| Venture Visionary Partners LLC | 118 | $9.83K | 0.00% | +118 | New |
| FourThought Financial, LLC | 113 | $9.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 96 | $8.00K | 0.00% | +73+317.4% | Added |
| Jones Financial Companies LLLP | 75 | $6.00K | 0.00% | −59−44.0% | Reduced |
| Fieldpoint Private Securities, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 69 | $6.00K | 0.00% | +25+56.8% | Added |
| Schubert & Co | 70 | $6.00K | 0.01% | +45+180.0% | Added |
| Federation des caisses Desjardins du Quebec | 67 | $5.55K | 0.00% | +24+55.8% | Added |
| Plante Moran Financial Advisors, LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 64 | $5.00K | 0.00% | +64 | New |
| Win Advisors, Inc | 59 | $5.00K | 0.01% | +59 | New |
| Geneos Wealth Management Inc. | 55 | $4.00K | 0.00% | −13−19.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 43 | $4.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 52 | $4.00K | 0.00% | +9+20.9% | Added |
| Harbour Investments, Inc. | 44 | $4.00K | 0.00% | +44 | New |
| ClariVest Asset Management LLC | 34 | $3.00K | 0.00% | −4,062−99.2% | Reduced |
| Umb Bank N A | 37 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $3.00K | 0.00% | +2+5.1% | Added |
| Albion Financial Group | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 28 | $2.00K | 0.00% | +8+40.0% | Added |
| Karlinski Andrew C | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 25 | $2.00K | 0.00% | +25 | New |
| Gradient Investments LLC | 30 | $2.00K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 30 | $2.00K | 0.00% | +30 | New |
| Steward Financial Group LLC | 36 | $2.00K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Siena Capital LLC | 8 | $1.00K | 0.00% | −90−91.8% | Reduced |
| Ci Investments Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $1.00K | 0.00% | −4−33.3% | Reduced |
| Clearstead Advisors, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | +14 | New |
| Cribstone Capital Management, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Oliver Lagore Vanvalin Investment Group | 8 | $1.00K | 0.00% | +8 | New |
| Morton Brown Family Wealth, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Patriot Financial Group Insurance Agency, LLC | 4 | $0 | 0.00% | −1−20.0% | Reduced |
| Sound Income Strategies, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 4 | $0 | 0.00% | +4 | New |
| Lee Financial Co | 3 | $0 | 0.00% | +3 | New |
| Clear Street Markets LLC | 3 | $0 | 0.00% | +3 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −84,351−100.0% | Sold out |
| Intrinsic Edge Capital Management LLC | 0 | $0 | 0.00% | −73,145−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −70,195−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| IronBridge Private Wealth, LLC | 0 | $0 | 0.00% | −51,695−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −49,321−100.0% | Sold out |
| O'Shares Investment Advisers, LLC | 0 | $0 | 0.00% | −43,070−100.0% | Sold out |
| Lapides Asset Management, LLC | 0 | $0 | 0.00% | −21,100−100.0% | Sold out |
| Wealth Enhancement Advisory Services, LLC | 0 | $0 | 0.00% | −18,557−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −13,016−100.0% | Sold out |
| Citizens Business Bank | 0 | $0 | 0.00% | −12,450−100.0% | Sold out |
| BFSG, LLC | 0 | $0 | 0.00% | −9,772−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −6,506−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −6,333−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −5,194−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −4,819−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,181−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| V Wealth Advisors LLC | 0 | $0 | 0.00% | −2,700−100.0% | Sold out |
| Grandfield & Dodd, LLC | 0 | $0 | 0.00% | −2,570−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −2,508−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,460−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −1,610−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,312−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −495−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −231−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −193−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −85−100.0% | Sold out |
| TCWP LLC | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Cordant, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| Parametric Portfolio Associates LLC | – | – | – | – | Not filed |
| PGGM Investments | – | – | – | – | Not filed |
| Teachers Retirement System of the State of Kentucky | – | – | – | – | Not filed |
| Cantor Fitzgerald Investment Adviser L.P. | – | – | – | – | Not filed |
| Amalgamated Financial Corp. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |
| People's United Financial, Inc. | – | – | – | – | Not filed |
| American National Registered Investment Advisor, Inc. | – | – | – | – | Not filed |