| Castleview Partners, LLC | 46 | $23.0K | 0.01% | +46 | New |
| Gradient Investments LLC | 44 | $22.0K | 0.00% | −200−82.0% | Reduced |
| Arrow Financial Corp | 45 | $22.0K | 0.00% | −30−40.0% | Reduced |
| Annapolis Financial Services, LLC | 41 | $20.0K | 0.01% | +6+17.1% | Added |
| Selective Wealth Management, Inc. | 37 | $18.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 34 | $17.0K | 0.01% | −6−15.0% | Reduced |
| Retirement Group, LLC | 35 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 34 | $17.0K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 33 | $16.0K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 32 | $16.0K | 0.00% | +32 | New |
| Quadrant Capital Group LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $15.0K | 0.00% | +30 | New |
| TD Capital Management LLC | 31 | $15.0K | 0.00% | +31 | New |
| Elmwood Wealth Management, Inc. | 26 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $10.0K | 0.00% | +21 | New |
| Valley National Advisers Inc | 17 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 16 | $8.00K | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 16 | $7.92K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 15 | $7.00K | 0.00% | −1−6.3% | Reduced |
| Ironwood Financial, llc | 15 | $7.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 14 | $7.00K | 0.01% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 14 | $7.00K | 0.00% | +14 | New |
| Tucker Asset Management LLC | 11 | $5.40K | 0.00% | +11 | New |
| Tradewinds Capital Management, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 10 | $5.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 10 | $5.00K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 3 | $1.00K | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 25 | $0 | 0.00% | +25 | New |
| FundX Investment Group, LLC | 448 | – | – | −57−11.3% | Reduced |
| Westside Investment Management, Inc. | 450 | – | – | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 0 | $0 | 0.00% | −36,087−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −28,291−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −20,037−100.0% | Sold out |
| Taylor, Cottrill, Erickson & Associates, Inc. | 0 | $0 | 0.00% | −8,251−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −7,230−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −5,220−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,880−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −3,823−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −3,460−100.0% | Sold out |
| Greystone Financial Group, LLC | 0 | $0 | 0.00% | −3,085−100.0% | Sold out |
| Shapiro Capital Management LLC | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Hanlon Investment Management, Inc. | 0 | $0 | 0.00% | −1,924−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Moulton Wealth Management, Inc | 0 | $0 | 0.00% | −1,855−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −1,745−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,659−100.0% | Sold out |
| Summit Financial Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −1,574−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −1,138−100.0% | Sold out |
| Aberdeen Wealth Management LLC | 0 | $0 | 0.00% | −959−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −927−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −786−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −744−100.0% | Sold out |
| Harbor Financial Services, LLC | 0 | $0 | 0.00% | −572−100.0% | Sold out |
| Wimmer Associates 1, LLC | 0 | $0 | 0.00% | −554−100.0% | Sold out |
| EagleClaw Capital Managment, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −548−100.0% | Sold out |
| Hochman Cole Investment Advisors, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −498−100.0% | Sold out |
| Virtue Capital Management, LLC | 0 | $0 | 0.00% | −494−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| World Asset Management Inc | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| GSB Wealth Management, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −445−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −439−100.0% | Sold out |
| Mairs & Power Inc | 0 | $0 | 0.00% | −437−100.0% | Sold out |
| Telos Capital Management, Inc. | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −359−100.0% | Sold out |
| Ritter Daniher Financial Advisory, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −99−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −82−100.0% | Sold out |
| Barnett & Company, Inc. | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Atlas Private Wealth Management | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Fure Financial Corp | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Truvestments Capital LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Stuart Chaussee & Associates, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bokf, NA | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Sullivan, Bruyette, Speros & Blaney, LLC | – | – | – | – | Not filed |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |
