| Bell Investment Advisors, Inc | 80 | $4.00K | 0.00% | −15−15.8% | Reduced |
| AlphaMark Advisors, LLC | 90 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 110 | $4.00K | 0.00% | +110 | New |
| Future Financial Wealth Managment LLC | 100 | $4.00K | 0.00% | +100 | New |
| Robbins Farley LLC | 100 | $4.00K | 0.00% | +100 | New |
| Western Pacific Wealth Management, LP | 95 | $4.00K | 0.00% | +95 | New |
| Sofos Investments, Inc. | 264 | $3.00K | 0.00% | +264 | Added |
| Gemmer Asset Management LLC | 57 | $3.00K | 0.00% | −100−63.7% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 62 | $3.00K | 0.00% | +62 | New |
| Bedel Financial Consulting, Inc. | 54 | $2.00K | 0.00% | +54 | New |
| KB Financial Partners, LLC | 38 | $2.00K | 0.00% | +38 | New |
| Tilia Fiduciary Partners, Inc. | 45 | $2.00K | 0.00% | +45 | New |
| Cornerstone Management, Inc. | 28 | $1.24K | 0.00% | +28 | New |
| Westside Investment Management, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 8 | $0 | 0.00% | −31−79.5% | Reduced |
| Providence Capital Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Gibson Wealth Advisors LLC | 6 | $0 | 0.00% | +6 | New |
| Strategic Global Advisors, LLC | 9,505 | – | – | +9,505 | New |
| Anson Funds Management LP | 0 | $0 | 0.00% | −60,000−100.0% | Sold out |
| Cullen Capital Management LLC | 0 | $0 | 0.00% | −58,274−100.0% | Sold out |
| Price Michael F | 0 | $0 | 0.00% | −55,000−100.0% | Sold out |
| American National Insurance Co | 0 | $0 | 0.00% | −44,750−100.0% | Sold out |
| Nepsis, Inc. | 0 | $0 | 0.00% | −22,840−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,717−100.0% | Sold out |
| Condor Capital Management | 0 | $0 | 0.00% | −19,565−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −16,598−100.0% | Sold out |
| Mason Capital Management LLC | 0 | $0 | 0.00% | −14,650−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −14,071−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −12,748−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,589−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −9,431−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −8,797−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −8,719−100.0% | Sold out |
| McDonald Partners LLC | 0 | $0 | 0.00% | −8,102−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −7,340−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −5,905−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −5,854−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −5,746−100.0% | Sold out |
| Howland Capital Management LLC | 0 | $0 | 0.00% | −5,412−100.0% | Sold out |
| Hemington Wealth Management | 0 | $0 | 0.00% | −5,304−100.0% | Sold out |
| Regentatlantic Capital LLC | 0 | $0 | 0.00% | −5,284−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −3,509−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −2,833−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −1,949−100.0% | Sold out |
| Pacitti Group Inc. | 0 | $0 | 0.00% | −1,582−100.0% | Sold out |
| Liberty Wealth Management LLC | 0 | $0 | 0.00% | −1,245−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Winch Advisory Services, LLC | 0 | $0 | 0.00% | −909−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −665−100.0% | Sold out |
| St. Johns Investment Management Company, LLC | 0 | $0 | 0.00% | −635−100.0% | Sold out |
| Edmond de Rothschild Holding S.A. | 0 | $0 | 0.00% | −580−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −535−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −444−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −422−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Vigilant Capital Management, LLC | 0 | $0 | 0.00% | −291−100.0% | Sold out |
| TFC Financial Management | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| MBM Wealth Consultants, LLC | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Sawyer & Company, Inc | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −134−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Resources Management Corp | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −68−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Iron Horse Wealth Management, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Consolidated Planning Corp | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Healthcare Value Capital, LLC | – | – | – | – | Not filed |
| Elevated Capital Advisors, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Weather Gauge Advisory, LLC | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Security National Trust Co | – | – | – | – | Not filed |
| Heritage Wealth Management, LLC | – | – | – | – | Not filed |
