| Massmutual Trust Co FSB | 57 | $12.0K | 0.00% | −42−42.4% | Reduced |
| Institutional & Family Asset Management, LLC | 58 | $12.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 54 | $12.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 57 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 57 | $12.0K | 0.00% | +57 | New |
| Patriot Financial Group Insurance Agency, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 50 | $11.0K | 0.00% | +50 | New |
| Clearview Wealth Advisors LLC | 51 | $11.0K | 0.01% | +51 | New |
| IAG Wealth Partners, LLC | 48 | $10.0K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 47 | $10.0K | 0.00% | −1−2.1% | Reduced |
| NewSquare Capital LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 47 | $10.0K | 0.00% | 00.0% | Unchanged |
| Alaethes Wealth LLC | 48 | $10.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 49 | $10.0K | 0.00% | +17+53.1% | Added |
| University of Texas/Texas Am Investment Managment Co | 39 | $8.00K | 0.00% | +39 | New |
| Ahrens Investment Partners LLC | 38 | $8.00K | 0.00% | +38 | New |
| Amplius Wealth Advisors, LLC | 41 | $8.00K | 0.00% | +41 | New |
| City State Bank | 38 | $8.00K | 0.00% | +38 | New |
| Accel Wealth Management | 35 | $7.00K | 0.00% | −88−71.5% | Reduced |
| Eagle Bay Advisors LLC | 33 | $7.00K | 0.00% | −3−8.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 33 | $7.00K | 0.00% | +13+65.0% | Added |
| Tradition Wealth Management, LLC | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 26 | $6.00K | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 27 | $6.00K | 0.00% | +27 | New |
| FinTrust Capital Advisors, LLC | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 23 | $5.00K | 0.00% | +23 | New |
| Cordant, Inc. | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 15 | $4.00K | 0.00% | +3+25.0% | Added |
| First Personal Financial Services | 19 | $4.00K | 0.00% | +19 | New |
| Sound Income Strategies, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 15 | $3.00K | 0.00% | +15 | New |
| Core Alternative Capital | 8 | $2.00K | 0.00% | +8 | New |
| Cassady Schiller Wealth Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Longfellow Investment Management Co LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| CNB Bank | 3 | $1.00K | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 2 | $424 | 0.00% | – | – |
| Wolff Wiese Magana LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 565 | $0 | 0.00% | +565 | New |
| HBK Investments L P | 0 | $0 | 0.00% | −1,975,000−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −129,536−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −94,155−100.0% | Sold out |
| Bronson Point Management LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Rokos Capital Management LLP | 0 | $0 | 0.00% | −71,700−100.0% | Sold out |
| Susquehanna International Group Ltd. | 0 | $0 | 0.00% | −70,781−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −28,368−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −23,704−100.0% | Sold out |
| Ionic Capital Management LLC | 0 | $0 | 0.00% | −18,265−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −17,000−100.0% | Sold out |
| Banco BTG Pactual S.A. | 0 | $0 | 0.00% | −11,834−100.0% | Sold out |
| Alphasimplex Group, LLC | 0 | $0 | 0.00% | −7,765−100.0% | Sold out |
| Ardsley Advisory Partners LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −5,116−100.0% | Sold out |
| Lumina Fund Management LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Liontrust Investment Partners LLP | 0 | $0 | 0.00% | −3,826−100.0% | Sold out |
| Budros, Ruhlin & Roe, Inc. | 0 | $0 | 0.00% | −3,615−100.0% | Sold out |
| Krane Funds Advisors LLC | 0 | $0 | 0.00% | −2,768−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −2,695−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −2,143−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −1,755−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −1,716−100.0% | Sold out |
| Exane Derivatives | 0 | $0 | 0.00% | −1,612−100.0% | Sold out |
| RB Capital Management, LLC | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −1,422−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −1,059−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −499−100.0% | Sold out |
| Walled Lake Planning & Wealth Management, LLC | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −321−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −269−100.0% | Sold out |
| Psagot Value Holdings Ltd. / (Israel) | 0 | $0 | 0.00% | −248−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −177−100.0% | Sold out |
| Resolute Partners Group | 0 | $0 | 0.00% | −122−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Atlas Private Wealth Advisors | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Ade, LLC | 0 | $0 | 0.00% | −91−100.0% | Sold out |
| Jacobi Capital Management LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Evolution Wealth Advisors, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Omni Partners US LLC | – | – | – | – | Not filed |
| Marshall Wace North America L.P. | – | – | – | – | Not filed |
| BBVA USA | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| Eudaimonia Partners, LLC | – | – | – | – | Not filed |
| HighPoint Advisor Group LLC | – | – | – | – | Not filed |
| Professional Planning | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Psagot Investment House Ltd. | – | – | – | – | Not filed |