| FRG Family Wealth Advisors LLC | 300 | $741 | 0.00% | +300 | New |
| Impact Partnership Wealth, LLC | 300 | $741 | 0.00% | +300 | New |
| Investors Research Corp | 280 | $692 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 260 | $643 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 250 | $618 | 0.00% | +250 | New |
| Gradient Investments LLC | 249 | $615 | 0.00% | −30−10.8% | Reduced |
| Piscataqua Savings Bank | 210 | $518 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 209 | $516 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $497 | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 200 | $494 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 200 | $494 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 200 | $494 | 0.00% | +200 | New |
| Glen Eagle Advisors, LLC | 183 | $452 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 182 | $450 | 0.00% | 00.0% | Unchanged |
| Vima LLC | 177 | $448 | 0.00% | −3−1.7% | Reduced |
| Beacon Capital Management, LLC | 178 | $440 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 167 | $413 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 167 | $413 | 0.00% | +167 | New |
| Prestige Wealth Management Group LLC | 161 | $398 | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 142 | $351 | 0.00% | +142 | New |
| Wiser Advisor Group LLC | 137 | $338 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 135 | $333 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 120 | $297 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 101 | $249 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 125 | $248 | 0.00% | +125 | New |
| Fernwood Investment Management, LLC | 100 | $247 | 0.00% | +100 | New |
| POM Investment Strategies, LLC | 100 | $247 | 0.00% | +100 | New |
| Hilltop National Bank | 100 | $247 | 0.00% | +100 | New |
| Main Street Group, LTD | 96 | $233 | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 90 | $222 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 88 | $217 | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 83 | $205 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $180 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 72 | $178 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 72 | $178 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $161 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 58 | $144 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 50 | $124 | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 41 | $101 | 0.00% | +41 | New |
| First Manhattan Co | 41 | $100 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 33 | $82 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $62 | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 21 | $52 | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 20 | $49 | 0.00% | −297−93.7% | Reduced |
| ICA Group Wealth Management, LLC | 16 | $40 | 0.00% | −193−92.3% | Reduced |
| McIlrath & Eck, LLC | 16 | $40 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 17 | $39 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 15 | $38 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 15 | $37 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 13 | $32 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $20 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 6 | $15 | 0.00% | +6 | New |
| Mascoma Wealth Management LLC | 5 | $12 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4 | $10 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $6 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $5 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $3 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 160 | $0 | 0.00% | −8,000−98.0% | Reduced |
| Financial Management Professionals, Inc. | 167 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −1,687,868−100.0% | Sold out |
| Maxi Investments CY Ltd | 0 | $0 | 0.00% | −1,250,000−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −430,291−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −362,148−100.0% | Sold out |
| Connective Capital Management, LLC | 0 | $0 | 0.00% | −178,594−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −77,237−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −54,730−100.0% | Sold out |
| Avaii Wealth Management, LLC | 0 | $0 | 0.00% | −53,379−100.0% | Sold out |
| Americana Partners, LLC | 0 | $0 | 0.00% | −50,004−100.0% | Sold out |
| Austin Wealth Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −37,373−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | – | Sold out |
| Chesapeake Capital Corp | 0 | $0 | 0.00% | −23,726−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −25,089−100.0% | Sold out |
| NovaPoint Capital, LLC | 0 | $0 | 0.00% | −20,444−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −19,556−100.0% | Sold out |
| Bank of New York Mellon Corp | 0 | $0 | 0.00% | −19,036−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −22,669−100.0% | Sold out |
| Estate Counselors, LLC | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Good Life Advisors, LLC | 0 | $0 | 0.00% | −16,922−100.0% | Sold out |
| Financial & Tax Architects, LLC | 0 | $0 | 0.00% | −15,175−100.0% | Sold out |
| Newman Dignan & Sheerar, Inc. | 0 | $0 | 0.00% | −13,150−100.0% | Sold out |
| Wellington Wealth Strategies, LLC. | 0 | $0 | 0.00% | −12,574−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −11,332−100.0% | Sold out |
| Cetera Advisor Networks LLC | 0 | $0 | 0.00% | −10,550−100.0% | Sold out |
| Vista Private Wealth Partners. LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| TL Private Wealth | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −4,364−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Studio Investment Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| SJS Investment Consulting Inc. | 0 | $0 | 0.00% | −1,520−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −1,236−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,144−100.0% | Sold out |
| WFA Asset Management Corp | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Able Wealth Management LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −847−100.0% | Sold out |
| ORG Partners LLC | 0 | $0 | 0.00% | −508−100.0% | Sold out |