| Evolution Wealth Advisors, LLC | 98 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 93 | $4.00K | 0.00% | −1−1.1% | Reduced |
| SOA Wealth Advisors, LLC. | 122 | $4.00K | 0.00% | +47+62.7% | Added |
| Personal Wealth Partners | 98 | $4.00K | 0.00% | +98 | New |
| Lake Point Wealth Management | 112 | $4.00K | 0.00% | +112 | New |
| PNC Managed Account Solutions, Inc. | 101 | $4.00K | 0.00% | +101 | New |
| Copeland Capital Management, LLC | 69 | $3.00K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 81 | $3.00K | 0.00% | +39+92.9% | Added |
| C M Bidwell & Associates Ltd | 80 | $3.00K | 0.00% | +80 | New |
| KB Financial Partners, LLC | 57 | $2.00K | 0.00% | −371−86.7% | Reduced |
| Harbor Investment Advisory, LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 47 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 44 | $2.00K | 0.00% | +44 | New |
| Atlas Private Wealth Advisors | 46 | $2.00K | 0.00% | +46 | New |
| Providence Capital Advisors, LLC | 18 | $1.00K | 0.00% | −106,417−100.0% | Reduced |
| Norway Savings Bank | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 24 | $1.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 16 | $610 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 1,341 | $35 | 0.00% | +1,306+3,731.4% | Added |
| Corbenic Partners LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 5,000 | – | – | +809+19.3% | Added |
| Transamerica Financial Advisors, Inc. | 7 | – | – | +7 | New |
| Varma Mutual Pension Insurance Co | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −186,056−100.0% | Sold out |
| Gyroscope Capital Management Group, LLC | 0 | $0 | 0.00% | −158,096−100.0% | Sold out |
| Mount Yale Investment Advisors, LLC | 0 | $0 | 0.00% | −155,075−100.0% | Sold out |
| Empyrean Capital Partners, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −98,222−100.0% | Sold out |
| JS Capital Management LLC | 0 | $0 | 0.00% | −66,900−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −48,903−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −40,297−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −36,622−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −32,912−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Toews Corp | 0 | $0 | 0.00% | −25,400−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −25,289−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −22,039−100.0% | Sold out |
| Element Pointe Advisors, LLC | 0 | $0 | 0.00% | −21,281−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −20,300−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −19,528−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −16,643−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −14,314−100.0% | Sold out |
| Shulman DeMeo Asset Management LLC | 0 | $0 | 0.00% | −14,304−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −12,812−100.0% | Sold out |
| Polar Asset Management Partners Inc. | 0 | $0 | 0.00% | −13,231−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −13,138−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −13,471−100.0% | Sold out |
| Ferris Capital, LLC | 0 | $0 | 0.00% | −11,096−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −10,893−100.0% | Sold out |
| Lakeview Capital Partners, LLC | 0 | $0 | 0.00% | −10,903−100.0% | Sold out |
| Investors Asset Management of Georgia Inc | 0 | $0 | 0.00% | −10,452−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −10,004−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −9,630−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −9,390−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −9,050−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −8,597−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −8,088−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −4,679−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Fayez Sarofim & Co | 0 | $0 | 0.00% | −7,348−100.0% | Sold out |
| Wakefield Asset Management LLLP | 0 | $0 | 0.00% | −7,270−100.0% | Sold out |
| Fulton Bank, N.A. | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,716−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −6,452−100.0% | Sold out |
| BSW Wealth Partners | 0 | $0 | 0.00% | −6,217−100.0% | Sold out |
| Avantax Advisory Services, Inc. | 0 | $0 | 0.00% | −6,016−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −5,994−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,976−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −4,075−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −3,504−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −2,998−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Eudaimonia Partners, LLC | 0 | $0 | 0.00% | −1,840−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −1,475−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −1,398−100.0% | Sold out |
| Migdal Insurance & Financial Holdings Ltd. | 0 | $0 | 0.00% | −1,229−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −882−100.0% | Sold out |
| Total Clarity Wealth Management, Inc. | 0 | $0 | 0.00% | −800−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −594−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −455−100.0% | Sold out |
| Toth Financial Advisory Corp | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| WealthShield Partners, LLC | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −278−100.0% | Sold out |
| Valley Brook Capital Group | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Grandview Asset Management LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Hanson & Doremus Investment Management | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |
| Ennismore Fund Management Ltd | – | – | – | – | Not filed |
