| Baystate Wealth Management LLC | 78 | $9.00K | 0.00% | +78 | New |
| Solstein Capital, LLC | 67 | $8.00K | 0.01% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 64 | $8.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 62 | $7.00K | 0.00% | +7+12.7% | Added |
| Altshuler Shaham Ltd | 58 | $7.00K | 0.00% | +58 | New |
| SRS Capital Advisors, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Fieldpoint Private Securities, LLC | 46 | $6.00K | 0.00% | +46 | New |
| Resolute Partners Group | 48 | $6.00K | 0.00% | +48 | New |
| San Francisco Sentry Investment Group (Ca) | 47 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 45 | $5.00K | 0.00% | +2+4.7% | Added |
| West Paces Advisors Inc. | 36 | $4.20K | 0.00% | +36 | New |
| Dividend Assets Capital, LLC | 30 | $3.00K | 0.00% | −1,719−98.3% | Reduced |
| Providence Capital Advisors, LLC | 28 | $3.00K | 0.00% | −267−90.5% | Reduced |
| JJJ Advisors Inc. | 25 | $3.00K | 0.00% | +4+19.0% | Added |
| Sound Income Strategies, LLC | 25 | $3.00K | 0.00% | +12+92.3% | Added |
| MV Capital Management, Inc. | 27 | $3.00K | 0.00% | +22+440.0% | Added |
| Sandy Spring Bank | 26 | $3.00K | 0.00% | +26 | New |
| FormulaFolio Investments, LLC | 29 | $3.00K | 0.00% | +29 | New |
| Ford Financial Group, LLC | 26 | $3.00K | 0.00% | +26 | New |
| Strategic Blueprint, LLC | 28 | $3.00K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 23 | $2.68K | 0.00% | −75−76.5% | Reduced |
| BerganKDV Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 18 | $2.00K | 0.00% | +13+260.0% | Added |
| Concord Wealth Partners | 20 | $2.00K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $1.00K | 0.00% | +8 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Wolff Wiese Magana LLC | 8 | $1.00K | 0.00% | +8 | New |
| Atlas Capital Advisors LLC | 6 | $699 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | – | $233 | 0.00% | – | New |
| Kelly Financial Services LLC | 16,327 | $140 | 0.01% | +16,187+11,562.1% | Added |
| Carmichael Hill & Associates, Inc. | 1 | $0 | 0.00% | −9−90.0% | Reduced |
| Berkley W R Corp | 0 | $0 | 0.00% | −198,406−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −139,982−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −90,514−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −67,807−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −45,187−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −24,141−100.0% | Sold out |
| Aspiriant, LLC | 0 | $0 | 0.00% | −19,068−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −18,879−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −14,599−100.0% | Sold out |
| Athanor Capital, LP | 0 | $0 | 0.00% | −13,416−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −11,572−100.0% | Sold out |
| tru Independence LLC | 0 | $0 | 0.00% | −9,925−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −8,358−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −8,288−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −6,234−100.0% | Sold out |
| Tuttle Tactical Management | 0 | $0 | 0.00% | −5,716−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −5,606−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −5,604−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −3,548−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −3,476−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,187−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Cipher Capital LP | 0 | $0 | 0.00% | −2,974−100.0% | Sold out |
| Insight Wealth Strategies, LLC | 0 | $0 | 0.00% | −2,943−100.0% | Sold out |
| Maryland Capital Management | 0 | $0 | 0.00% | −2,520−100.0% | Sold out |
| IMS Capital Management | 0 | $0 | 0.00% | −2,215−100.0% | Sold out |
| WealthTrust Axiom LLC | 0 | $0 | 0.00% | −2,192−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −2,157−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −2,131−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,093−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −2,015−100.0% | Sold out |
| RiverGlades Family Offices LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Rational Advisors LLC | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Sentry Investment Management LLC | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,430−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −903−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −547−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Sittner & Nelson, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −156−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Tower View Investment Management & Research LLC | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Bay Harbor Wealth Management, LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| ShoreHaven Wealth Partners, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Lighthouse Financial Advisors, Inc. | – | – | – | – | Not filed |
| Bokf, NA | – | – | – | – | Not filed |
| BBVA USA Bancshares, Inc. | – | – | – | – | Not filed |
| Fairpointe Capital LLC | – | – | – | – | Not filed |
| CSat Investment Advisory, L.P. | – | – | – | – | Not filed |
