| The PNC Financial Services Group, Inc. | 1,441 | $76.0K | 0.00% | −400−21.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 1,361 | $72.0K | 0.01% | +100+7.9% | Added |
| IFP Advisors, Inc | 1,333 | $70.0K | 0.00% | −285−17.6% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 1,285 | $68.0K | 0.00% | −580,000−99.8% | Reduced |
| Signaturefd, LLC | 1,274 | $67.0K | 0.00% | −324−20.3% | Reduced |
| Covington Capital Management | 1,250 | $66.0K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,250 | $66.0K | 0.03% | 00.0% | Unchanged |
| Vestcor Inc | 1,252 | $66.0K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 1,231 | $65.0K | 0.02% | −80−6.1% | Reduced |
| Geneos Wealth Management Inc. | 1,221 | $65.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 1,236 | $65.0K | 0.00% | +766+163.0% | Added |
| Atticus Wealth Management, LLC | 1,154 | $61.0K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,106 | $58.0K | 0.01% | −105−8.7% | Reduced |
| Proequities, Inc. | 1,063 | $56.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 888 | $47.0K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 870 | $46.0K | 0.00% | −266−23.4% | Reduced |
| SOA Wealth Advisors, LLC. | 845 | $44.0K | 0.01% | −845−50.0% | Reduced |
| Westside Investment Management, Inc. | 724 | $38.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 701 | $37.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 609 | $32.0K | 0.00% | −6−1.0% | Reduced |
| Toth Financial Advisory Corp | 598 | $31.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 562 | $30.0K | 0.00% | −50−8.2% | Reduced |
| Crewe Advisors LLC | 572 | $30.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 550 | $29.0K | 0.02% | 00.0% | Unchanged |
| U S Global Investors Inc | 500 | $26.0K | 0.00% | −1,000−66.7% | Reduced |
| Lake Point Wealth Management | 476 | $25.0K | 0.01% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 462 | $24.0K | 0.01% | +462 | New |
| Northwestern Mutual Wealth Management Co | 439 | $23.0K | 0.00% | −94−17.6% | Reduced |
| Larson Financial Group LLC | 437 | $23.0K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 424 | $22.0K | 0.00% | −709−62.6% | Reduced |
| Huntington National Bank | – | $22.0K | 0.00% | – | – |
| PSI Advisors, LLC | 413 | $22.0K | 0.01% | +413 | New |
| Solstein Capital, LLC | 396 | $21.0K | 0.01% | −19,484−98.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 390 | $20.0K | 0.00% | −267−40.6% | Reduced |
| Austin Private Wealth, LLC | 375 | $20.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 321 | $17.0K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 310 | $16.0K | 0.00% | −865−73.6% | Reduced |
| Centerpoint Advisors, LLC | 312 | $16.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 312 | $16.0K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 308 | $16.0K | 0.01% | +308 | New |
| Trustcore Financial Services, LLC | 290 | $15.0K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 278 | $15.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 210 | $11.0K | 0.00% | −18−7.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 187 | $10.0K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 185 | $9.72K | 0.00% | +185 | New |
| CNB Bank | 167 | $9.00K | 0.01% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 170 | $9.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 156 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 158 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 126 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ironwood Financial, llc | 113 | $6.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 119 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $5.00K | 0.00% | −100−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 71 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 70 | $4.00K | 0.00% | +70 | New |
| Johnson Midwest Financial, LLC | 65 | $3.00K | 0.00% | −61−48.4% | Reduced |
| Bedel Financial Consulting, Inc. | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 65 | $3.00K | 0.00% | +3+4.8% | Added |
| GPS Wealth Strategies Group, LLC | 58 | $3.00K | 0.00% | +58 | New |
| Valley National Advisers Inc | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 11 | $1.00K | 0.00% | −14−56.0% | Reduced |
| Joseph P. Lucia & Associates, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $1.00K | 0.00% | +25 | New |
| Rockefeller Capital Management L.P. | 32 | $1.00K | 0.00% | +32 | New |
| Sterling Financial Planning, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 12 | $631 | 0.00% | 00.0% | Unchanged |
| FMR LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Private Capital Group, LLC | 1 | $0 | 0.00% | +1 | New |
| O'Dell Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −246,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −47,972−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −17,102−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −12,089−100.0% | Sold out |
| United Maritime Capital LLC | 0 | $0 | 0.00% | −10,537−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −9,000−100.0% | Sold out |
| Nomura Asset Management Co Ltd | 0 | $0 | 0.00% | −6,650−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −5,253−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −4,742−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −4,580−100.0% | Sold out |
| Prio Wealth Limited Partnership | 0 | $0 | 0.00% | −4,519−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −1,998−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −1,222−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,108−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −1,110−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −620−100.0% | Sold out |
| Anfield Capital Management, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| First PREMIER Bank | 0 | $0 | 0.00% | −375−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −295−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −187−100.0% | Sold out |
