| JJJ Advisors Inc. | 152 | $30.0K | 0.01% | +104+216.7% | Added |
| Ogorek Anthony Joseph | 154 | $29.0K | 0.01% | +154 | New |
| West Oak Capital, LLC | 150 | $29.0K | 0.01% | +150 | New |
| Atlas Private Wealth Advisors | 145 | $28.0K | 0.01% | −30−17.1% | Reduced |
| Resolute Partners Group | 145 | $28.0K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 145 | $28.0K | 0.00% | +20+16.0% | Added |
| Consolidated Planning Corp | 144 | $28.0K | 0.02% | +144 | New |
| First National Bank of South Miami | 141 | $27.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 137 | $27.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 139 | $27.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 130 | $25.0K | 0.01% | +130 | New |
| Front Row Advisors LLC | 123 | $24.0K | 0.01% | −2−1.6% | Reduced |
| Charter Oak Capital Management, LLC | 121 | $24.0K | 0.00% | +25+26.0% | Added |
| First Financial Corp | 113 | $22.0K | 0.01% | 00.0% | Unchanged |
| Hudock, Inc. | 117 | $22.0K | 0.01% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 108 | $21.0K | 0.03% | 00.0% | Unchanged |
| Avondale Wealth Management | 110 | $21.0K | 0.02% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 109 | $21.0K | 0.00% | 00.0% | Unchanged |
| Sterling Investment Advisors, Ltd. | 101 | $20.0K | 0.01% | +101 | New |
| Aspire Private Capital, LLC | 97 | $19.0K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 92 | $18.0K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 92 | $18.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 91 | $18.0K | 0.00% | +49+116.7% | Added |
| Ranger Investment Management, L.P. | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $16.0K | 0.00% | 00.0% | Unchanged |
| Wealthstreet Investment Advisors, LLC | 81 | $16.0K | 0.44% | 00.0% | Unchanged |
| Tompkins Financial Corp | 82 | $16.0K | 0.00% | +82 | New |
| Centerpoint Advisors, LLC | 79 | $15.0K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 77 | $15.0K | 0.00% | +77 | New |
| Atlas Capital Advisors LLC | 74 | $14.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 70 | $14.0K | 0.00% | −1,626−95.9% | Reduced |
| Winch Advisory Services, LLC | 73 | $14.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 70 | $14.0K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 65 | $13.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 67 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 67 | $13.0K | 0.00% | +3+4.7% | Added |
| Ellis Investment Partners, LLC | 66 | $12.0K | 0.00% | 00.0% | Unchanged |
| Pacitti Group Inc. | 61 | $12.0K | 0.01% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $11.0K | 0.01% | −5−8.3% | Reduced |
| Sofos Investments, Inc. | 51 | $10.0K | 0.01% | −89−63.6% | Reduced |
| Klaas Financial Asset Advisors, LLC | 52 | $10.0K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 50 | $10.0K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 50 | $10.0K | 0.00% | +50 | New |
| Bourgeon Capital Management LLC | 47 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 39 | $8.00K | 0.00% | +1+2.6% | Added |
| Semmax Financial Advisors Inc. | 40 | $8.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 39 | $7.57K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 36 | $7.00K | 0.00% | −19−34.5% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 37 | $7.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 36 | $7.00K | 0.00% | +10+38.5% | Added |
| Avion Wealth | 38 | $7.00K | 0.00% | +20+111.1% | Added |
| Cranbrook Wealth Management, LLC | 30 | $6.00K | 0.00% | +30 | New |
| Orion Capital Management LLC | 32 | $6.00K | 0.00% | +32 | New |
| Laffer Tengler Investments | 30 | $5.87K | 0.00% | +30 | New |
| Adirondack Trust Co | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26 | $5.00K | 0.00% | +1+4.0% | Added |
| Freedman Financial Associates, Inc. | 28 | $5.00K | 0.00% | +28 | New |
| Edge Wealth Management LLC | 24 | $5.00K | 0.00% | +24 | New |
| Tfo-TDC, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Filbrandt Wealth Management, LLC | 26 | $5.00K | 0.00% | +26 | New |
| Kelly Financial Services LLC | 23 | $4.47K | 0.00% | −725−96.9% | Reduced |
| Westside Investment Management, Inc. | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 23 | $4.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 22 | $4.00K | 0.00% | −1−4.3% | Reduced |
| Hanson & Doremus Investment Management | 22 | $4.00K | 0.00% | +22 | New |
| Globeflex Capital L P | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Grittinger Financial Group, LLC | 12 | $2.33K | 0.00% | +12 | New |
| Core Wealth Advisors, Inc. | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Retirement Group, LLC | 7 | $2.00K | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $776 | 0.00% | – | – |
| Financial Enhancement Group LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Lazard Freres Gestion S.A.S. | 0 | $0 | 0.00% | −475,817−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −101,686−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −32,964−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −32,609−100.0% | Sold out |
| Marino, Stram & Associates LLC | 0 | $0 | 0.00% | −29,908−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −21,051−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −17,687−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −13,900−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −13,171−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −11,006−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −7,318−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −7,267−100.0% | Sold out |
| Inscription Capital, LLC | 0 | $0 | 0.00% | −6,030−100.0% | Sold out |
| Partners Capital Investment Group, LLP | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Dash Acquisitions Inc. | 0 | $0 | 0.00% | −5,814−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −5,650−100.0% | Sold out |
