| Liberty Wealth Management LLC | 417 | $27.0K | 0.01% | −255−37.9% | Reduced |
| Bourgeon Capital Management LLC | 400 | $27.0K | 0.01% | −105−20.8% | Reduced |
| Creative Financial Designs Inc | 400 | $27.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 411 | $27.0K | 0.00% | +62+17.8% | Added |
| Glassman Wealth Services | 390 | $26.0K | 0.01% | −51−11.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 400 | $26.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 397 | $26.0K | 0.00% | +48+13.8% | Added |
| Baystate Wealth Management LLC | 379 | $25.0K | 0.00% | +29+8.3% | Added |
| Continuum Advisory, LLC | 22,588 | $25.0K | 0.01% | +22,588 | New |
| Johnson Financial Group, Inc. | 346 | $23.0K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 321 | $21.0K | 0.01% | +175+119.9% | Added |
| West Oak Capital, LLC | 300 | $20.0K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 300 | $20.0K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 290 | $19.0K | 0.00% | −22−7.1% | Reduced |
| Pin Oak Investment Advisors Inc | 282 | $19.0K | 0.02% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 284 | $19.0K | 0.00% | +101+55.2% | Added |
| Clearstead Advisors, LLC | 290 | $19.0K | 0.00% | +269+1,281.0% | Added |
| Financial Perspectives, Inc | 235 | $15.7K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 225 | $15.0K | 0.01% | −200−47.1% | Reduced |
| Ten Capital Wealth Advisors, LLC | 229 | $15.0K | 0.01% | −83−26.6% | Reduced |
| TD Ameritrade Investment Management, LLC | 236 | $14.0K | 0.00% | −319−57.5% | Reduced |
| Farmers & Merchants Investments Inc | 213 | $14.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 212 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 194 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 192 | $13.0K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 186 | $12.4K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 174 | $12.0K | 0.00% | +174 | New |
| FinTrust Capital Advisors, LLC | 162 | $11.0K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 170 | $11.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 161 | $11.0K | 0.01% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 137 | $9.15K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 140 | $9.00K | 0.00% | +26+22.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 140 | $9.00K | 0.00% | +140 | New |
| Evoke Wealth, LLC | 128 | $8.00K | 0.00% | +1+0.8% | Added |
| Sound Income Strategies, LLC | 122 | $8.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 118 | $8.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 113 | $8.00K | 0.01% | +113 | New |
| Northern Oak Wealth Management Inc | 100 | $7.00K | 0.00% | −101−50.2% | Reduced |
| Gemmer Asset Management LLC | 102 | $7.00K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 98 | $7.00K | 0.00% | +98 | New |
| Johnson Midwest Financial, LLC | 100 | $7.00K | 0.01% | +100 | New |
| Heritage Wealth Advisors | 100 | $6.68K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 85 | $6.00K | 0.00% | +15+21.4% | Added |
| Covington Capital Management | 87 | $6.00K | 0.00% | +37+74.0% | Added |
| Corbenic Partners LLC | 89 | $6.00K | 0.00% | +89 | New |
| Financial Management Professionals, Inc. | 68 | $5.00K | 0.00% | −36−34.6% | Reduced |
| Brown Brothers Harriman & Co | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 73 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 63 | $5.00K | 0.00% | +63 | New |
| First Bank & Trust | 66 | $4.00K | 0.00% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 63 | $4.00K | 0.00% | +63 | New |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 40 | $3.00K | 0.00% | +40 | New |
| Kowal Investment Group, LLC | 49 | $3.00K | 0.00% | +49 | New |
| Global Financial Private Client, LLC | 44 | $2.97K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 44 | $2.94K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 27 | $2.00K | 0.00% | +6+28.6% | Added |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Glen Eagle Advisors, LLC | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $1.00K | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 4 | $0 | 0.00% | −50−92.6% | Reduced |
| Ellis Investment Partners, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | – | – | 00.0% | Unchanged |
| Gerber Kawasaki Wealth & Investment Management | 3 | – | – | +3 | New |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −447,491−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −388,720−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −363,723−100.0% | Sold out |
| Main Street Research LLC | 0 | $0 | 0.00% | −232,610−100.0% | Sold out |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Dixon Hubard Feinour & Brown Inc | 0 | $0 | 0.00% | −66,452−100.0% | Sold out |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 0 | $0 | 0.00% | −64,649−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −62,289−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −56,274−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −40,286−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,892−100.0% | Sold out |
| Hollow Brook Wealth Management LLC | 0 | $0 | 0.00% | −28,242−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −27,012−100.0% | Sold out |
| CIBC Private Wealth Group, LLC | 0 | $0 | 0.00% | −23,549−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −23,725−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −22,349−100.0% | Sold out |
| Teamwork Financial Advisors, LLC | 0 | $0 | 0.00% | −19,308−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −18,206−100.0% | Sold out |
| Endurance Wealth Management, Inc. | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,888−100.0% | Sold out |
| Stonnington Group, LLC | 0 | $0 | 0.00% | −13,050−100.0% | Sold out |