| Advisor Group Holdings, Inc. | 527 | $36.3K | 0.00% | −126−19.3% | Reduced |
| Hughes Financial Services, LLC | 500 | $36.0K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 434 | $29.9K | 0.00% | −158−26.7% | Reduced |
| Putney Financial Group LLC | 399 | $27.4K | 0.03% | −85−17.6% | Reduced |
| Osterweis Capital Management Inc | 383 | $26.3K | 0.00% | +383 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 380 | $26.0K | 0.00% | +380 | New |
| IFP Advisors, Inc | 204 | $22.8K | 0.00% | −52−20.3% | Reduced |
| EverSource Wealth Advisors, LLC | 319 | $21.9K | 0.00% | +150+88.8% | Added |
| Steward Partners Investment Advisory, LLC | 316 | $21.7K | 0.00% | −332−51.2% | Reduced |
| Fifth Third Bancorp | 270 | $18.6K | 0.00% | +32+13.4% | Added |
| Quarry LP | 237 | $16.3K | 0.00% | +237 | New |
| Washington Trust Advisors, Inc. | 213 | $14.7K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 207 | $14.2K | 0.00% | +112+117.9% | Added |
| Global Retirement Partners, LLC | 200 | $13.8K | 0.00% | +200 | New |
| Advisors Asset Management, Inc. | 187 | $12.9K | 0.00% | −19−9.2% | Reduced |
| Jones Financial Companies LLLP | 178 | $12.3K | 0.00% | +83+87.4% | Added |
| Bessemer Group Inc | 169 | $12.0K | 0.00% | +95+128.4% | Added |
| Signaturefd, LLC | 163 | $11.2K | 0.00% | −47−22.4% | Reduced |
| Hantz Financial Services, Inc. | 128 | $9.00K | 0.00% | +11+9.4% | Added |
| Massmutual Trust Co FSB | 123 | $8.46K | 0.00% | −41−25.0% | Reduced |
| Kestra Investment Management, LLC | 131 | $8.05K | 0.00% | +56+74.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 117 | $8.05K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 116 | $7.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 116 | $7.98K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 102 | $7.02K | 0.00% | +6+6.3% | Added |
| Farther Finance Advisors, LLC | 83 | $5.71K | 0.00% | +58+232.0% | Added |
| Bellevue Asset Management, LLC | 81 | $5.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 79 | $5.43K | 0.00% | −75−48.7% | Reduced |
| Parallel Advisors, LLC | 65 | $4.47K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 65 | $4.47K | 0.00% | +65 | New |
| Bullock Wealth Management Group | 55 | $3.82K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 52 | $3.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $2.75K | 0.00% | −30−42.9% | Reduced |
| Huntington National Bank | 38 | $2.62K | 0.00% | +33+660.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $2.50K | 0.00% | +32 | New |
| Parkside Financial Bank & Trust | 34 | $2.34K | 0.00% | +1+3.0% | Added |
| Raffa Wealth Management, LLC | 26 | $1.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $1.65K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 24 | $1.65K | 0.00% | +24 | New |
| Larson Financial Group LLC | 23 | $1.58K | 0.00% | −28−54.9% | Reduced |
| SBI Securities Co., Ltd. | 16 | $1.10K | 0.00% | −18−52.9% | Reduced |
| Hemington Wealth Management | 23 | $1.00K | 0.00% | +3+15.0% | Added |
| Atlantic Trust, LLC | 12 | $826 | 0.00% | +12 | New |
| Garde Capital, Inc. | 10 | $688 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $688 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $688 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 8 | $550 | 0.00% | +8 | New |
| WealthTrak Capital Management LLC | 5 | $344 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 5 | $344 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 4 | $276 | 0.00% | −7−63.6% | Reduced |
| Fortitude Family Office, LLC | 4 | $275 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $207 | 0.00% | −3−50.0% | Reduced |
| Allworth Financial LP | 3 | $207 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $207 | 0.00% | +3 | New |
| NewSquare Capital LLC | 3 | $206 | 0.00% | +3 | New |
| Abound Wealth Management | 2 | $138 | 0.00% | −434−99.5% | Reduced |
| SJS Investment Consulting Inc. | 2 | $138 | 0.00% | −3−60.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $138 | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $69 | 0.00% | +1 | New |
| Covestor Ltd | 2 | $0 | 0.00% | −78−97.5% | Reduced |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −53,775−100.0% | Sold out |
| Brant Point Investment Management LLC | 0 | $0 | 0.00% | −40,804−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −38,260−100.0% | Sold out |
| M3F, Inc. | 0 | $0 | 0.00% | −34,462−100.0% | Sold out |
| Alberta Investment Management Corp | 0 | $0 | 0.00% | −28,278−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −23,139−100.0% | Sold out |
| MetLife Investment Management | 0 | $0 | 0.00% | −20,741−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −18,253−100.0% | Sold out |
| Shelton Wealth Management, LLC | 0 | $0 | 0.00% | −16,139−100.0% | Sold out |
| Greenwood Capital Associates LLC | 0 | $0 | 0.00% | −9,236−100.0% | Sold out |
| Shay Capital LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Massar Capital Management, LP | 0 | $0 | 0.00% | −6,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −5,205−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −3,740−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −2,730−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −1,821−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −390−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −301−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −283−100.0% | Sold out |
| Colonial Trust Co | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Carolinas Wealth Consulting LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |