| Credit Agricole S A | 103 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 100 | $10.1K | 0.01% | +100 | New |
| Sugarloaf Wealth Management, LLC | 99 | $10.0K | 0.00% | +35+54.7% | Added |
| Parkside Financial Bank & Trust | 97 | $9.83K | 0.00% | −2−2.0% | Reduced |
| TCI Wealth Advisors, Inc. | 93 | $9.43K | 0.00% | +75+416.7% | Added |
| Leonteq Securities AG | 90 | $9.12K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 89 | $9.02K | 0.00% | −50−36.0% | Reduced |
| Stonebridge Capital Advisors LLC | 82 | $8.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 70 | $7.09K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 74 | $7.00K | 0.00% | +52+236.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 60 | $6.08K | 0.00% | +60 | New |
| Baystate Wealth Management LLC | 57 | $6.00K | 0.00% | +1+1.8% | Added |
| Parallel Advisors, LLC | 50 | $5.13K | 0.00% | −70−58.3% | Reduced |
| Y.D. More Investments Ltd | 50 | $5.09K | 0.00% | +50 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $5.07K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 50 | $5.07K | 0.00% | +50 | New |
| Winch Advisory Services, LLC | 53 | $5.00K | 0.00% | +1+1.9% | Added |
| Tradition Wealth Management, LLC | 47 | $5.00K | 0.00% | +1+2.2% | Added |
| Prestige Wealth Management Group LLC | 47 | $4.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 47 | $4.76K | 0.00% | +9+23.7% | Added |
| Colonial Trust Advisors | 45 | $4.56K | 0.00% | +45 | New |
| Allworth Financial LP | 43 | $4.38K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 42 | $4.26K | 0.00% | +25+147.1% | Added |
| NewSquare Capital LLC | 42 | $4.26K | 0.00% | +42 | New |
| Carolina Wealth Advisors, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 35 | $3.55K | 0.00% | −47−57.3% | Reduced |
| Heritage Wealth Advisors | 30 | $3.07K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 30 | $3.04K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 25 | $3.00K | 0.00% | +25 | New |
| Rise Advisors, LLC | 25 | $2.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $2.53K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 21 | $2.12K | 0.00% | +11+110.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 20 | $2.03K | 0.00% | +20 | New |
| ICA Group Wealth Management, LLC | 20 | $2.03K | 0.00% | +20 | New |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 16 | $2.00K | 0.01% | +1+6.7% | Added |
| CoreCap Advisors, LLC | 15 | $1.52K | 0.00% | +15 | New |
| Glassman Wealth Services | 14 | $1.42K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 11 | $1.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 11 | $1.11K | 0.00% | +11 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.03K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 10 | $1.01K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $1.00K | 0.00% | −6−37.5% | Reduced |
| Umb Bank N A | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 117 | $1.00K | 0.00% | +117 | New |
| Ellevest, Inc. | 9 | $912 | 0.00% | +9 | New |
| Delos Wealth Advisors, LLC | 5 | $549 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 5 | $507 | 0.00% | +5 | New |
| FMR LLC | 2 | $203 | 0.00% | −3−60.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 2 | $203 | 0.00% | +2 | New |
| Dark Forest Capital Management LP | 2 | $203 | 0.00% | +2 | New |
| Albion Financial Group | 1 | $110 | 0.00% | −1,500−99.9% | Reduced |
| HBC Financial Services, PLLC | 48,000 | $0 | 0.00% | +16,000+50.0% | Added |
| Front Row Advisors LLC | 3 | $0 | 0.00% | +3 | New |
| Fairfield Financial Advisors, LTD | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −125,557−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −73,653−100.0% | Sold out |
| Granahan Investment Management Inc | 0 | $0 | 0.00% | −43,430−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,010−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −20,936−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,992−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −14,136−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −9,003−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,343−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −5,016−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −4,659−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,014−100.0% | Sold out |
| Valmark Advisers, Inc. | 0 | $0 | 0.00% | −3,400−100.0% | Sold out |
| Cim, LLC | 0 | $0 | 0.00% | −2,485−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −639−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −184−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Providence Capital Advisors, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Hudock, Inc. | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Howe & Rusling Inc | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Wagner Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Financial Enhancement Group LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Bell Rock Capital LLC | – | – | – | – | Not filed |
| Redpoint Investment Management Pty Ltd | – | – | – | – | Not filed |
| Strategic Asset Management, LLC | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |
