| Beacon Capital Management, LLC | 23 | $3.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $3.41K | 0.00% | +22 | New |
| Colonial Trust Co | 22 | $3.37K | 0.00% | +22 | New |
| Sachetta, LLC | 22 | $3.37K | 0.00% | +3+15.8% | Added |
| Salem Investment Counselors Inc | 21 | $3.27K | 0.00% | −8−27.6% | Reduced |
| Whipplewood Advisors, LLC | 20 | $3.10K | 0.00% | +20 | New |
| Private Wealth Management Group, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $2.80K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 16 | $2.48K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 14 | $2.17K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $1.71K | 0.00% | −3−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 10 | $1.55K | 0.00% | +3+42.9% | Added |
| Ameriflex Group, Inc. | 9 | $1.43K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 7 | $1.09K | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 7 | $1.07K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 5 | $815 | 0.00% | +2+66.7% | Added |
| Caldwell Trust Co | 5 | $776 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $776 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 3 | $467 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 3 | $465 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $465 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $465 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $465 | 0.00% | +3 | New |
| NBC Securities, Inc. | 2 | $344 | 0.03% | −2,208−99.9% | Reduced |
| NewSquare Capital LLC | 2 | $310 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 2 | $310 | 0.00% | +2 | New |
| Transce3nd, LLC | 2 | $310 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $310 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $215 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $156 | 0.00% | −1−50.0% | Reduced |
| True Wealth Design, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 1 | $156 | 0.00% | +1 | New |
| Rothschild Investment LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $0 | 0.00% | +1 | New |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −503,133−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −175,462−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −35,214−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −19,826−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −11,257−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −9,842−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −8,582−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −4,623−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −2,994−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,727−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,622−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −2,356−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −2,170−100.0% | Sold out |
| Weatherly Asset Management L. P. | 0 | $0 | 0.00% | −1,083−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −1,862−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −1,806−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −1,640−100.0% | Sold out |
| Johnson Investment Counsel Inc | 0 | $0 | 0.00% | −1,584−100.0% | Sold out |
| Key Client Fiduciary Advisors, LLC | 0 | $0 | 0.00% | −1,541−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,537−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,514−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,383−100.0% | Sold out |
| J. L. Bainbridge & Co., Inc. | 0 | $0 | 0.00% | −1,372−100.0% | Sold out |
| Bleakley Financial Group, LLC | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −1,262−100.0% | Sold out |
| Linden Thomas Advisory Services, LLC | 0 | $0 | 0.00% | −1,253−100.0% | Sold out |
| Institute for Wealth Management, LLC. | 0 | $0 | 0.00% | −1,216−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −922−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −6,138−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −178−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Hobbs Group Advisors, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Financial Network Wealth Advisors LLC | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Householder Group Estate & Retirement Specialist, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Rosenberg Matthew Hamilton | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Cove Street Capital, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Avion Wealth | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Chartwell Investment Partners, LLC | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Alpine Bank Wealth Management | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Annapolis Financial Services, LLC | – | – | – | – | Not filed |
