| ICA Group Wealth Management, LLC | 295 | $15.4K | 0.00% | −12,058−97.6% | Reduced |
| Baker Avenue Asset Management, LP | 289 | $15.1K | 0.00% | −37−11.3% | Reduced |
| Pinnacle Bancorp, Inc. | 288 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 285 | $15.0K | 0.00% | −59−17.2% | Reduced |
| Highlander Capital Management, LLC | 280 | $15.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 275 | $14.3K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 266 | $13.9K | 0.01% | +3+1.1% | Added |
| New England Capital Financial Advisors LLC | 264 | $13.7K | 0.01% | +3+1.1% | Added |
| Jones Financial Companies LLLP | 261 | $13.6K | 0.00% | −100−27.7% | Reduced |
| Bray Capital Advisors | 250 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 243 | $13.0K | 0.00% | +243 | New |
| MRP Capital Investments, LLC | 247 | $12.9K | 0.01% | +2+0.8% | Added |
| HBC Financial Services, PLLC | 246 | $12.0K | 0.01% | +2+0.8% | Added |
| Pin Oak Investment Advisors Inc | 232 | $12.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 234 | $12.0K | 0.01% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 228 | $11.9K | 0.01% | +228 | New |
| Monetary Management Group Inc | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $10.4K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 200 | $10.4K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 210 | $10.0K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 186 | $9.68K | 0.00% | +186 | New |
| Adirondack Trust Co | 170 | $9.13K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 167 | $8.71K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 164 | $8.55K | 0.00% | +18+12.3% | Added |
| Spotlight Asset Group, Inc. | 158 | $8.24K | 0.01% | +158 | New |
| Macquarie Group Ltd | 162 | $8.00K | 0.00% | +13+8.7% | Added |
| Gradient Investments LLC | 150 | $7.82K | 0.00% | +36+31.6% | Added |
| Archer Investment Corp | 150 | $7.82K | 0.00% | +150 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 143 | $7.46K | 0.00% | +143 | New |
| Kelly Financial Services LLC | 137 | $7.16K | 0.00% | +116+552.4% | Added |
| Dividend Assets Capital, LLC | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 128 | $6.67K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 128 | $6.67K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 125 | $6.52K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 112 | $6.00K | 0.00% | +112 | New |
| Bell Investment Advisors, Inc | 108 | $5.63K | 0.00% | +37+52.1% | Added |
| Global Wealth Strategies & Associates | 104 | $5.42K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 103 | $5.35K | 0.00% | +1+1.0% | Added |
| NewSquare Capital LLC | 100 | $5.21K | 0.00% | −98−49.5% | Reduced |
| Tompkins Financial Corp | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 52 | $5.03K | 0.02% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 102 | $5.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 97 | $5.00K | 0.00% | +97 | New |
| AllSquare Wealth Management LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 87 | $4.50K | 0.00% | +87 | New |
| Artemis Wealth Advisors, LLC | 83 | $4.33K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 82 | $4.28K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 78 | $4.07K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 71 | $3.70K | 0.00% | +2+2.9% | Added |
| Abound Wealth Management | 60 | $3.14K | 0.00% | +48+400.0% | Added |
| Covestor Ltd | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 60 | $3.00K | 0.00% | +60 | New |
| TSFG, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Beacon Capital Management, LLC | 57 | $2.97K | 0.00% | +57 | New |
| Hoey Investments, Inc | 52 | $2.71K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 51 | $2.66K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 50 | $2.61K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.61K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 44 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 42 | $2.19K | 0.00% | +42 | New |
| Buck Wealth Strategies, LLC | 40 | $2.09K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 36 | $1.88K | 0.00% | +36 | New |
| Financial Synergies Wealth Advisors, Inc. | 34 | $1.77K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 30 | $1.56K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 30 | $1.56K | 0.00% | +30 | New |
| Sanctuary Wealth Management, L.L.C. | 26 | $1.35K | 0.00% | +26 | New |
| Annapolis Financial Services, LLC | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 22 | $1.15K | 0.00% | +22 | New |
| First Financial Corp | 22 | $1.15K | 0.00% | −122−84.7% | Reduced |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 10 | $522 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 8 | $417 | 0.00% | +8 | New |
| Bank of New Hampshire | 4 | $209 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 242,652 | $8 | 0.00% | +242,652 | New |
| Quilter Plc | 200 | – | – | 00.0% | Unchanged |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −1,136,333−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −801,258−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −284,672−100.0% | Sold out |
| Canoe Financial LP | 0 | $0 | 0.00% | −260,643−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −137,495−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −129,502−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −69,300−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −67,500−100.0% | Sold out |
| Poehling Capital Management, LLC | 0 | $0 | 0.00% | −29,828−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −29,613−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −23,334−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −21,245−100.0% | Sold out |
| Nations Financial Group Inc, | 0 | $0 | 0.00% | −20,442−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −20,272−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −18,776−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −16,744−100.0% | Sold out |
