| Bay Harbor Wealth Management, LLC | 492 | $47.0K | 0.02% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 475 | $46.0K | 0.02% | −56−10.5% | Reduced |
| Cedar Mountain Advisors, LLC | 474 | $46.0K | 0.02% | +1+0.2% | Added |
| James Investment Research Inc | 465 | $45.0K | 0.01% | −442−48.7% | Reduced |
| Mach-1 Financial Group, Inc. | 478 | $45.0K | 0.03% | +478 | New |
| Norwood Financial Corp | 460 | $44.0K | 0.07% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 445 | $43.0K | 0.02% | −58−11.5% | Reduced |
| PFG Private Wealth Management, LLC | 432 | $42.0K | 0.02% | −124−22.3% | Reduced |
| Syverson Strege & Co | 428 | $41.0K | 0.02% | +160+59.7% | Added |
| Annapolis Financial Services, LLC | 418 | $40.0K | 0.01% | +2+0.5% | Added |
| McIlrath & Eck, LLC | 402 | $39.0K | 0.01% | −13−3.1% | Reduced |
| Banco de Sabadell, S.A | 400 | $38.0K | 0.03% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 390 | $37.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 385 | $37.0K | 0.03% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 384 | $36.9K | 0.02% | +2+0.5% | Added |
| Pin Oak Investment Advisors Inc | 370 | $36.0K | 0.04% | +20+5.7% | Added |
| Win Advisors, Inc | 375 | $36.0K | 0.07% | +125+50.0% | Added |
| Financial Perspectives, Inc | 362 | $34.8K | 0.02% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 351 | $34.0K | 0.03% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 354 | $34.0K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 331 | $32.0K | 0.03% | +91+37.9% | Added |
| Coston, McIsaac & Partners | 322 | $31.0K | 0.02% | +322 | New |
| SOA Wealth Advisors, LLC. | 307 | $29.0K | 0.01% | −180−37.0% | Reduced |
| Retirement Group, LLC | 284 | $27.0K | 0.01% | −20−6.6% | Reduced |
| Bellwether Advisors, LLC | 271 | $26.0K | 0.01% | −195−41.8% | Reduced |
| Exchange Traded Concepts, LLC | 272 | $26.0K | 0.00% | −49−15.3% | Reduced |
| Valley National Advisers Inc | 277 | $26.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 259 | $25.0K | 0.05% | 00.0% | Unchanged |
| PFS Partners, LLC | 260 | $25.0K | 0.02% | +1+0.4% | Added |
| Highlander Capital Management, LLC | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 229 | $22.0K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 233 | $22.0K | 0.01% | +233 | New |
| Pacific Center for Financial Services | 223 | $21.0K | 0.01% | +10+4.7% | Added |
| PSI Advisors, LLC | 222 | $21.0K | 0.01% | +16+7.8% | Added |
| Enterprise Trust & Investment Co | 203 | $20.0K | 0.01% | +203 | New |
| Private Ocean, LLC | 199 | $19.0K | 0.00% | −5−2.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 199 | $19.0K | 0.00% | +18+9.9% | Added |
| Lowe Wealth Advisors, LLC | 187 | $18.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 180 | $17.3K | 0.02% | −2,415−93.1% | Reduced |
| Loomis Sayles & Co L P | 180 | $17.0K | 0.00% | −34−15.9% | Reduced |
| Horrell Capital Management, Inc. | 173 | $17.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 146 | $14.0K | 0.01% | +146 | New |
| Joseph P. Lucia & Associates, LLC | 150 | $14.0K | 0.01% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 150 | $14.0K | 0.01% | +4+2.7% | Added |
| IMA Wealth, Inc. | 121 | $12.0K | 0.00% | 00.0% | Unchanged |
| Advanced Research Investment Solutions, LLC | 124 | $12.0K | 0.01% | 00.0% | Unchanged |
| Gleason Group, Inc. | 120 | $12.0K | 0.00% | +1+0.8% | Added |
| Hoese & Co LLP | 125 | $12.0K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 100 | $10.0K | 0.01% | −733−88.0% | Reduced |
| Marquette Asset Management, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $10.0K | 0.01% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 99 | $10.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 105 | $10.0K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 96 | $9.23K | 0.00% | +96 | New |
| Roble, Belko & Company, Inc | 81 | $8.00K | 0.00% | −361−81.7% | Reduced |
| Karlinski Andrew C | 85 | $8.00K | 0.01% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 85 | $7.00K | 0.00% | −2,382−96.6% | Reduced |
| Guardian Wealth Management, Inc. | 73 | $7.00K | 0.01% | −135−64.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 74 | $7.00K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 76 | $7.00K | 0.31% | +1+1.3% | Added |
| Evolution Advisers, Inc. | 75 | $7.00K | 0.01% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 69 | $6.63K | 0.00% | +69 | New |
| Ten Capital Wealth Advisors, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 55 | $5.00K | 0.00% | −20−26.7% | Reduced |
| Macroview Investment Management LLC | 48 | $5.00K | 0.01% | +1+2.1% | Added |
| New Millennium Group LLC | 51 | $5.00K | 0.01% | +51 | New |
| Horizons Wealth Management | 49 | $5.00K | 0.00% | +49 | New |
| Cedar Wealth Management, LLC | 44 | $4.00K | 0.00% | −43−49.4% | Reduced |
| Ogorek Anthony Joseph | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 28 | $2.69K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 22 | $2.00K | 0.00% | −3,685−99.4% | Reduced |
| Providence Capital Advisors, LLC | 19 | $2.00K | 0.00% | −58−75.3% | Reduced |
| HighMark Wealth Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Klaas Financial Asset Advisors, LLC | 25 | $2.00K | 0.00% | +25 | New |
| WFA Asset Management Corp | 8 | $815 | 0.00% | 00.0% | Unchanged |
| O'Dell Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 2 | $0 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 28 | $0 | 0.00% | +28 | New |
| B. Riley Wealth Management, Inc. | 29,112 | – | – | +18,743+180.8% | Added |
| Westside Investment Management, Inc. | 3,785 | – | – | −105−2.7% | Reduced |
| Sofos Investments, Inc. | 1,824 | – | – | −183−9.1% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,291 | – | – | +1,291 | New |
| Bar Harbor Trust Services | 0 | $0 | 0.00% | −3,308−100.0% | Sold out |
| Farallon Capital Management, L.L.C. | 0 | $0 | 0.00% | −3,385,484−100.0% | Sold out |
| Alkeon Capital Management LLC | 0 | $0 | 0.00% | −2,420,849−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,110,424−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −421,800−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −418,311−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −341,690−100.0% | Sold out |
| PointState Capital LP | 0 | $0 | 0.00% | −280,150−100.0% | Sold out |
| ADAMCAPITAL Gestao de Recursos Ltda. | 0 | $0 | 0.00% | −257,985−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −214,400−100.0% | Sold out |
| Iat Reinsurance Co Ltd. | 0 | $0 | 0.00% | −177,866−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −112,598−100.0% | Sold out |
