| Hexagon Capital Partners LLC | 2,165 | $67.0K | 0.02% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 2,150 | $67.0K | 0.00% | +2,150 | New |
| Northwestern Mutual Wealth Management Co | 2,109 | $65.0K | 0.00% | −1,175−35.8% | Reduced |
| Smithfield Trust Co | 2,006 | $63.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1,997 | $62.0K | 0.00% | −391−16.4% | Reduced |
| Fieldpoint Private Securities, LLC | 1,691 | $53.0K | 0.01% | −270−13.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 1,567 | $49.0K | 0.00% | +393+33.5% | Added |
| Toronto Dominion Bank | 1,500 | $47.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,497 | $47.0K | 0.00% | +627+72.1% | Added |
| Column Capital Advisors, LLC | 1,352 | $42.0K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 1,221 | $38.0K | 0.01% | +634+108.0% | Added |
| Umb Bank N A | 1,168 | $36.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,096 | $34.0K | 0.01% | −19−1.7% | Reduced |
| Vigilant Capital Management, LLC | 885 | $28.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 878 | $27.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 852 | $26.0K | 0.00% | −42−4.7% | Reduced |
| Howe & Rusling Inc | 795 | $25.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 813 | $25.0K | 0.00% | +813 | New |
| JJJ Advisors Inc. | 676 | $21.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 671 | $21.0K | 0.01% | +238+55.0% | Added |
| Graves-Light Private Wealth Management, Inc. | 642 | $20.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 602 | $19.0K | 0.00% | +104+20.9% | Added |
| First Horizon Advisors, Inc. | 591 | $18.0K | 0.00% | +465+369.0% | Added |
| HM Payson & Co | 557 | $17.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 536 | $17.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 502 | $16.0K | 0.00% | +20+4.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 472 | $15.0K | 0.00% | +28+6.3% | Added |
| JFS Wealth Advisors, LLC | 471 | $15.0K | 0.00% | +339+256.8% | Added |
| Raffa Wealth Management, LLC | 402 | $12.5K | 0.00% | +61+17.9% | Added |
| Tower Research Capital LLC (TRC) | 345 | $11.0K | 0.00% | −4,902−93.4% | Reduced |
| Brown Brothers Harriman & Co | 342 | $11.0K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 307 | $10.0K | 0.00% | −75−19.6% | Reduced |
| TCWP LLC | 337 | $10.0K | 0.00% | +337 | New |
| Zullo Investment Group, Inc. | 268 | $8.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 250 | $8.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 251 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 249 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 227 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 230 | $7.00K | 0.00% | +230 | New |
| Rockbridge Investment Management, LCC | 210 | $6.54K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 191 | $6.00K | 0.00% | +84+78.5% | Added |
| Optimum Investment Advisors | 188 | $6.00K | 0.00% | +188 | New |
| CIBC Private Wealth Group, LLC | 182 | $6.00K | 0.00% | +182 | New |
| Atticus Wealth Management, LLC | 180 | $6.00K | 0.00% | +180 | New |
| Front Row Advisors LLC | 145 | $5.00K | 0.00% | −146−50.2% | Reduced |
| Prestige Wealth Management Group LLC | 172 | $5.00K | 0.00% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 140 | $4.35K | 0.00% | +42+42.9% | Added |
| Hantz Financial Services, Inc. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 143 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 129 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 74 | $2.00K | 0.00% | −46−38.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 61 | $2.00K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 91 | $2.00K | 0.00% | +91 | New |
| Brewin Dolphin Wealth Management Ltd | 49 | $2.00K | 0.00% | +49 | New |
| WR Wealth Planners, LLC | 54 | $1.68K | 0.00% | +54 | New |
| Albion Financial Group | 27 | $1.00K | 0.00% | −27−50.0% | Reduced |
| Focused Wealth Management, Inc | 36 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 61 | $1.00K | 0.00% | +55+916.7% | Added |
| Baystate Wealth Management LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 14 | $0 | 0.00% | +14 | New |
| Americana Partners, LLC | 11,435 | $0 | 0.00% | +11,435 | New |
| Sofos Investments, Inc. | 620 | – | – | +587+1,778.8% | Added |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −186,549−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −167,177−100.0% | Sold out |
| Geode Capital Management, LLC | 0 | $0 | 0.00% | −131,417−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −33,607−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −15,259−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −12,800−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −9,843−100.0% | Sold out |
| Capital Group Private Client Services, Inc. | 0 | $0 | 0.00% | −8,475−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,025−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −7,568−100.0% | Sold out |
| Castleview Partners, LLC | 0 | $0 | 0.00% | −7,956−100.0% | Sold out |
| Moody National Bank Trust Division | 0 | $0 | 0.00% | −6,456−100.0% | Sold out |
| Sage Rhino Capital LLC | 0 | $0 | 0.00% | −6,387−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,507−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −846−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −476−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| RGT Wealth Advisors, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Delos Wealth Advisors, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Absolute Capital Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |