| Berman Capital Advisors, LLC | 589 | $18.0K | 0.00% | +2+0.3% | Added |
| Benjamin F. Edwards & Company, Inc. | 559 | $18.0K | 0.00% | +559 | New |
| HSBC Holdings PLC | 508 | $16.0K | 0.00% | −13−2.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | – | $16.0K | 0.00% | – | – |
| Front Row Advisors LLC | 461 | $14.0K | 0.01% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 443 | $14.0K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 441 | $13.0K | 0.00% | −287−39.4% | Reduced |
| Winch Advisory Services, LLC | 395 | $13.0K | 0.00% | +5+1.3% | Added |
| IFP Advisors, Inc | 400 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 342 | $11.0K | 0.00% | −80−19.0% | Reduced |
| Wolff Wiese Magana LLC | 346 | $11.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 341 | $11.0K | 0.00% | +341 | New |
| Strategic Blueprint, LLC | 339 | $11.0K | 0.00% | +339 | New |
| Cutler Group LP | 320 | $10.0K | 0.00% | −1,580−83.2% | Reduced |
| Delta Asset Management LLC | 321 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthShield Partners, LLC | 318 | $10.0K | 0.00% | +18+6.0% | Added |
| Carmichael Hill & Associates, Inc. | 300 | $10.0K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Holloway Wealth Management, LLC | – | $8.00K | 0.00% | – | New |
| BNP Paribas Arbitrage, SA | 237 | $7.63K | 0.00% | +237 | New |
| First Horizon Corp | 243 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 227 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 219 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 179 | $6.00K | 0.00% | +62+53.0% | Added |
| Tradewinds Capital Management, LLC | 158 | $5.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 144 | $5.00K | 0.00% | +53+58.2% | Added |
| TD Private Client Wealth LLC | 137 | $4.41K | 0.00% | −4,850−97.3% | Reduced |
| Schroder Investment Management Group | 107 | $4.00K | 0.00% | −8,468−98.8% | Reduced |
| TD Ameritrade Investment Management, LLC | 109 | $4.00K | 0.00% | −16−12.8% | Reduced |
| HHM Wealth Advisors, LLC | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 130 | $4.00K | 0.00% | +130 | New |
| Financial Perspectives, Inc | 100 | $3.22K | 0.00% | −2,920−96.7% | Reduced |
| Financial Management Professionals, Inc. | 81 | $3.00K | 0.00% | −312−79.4% | Reduced |
| North Star Investment Management Corp. | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 77 | $3.00K | 0.00% | +77 | New |
| Bartlett & Co. LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 51 | $2.00K | 0.00% | +51 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $1.16K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 21 | $1.00K | 0.00% | −385−94.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 57 | $1.00K | 0.00% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 25 | $1.00K | 0.00% | +25 | New |
| Atlas Private Wealth Advisors | 33 | $1.00K | 0.00% | +33 | New |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 1 | – | – | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,202 | – | – | 00.0% | Unchanged |
| FourThought Financial, LLC | 3 | – | – | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 0 | $0 | 0.00% | −226,800−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −57,730−100.0% | Sold out |
| Invesco Ltd. | 0 | $0 | 0.00% | −24,569−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −22,176−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −20,426−100.0% | Sold out |
| Weld Capital Management LLC | 0 | $0 | 0.00% | −12,384−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −11,761−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,650−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −10,439−100.0% | Sold out |
| Bank of Nova Scotia Trust Co | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,256−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −6,836−100.0% | Sold out |
| Burney Co | 0 | $0 | 0.00% | −6,706−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −6,033−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −5,239−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −3,446−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −3,051−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −659−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −428−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −113−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |
| Reilly Financial Advisors, LLC | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| NEXT Financial Group, Inc | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |