| Los Angeles Capital Management LLC | 197 | $16.1K | 0.00% | +197 | New |
| Keating Financial Advisory Services, Inc. | 167 | $15.0K | 0.00% | +167 | New |
| Steward Partners Investment Advisory, LLC | 161 | $14.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 156 | $14.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 147 | $13.2K | 0.00% | −89−37.7% | Reduced |
| Private Trust Co NA | 136 | $12.2K | 0.00% | −1−0.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 131 | $11.8K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 121 | $10.9K | 0.00% | +121 | New |
| Red Tortoise LLC | 114 | $10.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 107 | $9.62K | 0.00% | +65+154.8% | Added |
| Manchester Capital Management LLC | 92 | $8.27K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 92 | $8.27K | 0.00% | +19+26.0% | Added |
| CBIZ Investment Advisory Services, LLC | 92 | $8.27K | 0.00% | +92 | New |
| SageView Advisory Group, LLC | 79 | $7.10K | 0.00% | +79 | New |
| Flagship Harbor Advisors, LLC | 77 | $6.92K | 0.00% | +77 | New |
| Bare Financial Services, Inc | 76 | $6.83K | 0.00% | +31+68.9% | Added |
| Private Wealth Management Group, LLC | 74 | $6.65K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 77 | $6.57K | 0.00% | +77 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $6.30K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 58 | $5.21K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 57 | $5.12K | 0.00% | −4−6.6% | Reduced |
| IFP Advisors, Inc | 56 | $5.03K | 0.00% | −11−16.4% | Reduced |
| Tucker Asset Management LLC | 55 | $4.94K | 0.00% | +55 | New |
| Millstone Evans Group, LLC | 54 | $4.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $4.40K | 0.00% | −27−35.5% | Reduced |
| Bell Investment Advisors, Inc | 44 | $3.96K | 0.00% | +15+51.7% | Added |
| Brown Brothers Harriman & Co | 43 | $3.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 46 | $3.85K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 42 | $3.79K | 0.00% | +42 | New |
| Elyxium Wealth, LLC | 39 | $3.50K | 0.00% | +39 | New |
| ORG Partners LLC | 39 | $3.50K | 0.00% | +39 | New |
| CVA Family Office, LLC | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 26 | $2.34K | 0.00% | −3−10.3% | Reduced |
| Albion Financial Group | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $1.80K | 0.00% | +20 | New |
| Fortitude Family Office, LLC | 19 | $1.71K | 0.00% | −10−34.5% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $1.62K | 0.00% | −1−5.3% | Reduced |
| Westside Investment Management, Inc. | 18 | $1.62K | 0.00% | +18 | New |
| First Horizon Corp | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 17 | $1.53K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.35K | 0.00% | −1−6.3% | Reduced |
| Cornerstone Financial Management LLC | 13 | $1.17K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 10 | $899 | 0.00% | +10 | New |
| Sachetta, LLC | 9 | $809 | 0.00% | −26−74.3% | Reduced |
| Decker Retirement Planning Inc. | 8 | $719 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $719 | 0.00% | +1+14.3% | Added |
| Cromwell Holdings LLC | 7 | $629 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $629 | 0.00% | +3+75.0% | Added |
| Spire Wealth Management | 6 | $539 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 6 | $539 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 5 | $449 | 0.00% | +1+25.0% | Added |
| DV Trading LLC | 5 | $449 | 0.00% | +5 | New |
| Ankerstar Wealth, LLC | 5 | $449 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 4 | $360 | 0.00% | +4 | New |
| Abound Wealth Management | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $90 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $90 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $83 | 0.00% | +1 | New |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −62,900−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −47,480−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −15,931−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,590−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −10,922−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,735−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −8,599−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −6,476−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −6,131−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −6,032−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −4,949−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,857−100.0% | Sold out |
| Catalytic Wealth RIA, LLC | 0 | $0 | 0.00% | −4,115−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −3,720−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −3,550−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −3,420−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −3,050−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −2,568−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −2,368−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −1,600−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −161−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −111−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −49−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Atlantic Trust, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Shell Asset Management Co | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |