| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $319 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $319 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 3 | $240 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $240 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $231 | 0.00% | −14−77.8% | Reduced |
| Valued Wealth Advisors LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 9 | $0 | 0.00% | +9 | New |
| Tortoise Capital Advisors, L.L.C. | 0 | $0 | 0.00% | −405,932−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −393,330−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −282,069−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −233,584−100.0% | Sold out |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −207,910−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −191,280−100.0% | Sold out |
| Harvest Portfolios Group Inc. | 0 | $0 | 0.00% | −66,838−100.0% | Sold out |
| Investment Management Corp of Ontario | 0 | $0 | 0.00% | −51,781−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −26,444−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −26,311−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,328−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −21,086−100.0% | Sold out |
| Resolution Capital Ltd | 0 | $0 | 0.00% | −21,070−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −20,563−100.0% | Sold out |
| B.O.S.S. Retirement Advisors, LLC | 0 | $0 | 0.00% | −20,259−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −17,210−100.0% | Sold out |
| Millington Financial Advisors, LLC | 0 | $0 | 0.00% | −17,069−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −16,668−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −13,700−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −101,951−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,535−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −7,517−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,066−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| Siemens Fonds Invest GmbH | 0 | $0 | 0.00% | −4,206−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −4,050−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −3,880−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −3,824−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −3,505−100.0% | Sold out |
| Buckingham Strategic Partners | 0 | $0 | 0.00% | −3,319−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −3,198−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −3,004−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,003−100.0% | Sold out |
| Pinnacle Associates Ltd | 0 | $0 | 0.00% | −3,536−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −2,720−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Trust Investment Advisors | 0 | $0 | 0.00% | −2,519−100.0% | Sold out |
| Advisor OS, LLC | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Nexus Investment Management ULC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −2,488−100.0% | Sold out |
| Legacy Advisory Services, LLC | 0 | $0 | 0.00% | −2,433−100.0% | Sold out |
| Platform Technology Partners | 0 | $0 | 0.00% | −2,432−100.0% | Sold out |
| Delta Investment Management, LLC | 0 | $0 | 0.00% | −2,424−100.0% | Sold out |
| Clarius Group, LLC | 0 | $0 | 0.00% | −2,431−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,388−100.0% | Sold out |
| Falcon Wealth Planning | 0 | $0 | 0.00% | −2,374−100.0% | Sold out |
| Advisory Alpha, LLC | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Intrua Financial, LLC | 0 | $0 | 0.00% | −2,349−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −2,081−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −1,518−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −1,354−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −1,334−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −1,228−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −1,206−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −931−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −714−100.0% | Sold out |
| Northwest Financial Advisors | 0 | $0 | 0.00% | −558−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −543−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −532−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −473−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −364−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Arrow Financial Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Kimelman & Baird, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Operose Advisors LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Chesapeake Asset Management LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| WestEnd Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Dogwood Wealth Management LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Bridge Advisory, LLC | – | – | – | – | Not filed |
| Sweeney & Michel, LLC | – | – | – | – | Not filed |
| Banque Cantonale Vaudoise | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| First Personal Financial Services | – | – | – | – | Not filed |
