| Clark Wealth Partners | 23 | $2.08K | 0.00% | +23 | New |
| Prestige Wealth Management Group LLC | 21 | $1.90K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.81K | 0.00% | +20 | New |
| Hollencrest Capital Management | 19 | $1.72K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $1.54K | 0.00% | +1+6.3% | Added |
| Lummis Asset Management, LP | 15 | $1.36K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $1.36K | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 13 | $1.18K | 0.00% | +5+62.5% | Added |
| Principia Wealth Advisory, LLC | 11 | $995 | 0.00% | +11 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $919 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $919 | 0.00% | +2+25.0% | Added |
| Atwood & Palmer Inc | 10 | $905 | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 10 | $905 | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 10 | $905 | 0.00% | +10 | New |
| Old Second National Bank of Aurora | 9 | $814 | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 8 | $724 | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 7 | $634 | 0.00% | +7 | New |
| Tortoise Investment Management, LLC | 7 | $633 | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $560 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 6 | $543 | 0.00% | +6 | New |
| Redwood Park Advisors LLC | 6 | $543 | 0.00% | +6 | New |
| Perkins Coie Trust Co | 6 | $542 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $452 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $452 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 4 | $363 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $271 | 0.00% | +3 | New |
| Transce3nd, LLC | 3 | $271 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 2 | $181 | 0.00% | −6−75.0% | Reduced |
| ZRC Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Wood Tarver Financial Group, LLC | 8 | $0 | 0.00% | +8 | New |
| Sirios Capital Management L P | 0 | $0 | 0.00% | −86,499−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −80,688−100.0% | Sold out |
| Patton Fund Management, Inc. | 0 | $0 | 0.00% | −42,008−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −40,520−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −36,993−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −15,972−100.0% | Sold out |
| iA Global Asset Management Inc. | 0 | $0 | 0.00% | −15,313−100.0% | Sold out |
| Cavalier Investments, LLC | 0 | $0 | 0.00% | −14,058−100.0% | Sold out |
| Kentucky Retirement Systems Insurance Trust Fund | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,951−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| Drake & Associates, LLC | 0 | $0 | 0.00% | −6,394−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −5,535−100.0% | Sold out |
| Buckingham Capital Management, Inc. | 0 | $0 | 0.00% | −5,433−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −4,874−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −4,838−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −4,783−100.0% | Sold out |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −3,746−100.0% | Sold out |
| Pinnacle Wealth Planning Services, Inc. | 0 | $0 | 0.00% | −3,490−100.0% | Sold out |
| TrueWealth Advisors, LLC | 0 | $0 | 0.00% | −3,487−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −3,240−100.0% | Sold out |
| Fiduciary Group LLC | 0 | $0 | 0.00% | −3,099−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −3,064−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,105−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −2,913−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,900−100.0% | Sold out |
| Barlow Wealth Partners, Inc. | 0 | $0 | 0.00% | −2,811−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −2,830−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −2,805−100.0% | Sold out |
| Mitchell McLeod Pugh & Williams Inc | 0 | $0 | 0.00% | −2,699−100.0% | Sold out |
| Allegheny Financial Group LTD | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Whitaker-Myers Wealth Managers, LTD. | 0 | $0 | 0.00% | −2,615−100.0% | Sold out |
| Elyxium Wealth, LLC | 0 | $0 | 0.00% | −2,446−100.0% | Sold out |
| Leeward Financial Partners, LLC | 0 | $0 | 0.00% | −2,440−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −2,310−100.0% | Sold out |
| Conning Inc. | 0 | $0 | 0.00% | −2,232−100.0% | Sold out |
| Harbor Advisors LLC | 0 | $0 | 0.00% | −2,206−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Roman Butler Fullerton & Co | 0 | $0 | 0.00% | −2,138−100.0% | Sold out |
| Peddock Capital Advisors, LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| New Century Financial Group, LLC | 0 | $0 | 0.00% | −2,167−100.0% | Sold out |
| Silverlake Wealth Management LLC | 0 | $0 | 0.00% | −2,158−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −2,108−100.0% | Sold out |
| Claret Asset Management Corp | 0 | $0 | 0.00% | −2,080−100.0% | Sold out |
| Summit Financial, LLC | 0 | $0 | 0.00% | −2,070−100.0% | Sold out |
| Nwam LLC | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −2,044−100.0% | Sold out |
| Excalibur Management Corp | 0 | $0 | 0.00% | −2,043−100.0% | Sold out |
| Essex LLC | 0 | $0 | 0.00% | −2,041−100.0% | Sold out |
| Alta Advisers Ltd | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −718−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −349−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −238−100.0% | Sold out |
| Pacific Capital Wealth Advisors, Inc | 0 | $0 | 0.00% | −219−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| Cedar Mountain Advisors, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Valued Wealth Advisors LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Voisard Asset Management Group, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Pinpoint Asset Management Ltd | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
