| Annapolis Financial Services, LLC | 513 | $6.40K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 505 | $6.30K | 0.00% | +11+2.2% | Added |
| Park Place Capital Corp | 485 | $6.05K | 0.00% | −155−24.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 477 | $5.94K | 0.00% | +477 | New |
| FSC Wealth Advisors, LLC | 415 | $5.17K | 0.01% | +415 | New |
| Centerpoint Advisors, LLC | 384 | $5.00K | 0.00% | +384 | New |
| Jones Financial Companies LLLP | 400 | $4.99K | 0.00% | +400 | New |
| RFP Financial Group LLC | 384 | $4.79K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 326 | $4.07K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 324 | $4.04K | 0.00% | −582−64.2% | Reduced |
| Piershale Financial Group, Inc. | 288 | $3.59K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 267 | $3.33K | 0.00% | +267 | New |
| Richard W. Paul & Associates, LLC | 254 | $3.17K | 0.00% | −10−3.8% | Reduced |
| Covestor Ltd | 271 | $3.00K | 0.00% | −910−77.1% | Reduced |
| Atwood & Palmer Inc | 223 | $2.78K | 0.00% | 00.0% | Unchanged |
| Carl Stuart Investment Advisor, Inc | 14,236 | $2.29K | 0.02% | +234+1.7% | Added |
| Eukles Asset Management | 172 | $2.15K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 168 | $2.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 192 | $2.00K | 0.00% | +192 | New |
| Coston, McIsaac & Partners | 200 | $2.00K | 0.00% | +200 | New |
| Clearstead Advisors, LLC | 150 | $1.87K | 0.00% | +150 | New |
| Rise Advisors, LLC | 112 | $1.40K | 0.00% | +2+1.8% | Added |
| NewSquare Capital LLC | 110 | $1.37K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 102 | $1.27K | 0.00% | +2+2.0% | Added |
| Marathon Trading Investment Management LLC | 100 | $1.25K | 0.00% | −78,800−99.9% | Reduced |
| Mascoma Wealth Management LLC | 80 | $1.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 48 | $601 | 0.00% | +2+4.3% | Added |
| Cambridge Trust Co | 48 | $599 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 12 | $184 | 0.01% | +12 | New |
| Resources Management Corp | 4,018 | – | – | +4,018 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −2,605,084−100.0% | Sold out |
| Ancient Art, L.P. | 0 | $0 | 0.00% | −1,166,511−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −486,903−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −440,241−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −276,645−100.0% | Sold out |
| Kanen Wealth Management LLC | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |
| Clear Street LLC | 0 | $0 | 0.00% | −173,300−100.0% | Sold out |
| CFM Wealth Partners LLC | 0 | $0 | 0.00% | −159,444−100.0% | Sold out |
| Tiedemann Advisors, LLC | 0 | $0 | 0.00% | −159,421−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −110,070−100.0% | Sold out |
| AlphaStar Capital Management, LLC | 0 | $0 | 0.00% | −95,463−100.0% | Sold out |
| Invenomic Capital Management LP | 0 | $0 | 0.00% | −92,211−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −87,147−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −85,512−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −77,887−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −57,042−100.0% | Sold out |
| Manufacturers Life Insurance Company, The | 0 | $0 | 0.00% | −56,504−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −33,988−100.0% | Sold out |
| Citizens Financial Group Inc | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −29,885−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −29,881−100.0% | Sold out |
| Redhawk Wealth Advisors, Inc. | 0 | $0 | 0.00% | −24,703−100.0% | Sold out |
| Curi Capital | 0 | $0 | 0.00% | −20,553−100.0% | Sold out |
| LMG Wealth Partners, LLC | 0 | $0 | 0.00% | −19,162−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −18,908−100.0% | Sold out |
| Astoria Portfolio Advisors LLC. | 0 | $0 | 0.00% | −17,251−100.0% | Sold out |
| Asset Allocation Strategies LLC | 0 | $0 | 0.00% | −18,426−100.0% | Sold out |
| Equitec Proprietary Markets, LLC | 0 | $0 | 0.00% | −16,670−100.0% | Sold out |
| Paradigm Financial Partners, LLC | 0 | $0 | 0.00% | −16,003−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −16,089−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −12,843−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −12,134−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −10,738−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −10,709−100.0% | Sold out |
| EPG Wealth Management LLC | 0 | $0 | 0.00% | −10,515−100.0% | Sold out |
| Pettinga Financial Advisors, LLC | 0 | $0 | 0.00% | −10,435−100.0% | Sold out |
| Clare Market Investments LLC | 0 | $0 | 0.00% | −10,415−100.0% | Sold out |
| Miller Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,360−100.0% | Sold out |
| Zullo Investment Group, Inc. | 0 | $0 | 0.00% | −6,038−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −5,481−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −5,152−100.0% | Sold out |
| High Net Worth Advisory Group LLC | 0 | $0 | 0.00% | −3,452−100.0% | Sold out |
| BerganKDV Wealth Management, LLC | 0 | $0 | 0.00% | −3,307−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −2,775−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| WFA of San Diego, LLC | 0 | $0 | 0.00% | −2,500−100.0% | Sold out |
| Glassy Mountain Advisors, Inc. | 0 | $0 | 0.00% | −2,240−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Coppell Advisory Solutions Corp. | 0 | $0 | 0.00% | −1,779−100.0% | Sold out |
| Freedom Wealth Alliance, LLC | 0 | $0 | 0.00% | −768−100.0% | Sold out |
| Fiduciary Alliance LLC | 0 | $0 | 0.00% | −703−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −249−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −129−100.0% | Sold out |
| James Investment Research Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Icon Wealth Advisors, LLC | – | – | – | – | Not filed |
| Gibson Wealth Advisors LLC | – | – | – | – | Not filed |
| Boenning & Scattergood, Inc. | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Axiom Investment Management LLC | – | – | – | – | Not filed |
| Regent Investment Management LLC | – | – | – | – | Not filed |
| Keystone Financial Group | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |
| S.C. Financial Services, Inc. | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |
| Trustcore Financial Services, LLC | – | – | – | – | Not filed |
| Security National Bank of Sioux City Iowa | – | – | – | – | Not filed |
