |
| Tradition Wealth Management, LLC | 70 | $12.0K | 0.00% | −16−18.6% | Reduced |
| Field & Main Bank | 67 | $12.0K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 70 | $12.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 62 | $11.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 63 | $11.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 64 | $11.0K | 0.00% | +10+18.5% | Added |
| Lee Financial Co | 52 | $9.00K | 0.00% | −69−57.0% | Reduced |
| JNBA Financial Advisors | 50 | $9.00K | 0.00% | −29−36.7% | Reduced |
| HHM Wealth Advisors, LLC | 52 | $9.00K | 0.00% | −23−30.7% | Reduced |
| Pacifica Partners Inc. | 50 | $9.00K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 49 | $9.00K | 0.00% | −1−2.0% | Reduced |
| Bivin & Associates, Inc. | 53 | $9.00K | 0.01% | +3+6.0% | Added |
| Kenfarb & Co. | 46 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 35 | $6.00K | 0.00% | −20−36.4% | Reduced |
| C M Bidwell & Associates Ltd | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 34 | $6.00K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 33 | $6.00K | 0.00% | +21+175.0% | Added |
| Steward Financial Group LLC | 40 | $6.00K | 0.00% | +40 | New |
| Morton Brown Family Wealth, LLC | 37 | $6.00K | 0.00% | +37 | New |
| Kessler Investment Group, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 30 | $5.00K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 29 | $5.00K | 0.01% | +1+3.6% | Added |
| Ritter Daniher Financial Advisory LLC | 28 | $5.00K | 0.00% | +28 | New |
| Institutional & Family Asset Management, LLC | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 24 | $4.00K | 0.00% | +5+26.3% | Added |
| Solstein Capital, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 15 | $2.62K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 12 | $2.10K | 0.00% | −1,796−99.3% | Reduced |
| Robbins Farley LLC | 13 | $2.00K | 0.00% | −25−65.8% | Reduced |
| HC Financial Advisors Inc | 12 | $2.00K | 0.00% | −21−63.6% | Reduced |
| James Investment Research Inc | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Better Money Decisions, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 7 | $1.22K | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 3 | $1.00K | 0.00% | −322−99.1% | Reduced |
| Albion Financial Group | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Corbenic Partners LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Karlinski Andrew C | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 7 | $1.00K | 0.00% | +7 | New |
| Oliver Lagore Vanvalin Investment Group | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 5 | $873 | 0.00% | – | – |
| Spartan Planning & Wealth Management | 1 | $0 | 0.00% | −907−99.9% | Reduced |
| B. Riley Wealth Management, Inc. | 12,037 | – | – | +1,511+14.4% | Added |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| First Western Trust Bank | 0 | $0 | 0.00% | −1,021−100.0% | Sold out |
| Winslow Capital Management, LLC | 0 | $0 | 0.00% | −2,154,170−100.0% | Sold out |
| Capital Research Global Investors | 0 | $0 | 0.00% | −887,814−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −143,478−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −132,923−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −103,385−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −97,081−100.0% | Sold out |
| Nippon Life Global Investors Americas, Inc. | 0 | $0 | 0.00% | −86,330−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −68,989−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −55,819−100.0% | Sold out |
| SeaTown Holdings Pte. Ltd. | 0 | $0 | 0.00% | −52,000−100.0% | Sold out |
| ADAMCAPITAL Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −47,637−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −38,705−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −35,014−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −30,951−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −29,437−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −27,689−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −27,651−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −27,237−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −26,463−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −24,510−100.0% | Sold out |
| Oak Asset Management, LLC | 0 | $0 | 0.00% | −22,160−100.0% | Sold out |
| Concorde Financial Corp | 0 | $0 | 0.00% | −21,671−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −17,721−100.0% | Sold out |
| Stanley-Laman Group, Ltd. | 0 | $0 | 0.00% | −16,123−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −14,536−100.0% | Sold out |
