| Blue Bell Private Wealth Management, LLC | 1,460 | $6.64K | 0.00% | +160+12.3% | Added |
| AdvisorNet Financial, Inc | 1,408 | $6.41K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 1,400 | $6.37K | 0.00% | −825−37.1% | Reduced |
| Hantz Financial Services, Inc. | 1,208 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,192 | $5.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,004 | $4.57K | 0.00% | −300−23.0% | Reduced |
| Retirement Group, LLC | 1,000 | $4.55K | 0.00% | +1,000 | New |
| Harbour Investments, Inc. | 783 | $3.56K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 700 | $3.18K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 675 | $3.07K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 700 | $3.00K | 0.00% | +700 | New |
| Cary Street Partner Investment Advisory LLC | 516 | $2.35K | 0.00% | +500+3,125.0% | Added |
| Prestige Wealth Management Group LLC | 500 | $2.27K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 500 | $2.23K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 467 | $2.04K | 0.00% | +100+27.2% | Added |
| Close Asset Management Ltd | 405 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 430 | $1.96K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 415 | $1.89K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 327 | $1.49K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 300 | $1.36K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 292 | $1.33K | 0.00% | +30+11.5% | Added |
| Northwestern Mutual Wealth Management Co | 274 | $1.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 267 | $1.22K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 207 | $942 | 0.00% | −945−82.0% | Reduced |
| Focused Wealth Management, Inc | 200 | $910 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 200 | $910 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 200 | $910 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $910 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $910 | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 186 | $846 | 0.00% | −642−77.5% | Reduced |
| Quadrant Capital Group LLC | 154 | $701 | 0.00% | −1,620−91.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 150 | $683 | 0.00% | +150 | New |
| Farther Finance Advisors, LLC | 131 | $596 | 0.00% | −26−16.6% | Reduced |
| Harbor Investment Advisory, LLC | 120 | $546 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 118 | $537 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 100 | $455 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $455 | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 100 | $455 | 0.00% | +100 | New |
| Authentikos Wealth Advisory, LLC | 100 | $455 | 0.00% | +100 | New |
| Allworth Financial LP | 84 | $383 | 0.00% | +4+5.0% | Added |
| GPS Wealth Strategies Group, LLC | 73 | $332 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 69 | $316 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 63 | $287 | 0.00% | −116−64.8% | Reduced |
| Sunbelt Securities, Inc. | 52 | $237 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $228 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 34 | $155 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 12 | $55 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2 | $9 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 2 | $9 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 95 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 21 | $0 | 0.00% | −3−12.5% | Reduced |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −392,636−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −351,810−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −203,255−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −39,000−100.0% | Sold out |
| DnB Asset Management AS | 0 | $0 | 0.00% | −38,639−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −23,958−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −20,207−100.0% | Sold out |
| Buckingham Strategic Wealth, LLC | 0 | $0 | 0.00% | −16,235−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −14,898−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −13,387−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −13,347−100.0% | Sold out |
| JustInvest LLC | 0 | $0 | 0.00% | −12,760−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −12,741−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,125−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −3,359−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −1,005−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −849−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −734−100.0% | Sold out |
| Old Point Trust & Financial Services N A | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | – | – | – | – | Not filed |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BFT Financial Group, LLC | – | – | – | – | Not filed |
| BDO Wealth Advisors, LLC | – | – | – | – | Not filed |