| Signaturefd, LLC | 2,800 | $65.8K | 0.00% | +533+23.5% | Added |
| Salem Investment Counselors Inc | 2,700 | $63.4K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 2,596 | $61.0K | 0.01% | +2,596 | New |
| GAMMA Investing LLC | 3,211 | $56.9K | 0.02% | +3,211 | New |
| Horizon Bancorp Inc | 2,030 | $48.0K | 0.02% | 00.0% | Unchanged |
| TSFG, LLC | 2,011 | $47.0K | 0.01% | +50+2.5% | Added |
| Newbridge Financial Services Group, Inc. | 2,000 | $47.0K | 0.02% | −600−23.1% | Reduced |
| Advisory Services Network, LLC | 1,955 | $45.9K | 0.00% | +1,955 | New |
| Truvestments Capital LLC | 1,900 | $44.6K | 0.02% | +1,900 | New |
| The PNC Financial Services Group, Inc. | 1,675 | $39.3K | 0.00% | +254+17.9% | Added |
| Versant Capital Management, Inc | 1,662 | $39.0K | 0.01% | +1,467+752.3% | Added |
| Your Advocates Ltd., LLP | 1,500 | $35.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,398 | $32.8K | 0.00% | 00.0% | Unchanged |
| Belvedere Trading LLC | 1,332 | $31.3K | 0.00% | +1,332 | New |
| Geneos Wealth Management Inc. | 1,254 | $29.5K | 0.00% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 1,251 | $29.4K | 0.00% | −195,243−99.4% | Reduced |
| Clearstead Advisors, LLC | 1,150 | $27.0K | 0.00% | +1,000+666.7% | Added |
| US Bancorp | 1,066 | $25.0K | 0.00% | −1,487−58.2% | Reduced |
| Hollencrest Capital Management | 1,054 | $24.8K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 983 | $23.1K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 967 | $23.0K | 0.00% | +425+78.4% | Added |
| Lindbrook Capital, LLC | 969 | $22.8K | 0.00% | +587+153.7% | Added |
| Pin Oak Investment Advisors Inc | 900 | $21.0K | 0.02% | +900 | New |
| ICA Group Wealth Management, LLC | 870 | $20.4K | 0.00% | +870 | New |
| AdvisorNet Financial, Inc | 826 | $19.4K | 0.00% | +826 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $18.8K | 0.01% | +800 | New |
| Huntington National Bank | 796 | $18.7K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 667 | $15.7K | 0.00% | +510+324.8% | Added |
| Caitlin John, LLC | 625 | $14.7K | 0.01% | +625 | New |
| Ancora Advisors, LLC | 600 | $14.1K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 598 | $14.1K | 0.00% | +598 | New |
| Financial Management Professionals, Inc. | 590 | $14.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 574 | $13.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 325 | $7.63K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 321 | $7.54K | 0.00% | +321 | New |
| Gradient Investments LLC | 295 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 274 | $6.44K | 0.00% | +23+9.2% | Added |
| Allworth Financial LP | 267 | $6.27K | 0.00% | +123+85.4% | Added |
| Rosenberg Matthew Hamilton | 260 | $6.11K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 200 | $4.70K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 195 | $4.58K | 0.00% | +100+105.3% | Added |
| Ronald Blue Trust, Inc. | 451 | $4.00K | 0.00% | +110+32.3% | Added |
| Arlington Trust Co LLC | 155 | $3.64K | 0.00% | +155 | New |
| CarsonAllaria Wealth Management, Ltd. | 150 | $3.52K | 0.00% | +150 | New |
| Grove Bank & Trust | 142 | $3.34K | 0.00% | 00.0% | Unchanged |
| Provence Wealth Management Group | 138 | $3.24K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 134 | $3.15K | 0.00% | −18,979−99.3% | Reduced |
| West Oak Capital, LLC | 140 | $3.00K | 0.00% | +140 | New |
| Quadrant Capital Group LLC | 120 | $2.82K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 117 | $2.75K | 0.00% | +117 | New |
| National Bank of Canada | 106 | $2.43K | 0.00% | +56+112.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $2.35K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 95 | $2.23K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 83 | $1.95K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 69 | $1.62K | 0.00% | +69 | New |
| HighMark Wealth Management LLC | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 50 | $1.18K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 45 | $1.06K | 0.00% | +40+800.0% | Added |
| Hobbs Group Advisors, LLC | 44 | $1.03K | 0.00% | +44 | New |
| Centerpoint Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $1.00K | 0.00% | −2−3.4% | Reduced |
| Valley National Advisers Inc | 60 | $1.00K | 0.00% | +60 | New |
| Beacon Capital Management, LLC | 100 | $850 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 21 | $493 | 0.00% | +21 | New |
| GHP Investment Advisors, Inc. | 20 | $470 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 19 | $446 | 0.00% | +19 | New |
| Plante Moran Financial Advisors, LLC | 15 | $352 | 0.00% | +15 | New |
| Berkshire Capital Holdings Inc | 10 | $235 | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $4 | 0.00% | +1 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +6+60.0% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −550,176−100.0% | Sold out |
| DeepCurrents Investment Group LLC | 0 | $0 | 0.00% | −409,251−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −180,382−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −37,836−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −35,196−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −31,814−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −25,614−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,279−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −20,403−100.0% | Sold out |
| Segantii Capital Management Ltd | 0 | $0 | 0.00% | −18,400−100.0% | Sold out |
| National Asset Management, Inc. | 0 | $0 | 0.00% | −13,828−100.0% | Sold out |
| FinTrust Capital Advisors, LLC | 0 | $0 | 0.00% | −13,000−100.0% | Sold out |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0 | $0 | 0.00% | −10,319−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −3,269−100.0% | Sold out |
| Highlander Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Bradley & Co. Private Wealth Management, LLC | 0 | $0 | 0.00% | −1,269−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −590−100.0% | Sold out |
| Strengthening Families & Communities, LLC | 0 | $0 | 0.00% | −440−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −35,305−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −274−100.0% | Sold out |
| Authentikos Wealth Advisory, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Toronto Dominion Bank | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Quantamental Technologies LLC | – | – | – | – | Not filed |
| Sutton Wealth Advisors Inc. | – | – | – | – | Not filed |