| ICA Group Wealth Management, LLC | 14 | $10.1K | 0.00% | +14 | New |
| Crewe Advisors LLC | 13 | $9.38K | 0.00% | −38−74.5% | Reduced |
| NVWM, LLC | 13 | $9.38K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13 | $9.38K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 13 | $9.38K | 0.00% | +7+116.7% | Added |
| EWG Elevate Inc. | 13 | $9.38K | 0.00% | +13 | New |
| Stonebridge Capital Advisors LLC | 12 | $8.66K | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 12 | $8.66K | 0.00% | +6+100.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $8.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 11 | $7.94K | 0.00% | +1+10.0% | Added |
| Compass Wealth Management LLC | 11 | $7.94K | 0.00% | +11 | New |
| Abound Wealth Management | 10 | $7.21K | 0.00% | −6−37.5% | Reduced |
| JNBA Financial Advisors | 10 | $7.21K | 0.00% | −5−33.3% | Reduced |
| Aspire Private Capital, LLC | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $7.21K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $7.21K | 0.00% | +1+11.1% | Added |
| American National Bank | 10 | $7.00K | 0.00% | −3−23.1% | Reduced |
| BerganKDV Wealth Management, LLC | 9 | $6.49K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 9 | $6.49K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 8 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 8 | $5.77K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 7 | $5.05K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $5.05K | 0.00% | +7 | New |
| Richard W. Paul & Associates, LLC | 7 | $5.05K | 0.00% | +7 | New |
| First National Bank of South Miami | 7 | $5.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 6 | $4.33K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $4.33K | 0.00% | +6 | New |
| My Personal CFO, LLC | 6 | $4.33K | 0.00% | +6 | New |
| Benjamin Edwards Inc | 5 | $4.00K | 0.00% | −33−86.8% | Reduced |
| Sierra Capital LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $3.61K | 0.00% | +5 | New |
| Red Tortoise LLC | 5 | $3.61K | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 4 | $3.00K | 0.00% | −1−20.0% | Reduced |
| MCF Advisors LLC | 4 | $2.89K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 4 | $2.89K | 0.00% | 00.0% | Unchanged |
| MayTech Global Investments, LLC | 4 | $2.89K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 721 | $2.42K | 0.03% | −7,547−91.3% | Reduced |
| Atticus Wealth Management, LLC | 3 | $2.16K | 0.00% | −6−66.7% | Reduced |
| Truvestments Capital LLC | 3 | $2.16K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 3 | $2.00K | 0.00% | −120−97.6% | Reduced |
| KB Financial Partners, LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 3 | $2.00K | 0.00% | +3 | New |
| Optiver Holding B.V. | 3 | $2.00K | 0.00% | +3 | New |
| Cary Street Partners Asset Management LLC | 3 | $1.93K | 0.00% | −16−84.2% | Reduced |
| West Paces Advisors Inc. | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 2 | $1.44K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $1.44K | 0.00% | +1+100.0% | Added |
| North Star Investment Management Corp. | 2 | $1.44K | 0.00% | +2 | New |
| NewSquare Capital LLC | 2 | $1.44K | 0.00% | +2 | New |
| Column Capital Advisors, LLC | 2 | $1.44K | 0.00% | +2 | New |
| McElhenny Sheffield Capital Management, LLC | 2 | $1.44K | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Tfo-TDC, LLC | 9 | $908 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 1 | $721 | 0.00% | 00.0% | Unchanged |
| Palouse Capital Management, Inc. | 1,763 | – | – | −553−23.9% | Reduced |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −41,991−100.0% | Sold out |
| Tri Locum Partners LP | 0 | $0 | 0.00% | −30,115−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −7,204−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −5,694−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,380−100.0% | Sold out |
| OPSEU Pension Plan Trust Fund | 0 | $0 | 0.00% | −5,048−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −4,095−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −3,093−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −2,559−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −2,112−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| BNC Wealth Management, LLC | 0 | $0 | 0.00% | −1,725−100.0% | Sold out |
| Virtus Family Office LLC | 0 | $0 | 0.00% | −1,561−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −1,413−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| We Are One Seven, LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −1,171−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −944−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −932−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −807−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Pzena Investment Management LLC | 0 | $0 | 0.00% | −794−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −707−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −645−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −536−100.0% | Sold out |
| Summit Wealth & Retirement Planning, Inc. | 0 | $0 | 0.00% | −516−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| MainStreet Investment Advisors LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Phoenix Holdings Ltd. | 0 | $0 | 0.00% | −447−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −451−100.0% | Sold out |