| Pacitti Group Inc. | 150 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 142 | $5.00K | 0.00% | +142 | New |
| Sutton Wealth Advisors Inc. | 132 | $4.70K | 0.00% | −20−13.2% | Reduced |
| Central Trust Co | 107 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 112 | $4.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 109 | $4.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 106 | $4.00K | 0.00% | +106 | New |
| Newbridge Financial Services Group, Inc. | 100 | $4.00K | 0.00% | +100 | New |
| CVA Family Office, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Consolidated Planning Corp | 96 | $3.00K | 0.00% | +96 | New |
| Creative Financial Designs Inc | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 60 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 51 | $2.00K | 0.00% | +48+1,600.0% | Added |
| Ci Investments Inc. | 67 | $2.00K | 0.00% | +67 | New |
| Clear Perspectives Financial Planning, LLC | 70 | $2.00K | 0.00% | +70 | New |
| Red Tortoise LLC | 66 | $2.00K | 0.00% | +66 | New |
| Roble, Belko & Company, Inc | 40 | $1.00K | 0.00% | −10−20.0% | Reduced |
| Salem Investment Counselors Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Advocacy Wealth Management Services, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 40 | $1.00K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 19 | $677 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 19 | $0 | 0.00% | +5+35.7% | Added |
| Key Financial Inc | 8 | $0 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 3 | $0 | 0.00% | +3 | New |
| Naya Capital Management UK Ltd | 0 | $0 | 0.00% | −871,476−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −842,133−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −820,000−100.0% | Sold out |
| Mountaineer Partners Management, LLC | 0 | $0 | 0.00% | −257,400−100.0% | Sold out |
| Jones Road Capital Management, L.P. | 0 | $0 | 0.00% | −146,975−100.0% | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −134,642−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −89,490−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −48,452−100.0% | Sold out |
| Westchester Capital Management, LLC | 0 | $0 | 0.00% | −47,600−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −44,125−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −37,058−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −13,196−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −12,945−100.0% | Sold out |
| Wintrust Investments LLC | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,483−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −10,118−100.0% | Sold out |
| Sawtooth Solutions, LLC | 0 | $0 | 0.00% | −9,273−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −9,262−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −8,934−100.0% | Sold out |
| Alethea Capital Management, LLC | 0 | $0 | 0.00% | −8,019−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −7,382−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −6,786−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −6,236−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −6,236−100.0% | Sold out |
| Cypress Wealth Services, LLC | 0 | $0 | 0.00% | −5,940−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −5,550−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −5,522−100.0% | Sold out |
| Farmers Trust Co | 0 | $0 | 0.00% | −5,399−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −3,388−100.0% | Sold out |
| Norway Savings Bank | 0 | $0 | 0.00% | −3,024−100.0% | Sold out |
| Eubel Brady & Suttman Asset Management Inc | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −2,153−100.0% | Sold out |
| Livforsakringsbolaget Skandia, Omsesidigt | 0 | $0 | 0.00% | −1,922−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −1,244−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −945−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −560−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −533−100.0% | Sold out |
| Canton Hathaway, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Isthmus Partners, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Pflug Koory, LLC | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Amussen Hunsaker Associates LLC | 0 | $0 | 0.00% | −1,000,000−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| Wexford Capital LP | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Firethorn Wealth Partners, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| Hoover Financial Advisors, Inc. | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| FormulaFolio Investments, LLC | – | – | – | – | Not filed |