| Crewe Advisors LLC | 27 | $1.76K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 26 | $1.69K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 24 | $1.56K | 0.00% | +10+71.4% | Added |
| Dunhill Financial, LLC | 23 | $1.51K | 0.00% | +3+15.0% | Added |
| Harbor Investment Advisory, LLC | 20 | $1.30K | 0.00% | −266−93.0% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $1.30K | 0.00% | +16+400.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.30K | 0.00% | +20 | New |
| Key Financial Inc | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 17 | $1.10K | 0.02% | +11+183.3% | Added |
| Rialto Wealth Management, LLC | 16 | $1.04K | 0.00% | +1+6.7% | Added |
| Clark Wealth Partners | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $975 | 0.00% | +15 | New |
| Whipplewood Advisors, LLC | 13 | $845 | 0.00% | +13 | New |
| 1015 Capital Partners, LLC | 13 | $845 | 0.00% | +13 | New |
| WestEnd Advisors, LLC | 12 | $780 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 11 | $715 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $650 | 0.00% | +10 | New |
| Atlantic Private Wealth, LLC | 10 | $650 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 9 | $585 | 0.00% | +9 | New |
| Lloyd Advisory Services, LLC. | 9 | $576 | 0.00% | +9 | New |
| S&T Bank | 8 | $520 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $456 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $456 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $456 | 0.00% | +5+250.0% | Added |
| NorthAvenue LLC | 7 | $456 | 0.00% | +7 | New |
| DV Trading LLC | 7 | $455 | 0.00% | +7 | New |
| Quattro Advisors LLC | 7 | $455 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 6 | $391 | 0.00% | +2+50.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $296 | 0.00% | +3+300.0% | Added |
| Stephens Consulting, LLC | 3 | $196 | 0.00% | +3 | New |
| IMA Wealth, Inc. | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $65 | 0.00% | +1 | New |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −384,559−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −121,268−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −100,059−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −82,537−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −78,422−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −47,101−100.0% | Sold out |
| GAM Holding AG | 0 | $0 | 0.00% | −33,868−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −33,753−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −28,791−100.0% | Sold out |
| Delta Global Management LP | 0 | $0 | 0.00% | −26,618−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −26,585−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −24,340−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −19,800−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −18,714−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −15,716−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −14,456−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −12,197−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −11,445−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −11,251−100.0% | Sold out |
| Jacobson & Schmitt Advisors, LLC | 0 | $0 | 0.00% | −8,873−100.0% | Sold out |
| NorthRock Partners, LLC | 0 | $0 | 0.00% | −8,073−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Heritage Trust Co | 0 | $0 | 0.00% | −7,533−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −7,221−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −6,631−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −6,253−100.0% | Sold out |
| Requisite Capital Management, LLC | 0 | $0 | 0.00% | −5,538−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −5,335−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −5,189−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −4,108−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −3,793−100.0% | Sold out |
| Founders Financial Alliance, LLC | 0 | $0 | 0.00% | −3,479−100.0% | Sold out |
| LaFleur & Godfrey LLC | 0 | $0 | 0.00% | −3,470−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −3,457−100.0% | Sold out |
| Sanders Morris Harris LLC | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Adapt Wealth Advisors, LLC | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Richmond Investment Services, LLC | 0 | $0 | 0.00% | −2,999−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −2,791−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −2,395−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −1,137−100.0% | Sold out |
| Perritt Capital Management Inc | 0 | $0 | 0.00% | −1,036−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −446−100.0% | Sold out |
| Keener Financial Planning LLC | 0 | $0 | 0.00% | −228−100.0% | Sold out |
| Hopwood Financial Services, Inc. | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Missouri Trust & Investment Co | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Marshall & Sterling Wealth Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Avalon Trust Co | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Winnow Wealth LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| CIBC Bancorp USA Inc. | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| LexAurum Advisors, LLC | – | – | – | – | Not filed |
| Point72 Europe (London) LLP | – | – | – | – | Not filed |
| Creekmur Asset Management LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |