| Addison Advisors LLC | 63 | $7.10K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 59 | $6.82K | 0.00% | −16−21.3% | Reduced |
| Rothschild Investment LLC | 60 | $6.76K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 58 | $6.53K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 52 | $5.86K | 0.00% | +6+13.0% | Added |
| Lindbrook Capital, LLC | 48 | $5.41K | 0.00% | −1−2.0% | Reduced |
| Frazier Financial Advisors, LLC | 48 | $5.39K | 0.00% | −3−5.9% | Reduced |
| LGT Financial Advisors LLC | 47 | $5.29K | 0.01% | −7−13.0% | Reduced |
| Clearstead Advisors, LLC | 35 | $3.94K | 0.00% | +35 | New |
| Private Trust Co NA | 34 | $3.83K | 0.00% | −1−2.9% | Reduced |
| GWM Advisors LLC | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $3.24K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.82K | 0.00% | −1−3.8% | Reduced |
| Decker Retirement Planning Inc. | 24 | $2.70K | 0.00% | +24 | New |
| Bogart Wealth, LLC | 18 | $2.03K | 0.00% | +18 | New |
| TD Private Client Wealth LLC | 17 | $1.92K | 0.00% | +2+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 15 | $1.69K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $1.69K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 14 | $1.58K | 0.00% | −14−50.0% | Reduced |
| SJS Investment Consulting Inc. | 14 | $1.58K | 0.00% | −3−17.6% | Reduced |
| Whipplewood Advisors, LLC | 14 | $1.58K | 0.00% | +14 | New |
| CVA Family Office, LLC | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.11K | 0.00% | +2+25.0% | Added |
| Montag A & Associates Inc | 8 | $925 | 0.00% | −1−11.1% | Reduced |
| Central Trust Co | 8 | $902 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 7 | $789 | 0.00% | −336−98.0% | Reduced |
| Valued Wealth Advisors LLC | 6 | $676 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 6 | $676 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 5 | $563 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 5 | $563 | 0.00% | +5 | New |
| Larson Financial Group LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 3 | $338 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $338 | 0.00% | +3 | New |
| Skopos Labs, Inc. | 2 | $226 | 0.00% | +2 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 2 | $225 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $225 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 1 | $113 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −63,199−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −60,890−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −22,326−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,774−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −17,607−100.0% | Sold out |
| Bridgewater Advisors Inc. | 0 | $0 | 0.00% | −16,487−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −12,587−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −11,372−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −11,305−100.0% | Sold out |
| TrimTabs Asset Management, LLC | 0 | $0 | 0.00% | −9,865−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −7,440−100.0% | Sold out |
| Arete Wealth Advisors, LLC | 0 | $0 | 0.00% | −5,478−100.0% | Sold out |
| Congress Wealth Management LLC | 0 | $0 | 0.00% | −4,315−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,238−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Parametrica Management Ltd | 0 | $0 | 0.00% | −3,876−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −3,843−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −3,715−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −3,616−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −3,604−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −3,466−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −3,110−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,922−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −2,743−100.0% | Sold out |
| Measured Wealth Private Client Group, LLC | 0 | $0 | 0.00% | −2,610−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −2,523−100.0% | Sold out |
| SkyOak Wealth, LLC | 0 | $0 | 0.00% | −2,341−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −2,338−100.0% | Sold out |
| IHT Wealth Management, LLC | 0 | $0 | 0.00% | −2,172−100.0% | Sold out |
| Eqis Capital Management, Inc. | 0 | $0 | 0.00% | −2,145−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −2,136−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,040−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −1,830−100.0% | Sold out |
| Altus Wealth Group LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −1,742−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,722−100.0% | Sold out |
| RHS Financial, LLC | 0 | $0 | 0.00% | −1,680−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −1,602−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −1,100−100.0% | Sold out |
| Millburn Ridgefield Corp | 0 | $0 | 0.00% | −1,065−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −700−100.0% | Sold out |
| Uncommon Cents Investing LLC | 0 | $0 | 0.00% | −480−100.0% | Sold out |
| Virtus Fund Advisers, LLC | 0 | $0 | 0.00% | −411−100.0% | Sold out |
| Ashton Thomas Securities, LLC | 0 | $0 | 0.00% | −155−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Reston Wealth Management LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Financial Gravity Companies, Inc. | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| SpiderRock Advisors, LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |