| Retirement Group, LLC | 21 | $0 | 0.00% | −200−90.5% | Reduced |
| South State Corp. | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 57 | $0 | 0.00% | +20+54.1% | Added |
| Montag A & Associates Inc | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 114 | $0 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 36 | $0 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $0 | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 82 | $0 | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 69 | $0 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 164 | $0 | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 124 | $0 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 200 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $0 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 90 | $0 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 50 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 101 | $0 | 0.00% | −1−1.0% | Reduced |
| McIlrath & Eck, LLC | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 45 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 112 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 125 | $0 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 44 | $0 | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 90 | $0 | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 145 | $0 | 0.00% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 305 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 138 | $0 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 115 | $0 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 151 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 175 | $0 | 0.00% | −34−16.3% | Reduced |
| Carolinas Wealth Consulting LLC | 43 | $0 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 46 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $0 | 0.00% | −647−98.5% | Reduced |
| Cowa, LLC | 125 | $0 | 0.00% | +125 | New |
| Westside Investment Management, Inc. | 5,155 | – | – | +500+10.7% | Added |
| Trust Co | 100 | – | – | 00.0% | Unchanged |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −1,129,392−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −395,620−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −156,860−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −102,669−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −76,663−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −57,000−100.0% | Sold out |
| SIG North Trading, ULC | 0 | $0 | 0.00% | −54,052−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −43,126−100.0% | Sold out |
| Alpine Woods Capital Investors, LLC | 0 | $0 | 0.00% | −37,175−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −30,376−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −25,927−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −26,477−100.0% | Sold out |
| Marietta Investment Partners LLC | 0 | $0 | 0.00% | −20,491−100.0% | Sold out |
| Signature Wealth Management Partners, LLC | 0 | $0 | 0.00% | −20,250−100.0% | Sold out |
| Zuckerman Investment Group, LLC | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −17,689−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −16,884−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,480−100.0% | Sold out |
| First Republic Investment Management, Inc. | 0 | $0 | 0.00% | −10,759−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −5,134−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −4,445−100.0% | Sold out |
| ACG Wealth | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −1,950−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −1,465−100.0% | Sold out |
| Vectors Research Management, LLC | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Arlington Partners LLC | 0 | $0 | 0.00% | −925−100.0% | Sold out |
| Beacon Capital Management, Inc. | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Global Wealth Management Investment Advisory, Inc. | 0 | $0 | 0.00% | −1,210−100.0% | Sold out |
| Deutsche Bank AG | 0 | $0 | 0.00% | −689−100.0% | Sold out |
| Sterling Investment Advisors, Ltd. | 0 | $0 | 0.00% | −672−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −775−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −733−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −212−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Bellevue Asset Management, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Cyrus J. Lawrence, LLC | 0 | $0 | 0.00% | −396−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −240−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| FMR LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Fairfield, Bush & Co. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Charter Oak Capital Management, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −120−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Level Financial Advisors, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| AllGen Financial Advisors, Inc. | 0 | $0 | 0.00% | −114,167−100.0% | Sold out |
| Frontier Wealth Management LLC | – | – | – | – | Not filed |
| B. Riley Wealth Management, Inc. | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |