| Coastal Capital Group, Inc. | 42 | $4.39K | 0.00% | −42−50.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 41 | $4.29K | 0.00% | +41 | New |
| American State Bank (Iowa) | 39 | $4.08K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 36 | $4.00K | 0.00% | −159−81.5% | Reduced |
| Capital Analysts, LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 35 | $3.66K | 0.00% | −78−69.0% | Reduced |
| SJS Investment Consulting Inc. | 35 | $3.66K | 0.00% | +6+20.7% | Added |
| Johnson Financial Group, Inc. | 33 | $3.45K | 0.00% | +33 | New |
| Beacon Capital Management, LLC | 33 | $3.45K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 33 | $3.45K | 0.00% | +33 | New |
| Ahrens Investment Partners LLC | 33 | $3.45K | 0.00% | +33 | New |
| Cassady Schiller Wealth Management, LLC | 33 | $3.45K | 0.00% | +33 | New |
| Clear Investment Research, LLC | 32 | $3.36K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $3.35K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 29 | $3.03K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 26 | $3.00K | 0.00% | +26 | New |
| Moisand Fitzgerald Tamayo, LLC | 27 | $2.82K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 26 | $2.72K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 26 | $2.72K | 0.00% | +26 | New |
| Larson Financial Group LLC | 25 | $2.62K | 0.00% | +20+400.0% | Added |
| Disciplined Investments, LLC | 21 | $2.19K | 0.00% | −1−4.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 21 | $2.19K | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.88K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 18 | $1.88K | 0.00% | +18 | New |
| First Community Trust NA | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 16 | $1.70K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.67K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 18 | $1.00K | 0.00% | −716−97.5% | Reduced |
| SkyView Investment Advisors, LLC | 5 | $1.00K | 0.00% | +5 | New |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $1.00K | 0.00% | +5 | New |
| Creative Financial Designs Inc | 9 | $976 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $974 | 0.00% | −80−89.9% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 7 | $732 | 0.00% | +7 | New |
| Bangor Savings Bank | 5 | $523 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 4 | $418 | 0.00% | +3+300.0% | Added |
| Accel Wealth Management | 3 | $314 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $210 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $209 | 0.00% | – | – |
| Baystate Wealth Management LLC | 1 | $129 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 0 | $11 | 0.00% | 0 | New |
| Hawk Ridge Capital Management LP | 0 | $0 | 0.00% | −460,509−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −216,698−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −116,624−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −104,109−100.0% | Sold out |
| Emerson Point Capital LP | 0 | $0 | 0.00% | −102,311−100.0% | Sold out |
| Middleton & Co Inc | 0 | $0 | 0.00% | −42,963−100.0% | Sold out |
| Kiwi Wealth Investments Limited Partnership | 0 | $0 | 0.00% | −42,501−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −34,040−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −30,028−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −28,311−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −27,800−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −22,028−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −20,599−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −16,594−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,323−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −15,152−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −13,034−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −12,722−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −10,972−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −9,321−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −7,402−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,727−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −5,678−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −5,493−100.0% | Sold out |
| Stevens Capital Management LP | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −4,547−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,066−100.0% | Sold out |
| Cognios Beta Neutral Large Cap Fund, LP | 0 | $0 | 0.00% | −3,055−100.0% | Sold out |
| HBK Sorce Advisory LLC | 0 | $0 | 0.00% | −2,684−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Compass Capital Management, Inc | 0 | $0 | 0.00% | −2,450−100.0% | Sold out |
| Hutchens & Kramer Investment Management Group, LLC | 0 | $0 | 0.00% | −2,386−100.0% | Sold out |
| Intact Investment Management Inc. | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,034−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −402−100.0% | Sold out |
| Arcus Capital Partners, LLC | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| MinichMacGregor Wealth Management, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −243−100.0% | Sold out |
| Ten Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| EWG Elevate Inc. | 0 | $0 | 0.00% | −93−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bourgeon Capital Management LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −89−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |
| Alpha Paradigm Partners, LLC | – | – | – | – | Not filed |
| Laurel Wealth Advisors, Inc. | – | – | – | – | Not filed |
| Apella Capital, LLC | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| CoreCap Advisors, LLC | – | – | – | – | Not filed |