| Evolution Wealth Advisors, LLC | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 63 | $3.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 52 | $3.00K | 0.00% | −6−10.3% | Reduced |
| Sargent Bickham Lagudis LLC | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 55 | $2.67K | 0.00% | +31+129.2% | Added |
| Covington Capital Management | 50 | $2.00K | 0.00% | −25−33.3% | Reduced |
| Rockefeller Capital Management L.P. | 43 | $2.00K | 0.00% | −34−44.2% | Reduced |
| Enterprise Financial Services Corp | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 31 | $2.00K | 0.00% | +31 | New |
| San Francisco Sentry Investment Group (Ca) | 45 | $2.00K | 0.00% | +45 | New |
| MV Capital Management, Inc. | 50 | $2.00K | 0.00% | +50 | New |
| Lake Point Wealth Management | 40 | $2.00K | 0.00% | +40 | New |
| Bartlett & Co. Wealth Management LLC | 24 | $1.17K | 0.00% | −200−89.3% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 24 | $1.00K | 0.00% | −200−89.3% | Reduced |
| WestEnd Advisors, LLC | – | $97 | 0.00% | – | New |
| Sugarloaf Wealth Management, LLC | 2 | $0 | 0.00% | −12−85.7% | Reduced |
| Asset Dedication, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 3 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 19 | $0 | 0.00% | +18+1,800.0% | Added |
| Financial Management Professionals, Inc. | 10 | $0 | 0.00% | +10 | New |
| Newbridge Financial Services Group, Inc. | 9 | $0 | 0.00% | +9 | New |
| American International Group, Inc. | 98,473 | – | – | −1,315−1.3% | Reduced |
| Longfellow Investment Management Co LLC | 6 | – | – | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −191,600−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −85,601−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −76,714−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −74,126−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −54,637−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −50,800−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −44,887−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −37,724−100.0% | Sold out |
| Advisors Preferred, LLC | 0 | $0 | 0.00% | −33,230−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −22,838−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −21,544−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −20,307−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −20,289−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −15,738−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −15,172−100.0% | Sold out |
| Acorn Wealth Advisors, LLC | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −11,776−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Globeflex Capital L P | 0 | $0 | 0.00% | −8,541−100.0% | Sold out |
| Old National Bancorp | 0 | $0 | 0.00% | −8,131−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −7,525−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −6,884−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −6,307−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −6,209−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −6,143−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −5,107−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,648−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −5,273−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −5,219−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −5,178−100.0% | Sold out |
| Greenleaf Trust | 0 | $0 | 0.00% | −5,086−100.0% | Sold out |
| Windsor Creek Advisors, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Covenant Partners, LLC | 0 | $0 | 0.00% | −4,601−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −4,212−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −3,972−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −762−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −143−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −152−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −117−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −88−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Waddell & Reed Financial Inc | – | – | – | – | Not filed |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| Gunderson Capital Management Inc. | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
