| Steward Partners Investment Advisory, LLC | 60 | $5.00K | 0.00% | −30−33.3% | Reduced |
| Bellevue Asset Management, LLC | 60 | $5.00K | 0.00% | +4+7.1% | Added |
| Selective Wealth Management, Inc. | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 51 | $4.00K | 0.00% | +51 | New |
| Raffa Wealth Management, LLC | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $3.00K | 0.00% | +40 | New |
| Dark Forest Capital Management LP | 29 | $2.00K | 0.00% | −442−93.8% | Reduced |
| JNBA Financial Advisors | 30 | $2.00K | 0.00% | −240−88.9% | Reduced |
| Stonebridge Capital Advisors LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $2.00K | 0.00% | +25 | New |
| Benjamin Edwards Inc | 21 | $2.00K | 0.00% | +21 | New |
| Core Alternative Capital | 20 | $2.00K | 0.00% | +20 | New |
| Sierra Capital LLC | 31 | $2.00K | 0.00% | +31 | New |
| Psagot Value Holdings Ltd. / (Israel) | 22 | $2.00K | 0.00% | +22 | New |
| Exane Derivatives | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 19 | $1.50K | 0.00% | +19 | New |
| Hantz Financial Services, Inc. | 16 | $1.00K | 0.00% | −6,675−99.8% | Reduced |
| HighMark Wealth Management LLC | 17 | $1.00K | 0.00% | −5−22.7% | Reduced |
| HC Financial Advisors Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9 | $1.00K | 0.00% | −1−10.0% | Reduced |
| Global Trust Asset Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 17 | $1.00K | 0.00% | +17 | New |
| TCI Wealth Advisors, Inc. | 2 | $0 | 0.00% | −180−98.9% | Reduced |
| Allworth Financial LP | 4 | $0 | 0.00% | −149−97.4% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Versant Capital Management, Inc | 6 | $0 | 0.00% | +6 | New |
| Western Pacific Wealth Management, LP | 6 | $0 | 0.00% | +6 | New |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −176,119−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −120,636−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −96,813−100.0% | Sold out |
| Tsai Capital Corp | 0 | $0 | 0.00% | −84,630−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −83,445−100.0% | Sold out |
| Jag Capital Management, LLC | 0 | $0 | 0.00% | −67,205−100.0% | Sold out |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −45,483−100.0% | Sold out |
| Zweig-DiMenna Associates LLC | 0 | $0 | 0.00% | −41,668−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −36,956−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −33,570−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −30,368−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −29,210−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −28,190−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −27,480−100.0% | Sold out |
| TBH Global Asset Management, LLC | 0 | $0 | 0.00% | −26,409−100.0% | Sold out |
| Fortis Capital Management LLC | 0 | $0 | 0.00% | −22,000−100.0% | Sold out |
| E. Ohman J:or Asset Management AB | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −14,221−100.0% | Sold out |
| Oak Ridge Investments LLC | 0 | $0 | 0.00% | −12,223−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −11,729−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −11,538−100.0% | Sold out |
| Gardner Lewis Asset Management L P | 0 | $0 | 0.00% | −9,650−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −9,510−100.0% | Sold out |
| Unigestion Holding SA | 0 | $0 | 0.00% | −9,450−100.0% | Sold out |
| Hood River Capital Management LLC | 0 | $0 | 0.00% | −8,433−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −6,966−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,596−100.0% | Sold out |
| Integrated Advisors Network LLC | 0 | $0 | 0.00% | −4,578−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Bellevue Group AG | 0 | $0 | 0.00% | −3,500−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −3,458−100.0% | Sold out |
| Private Trust Co NA | 0 | $0 | 0.00% | −2,810−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −2,747−100.0% | Sold out |
| Security National Bank of So Dak | 0 | $0 | 0.00% | −2,660−100.0% | Sold out |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −2,661−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −2,555−100.0% | Sold out |
| CastleArk Alternatives, LLC | 0 | $0 | 0.00% | −2,550−100.0% | Sold out |
| Hennion & Walsh Asset Management, Inc. | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −2,389−100.0% | Sold out |
| Kovack Advisors, Inc. | 0 | $0 | 0.00% | −2,348−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −2,340−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −2,334−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −790−100.0% | Sold out |
| Spectrum Management Group, LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −420−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −393−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −343−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −190−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Jackson Wealth Management, LLC | 0 | $0 | 0.00% | −59,114−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −116−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Perkins Coie Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Hartford Financial Management Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Clean Yield Group | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Red Tortoise LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Hexavest Inc. | – | – | – | – | Not filed |
