| Mine & Arao Wealth Creation & Management, LLC. | 100 | $10.0K | 0.01% | +100 | New |
| NewSquare Capital LLC | 90 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 90 | $9.00K | 0.01% | 00.0% | Unchanged |
| Howe & Rusling Inc | 96 | $9.00K | 0.00% | +96 | New |
| Schroder Investment Management Group | 82 | $8.00K | 0.00% | −7,257−98.9% | Reduced |
| Firestone Capital Management | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 79 | $8.00K | 0.00% | +79 | New |
| Bartlett & Co. LLC | 70 | $7.00K | 0.00% | −810−92.0% | Reduced |
| Salem Investment Counselors Inc | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 70 | $7.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $7.00K | 0.00% | +18+32.7% | Added |
| Bartlett & Co. Wealth Management LLC | 70 | $6.80K | 0.00% | −810−92.0% | Reduced |
| Hoover Financial Advisors, Inc. | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 61 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 52 | $5.05K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Northern Oak Wealth Management Inc | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 48 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Paragon Wealth Strategies, LLC | 47 | $5.00K | 0.00% | +47 | New |
| Copeland Capital Management, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 39 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 50 | $4.00K | 0.00% | +50 | New |
| AdvisorNet Financial, Inc | 30 | $3.00K | 0.00% | −452−93.8% | Reduced |
| SOA Wealth Advisors, LLC. | 38 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cordasco Financial Network | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 34 | $3.00K | 0.00% | +4+13.3% | Added |
| Tradition Wealth Management, LLC | 35 | $3.00K | 0.00% | +35 | New |
| Stonebridge Capital Advisors LLC | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $2.00K | 0.00% | +15 | New |
| HighMark Wealth Management LLC | 23 | $2.00K | 0.00% | +23 | New |
| Regency Capital Management Inc. | 22 | $2.00K | 0.00% | +22 | New |
| Charter Oak Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Freedman Financial Associates, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $1.00K | 0.00% | +15 | New |
| Albion Financial Group | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 6 | $583 | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 48,610 | $500 | 0.02% | +48,610 | New |
| West Paces Advisors Inc. | 1 | $97 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 2 | $0 | 0.00% | +1+100.0% | Added |
| Sugarloaf Wealth Management, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $0 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 5 | $0 | 0.00% | +5 | New |
| Emfo, LLC | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 167 | – | – | −40−19.3% | Reduced |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −320,978−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −110,958−100.0% | Sold out |
| Key Square Capital Management LLC | 0 | $0 | 0.00% | −107,142−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −84,494−100.0% | Sold out |
| Marketfield Asset Management LLC | 0 | $0 | 0.00% | −64,416−100.0% | Sold out |
| Polaris Wealth Advisory Group, LLC | 0 | $0 | 0.00% | −59,164−100.0% | Sold out |
| Close Asset Management Ltd | 0 | $0 | 0.00% | −55,905−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −49,295−100.0% | Sold out |
| Parallax Volatility Advisers, L.P. | 0 | $0 | 0.00% | −43,669−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −41,264−100.0% | Sold out |
| Segall Bryant & Hamill, LLC | 0 | $0 | 0.00% | −39,839−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −30,997−100.0% | Sold out |
| Alight Capital Management LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Cornerstone Wealth Group, LLC | 0 | $0 | 0.00% | −24,607−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −24,310−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −16,838−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −15,750−100.0% | Sold out |
| Charles Schwab Investment Management Inc | 0 | $0 | 0.00% | −14,759−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −12,763−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −12,317−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −11,012−100.0% | Sold out |
| Westwood Management Corp | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −6,469−100.0% | Sold out |
| Systematic Alpha Investments, LLC | 0 | $0 | 0.00% | −6,100−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −5,500−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −4,942−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −4,753−100.0% | Sold out |
| Bank Hapoalim BM | 0 | $0 | 0.00% | −4,360−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,579−100.0% | Sold out |
| Eidelman Virant Capital | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| A.R.T. Advisors, LLC | 0 | $0 | 0.00% | −2,892−100.0% | Sold out |
| Avidian Wealth Solutions, LLC | 0 | $0 | 0.00% | −2,710−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −2,664−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −2,656−100.0% | Sold out |
| Golden State Equity Partners | 0 | $0 | 0.00% | −2,346−100.0% | Sold out |
| Carnegie Capital Asset Management, LLC | 0 | $0 | 0.00% | −2,275−100.0% | Sold out |
| TCG Advisory Services, LLC | 0 | $0 | 0.00% | −2,244−100.0% | Sold out |
| Bradley Foster & Sargent Inc | 0 | $0 | 0.00% | −2,235−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −2,109−100.0% | Sold out |
| XR Securities LLC | 0 | $0 | 0.00% | −2,104−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,092−100.0% | Sold out |
| Peregrine Asset Advisers, Inc. | 0 | $0 | 0.00% | −2,030−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Sigma Planning Corp | 0 | $0 | 0.00% | −1,984−100.0% | Sold out |
| River Road Asset Management, LLC | 0 | $0 | 0.00% | −1,945−100.0% | Sold out |
| Capital Investment Advisory Services, LLC | 0 | $0 | 0.00% | −1,901−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −1,528−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −900−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Optimum Investment Advisors | 0 | $0 | 0.00% | −200−100.0% | Sold out |