| Reilly Financial Advisors, LLC | 25 | $5.00K | 0.00% | −6,995−99.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| IronBridge Private Wealth, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 26 | $5.00K | 0.00% | +5+23.8% | Added |
| Zullo Investment Group, Inc. | 30 | $5.00K | 0.00% | +30 | New |
| Sutton Wealth Advisors Inc. | 26 | $4.73K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 24 | $4.37K | 0.00% | +24 | New |
| Neo Ivy Capital Management | 20 | $4.00K | 0.01% | −880−97.8% | Reduced |
| Stonebridge Capital Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 21 | $4.00K | 0.00% | +2+10.5% | Added |
| Plante Moran Financial Advisors, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Patriot Financial Group Insurance Agency, LLC | 21 | $4.00K | 0.00% | +21 | New |
| Retirement Planning Co of New England, Inc. | 26 | $4.00K | 0.00% | +26 | New |
| Arcadia Investment Advisors LLC | 20 | $3.64K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Barnett & Company, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| First Bank & Trust | 17 | $3.00K | 0.00% | +17 | New |
| Core Alternative Capital | 15 | $3.00K | 0.00% | +15 | New |
| Schubert & Co | 15 | $3.00K | 0.00% | +15 | New |
| TD Ameritrade Investment Management, LLC | 11 | $2.00K | 0.00% | −45−80.4% | Reduced |
| Versant Capital Management, Inc | 13 | $2.00K | 0.00% | −2−13.3% | Reduced |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $2.00K | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Johnson Financial Group, Inc. | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | +5 | New |
| Financial Enhancement Group LLC | 4 | $1.00K | 0.00% | +4 | New |
| Cedar Wealth Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| McDonald Partners LLC | 3 | $548 | 0.00% | +3 | New |
| Absolute Capital Management, LLC | 3 | $548 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 1 | $181 | 0.00% | – | – |
| Horan Securities, Inc. | 2 | $0 | 0.00% | +2 | New |
| Cassady Schiller Wealth Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Widmann Financial Services, Inc. | 4 | $0 | 0.00% | +4 | New |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −762,883−100.0% | Sold out |
| Merewether Investment Management, LP | 0 | $0 | 0.00% | −256,300−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −227,026−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −168,372−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −152,988−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| LifePro Asset Management | 0 | $0 | 0.00% | −69,762−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −69,095−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −62,975−100.0% | Sold out |
| Key Square Capital Management LLC | 0 | $0 | 0.00% | −52,980−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −37,795−100.0% | Sold out |
| Arosa Capital Management LP | 0 | $0 | 0.00% | −37,582−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −32,390−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −27,180−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −13,116−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −10,945−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −5,076−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −4,128−100.0% | Sold out |
| Amitell Capital Pte Ltd | 0 | $0 | 0.00% | −3,904−100.0% | Sold out |
| Hobart Private Capital, LLC | 0 | $0 | 0.00% | −3,557−100.0% | Sold out |
| Steel Peak Wealth Management LLC | 0 | $0 | 0.00% | −2,693−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −2,621−100.0% | Sold out |
| AlphaCrest Capital Management LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,162−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −1,844−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −1,648−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −1,517−100.0% | Sold out |
| Sepio Capital, LP | 0 | $0 | 0.00% | −1,439−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −1,363−100.0% | Sold out |
| 55I, LLC | 0 | $0 | 0.00% | −1,347−100.0% | Sold out |
| BCJ Capital Management, LLC | 0 | $0 | 0.00% | −1,348−100.0% | Sold out |
| Chicago Capital, LLC | 0 | $0 | 0.00% | −1,317−100.0% | Sold out |
| CWM Advisors, LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| PAX Financial Group, LLC | 0 | $0 | 0.00% | −1,260−100.0% | Sold out |
| Peoples Bank | 0 | $0 | 0.00% | −1,246−100.0% | Sold out |
| Kowal Investment Group, LLC | 0 | $0 | 0.00% | −546−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −426−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −263−100.0% | Sold out |
| Phoenix Wealth Advisors | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −126−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −66−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Anchor Investment Management, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Better Money Decisions, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Lountzis Asset Management, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Joseph P. Lucia & Associates, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Cascadia Advisory Services, LLC | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Ameritas Investment Company, LLC | – | – | – | – | Not filed |
| Mid Atlantic Financial Management Inc | – | – | – | – | Not filed |
| Harbor Financial Services, LLC | – | – | – | – | Not filed |
| Black Maple Capital Management LP | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
