| Antonetti Capital Management LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 12 | $0 | 0.00% | +6+100.0% | Added |
| FinTrust Capital Advisors, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 24 | $0 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Centerpoint Advisors, LLC | 27 | $0 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 26 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4 | $0 | 0.00% | −3−42.9% | Reduced |
| SOA Wealth Advisors, LLC. | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Curi Capital | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 37 | $0 | 0.00% | +2+5.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 42 | $0 | 0.00% | 00.0% | Unchanged |
| Brewin Dolphin Ltd | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 4 | $0 | 0.00% | +4 | New |
| Evermay Wealth Management LLC | 4 | $0 | 0.00% | +4 | New |
| Pin Oak Investment Advisors Inc | 6 | $0 | 0.00% | +6 | New |
| Pinnacle Financial Partners Inc | 4 | $0 | 0.00% | +4 | New |
| Cordasco Financial Network | 10 | $0 | 0.00% | +10 | New |
| Glassman Wealth Services | 8 | $0 | 0.00% | +8 | New |
| Wagner Wealth Management, LLC | 22 | $0 | 0.00% | +22 | New |
| Johnson Midwest Financial, LLC | 28 | $0 | 0.00% | +28 | New |
| IAG Wealth Partners, LLC | 2 | $0 | 0.00% | +2 | New |
| Ten Capital Wealth Advisors, LLC | 20 | $0 | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 27 | $0 | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 33 | $0 | 0.00% | +33 | New |
| IFP Advisors, Inc | 716 | – | – | −286−28.5% | Reduced |
| Missouri Trust & Investment Co | 20 | – | – | +20 | New |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −741,922−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −272,429−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −180,913−100.0% | Sold out |
| Nan Shan Life Insurance Co., Ltd. | 0 | $0 | 0.00% | −173,782−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −139,818−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −124,241−100.0% | Sold out |
| Colony Capital, Inc. | 0 | $0 | 0.00% | −120,086−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −75,904−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −75,864−100.0% | Sold out |
| GSI Capital Advisors LLC | 0 | $0 | 0.00% | −68,873−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −39,276−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −23,037−100.0% | Sold out |
| Treasurer of the State of North Carolina | 0 | $0 | 0.00% | −20,824−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −16,911−100.0% | Sold out |
| Royal London Asset Management Ltd | 0 | $0 | 0.00% | −16,632−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −13,936−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,689−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −12,434−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −12,343−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −12,105−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −12,019−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −11,747−100.0% | Sold out |
| Stockman Wealth Management, Inc. | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −4,016−100.0% | Sold out |
| Mitsubishi UFJ Trust & Banking Corp | 0 | $0 | 0.00% | −912−100.0% | Sold out |
| Swedbank AB | 0 | $0 | 0.00% | −691−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −609−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −541−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −325−100.0% | Sold out |
| Penserra Capital Management LLC | 0 | $0 | 0.00% | −254−100.0% | Sold out |
| M&T Bank Corp | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Fortitude Advisory Group L.L.C. | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Montag A & Associates Inc | 0 | $0 | 0.00% | −101−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −83−100.0% | Sold out |
| Rocky Mountain Advisers, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −92−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −98−100.0% | Sold out |
| Graves-Light Private Wealth Management, Inc. | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Princeton Global Asset Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Advisory Group Advisory Services, LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Pinnacle Holdings, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| TD Private Client Wealth LLC | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Smithfield Trust Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Hantz Financial Services, Inc. | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Capital Directions Investment Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |