| Sound Income Strategies, LLC | 85 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $12.1K | 0.00% | +28+57.1% | Added |
| Arkadios Wealth Advisors | 81 | $12.0K | 0.00% | −48−37.2% | Reduced |
| Community Bank, N.A. | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 76 | $12.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 73 | $12.0K | 0.01% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 72 | $11.0K | 0.00% | +72 | New |
| Atlas Capital Advisors LLC | 68 | $10.7K | 0.00% | +68 | New |
| Pflug Koory, LLC | 66 | $10.0K | 0.01% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 59 | $9.00K | 0.01% | 00.0% | Unchanged |
| Spectrum Management Group, LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 60 | $9.00K | 0.00% | +60 | New |
| Concord Wealth Partners | 50 | $8.00K | 0.00% | −71−58.7% | Reduced |
| Skylands Capital, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 53 | $8.00K | 0.00% | +15+39.5% | Added |
| Anfield Capital Management, LLC | 46 | $7.00K | 0.00% | +46 | New |
| Arcadia Investment Advisors LLC | 42 | $6.62K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 36 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $6.00K | 0.00% | +7+21.2% | Added |
| ClariVest Asset Management LLC | 32 | $5.00K | 0.00% | −5,191−99.4% | Reduced |
| Manchester Capital Management LLC | 29 | $5.00K | 0.00% | −19−39.6% | Reduced |
| Evolution Wealth Advisors, LLC | 31 | $5.00K | 0.00% | 00.0% | Unchanged |
| RPG Investment Advisory, LLC | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bray Capital Advisors | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Crescent Capital Consulting, LLC | 22 | $3.00K | 0.00% | +22 | New |
| BerganKDV Wealth Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $2.00K | 0.00% | +12 | New |
| MCF Advisors LLC | 11 | $2.00K | 0.00% | +11 | New |
| Global Financial Private Client, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 11 | $1.00K | 0.00% | −9−45.0% | Reduced |
| WestEnd Advisors, LLC | – | $315 | 0.00% | – | – |
| Pershing Square Capital Management, L.P. | 0 | $0 | 0.00% | −11,695,838−100.0% | Sold out |
| Ceredex Value Advisors LLC | 0 | $0 | 0.00% | −586,950−100.0% | Sold out |
| Godsey & Gibb Associates | 0 | $0 | 0.00% | −153,949−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −72,915−100.0% | Sold out |
| Integral Health Asset Management, LLC | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Davy Global Fund Management Ltd | 0 | $0 | 0.00% | −30,666−100.0% | Sold out |
| Sivik Global Healthcare LLC | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −20,316−100.0% | Sold out |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 0 | $0 | 0.00% | −18,698−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −13,166−100.0% | Sold out |
| HAP Trading, LLC | 0 | $0 | 0.00% | −11,886−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −11,274−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −8,860−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −8,421−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −8,362−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −6,247−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −6,128−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −6,004−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −5,698−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −4,322−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −3,993−100.0% | Sold out |
| Lombard Odier Asset Management (Europe) Ltd | 0 | $0 | 0.00% | −3,035−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −2,946−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −2,708−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −1,799−100.0% | Sold out |
| Cullinan Associates Inc | 0 | $0 | 0.00% | −1,750−100.0% | Sold out |
| Lake Street Advisors Group, LLC | 0 | $0 | 0.00% | −1,550−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −1,576−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −1,385−100.0% | Sold out |
| Quilter Plc | 0 | $0 | 0.00% | −1,380−100.0% | Sold out |
| CenterStar Asset Management, LLC | 0 | $0 | 0.00% | – | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Parisi Gray Wealth Management | 0 | $0 | 0.00% | −217−100.0% | Sold out |
| Enterprise Financial Services Corp | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| Summit Wealth Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Evermay Wealth Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Personal Wealth Partners | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Strategic Blueprint, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Standard Family Office LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |
| QS Investors, LLC | – | – | – | – | Not filed |
| Smith Asset Management Group LP | – | – | – | – | Not filed |
| Northstar Investment Advisors LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| Elmwood Wealth Management, Inc. | – | – | – | – | Not filed |
| San Francisco Sentry Investment Group (Ca) | – | – | – | – | Not filed |
| FormulaFolio Investments, LLC | – | – | – | – | Not filed |
