| Assetmark, Inc | 100 | $16.0K | 0.00% | +98+4,900.0% | Added |
| Daiwa Securities Group Inc. | 100 | $16.0K | 0.00% | +100 | New |
| Farther Finance Advisors, LLC | 92 | $14.7K | 0.00% | +25+37.3% | Added |
| RFP Financial Group LLC | 79 | $12.6K | 0.01% | −19−19.4% | Reduced |
| Richardson Financial Services Inc. | 72 | $11.5K | 0.01% | +72 | New |
| Hexagon Capital Partners LLC | 71 | $11.4K | 0.00% | −1−1.4% | Reduced |
| Wetzel Investment Advisors, Inc. | 68 | $11.0K | 0.01% | +68 | New |
| EverSource Wealth Advisors, LLC | 68 | $10.9K | 0.00% | +26+61.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 60 | $10.0K | 0.00% | +60 | New |
| Ci Investments Inc. | 58 | $9.00K | 0.00% | −1,034−94.7% | Reduced |
| CWM, LLC | 57 | $9.00K | 0.00% | +33+137.5% | Added |
| Mendota Financial Group, LLC | 55 | $8.80K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $8.00K | 0.01% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 44 | $7.04K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $6.70K | 0.00% | +9+27.3% | Added |
| Bell Investment Advisors, Inc | 40 | $6.40K | 0.00% | +3+8.1% | Added |
| WealthCollab, LLC | 39 | $6.24K | 0.00% | +39 | New |
| SRS Capital Advisors, Inc. | 38 | $6.08K | 0.00% | −2−5.0% | Reduced |
| Global Retirement Partners, LLC | 39 | $5.82K | 0.00% | +18+85.7% | Added |
| Parallel Advisors, LLC | 36 | $5.76K | 0.00% | −42−53.8% | Reduced |
| REAP Financial Group, LLC | 34 | $5.44K | 0.00% | +34 | New |
| JFS Wealth Advisors, LLC | 33 | $5.28K | 0.00% | +1+3.1% | Added |
| Jones Financial Companies LLLP | 30 | $4.80K | 0.00% | +19+172.7% | Added |
| Allworth Financial LP | 24 | $3.84K | 0.00% | +17+242.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 22 | $3.39K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 21 | $3.36K | 0.00% | +21 | New |
| Trivant Custom Portfolio Group, LLC | 20 | $3.20K | 0.00% | +20 | New |
| Central Trust Co | 19 | $3.04K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 19 | $3.04K | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 17 | $2.72K | 0.00% | +17 | New |
| SJS Investment Consulting Inc. | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 13 | $2.03K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 10 | $1.60K | 0.00% | −1−9.1% | Reduced |
| Toth Financial Advisory Corp | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.60K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.44K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $1.44K | 0.00% | +6+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $1.28K | 0.00% | +8 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $640 | 0.00% | −38−90.5% | Reduced |
| Natixis | 2 | $320 | 0.00% | −4−66.7% | Reduced |
| Massmutual Trust Co FSB | 2 | $320 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $299 | 0.00% | +2 | New |
| Versant Capital Management, Inc | 1 | $160 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $1 | 0.00% | 0 | Unchanged |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −130,232−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −93,500−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −61,422−100.0% | Sold out |
| Genus Capital Management Inc. | 0 | $0 | 0.00% | −32,710−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −27,556−100.0% | Sold out |
| Clark Estates Inc | 0 | $0 | 0.00% | −21,800−100.0% | Sold out |
| Yarra Square Partners LP | 0 | $0 | 0.00% | −20,571−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −16,300−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −11,837−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,778−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −6,923−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −6,280−100.0% | Sold out |
| Fractal Investments LLC | 0 | $0 | 0.00% | −6,266−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −4,946−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −4,925−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −4,700−100.0% | Sold out |
| Catalyst Capital Advisors LLC | 0 | $0 | 0.00% | −4,255−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −4,083−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −3,155−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −2,732−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −2,422−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −2,276−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −1,744−100.0% | Sold out |
| Keebeck Alpha, LP | 0 | $0 | 0.00% | −1,709−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −1,572−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Stokes Family Office, LLC | 0 | $0 | 0.00% | −1,426−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −1,350−100.0% | Sold out |
| GW Henssler & Associates Ltd | 0 | $0 | 0.00% | −1,346−100.0% | Sold out |
| SkyView Investment Advisors, LLC | 0 | $0 | 0.00% | −850−100.0% | Sold out |
| State of Tennessee, Treasury Department | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −255−100.0% | Sold out |
| St Germain D J Co Inc | 0 | $0 | 0.00% | −110−100.0% | Sold out |
| Front Row Advisors LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| TSFG, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Milestone Investment Advisors LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Grove Bank & Trust | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Glass Jacobson Investment Advisors llc | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |
| Advisor Partners II, LLC | – | – | – | – | Not filed |
| J2 Capital Management Inc | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |
