| JDM Financial Group LLC | 45 | $4.70K | 0.00% | +45 | New |
| Group One Trading, L.P. | 38 | $3.97K | 0.00% | −395−91.2% | Reduced |
| Harbour Investments, Inc. | 38 | $3.97K | 0.00% | +38 | New |
| Earnest Partners LLC | 37 | $3.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $3.76K | 0.00% | +12+50.0% | Added |
| SJS Investment Consulting Inc. | 35 | $3.66K | 0.00% | +13+59.1% | Added |
| AdvisorNet Financial, Inc | 35 | $3.66K | 0.00% | +35 | New |
| Truvestments Capital LLC | 35 | $3.66K | 0.00% | +35 | New |
| Disciplined Investments, LLC | 34 | $3.55K | 0.00% | −1−2.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 33 | $3.45K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 29 | $3.03K | 0.00% | +5+20.8% | Added |
| Beaird Harris Wealth Management, LLC | 29 | $3.03K | 0.00% | +29 | New |
| Asset Dedication, LLC | 30 | $3.00K | 0.00% | +30 | New |
| NewSquare Capital LLC | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 27 | $2.82K | 0.00% | +27 | New |
| Beacon Capital Management, LLC | 26 | $2.71K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 25 | $2.65K | 0.00% | +25 | New |
| Washington Trust Co | 25 | $2.61K | 0.00% | −3−10.7% | Reduced |
| Delta Asset Management LLC | 23 | $2.40K | 0.00% | +23 | New |
| JJJ Advisors Inc. | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.36K | 0.00% | +13 | New |
| Rise Advisors, LLC | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $1.15K | 0.00% | −57−83.8% | Reduced |
| Baker Avenue Asset Management, LP | 11 | $1.15K | 0.00% | +11 | New |
| Guardian Wealth Management, Inc. | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 10 | $1.04K | 0.00% | +10 | New |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 8 | $836 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $627 | 0.00% | +6 | New |
| Pathway Financial Advisers, LLC | 4 | $442 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $137 | 0.00% | +2 | New |
| Sutton Wealth Advisors Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | +2 | New |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −535,817−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −433,000−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −135,384−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −95,255−100.0% | Sold out |
| RK Capital Management, LLC | 0 | $0 | 0.00% | −68,900−100.0% | Sold out |
| Bell Asset Management Ltd | 0 | $0 | 0.00% | −65,041−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −64,867−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −28,382−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −24,691−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −22,996−100.0% | Sold out |
| Silphium Asset Management Ltd | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Ulrich Consultants & Investment Group, LLC | 0 | $0 | 0.00% | −14,174−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −12,365−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,032−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −10,325−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −10,140−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −9,400−100.0% | Sold out |
| Tocqueville Asset Management L.P. | 0 | $0 | 0.00% | −6,515−100.0% | Sold out |
| MEMBERS Trust Co | 0 | $0 | 0.00% | −5,902−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −5,701−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −4,900−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −4,573−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −3,211−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,133−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −2,910−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,633−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,444−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,267−100.0% | Sold out |
| Fort Point Capital Partners LLC | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,209−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Icon Wealth Advisors, LLC | 0 | $0 | 0.00% | −1,111−100.0% | Sold out |
| New England Asset Management Inc | 0 | $0 | 0.00% | −1,025−100.0% | Sold out |
| Axiom Investment Management LLC | 0 | $0 | 0.00% | −941−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −615−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −486−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −465−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Pacifica Partners Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Atlanta Capital Management Co L L C | – | – | – | – | Not filed |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Bluestein R H & Co | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| AGF Investments LLC | – | – | – | – | Not filed |
| Helios Capital Management Pte. Ltd | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Regentatlantic Capital LLC | – | – | – | – | Not filed |
| Bowling Portfolio Management LLC | – | – | – | – | Not filed |
| 55I, LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| NuWave Investment Management, LLC | – | – | – | – | Not filed |
| FourThought Financial, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
