| Northern Oak Wealth Management Inc | 1,035 | $33.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,018 | $33.0K | 0.00% | +1,018 | New |
| American National Bank | 1,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,000 | $32.0K | 0.01% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 750 | $24.0K | 0.00% | −975−56.5% | Reduced |
| Private Trust Co NA | 704 | $23.0K | 0.00% | +704 | New |
| Sargent Bickham Lagudis LLC | 693 | $22.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 700 | $22.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 674 | $22.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 667 | $21.0K | 0.00% | −114−14.6% | Reduced |
| Montag A & Associates Inc | 660 | $21.0K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 660 | $21.0K | 0.02% | +660 | New |
| Federation des caisses Desjardins du Quebec | 628 | $20.1K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 546 | $17.0K | 0.00% | −39−6.7% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 505 | $16.2K | 0.00% | +505 | New |
| Fifth Third Bancorp | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 500 | $16.0K | 0.00% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 488 | $16.0K | 0.00% | +488 | New |
| Princeton Global Asset Management LLC | 500 | $16.0K | 0.01% | +500 | New |
| FNY Investment Advisers, LLC | 447 | $14.0K | 0.01% | −7,008−94.0% | Reduced |
| Atlantic Trust, LLC | 417 | $13.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 385 | $12.0K | 0.00% | +10+2.7% | Added |
| Riverview Trust Co | 365 | $12.0K | 0.01% | +365 | New |
| Tradition Wealth Management, LLC | 350 | $11.0K | 0.00% | −650−65.0% | Reduced |
| Lindbrook Capital, LLC | 330 | $11.0K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 300 | $10.0K | 0.00% | −51−14.5% | Reduced |
| Highlander Capital Management, LLC | 300 | $10.0K | 0.01% | +300 | New |
| New Millennium Group LLC | 300 | $10.0K | 0.01% | +300 | New |
| Umb Bank N A | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 200 | $6.00K | 0.00% | +200 | New |
| Ellevest, Inc. | 194 | $6.00K | 0.00% | +194 | New |
| Castle Wealth Management LLC | 200 | $6.00K | 0.00% | +200 | New |
| Castleview Partners, LLC | 2,500 | $5.28K | 0.01% | +214+9.4% | Added |
| Lazard Asset Management LLC | 174 | $5.00K | 0.00% | −9,767−98.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 161 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 163 | $5.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 155 | $5.00K | 0.00% | +100+181.8% | Added |
| McIlrath & Eck, LLC | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $4.00K | 0.00% | +138 | New |
| CWM, LLC | 90 | $3.00K | 0.00% | −23−20.4% | Reduced |
| SOA Wealth Advisors, LLC. | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 100 | $3.00K | 0.00% | +50+100.0% | Added |
| Huntington National Bank | 78 | $3.00K | 0.00% | +77+7,700.0% | Added |
| First Horizon Advisors, Inc. | 112 | $3.00K | 0.00% | +112 | New |
| Wagner Wealth Management, LLC | 100 | $3.00K | 0.00% | +100 | New |
| EverSource Wealth Advisors, LLC | 58 | $2.00K | 0.00% | −155−72.8% | Reduced |
| Parallel Advisors, LLC | 50 | $2.00K | 0.00% | −100−66.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 75 | $2.00K | 0.00% | +25+50.0% | Added |
| RE Dickinson Investment Advisors, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 73 | $2.00K | 0.00% | +73 | New |
| Harvest Group Wealth Management, LLC | 34 | $1.00K | 0.00% | +7+25.9% | Added |
| Tucker Asset Management LLC | 30 | $962 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Bivin & Associates, Inc. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7 | $0 | 0.00% | +3+75.0% | Added |
| PrairieView Partners, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 6 | $0 | 0.00% | +3+100.0% | Added |
| Fairfield, Bush & Co. | 10 | $0 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 11 | $0 | 0.00% | +11 | New |
| Glassman Wealth Services | 6 | $0 | 0.00% | +6 | New |
| Disciplined Investments, LLC | 1 | $0 | 0.00% | +1 | New |
| Schubert & Co | 8 | $0 | 0.00% | +8 | New |
| Fortress Investment Group LLC | 0 | $0 | 0.00% | −4,692,924−100.0% | Sold out |
| Bowen Hanes & Co Inc | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −372,300−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −293,130−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −373,937−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −238,009−100.0% | Sold out |
| Sender Co & Partners, Inc. | 0 | $0 | 0.00% | −82,280−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −44,071−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −40,909−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| FWL Investment Management, LLC | 0 | $0 | 0.00% | −39,715−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −33,298−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −31,346−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −26,744−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −26,244−100.0% | Sold out |
| VisionPoint Advisory Group, LLC | 0 | $0 | 0.00% | −41,860−100.0% | Sold out |
| Prescott Group Capital Management, L.L.C. | 0 | $0 | 0.00% | −24,000−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −23,164−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −18,829−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −18,790−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −16,353−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −15,334−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −12,796−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −12,747−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |