| Tortoise Investment Management, LLC | 22 | $3.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 18 | $2.84K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $2.84K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 17 | $2.68K | 0.00% | +16+1,600.0% | Added |
| Creative Financial Designs Inc | 14 | $2.21K | 0.00% | +12+600.0% | Added |
| SBI Securities Co., Ltd. | 14 | $2.21K | 0.00% | +14 | New |
| Harbour Investments, Inc. | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 13 | $2.05K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 13 | $2.05K | 0.00% | +13 | New |
| Hemington Wealth Management | 13 | $2.00K | 0.00% | +2+18.2% | Added |
| Covestor Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 12 | $1.89K | 0.00% | +11+1,100.0% | Added |
| CoreCap Advisors, LLC | 11 | $1.74K | 0.00% | −10−47.6% | Reduced |
| Thompson Investment Management, Inc. | 11 | $1.74K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 11 | $1.74K | 0.00% | +11 | New |
| Richards, Merrill & Peterson, Inc. | 10 | $1.58K | 0.00% | +10 | New |
| Northwestern Mutual Wealth Management Co | 9 | $1.42K | 0.00% | −23−71.9% | Reduced |
| Westside Investment Management, Inc. | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 7 | $1.10K | 0.00% | +7 | New |
| Sunbelt Securities, Inc. | 7 | $1.10K | 0.00% | −1−12.5% | Reduced |
| Capital Analysts, LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $946 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $790 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $789 | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 5 | $789 | 0.00% | +5 | New |
| Financial Network Wealth Advisors LLC | 4 | $631 | 0.00% | +4 | New |
| Murphy & Mullick Capital Management Corp | 4 | $631 | 0.00% | +4 | New |
| GWM Advisors LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $474 | 0.00% | −1−25.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 3 | $473 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $316 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $316 | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 2 | $316 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 2 | $316 | 0.00% | +1+100.0% | Added |
| Skopos Labs, Inc. | 2 | $316 | 0.00% | +2 | New |
| West Financial Advisors, LLC | 2 | $316 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $158 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $158 | 0.00% | +1 | New |
| Runnymede Capital Advisors, Inc. | 1 | $158 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 0 | $17 | 0.00% | 0 | Unchanged |
| IFP Advisors, Inc | 1 | – | – | −5−83.3% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −122,952−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −56,907−100.0% | Sold out |
| Woodson Capital Management, LP | 0 | $0 | 0.00% | −47,000−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −42,562−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −21,797−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −12,642−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | 0 | $0 | 0.00% | −7,403−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −6,141−100.0% | Sold out |
| Transcend Wealth Collective, LLC | 0 | $0 | 0.00% | −5,903−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,734−100.0% | Sold out |
| AdvisorShares Investments LLC | 0 | $0 | 0.00% | −3,780−100.0% | Sold out |
| Aviva PLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −2,953−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,947−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −2,528−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| Baldwin Brothers Inc | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −2,326−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −2,216−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,205−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −1,966−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −1,677−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −1,606−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Diversify Advisory Services, LLC | 0 | $0 | 0.00% | −1,394−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −10,667−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −245−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −209−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −108−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Gilliland Jeter Wealth Management LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Western Pacific Wealth Management, LP | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| Raymond James & Associates | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| Planning Capital Management Corp | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| WFA of San Diego, LLC | – | – | – | – | Not filed |