| Salomon & Ludwin, LLC | 10 | $3.67K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $3.39K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 8 | $3.01K | 0.00% | +5+166.7% | Added |
| Plante Moran Financial Advisors, LLC | 8 | $3.01K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $3.01K | 0.00% | +5+166.7% | Added |
| Cornerstone Planning Group LLC | 9 | $2.99K | 0.00% | −3−25.0% | Reduced |
| Valley National Advisers Inc | 7 | $2.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $2.26K | 0.00% | +1+20.0% | Added |
| Dunhill Financial, LLC | 6 | $2.26K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 8 | $2.24K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 6 | $2.00K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 5 | $1.88K | 0.00% | −848−99.4% | Reduced |
| First Horizon Corp | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.88K | 0.00% | +3+150.0% | Added |
| Horizon Financial Services, LLC | 5 | $1.88K | 0.00% | +5 | New |
| Golden State Wealth Management, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.51K | 0.00% | −6−60.0% | Reduced |
| Continuum Advisory, LLC | 4 | $1.51K | 0.00% | +4 | New |
| Ameriflex Group, Inc. | 4 | $1.51K | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $1.13K | 0.00% | +3 | New |
| Cassaday & Co Wealth Management LLC | 2 | $754 | 0.00% | −5−71.4% | Reduced |
| Quaker Wealth Management, LLC | 2 | $754 | 0.00% | +1+100.0% | Added |
| JNBA Financial Advisors | 2 | $754 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $753 | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 1 | $414 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 1 | $377 | 0.00% | −3−75.0% | Reduced |
| Nemes Rush Group LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 1 | $377 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $377 | 0.00% | +1 | New |
| SHP Wealth Management | 1 | $377 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $368 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $193 | 0.00% | 0 | New |
| Addison Advisors LLC | 0 | $12 | 0.00% | 0 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Alua Capital Management LP | 0 | $0 | 0.00% | −226,168−100.0% | Sold out |
| Cooke & Bieler LP | 0 | $0 | 0.00% | −116,510−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −66,251−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −54,324−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −30,071−100.0% | Sold out |
| TD Asset Management Inc | 0 | $0 | 0.00% | −29,600−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −24,935−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −21,793−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −21,235−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −20,725−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −14,977−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −14,057−100.0% | Sold out |
| EULAV Asset Management | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −11,241−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −9,061−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −8,127−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −6,133−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,824−100.0% | Sold out |
| Regents Gate Capital LLP | 0 | $0 | 0.00% | −4,257−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,608−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −2,902−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −1,940−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,671−100.0% | Sold out |
| Gateway Wealth Partners, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −1,309−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,230−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −1,153−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −1,151−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −951−100.0% | Sold out |
| Cooper Financial Group | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −812−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −797−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −314−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −304−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Richardson Financial Services Inc. | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Basepoint Wealth LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Sachetta, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Plato Investment Management Ltd | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Signature Equity Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Wealth Preservation Advisors, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Innovative Asset Advisors Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| United Financial Planning Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| North Star Investment Management Corp. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Park Square Financial Group, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Murphy & Mullick Capital Management Corp | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Millington Securities, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |
| USA Financial Portformulas Corp | – | – | – | – | Not filed |
