| Investment Research & Advisory Group, Inc. | 23 | $4.97K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 22,255 | $4.81K | 0.00% | −347−1.5% | Reduced |
| SJS Investment Consulting Inc. | 21 | $4.54K | 0.00% | +8+61.5% | Added |
| Aua Capital Management, LLC | 19 | $4.11K | 0.00% | −5−20.8% | Reduced |
| CNB Bank | 19 | $4.11K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 17 | $3.67K | 0.00% | −3−15.0% | Reduced |
| Corrado Advisors, LLC | 17 | $3.67K | 0.00% | +17 | New |
| Grey Fox Wealth Advisors, LLC | 17 | $3.67K | 0.00% | +17 | New |
| Parkside Financial Bank & Trust | 16 | $3.46K | 0.00% | +2+14.3% | Added |
| Wolff Wiese Magana LLC | 15 | $3.24K | 0.00% | −140−90.3% | Reduced |
| Bartlett & Co. LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 12 | $3.00K | 0.00% | +12 | New |
| Lee Financial Co | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 9 | $2.67K | 0.00% | −50−84.7% | Reduced |
| Rosenberg Matthew Hamilton | 12 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 12 | $2.59K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 10 | $2.16K | 0.00% | +10 | New |
| TD Ameritrade Investment Management, LLC | 7 | $2.00K | 0.00% | −17−70.8% | Reduced |
| Sound Income Strategies, LLC | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $1.08K | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 5 | $1.08K | 0.00% | +5 | New |
| Householder Group Estate & Retirement Specialist, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $865 | 0.00% | +4 | New |
| Freedom Wealth Alliance, LLC | 3 | $649 | 0.00% | +3 | New |
| Farther Finance Advisors, LLC | 2 | $432 | 0.00% | +2 | New |
| JJJ Advisors Inc. | 1 | $227 | 0.00% | +1 | New |
| Larson Financial Group LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 1 | $216 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 1 | $10 | 0.00% | +1 | New |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Governors Lane LP | 0 | $0 | 0.00% | −55,947−100.0% | Sold out |
| Calamos Advisors LLC | 0 | $0 | 0.00% | −47,692−100.0% | Sold out |
| BlueMar Capital Management, LLC | 0 | $0 | 0.00% | −43,081−100.0% | Sold out |
| Stamina Capital Management LP | 0 | $0 | 0.00% | −35,125−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −34,830−100.0% | Sold out |
| KWB Wealth | 0 | $0 | 0.00% | −28,461−100.0% | Sold out |
| Westwood Holdings Group Inc. | 0 | $0 | 0.00% | −27,453−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −15,683−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −13,952−100.0% | Sold out |
| NWK Group, Inc. | 0 | $0 | 0.00% | −12,584−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −9,785−100.0% | Sold out |
| Fifth Lane Capital, LP | 0 | $0 | 0.00% | −9,059−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −8,487−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −3,944−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −3,820−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −3,492−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Independent Advisor Alliance | 0 | $0 | 0.00% | −3,260−100.0% | Sold out |
| JSF Financial, LLC | 0 | $0 | 0.00% | −2,734−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,539−100.0% | Sold out |
| Western Wealth Management, LLC | 0 | $0 | 0.00% | −2,265−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| Zeke Capital Advisors, LLC | 0 | $0 | 0.00% | −1,954−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −1,911−100.0% | Sold out |
| Quantamental Technologies LLC | 0 | $0 | 0.00% | −1,493−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −1,489−100.0% | Sold out |
| Presidio Capital Management, LLC | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −1,175−100.0% | Sold out |
| Brookstone Capital Management | 0 | $0 | 0.00% | −1,056−100.0% | Sold out |
| MJP Associates Inc | 0 | $0 | 0.00% | −1,010−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −993−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −989−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −956−100.0% | Sold out |
| Gladstone Institutional Advisory LLC | 0 | $0 | 0.00% | −953−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −930−100.0% | Sold out |
| Checchi Capital Advisers, LLC | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −929−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Selective Wealth Management, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Advocacy Wealth Management Services, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| West Oak Capital, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Almanack Investment Partners, LLC. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Cribstone Capital Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Capital Advisors, Ltd. LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Moisand Fitzgerald Tamayo, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Agf Investments Inc. | – | – | – | – | Not filed |
| Eaton Vance Management | – | – | – | – | Not filed |
| Bowling Portfolio Management LLC | – | – | – | – | Not filed |
| Cornerstone Wealth Management, LLC | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Legacy Wealth Planning, LLC | – | – | – | – | Not filed |
