| Sound Income Strategies, LLC | 2 | $2.00K | 0.00% | −3−60.0% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Evolution Advisers, Inc. | 3 | $2.00K | 0.00% | +3 | New |
| Tyler-Stone Wealth Management | 2 | $2.00K | 0.00% | +2 | New |
| Holloway Wealth Management, LLC | – | $1.00K | 0.00% | – | – |
| Capital Advisors, Ltd. LLC | 1 | $1.00K | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $1.00K | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $1.00K | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 1 | $0 | 0.00% | +1 | New |
| Sands Capital Management, LLC | 0 | $0 | 0.00% | −116,601−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −50,968−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −40,894−100.0% | Sold out |
| RiverPark Advisors, LLC | 0 | $0 | 0.00% | −11,465−100.0% | Sold out |
| Eii Capital Management, Inc. | 0 | $0 | 0.00% | −11,433−100.0% | Sold out |
| Freemont Management S.A. | 0 | $0 | 0.00% | −11,400−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −9,038−100.0% | Sold out |
| Riverpark Capital Management LLC | 0 | $0 | 0.00% | −5,346−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −4,171−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −3,952−100.0% | Sold out |
| Bridgeway Capital Management, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Wafra Inc. | 0 | $0 | 0.00% | −2,789−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −2,398−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −1,835−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −1,168−100.0% | Sold out |
| Scholtz & Company, LLC | 0 | $0 | 0.00% | −1,141−100.0% | Sold out |
| Moloney Securities Asset Management, LLC | 0 | $0 | 0.00% | −1,039−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,035−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −864−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −656−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| 17 Capital Partners, LLC | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −585−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −559−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −549−100.0% | Sold out |
| Meridian Wealth Management, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Enlightenment Research, LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −397−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −323−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −331−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −319−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −302−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −187−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| True Link Financial Advisors, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Cranbrook Wealth Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Swaine & Leidel Wealth Services, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Landsberg, Bennett, & Dubbaneh LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Covenant Multifamily Offices, LLC | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
