| Washington Trust Co | 380 | $23.0K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 388 | $23.0K | 0.00% | +388 | New |
| Proequities, Inc. | 355 | $22.0K | 0.00% | −6,371−94.7% | Reduced |
| Toth Financial Advisory Corp | 359 | $22.0K | 0.00% | +79+28.2% | Added |
| Bogart Wealth, LLC | 348 | $21.0K | 0.00% | +142+68.9% | Added |
| City State Bank | 317 | $19.0K | 0.01% | +317 | New |
| Glassman Wealth Services | 289 | $18.0K | 0.00% | +217+301.4% | Added |
| Money Concepts Capital Corp | 296 | $18.0K | 0.00% | +296 | New |
| Cambridge Trust Co | 275 | $17.0K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 276 | $17.0K | 0.00% | +276 | New |
| Zions Bancorporation, N.A. | 266 | $16.0K | 0.00% | +81+43.8% | Added |
| Beaird Harris Wealth Management, LLC | 260 | $16.0K | 0.01% | +227+687.9% | Added |
| Clearstead Advisors, LLC | 256 | $16.0K | 0.00% | +256 | New |
| Herold Advisors, Inc. | 250 | $15.3K | 0.01% | +250 | New |
| Center for Financial Planning, Inc. | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 245 | $15.0K | 0.00% | +185+308.3% | Added |
| Concord Wealth Partners | 234 | $14.0K | 0.00% | +1+0.4% | Added |
| Fieldpoint Private Securities, LLC | 223 | $14.0K | 0.00% | +181+431.0% | Added |
| Freedman Financial Associates, Inc. | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 200 | $12.0K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 204 | $12.0K | 0.00% | −7−3.3% | Reduced |
| Private Capital Group, LLC | 193 | $12.0K | 0.00% | +11+6.0% | Added |
| Newbridge Financial Services Group, Inc. | 186 | $11.0K | 0.01% | +186 | New |
| Fortitude Advisory Group L.L.C. | 167 | $10.0K | 0.01% | +90+116.9% | Added |
| Montag A & Associates Inc | 158 | $10.0K | 0.00% | +158 | New |
| Evermay Wealth Management LLC | 160 | $10.0K | 0.00% | +160 | New |
| Fifth Third Bancorp | 153 | $9.00K | 0.00% | +153 | New |
| Assetmark, Inc | 125 | $8.00K | 0.00% | +125 | New |
| Optiver Holding B.V. | 116 | $7.00K | 0.00% | −126−52.1% | Reduced |
| Foresight Capital Management Advisors, Inc. | 111 | $7.00K | 0.01% | −105−48.6% | Reduced |
| Seldon Capital LP | 117 | $7.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 115 | $7.00K | 0.00% | +115 | New |
| Manchester Capital Management LLC | 110 | $7.00K | 0.00% | +110 | New |
| Harbor Investment Advisory, LLC | 119 | $7.00K | 0.00% | +119 | New |
| Cullen/Frost Bankers, Inc. | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 97 | $6.00K | 0.00% | +56+136.6% | Added |
| IAG Wealth Partners, LLC | 76 | $5.00K | 0.00% | +76 | New |
| Cedar Mountain Advisors, LLC | 71 | $4.00K | 0.00% | +71 | New |
| HHM Wealth Advisors, LLC | 48 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 44 | $3.00K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Planning LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 49 | $3.00K | 0.00% | +49 | New |
| Trustcore Financial Services, LLC | 47 | $3.00K | 0.00% | +47 | New |
| Earnest Partners LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 29 | $2.00K | 0.00% | +29 | New |
| Bivin & Associates, Inc. | 25 | $2.00K | 0.00% | +25 | New |
| Gemmer Asset Management LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 10 | $1.00K | 0.00% | +4+66.7% | Added |
| Massmutual Trust Co FSB | 20 | $1.00K | 0.00% | +20 | New |
| Whittier Trust Co | 14 | $1.00K | 0.00% | +14 | New |
| Allworth Financial LP | 11 | $1.00K | 0.00% | +11 | New |
| Harvest Group Wealth Management, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 8 | $490 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | – | – | +61 | New |
| Findlay Park Partners LLP | 0 | $0 | 0.00% | −2,996,668−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −306,476−100.0% | Sold out |
| MUFG Securities (Canada), Ltd. | 0 | $0 | 0.00% | −130,746−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −125,506−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −48,000−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −42,530−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −36,898−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −35,751−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −24,685−100.0% | Sold out |
| CM Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −17,101−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −15,800−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −9,257−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,915−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,700−100.0% | Sold out |
| Bank Julius Baer & Co. Ltd, Zurich | 0 | $0 | 0.00% | −7,757−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −7,772−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,550−100.0% | Sold out |
| Financial Sense Advisors, Inc. | 0 | $0 | 0.00% | −5,876−100.0% | Sold out |
| D.B. Root & Company, LLC | 0 | $0 | 0.00% | −5,544−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −4,110−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −4,098−100.0% | Sold out |
| Independent Family Office, LLC | 0 | $0 | 0.00% | −4,045−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Robertson Stephens Wealth Management, LLC | 0 | $0 | 0.00% | −3,773−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −2,650−100.0% | Sold out |
| Rather & Kittrell, Inc. | 0 | $0 | 0.00% | −2,306−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −1,881−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −829−100.0% | Sold out |
| Advisors Asset Management, Inc. | 0 | $0 | 0.00% | −716−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Prestige Wealth Management Group LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |