| Glassman Wealth Services | 378 | $17.0K | 0.00% | +371+5,300.0% | Added |
| Newbridge Financial Services Group, Inc. | 334 | $15.0K | 0.01% | −50−13.0% | Reduced |
| Koshinski Asset Management, Inc. | 314 | $13.8K | 0.00% | −230−42.3% | Reduced |
| Covington Capital Management | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 286 | $13.0K | 0.00% | −14−4.7% | Reduced |
| CWM, LLC | 270 | $12.0K | 0.00% | +20+8.0% | Added |
| Allworth Financial LP | 254 | $11.0K | 0.00% | +254 | New |
| Concord Wealth Partners | 205 | $9.00K | 0.00% | −33−13.9% | Reduced |
| Evermay Wealth Management LLC | 207 | $9.00K | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 175 | $8.00K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 176 | $8.00K | 0.00% | +176 | New |
| Banque Cantonale Vaudoise | 168 | $7.00K | 0.00% | −14−7.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 132 | $6.00K | 0.00% | −2,040−93.9% | Reduced |
| Neo Ivy Capital Management | 124 | $6.00K | 0.01% | −1,275−91.1% | Reduced |
| First Horizon Advisors, Inc. | 144 | $6.00K | 0.00% | +3+2.1% | Added |
| TCI Wealth Advisors, Inc. | 124 | $5.00K | 0.00% | −54−30.3% | Reduced |
| Global Retirement Partners, LLC | 200 | $5.00K | 0.00% | +200 | New |
| Whittier Trust Co | 100 | $4.00K | 0.00% | −50−33.3% | Reduced |
| Central Trust Co | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 97 | $4.00K | 0.00% | +96+9,600.0% | Added |
| Creative Financial Designs Inc | 100 | $4.00K | 0.00% | +100 | New |
| Patriot Financial Group Insurance Agency, LLC | 75 | $3.00K | 0.00% | −375−83.3% | Reduced |
| Brown Brothers Harriman & Co | 75 | $3.00K | 0.00% | +75 | New |
| Money Concepts Capital Corp | 59 | $3.00K | 0.00% | +59 | New |
| Lazard Asset Management LLC | 82 | $3.00K | 0.00% | +82 | New |
| Lindbrook Capital, LLC | 44 | $2.00K | 0.00% | −156−78.0% | Reduced |
| The PNC Financial Services Group, Inc. | 77 | $2.00K | 0.00% | +9+13.2% | Added |
| Toronto Dominion Bank | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 56 | $2.00K | 0.00% | +56 | New |
| EverSource Wealth Advisors, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 28 | $1.00K | 0.00% | +17+154.5% | Added |
| PYA Waltman Capital, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $1.00K | 0.00% | +24 | New |
| Financial Perspectives, Inc | 7 | $308 | 0.00% | +7 | New |
| Ellevest, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $0 | 0.00% | +6 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $0 | 0.00% | +10 | New |
| FinTrust Capital Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| Quadrant Capital Group LLC | 10 | $0 | 0.00% | +10 | New |
| San Luis Wealth Advisors LLC | 4 | $0 | 0.00% | +4 | New |
| Discovery Capital Management, LLC | 0 | $0 | 0.00% | −190,576−100.0% | Sold out |
| Ardmore Road Asset Management LP | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Davidson Kempner Capital Management LP | 0 | $0 | 0.00% | −155,524−100.0% | Sold out |
| No Street GP LP | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −82,029−100.0% | Sold out |
| Moody Aldrich Partners LLC | 0 | $0 | 0.00% | −62,325−100.0% | Sold out |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −52,101−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −48,865−100.0% | Sold out |
| AMJ Financial Wealth Management | 0 | $0 | 0.00% | −48,008−100.0% | Sold out |
| Portolan Capital Management, LLC | 0 | $0 | 0.00% | −44,670−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −41,880−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −40,684−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −30,752−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −28,365−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −26,023−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −23,344−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −21,519−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −19,211−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −17,793−100.0% | Sold out |
| Russell Investments Group, Ltd. | 0 | $0 | 0.00% | −17,661−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,065−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −11,884−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −10,096−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −8,175−100.0% | Sold out |
| SEI Investments Co | 0 | $0 | 0.00% | −6,495−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −6,276−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −6,011−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −5,906−100.0% | Sold out |
| Seelaus Asset Management LLC | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −4,968−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −4,586−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −4,137−100.0% | Sold out |
| Garnet Equity Capital Holdings, Inc. | 0 | $0 | 0.00% | −4,030−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −4,020−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −3,977−100.0% | Sold out |
| Forefront Wealth Management Inc. | 0 | $0 | 0.00% | −3,809−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Maryland Capital Management | 0 | $0 | 0.00% | −3,707−100.0% | Sold out |
| Smith Anglin Financial, LLC | 0 | $0 | 0.00% | −3,593−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −3,549−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,248−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −1,123−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −232−100.0% | Sold out |
| Ahrens Investment Partners LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| Park Circle Co | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stonebridge Financial Planning Group, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JFS Wealth Advisors, LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Retirement Planning Co of New England, Inc. | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Dixon Hughes Goodman Wealth Advisors LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Ford Financial Group, LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Harbour Investments, Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
