| Bradley & Co. Private Wealth Management, LLC | 31 | $2.72K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $2.19K | 0.00% | −107−81.1% | Reduced |
| Hollencrest Capital Management | 24 | $2.11K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 22 | $1.93K | 0.00% | +22 | New |
| ClariVest Asset Management LLC | 21 | $1.84K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.75K | 0.00% | +5+33.3% | Added |
| Core Alternative Capital | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 17 | $1.49K | 0.00% | +17 | New |
| NVWM, LLC | 16 | $1.40K | 0.00% | +5+45.5% | Added |
| Triad Wealth Partners, LLC | 16 | $1.40K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 15 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $1.23K | 0.00% | +6+75.0% | Added |
| MeadowBrook Investment Advisors LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $1.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $1.00K | 0.00% | −76−83.5% | Reduced |
| Strengthening Families & Communities, LLC | 7 | $1.00K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 7 | $614 | 0.00% | −1−12.5% | Reduced |
| Creekmur Asset Management LLC | 6 | $526 | 0.00% | −11−64.7% | Reduced |
| America First Investment Advisors, LLC | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $175 | 0.00% | +2 | New |
| McClarren Financial Advisors, Inc. | 87 | $15 | 0.01% | −89−50.6% | Reduced |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $0 | 0.00% | +4 | New |
| Strategic Financial Concepts, LLC | 11,815 | – | – | +7,212+156.7% | Added |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −870,382−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −706,238−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −265,806−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −169,266−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −108,703−100.0% | Sold out |
| Keystone Financial Planning, Inc. | 0 | $0 | 0.00% | −83,515−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −81,319−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −75,307−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −54,175−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −47,025−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −29,434−100.0% | Sold out |
| Lincoln National Corp | 0 | $0 | 0.00% | −22,978−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −21,210−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −20,099−100.0% | Sold out |
| Hartline Investment Corp | 0 | $0 | 0.00% | −15,230−100.0% | Sold out |
| Strategic Planning Group, LLC | 0 | $0 | 0.00% | −15,137−100.0% | Sold out |
| Executive Wealth Management, LLC | 0 | $0 | 0.00% | −13,285−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −10,155−100.0% | Sold out |
| Lloyd Advisory Services, LLC. | 0 | $0 | 0.00% | −9,745−100.0% | Sold out |
| Baker Tilly Wealth Management, LLC | 0 | $0 | 0.00% | −9,604−100.0% | Sold out |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5,477−100.0% | Sold out |
| BKM Wealth Management, LLC | 0 | $0 | 0.00% | −5,435−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −5,391−100.0% | Sold out |
| Balentine LLC | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Strategic Investment Advisors | 0 | $0 | 0.00% | −5,158−100.0% | Sold out |
| Rench Wealth Management, Inc. | 0 | $0 | 0.00% | −5,041−100.0% | Sold out |
| Private Portfolio Partners LLC | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4,572−100.0% | Sold out |
| BBR Partners, LLC | 0 | $0 | 0.00% | −4,500−100.0% | Sold out |
| Smith Chas P & Associates Pa Cpas | 0 | $0 | 0.00% | −4,482−100.0% | Sold out |
| Eisler Capital (UK) Ltd. | 0 | $0 | 0.00% | −3,990−100.0% | Sold out |
| Am Investment Strategies LLC | 0 | $0 | 0.00% | −3,863−100.0% | Sold out |
| Swisher Financial Concepts, Inc. | 0 | $0 | 0.00% | −3,726−100.0% | Sold out |
| FourThought Financial Partners, LLC | 0 | $0 | 0.00% | −3,530−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −3,300−100.0% | Sold out |
| JT Stratford LLC | 0 | $0 | 0.00% | −3,179−100.0% | Sold out |
| Sheaff Brock Investment Advisors, LLC | 0 | $0 | 0.00% | −3,104−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −3,059−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −3,057−100.0% | Sold out |
| WealthPLAN Partners, LLC | 0 | $0 | 0.00% | −2,844−100.0% | Sold out |
| SFMG, LLC | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −2,682−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −2,527−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2,471−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −2,403−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −2,342−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −1,791−100.0% | Sold out |
| Badgley Phelps Wealth Managers, LLC | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,495−100.0% | Sold out |
| Wellington Shields Capital Management, LLC | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −1,327−100.0% | Sold out |
| Wellington Shields & Co., LLC | 0 | $0 | 0.00% | −1,050−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −950−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| FRG Family Wealth Advisors LLC | 0 | $0 | 0.00% | −330−100.0% | Sold out |
| Denali Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Financial Synergies Wealth Advisors, Inc. | 0 | $0 | 0.00% | −199−100.0% | Sold out |
| GoalVest Advisory LLC | 0 | $0 | 0.00% | −182−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −146−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −124−100.0% | Sold out |
| MidAtlantic Capital Management, Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −108,660−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Arlington Trust Co LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cutler Group LP | – | – | – | – | Not filed |
| BTG Pactual Global Asset Management Ltd | – | – | – | – | Not filed |
| Degroof Petercam Asset Management | – | – | – | – | Not filed |
| Summit Financial Group Inc | – | – | – | – | Not filed |
| Imprint Wealth LLC | – | – | – | – | Not filed |
