| Benjamin F. Edwards & Company, Inc. | 111 | $7.00K | 0.00% | +111 | New |
| GPS Wealth Strategies Group, LLC | 102 | $6.76K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 94 | $6.22K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 93 | $6.15K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 85 | $5.62K | 0.00% | +85 | New |
| Fortitude Family Office, LLC | 82 | $5.42K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 77 | $5.09K | 0.00% | +15+24.2% | Added |
| Lindbrook Capital, LLC | 74 | $4.89K | 0.00% | +5+7.2% | Added |
| Geneos Wealth Management Inc. | 70 | $4.63K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 70 | $4.63K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 65 | $4.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 63 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 62 | $3.74K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 56 | $3.70K | 0.00% | +56 | New |
| Gradient Investments LLC | 52 | $3.44K | 0.00% | +52 | New |
| Mattson Financial Services, LLC | 52 | $3.44K | 0.00% | +52 | New |
| Walleye Trading LLC | 40 | $2.65K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 36 | $2.39K | 0.00% | +1+2.9% | Added |
| Abound Wealth Management | 34 | $2.27K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 34 | $2.25K | 0.00% | +34 | New |
| Stephens Consulting, LLC | 31 | $2.05K | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 30 | $1.98K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 30 | $1.96K | 0.00% | +1+3.4% | Added |
| Prestige Wealth Management Group LLC | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 28 | $1.85K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 26 | $1.72K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $1.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 21 | $1.39K | 0.00% | −462−95.7% | Reduced |
| Family Firm, Inc. | 21 | $1.36K | 0.00% | +21 | New |
| Gilliland Jeter Wealth Management LLC | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 10 | $1.00K | 0.00% | +3+42.9% | Added |
| Princeton Global Asset Management LLC | 14 | $910 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 13 | $860 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 11 | $728 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $662 | 0.00% | −1−9.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 9 | $596 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 8 | $529 | 0.00% | +8 | New |
| Frazier Financial Advisors, LLC | 7 | $467 | 0.00% | +7 | New |
| Larson Financial Group LLC | 7 | $463 | 0.00% | +7 | New |
| CVA Family Office, LLC | 7 | $463 | 0.00% | +7 | New |
| Sachetta, LLC | 5 | $349 | 0.00% | −5−50.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 5 | $331 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $331 | 0.00% | +1+25.0% | Added |
| Sunbelt Securities, Inc. | 4 | $265 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 3 | $198 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 3 | $198 | 0.00% | +3 | New |
| Anchor Investment Management, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 2 | $132 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −122,282−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −64,100−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −55,781−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −43,760−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −33,600−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −33,413−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −30,035−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −25,031−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −24,289−100.0% | Sold out |
| Legato Capital Management LLC | 0 | $0 | 0.00% | −15,711−100.0% | Sold out |
| Prime Capital Investment Advisors, LLC | 0 | $0 | 0.00% | −9,131−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −6,145−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −4,937−100.0% | Sold out |
| Aristeia Capital LLC | 0 | $0 | 0.00% | −4,729−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −4,085−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −3,662−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −3,512−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −2,958−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Northwest Investment Counselors, LLC | 0 | $0 | 0.00% | −365−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| CoreFirst Bank & Trust | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Naples Money Management LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Core Wealth Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Cambridge Trust Co | – | – | – | – | Not filed |