| Gradient Investments LLC | 91 | $3.00K | 0.00% | −186−67.1% | Reduced |
| Centerpoint Advisors, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 78 | $3.00K | 0.00% | +32+69.6% | Added |
| Raleigh Capital Management Inc. | 72 | $3.00K | 0.00% | +72 | New |
| Rockbridge Investment Management, LCC | 58 | $2.26K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 62 | $2.00K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $2.00K | 0.00% | +26+118.2% | Added |
| Sargent Bickham Lagudis LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 57 | $2.00K | 0.00% | +37+185.0% | Added |
| Dark Forest Capital Management LP | 49 | $2.00K | 0.00% | +46+1,533.3% | Added |
| Kelly Financial Services LLC | 30 | $1.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $1.04K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 38 | $1.00K | 0.00% | −500−92.9% | Reduced |
| Bogart Wealth, LLC | 30 | $1.00K | 0.00% | −70−70.0% | Reduced |
| AdvisorNet Financial, Inc | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| TCWP LLC | 38 | $1.00K | 0.00% | +38 | New |
| Huntington National Bank | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 11 | $0 | 0.00% | +11 | New |
| Hexagon Capital Partners LLC | 9 | $0 | 0.00% | +9 | New |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −601,883−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −300,797−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −193,120−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −160,659−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −108,529−100.0% | Sold out |
| Parkman Healthcare Partners LLC | 0 | $0 | 0.00% | −80,238−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −53,981−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −50,614−100.0% | Sold out |
| Pura Vida Investments, LLC | 0 | $0 | 0.00% | −48,544−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −44,000−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −36,268−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −34,069−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −26,650−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −26,085−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −19,788−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −17,671−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −17,346−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −13,740−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −13,368−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −13,134−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,134−100.0% | Sold out |
| Greenup Street Wealth Management LLC | 0 | $0 | 0.00% | −11,145−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −10,695−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −9,638−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −8,813−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −7,200−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −5,076−100.0% | Sold out |
| NuWave Investment Management, LLC | 0 | $0 | 0.00% | −3,762−100.0% | Sold out |
| Macroview Investment Management LLC | 0 | $0 | 0.00% | −616−100.0% | Sold out |
| FSB Premier Wealth Management, Inc. | 0 | $0 | 0.00% | −482−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −334−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Pinnacle Bancorp, Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Cornerstone Advisory, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Motley Fool Asset Management LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Bedel Financial Consulting, Inc. | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| KB Financial Partners, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Gemmer Asset Management LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| Reilly Financial Advisors, LLC | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |