| Hantz Financial Services, Inc. | 438 | $17.0K | 0.00% | +313+250.4% | Added |
| Jones Financial Companies LLLP | 376 | $14.4K | 0.00% | +105+38.7% | Added |
| Marquette Asset Management, LLC | 336 | $12.9K | 0.00% | +172+104.9% | Added |
| AdvisorNet Financial, Inc | 335 | $12.8K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 309 | $11.9K | 0.00% | −12−3.7% | Reduced |
| Los Angeles Capital Management LLC | 337 | $11.5K | 0.00% | −32,741−99.0% | Reduced |
| Massmutual Trust Co FSB | 298 | $11.4K | 0.00% | +49+19.7% | Added |
| Aster Capital Management (DIFC) Ltd | 293 | $11.2K | 0.00% | +293 | New |
| Northwestern Mutual Wealth Management Co | 290 | $11.1K | 0.00% | −47−13.9% | Reduced |
| Group One Trading, L.P. | 255 | $9.78K | 0.00% | +55+27.5% | Added |
| Rachor Investment Advisory Services, LLC | 245 | $9.40K | 0.00% | +245 | New |
| Larson Financial Group LLC | 240 | $9.20K | 0.00% | +29+13.7% | Added |
| Bare Financial Services, Inc | 202 | $7.75K | 0.00% | +13+6.9% | Added |
| Parallel Advisors, LLC | 196 | $7.52K | 0.00% | +69+54.3% | Added |
| Sound Income Strategies, LLC | 219 | $7.48K | 0.00% | +219 | New |
| GWM Advisors LLC | 186 | $7.13K | 0.00% | −236−55.9% | Reduced |
| Root Financial Partners, LLC | 170 | $6.52K | 0.00% | +29+20.6% | Added |
| IFP Advisors, Inc | 142 | $5.45K | 0.00% | +68+91.9% | Added |
| T. Rowe Price Investment Management, Inc. | 125 | $5.00K | 0.00% | +125 | New |
| Vermillion & White Wealth Management Group, LLC | 127 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $4.60K | 0.00% | +5+4.3% | Added |
| CoreCap Advisors, LLC | 115 | $4.41K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 114 | $4.37K | 0.00% | −5−4.2% | Reduced |
| CIBC Private Wealth Group, LLC | 102 | $3.91K | 0.00% | +102 | New |
| SRS Capital Advisors, Inc. | 97 | $3.72K | 0.00% | +97 | New |
| SageView Advisory Group, LLC | 93 | $3.57K | 0.00% | +93 | New |
| Assetmark, Inc | 92 | $3.53K | 0.00% | +92 | New |
| Ares Financial Consulting, LLC | 92 | $3.53K | 0.00% | +92 | New |
| Huntington National Bank | 91 | $3.49K | 0.00% | −8−8.1% | Reduced |
| IMA Wealth, Inc. | 91 | $3.49K | 0.00% | +91 | New |
| Godfrey Financial Associates, Inc. | 90 | $3.45K | 0.00% | +90 | New |
| Essential Partners LLC | 84 | $3.22K | 0.00% | +31+58.5% | Added |
| Harbor Capital Advisors, Inc. | 71 | $3.00K | 0.00% | −1−1.4% | Reduced |
| Fortitude Family Office, LLC | 77 | $2.95K | 0.00% | +8+11.6% | Added |
| JFS Wealth Advisors, LLC | 72 | $2.76K | 0.00% | +16+28.6% | Added |
| Financial Network Wealth Advisors LLC | 65 | $2.49K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $2.11K | 0.00% | +8+17.0% | Added |
| Farmers & Merchants Investments Inc | 52 | $1.99K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $1.92K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 48 | $1.84K | 0.00% | +48 | New |
| Quarry LP | 47 | $1.80K | 0.00% | −54−53.5% | Reduced |
| Crewe Advisors LLC | 44 | $1.69K | 0.00% | +44 | New |
| Picton Mahoney Asset Management | 40 | $1.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 37 | $1.42K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 35 | $1.34K | 0.00% | +35 | New |
| Bruce G. Allen Investments, LLC | 30 | $1.15K | 0.00% | +10+50.0% | Added |
| Rialto Wealth Management, LLC | 24 | $921 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $920 | 0.00% | −7−22.6% | Reduced |
| Central Trust Co | 23 | $883 | 0.00% | +23 | New |
| Trust Co | 23 | $882 | 0.00% | +23 | New |
| Hughes Financial Services, LLC | 17 | $652 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 17 | $652 | 0.00% | +17 | New |
| Ankerstar Wealth, LLC | 17 | $652 | 0.00% | +17 | New |
| Optima Capital LLC | 16 | $614 | 0.00% | +16 | New |
| Cornerstone Financial Management LLC | 15 | $575 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $422 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $421 | 0.00% | +6+120.0% | Added |
| SJS Investment Consulting Inc. | 10 | $384 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $307 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 8 | $307 | 0.00% | +8 | New |
| Cullen/Frost Bankers, Inc. | 7 | $283 | 0.00% | −413−98.3% | Reduced |
| Abound Wealth Management | 5 | $192 | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 5 | $192 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 4 | $154 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $116 | 0.00% | +3 | New |
| SBI Securities Co., Ltd. | 2 | $77 | 0.00% | −9−81.8% | Reduced |
| Dunhill Financial, LLC | 2 | $67 | 0.00% | +2 | New |
| Avion Wealth | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Orbis Allan Gray Ltd | 0 | $0 | 0.00% | −765,791−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −156,254−100.0% | Sold out |
| Inflection Point Investments LLP | 0 | $0 | 0.00% | −145,204−100.0% | Sold out |
| Divisadero Street Capital Management, LP | 0 | $0 | 0.00% | −112,113−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −44,922−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −35,239−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −30,618−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −17,357−100.0% | Sold out |
| Consolidated Portfolio Review Corp | 0 | $0 | 0.00% | −11,830−100.0% | Sold out |
| VestGen Advisors, LLC | 0 | $0 | 0.00% | −10,037−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −8,485−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −6,959−100.0% | Sold out |
| Wiley Bros.-Aintree Capital, LLC | 0 | $0 | 0.00% | −6,951−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −6,605−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −6,277−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −5,725−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −1,453−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −340−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Fairscale Capital, LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −230−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −114−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |
| Eisler Capital Management Ltd. | – | – | – | – | Not filed |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |