| TCI Wealth Advisors, Inc. | 95 | $5.00K | 0.00% | −151−61.4% | Reduced |
| AlphaMark Advisors, LLC | 100 | $5.00K | 0.00% | +100 | New |
| Hexagon Capital Partners LLC | 78 | $4.00K | 0.00% | −2,723−97.2% | Reduced |
| Ancora Advisors, LLC | 84 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 86 | $4.00K | 0.00% | +15+21.1% | Added |
| Orion Capital Management LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 91 | $4.00K | 0.00% | +91 | New |
| GPS Wealth Strategies Group, LLC | 54 | $3.00K | 0.00% | −11−16.9% | Reduced |
| Country Trust Bank | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 55 | $3.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 67 | $3.00K | 0.00% | +44+191.3% | Added |
| MV Capital Management, Inc. | 67 | $3.00K | 0.00% | +61+1,016.7% | Added |
| Edmond de Rothschild Holding S.A. | 71 | $3.00K | 0.00% | +71 | New |
| Householder Group Estate & Retirement Specialist, LLC | 73 | $3.00K | 0.00% | +73 | New |
| Harbour Investments, Inc. | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $2.00K | 0.00% | +38+633.3% | Added |
| Heritage Wealth Management, LLC | 39 | $2.00K | 0.00% | +39 | New |
| Global Financial Private Client, LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 23 | $1.12K | 0.00% | +13+130.0% | Added |
| Accel Wealth Management | 13 | $1.00K | 0.00% | −820−98.4% | Reduced |
| Lindbrook Capital, LLC | 16 | $1.00K | 0.00% | −38−70.4% | Reduced |
| Schubert & Co | 23 | $1.00K | 0.00% | −26−53.1% | Reduced |
| Trust Co of Vermont | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $1.00K | 0.00% | +1+4.0% | Added |
| Front Row Advisors LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 29 | $1.00K | 0.00% | +11+61.1% | Added |
| Bell Investment Advisors, Inc | 20 | $1.00K | 0.00% | +5+33.3% | Added |
| Money Concepts Capital Corp | 15 | $1.00K | 0.00% | +15 | New |
| Crewe Advisors LLC | 15 | $1.00K | 0.00% | +15 | New |
| SJS Investment Consulting Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 15 | $729 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1 | $0 | 0.00% | −272−99.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 10 | $0 | 0.00% | −21−67.7% | Reduced |
| Baystate Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 10 | $0 | 0.00% | +10 | New |
| Azimuth Capital Investment Management LLC | 0 | $0 | 0.00% | −120,820−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −114,558−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −80,674−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −55,483−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −44,200−100.0% | Sold out |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT - Equity & Fixed Income | 0 | $0 | 0.00% | −41,565−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −35,887−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −30,359−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −26,099−100.0% | Sold out |
| CFS Investment Advisory Services, LLC | 0 | $0 | 0.00% | −23,009−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −18,907−100.0% | Sold out |
| M&G Investment Management Ltd | 0 | $0 | 0.00% | −14,808−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −10,436−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −10,359−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −9,315−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −9,078−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −8,885−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −8,415−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,041−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Empirical Asset Management, LLC | 0 | $0 | 0.00% | −6,995−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,811−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,693−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −5,707−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −4,627−100.0% | Sold out |
| Vise Technologies, Inc. | 0 | $0 | 0.00% | −4,415−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −4,398−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,289−100.0% | Sold out |
| Laurel Wealth Advisors, Inc. | 0 | $0 | 0.00% | −4,092−100.0% | Sold out |
| Joel Isaacson & Co., LLC | 0 | $0 | 0.00% | −4,000−100.0% | Sold out |
| Wilbanks Smith & Thomas Asset Management LLC | 0 | $0 | 0.00% | −3,988−100.0% | Sold out |
| Somerset Trust Co | 0 | $0 | 0.00% | −3,965−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| SeaCrest Wealth Management, LLC | 0 | $0 | 0.00% | −2,503−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −1,335−100.0% | Sold out |
| River & Mercantile Investments Ltd | 0 | $0 | 0.00% | −1,204−100.0% | Sold out |
| Canada Pension Plan Investment Board | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Heritage Financial Services, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Northern Oak Wealth Management Inc | 0 | $0 | 0.00% | −362−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Sandy Spring Bank | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Sargent Bickham Lagudis LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Sageworth Trust Co of South Dakota | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Advisor Partners LLC | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |
