| Park Place Capital Corp | 58 | $9.96K | 0.00% | −19−24.7% | Reduced |
| Islay Capital Management, LLC | 50 | $8.59K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 47 | $8.07K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 45 | $7.73K | 0.01% | −8−15.1% | Reduced |
| Bokf, NA | 45 | $7.73K | 0.00% | +21+87.5% | Added |
| Unique Wealth Strategies, LLC | 50 | $7.72K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 43 | $7.38K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 40 | $6.87K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38 | $6.53K | 0.00% | +30+375.0% | Added |
| Hantz Financial Services, Inc. | 36 | $6.00K | 0.00% | −4,749−99.2% | Reduced |
| Private Wealth Management Group, LLC | 33 | $5.67K | 0.00% | +14+73.7% | Added |
| Bell Investment Advisors, Inc | 30 | $5.15K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $4.81K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 26 | $4.46K | 0.00% | +26 | New |
| Beacon Capital Management, LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 22 | $3.78K | 0.00% | +22 | New |
| Bellevue Asset Management, LLC | 21 | $3.61K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $3.09K | 0.00% | +7+63.6% | Added |
| Provenance Wealth Advisors, LLC | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.44K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.23K | 0.00% | +2+18.2% | Added |
| Johnson Financial Group, Inc. | 11 | $1.89K | 0.00% | +8+266.7% | Added |
| Lynx Investment Advisory | 10 | $1.72K | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 8 | $1.39K | 0.00% | +3+60.0% | Added |
| Valued Wealth Advisors LLC | 8 | $1.37K | 0.00% | +1+14.3% | Added |
| Horizon Investments, LLC | 7 | $1.20K | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Caldwell Sutter Capital, Inc. | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $687 | 0.00% | +4 | New |
| Riggs Asset Managment Co. Inc. | 3 | $516 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 2 | $344 | 0.00% | +2 | New |
| McClarren Financial Advisors, Inc. | 171 | $0 | 0.00% | +167+4,175.0% | Added |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −397,287−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −88,966−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −58,448−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −48,941−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −48,815−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −39,521−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −37,160−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −26,743−100.0% | Sold out |
| Boulder Hill Capital Management LP | 0 | $0 | 0.00% | −24,500−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −29,276−100.0% | Sold out |
| Massachusetts Financial Services Co | 0 | $0 | 0.00% | −19,462−100.0% | Sold out |
| First National Bank of Omaha | 0 | $0 | 0.00% | −13,324−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,507−100.0% | Sold out |
| Encompass Wealth Advisors, LLC | 0 | $0 | 0.00% | −12,070−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −10,967−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,061−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −6,474−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −6,037−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,967−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −4,998−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −4,607−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −4,434−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −3,488−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −3,732−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −2,837−100.0% | Sold out |
| Delap Wealth Advisory, LLC | 0 | $0 | 0.00% | −2,728−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −2,677−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,378−100.0% | Sold out |
| Semanteon Capital Management, LP | 0 | $0 | 0.00% | −2,228−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −2,210−100.0% | Sold out |
| Legacy Capital Wealth Partners, LLC | 0 | $0 | 0.00% | −3,097−100.0% | Sold out |
| SageView Advisory Group, LLC | 0 | $0 | 0.00% | −2,560−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −1,780−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −1,672−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Centaurus Financial, Inc. | 0 | $0 | 0.00% | −686−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −175−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Vima LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| West Paces Advisors Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| First Command Advisory Services, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Global Assets Advisory, LLC | 0 | $0 | 0.00% | −16,602−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| Shell Asset Management Co | – | – | – | – | Not filed |