| Absolute Capital Management, LLC | 9 | $11.1K | 0.01% | +9 | New |
| Rosenberg Matthew Hamilton | 9 | $11.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 8 | $10.0K | 0.00% | −1−11.1% | Reduced |
| Carolinas Wealth Consulting LLC | 8 | $10.0K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $10.0K | 0.00% | +8 | New |
| Signet Financial Management, LLC | 8 | $10.0K | 0.00% | +8 | New |
| Ellevest, Inc. | 7 | $9.00K | 0.00% | −1−12.5% | Reduced |
| Earnest Partners LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 7 | $9.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 8 | $9.00K | 0.01% | +8 | New |
| PrairieView Partners, LLC | 6 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 5 | $6.15K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 5 | $6.00K | 0.00% | −61−92.4% | Reduced |
| Harbour Investments, Inc. | 5 | $6.00K | 0.00% | −31−86.1% | Reduced |
| Vigilant Capital Management, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 5 | $6.00K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 5 | $6.00K | 0.00% | +5 | New |
| Proequities, Inc. | 4 | $5.00K | 0.00% | −1−20.0% | Reduced |
| Bell Investment Advisors, Inc | 4 | $5.00K | 0.00% | 00.0% | Unchanged |
| Dixon Hughes Goodman Wealth Advisors LLC | 4 | $5.00K | 0.00% | +4 | New |
| Washington Trust Co | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 3 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 3 | $4.00K | 0.00% | +3 | New |
| Schubert & Co | 3 | $4.00K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $2.00K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 2 | $2.00K | 0.00% | +2 | New |
| Mach-1 Financial Group, Inc. | 2 | $2.00K | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $1.00K | 0.00% | +1 | New |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −27,826−100.0% | Sold out |
| Jefferies Group LLC | 0 | $0 | 0.00% | −8,500−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −7,498−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −6,466−100.0% | Sold out |
| Avalon Investment & Advisory | 0 | $0 | 0.00% | −3,897−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −2,470−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −1,895−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −1,425−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −940−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −655−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −587−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| Richard Bernstein Advisors LLC | 0 | $0 | 0.00% | −483−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −450−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −408−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −405−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −399−100.0% | Sold out |
| Candriam Luxembourg S.C.A. | 0 | $0 | 0.00% | −388−100.0% | Sold out |
| Ledyard National Bank | 0 | $0 | 0.00% | −310−100.0% | Sold out |
| Heritage Investors Management Corp | 0 | $0 | 0.00% | −288−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| Overbrook Management Corp | 0 | $0 | 0.00% | −204−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| First City Capital Management, Inc. | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Camelot Portfolios, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Pensionmark Financial Group, LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Kore Private Wealth LLC | 0 | $0 | 0.00% | −170−100.0% | Sold out |
| Ironwood Investment Counsel, LLC | 0 | $0 | 0.00% | −168−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −73−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Trustcore Financial Services, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Guidance Point Advisors, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Ibex Wealth Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Gerber Kawasaki Wealth & Investment Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Clearview Wealth Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Farr Miller & Washington LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Homrich & Berg | – | – | – | – | Not filed |
| Old Dominion Capital Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | – | – | – | – | Not filed |
| Wealth Quarterback LLC | – | – | – | – | Not filed |