| Centerpoint Advisors, LLC | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 145 | $9.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 150 | $9.00K | 0.00% | +45+42.9% | Added |
| Evoke Wealth, LLC | 127 | $8.00K | 0.00% | −4−3.1% | Reduced |
| Arkadios Wealth Advisors | 130 | $7.00K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 115 | $6.78K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 103 | $6.06K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 108 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $5.00K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 83 | $5.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 78 | $5.00K | 0.00% | +16+25.8% | Added |
| Bogart Wealth, LLC | 77 | $5.00K | 0.00% | +77 | New |
| Institutional & Family Asset Management, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 81 | $4.00K | 0.00% | +81 | New |
| Wagner Wealth Management, LLC | 75 | $4.00K | 0.00% | +75 | New |
| Raffa Wealth Management, LLC | 60 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 49 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $3.00K | 0.00% | +37+370.0% | Added |
| Vigilant Capital Management, LLC | 54 | $3.00K | 0.00% | +54 | New |
| Kayne Anderson Rudnick Investment Management LLC | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 31 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 34 | $2.00K | 0.00% | +34 | New |
| Old North State Trust, LLC | 32 | $2.00K | 0.00% | +32 | New |
| Atlas Capital Advisors LLC | 17 | $1.00K | 0.00% | +17 | New |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Reilly Financial Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Global Financial Private Client, LLC | 13 | $765 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 10 | $589 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $58 | 0.00% | – | New |
| TCI Wealth Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 155 | – | – | −23−12.9% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 1,098 | – | – | +1,098 | New |
| Interval Partners, LP | 0 | $0 | 0.00% | −366,128−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −281,700−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −104,600−100.0% | Sold out |
| North Fourth Asset Management, LP | 0 | $0 | 0.00% | −103,042−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −89,024−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −87,086−100.0% | Sold out |
| Saya Management LP | 0 | $0 | 0.00% | −76,469−100.0% | Sold out |
| Signet Financial Management, LLC | 0 | $0 | 0.00% | −56,567−100.0% | Sold out |
| MD Financial Management Inc. | 0 | $0 | 0.00% | −46,000−100.0% | Sold out |
| Three Peaks Capital Management, LLC | 0 | $0 | 0.00% | −33,207−100.0% | Sold out |
| Kornitzer Capital Management Inc | 0 | $0 | 0.00% | −28,660−100.0% | Sold out |
| SRB Corp | 0 | $0 | 0.00% | −27,919−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −23,700−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −19,447−100.0% | Sold out |
| Dalton Greiner Hartman Maher & Co | 0 | $0 | 0.00% | −19,436−100.0% | Sold out |
| UBP Investment Advisors SA | 0 | $0 | 0.00% | −16,464−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −15,294−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −11,024−100.0% | Sold out |
| New England Research & Management, Inc. | 0 | $0 | 0.00% | −10,700−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −8,799−100.0% | Sold out |
| Azzad Asset Management Inc | 0 | $0 | 0.00% | −8,715−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| Cozad Asset Management Inc | 0 | $0 | 0.00% | −6,538−100.0% | Sold out |
| Avestar Capital, LLC | 0 | $0 | 0.00% | −4,839−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −4,936−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −4,787−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −4,488−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −4,332−100.0% | Sold out |
| Buffington Mohr McNeal | 0 | $0 | 0.00% | −4,090−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −4,037−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −3,948−100.0% | Sold out |
| Vaughan David Investments LLC | 0 | $0 | 0.00% | −3,700−100.0% | Sold out |
| Moors & Cabot, Inc. | 0 | $0 | 0.00% | −3,676−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −3,573−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Great Valley Advisor Group, Inc. | 0 | $0 | 0.00% | −3,409−100.0% | Sold out |
| Parsons Capital Management Inc | 0 | $0 | 0.00% | −3,335−100.0% | Sold out |
| Islay Capital Management, LLC | 0 | $0 | 0.00% | −2,171−100.0% | Sold out |
| TD Ameritrade Investment Management, LLC | 0 | $0 | 0.00% | −1,681−100.0% | Sold out |
| City Holding Co | 0 | $0 | 0.00% | −438−100.0% | Sold out |
| Allred Capital Management, LLC | 0 | $0 | 0.00% | −394−100.0% | Sold out |
| Grant Street Asset Management, Inc. | 0 | $0 | 0.00% | −379−100.0% | Sold out |
| Heritage Wealth Management, LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Sun Life Financial INC | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −59−100.0% | Sold out |
| Cowa, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| FIL Ltd | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| MPS Loria Financial Planners, LLC | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Alpha DNA Investment Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Mascoma Wealth Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Amundi Asset Management US, Inc. | – | – | – | – | Not filed |