| Kilter Group LLC | 213 | $33.0K | 0.01% | +109+104.8% | Added |
| Caitong International Asset Management Co., Ltd | 211 | $32.7K | 0.00% | +188+817.4% | Added |
| Bogart Wealth, LLC | 200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 197 | $30.5K | 0.00% | +48+32.2% | Added |
| Covestor Ltd | 190 | $29.0K | 0.02% | −329−63.4% | Reduced |
| Umb Bank N A | 184 | $28.5K | 0.00% | +9+5.1% | Added |
| Quarry LP | 172 | $26.7K | 0.00% | +141+454.8% | Added |
| Salem Investment Counselors Inc | 165 | $25.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 155 | $24.0K | 0.01% | −1−0.6% | Reduced |
| Wilkerson Advisory Group LLC | 127 | $19.7K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 125 | $19.4K | 0.00% | +51+68.9% | Added |
| Cape Investment Advisory, Inc. | 110 | $17.1K | 0.00% | +110 | New |
| Cornerstone Planning Group LLC | 104 | $15.7K | 0.00% | −1−1.0% | Reduced |
| Central Trust Co | 100 | $15.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 98 | $15.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 76 | $11.8K | 0.00% | +76 | New |
| Rothschild Investment LLC | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 72 | $11.2K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $8.22K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 50 | $7.75K | 0.00% | +17+51.5% | Added |
| Triumph Capital Management | 50 | $7.75K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 48 | $7.44K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 43 | $7.00K | 0.00% | +43 | New |
| Northwestern Mutual Wealth Management Co | 42 | $6.51K | 0.00% | +42 | New |
| J.Safra Asset Management Corp | 37 | $5.74K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 37 | $5.74K | 0.00% | +22+146.7% | Added |
| Massmutual Trust Co FSB | 32 | $4.96K | 0.00% | +10+45.5% | Added |
| Essential Partners LLC | 29 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $4.34K | 0.00% | +28 | New |
| Cassaday & Co Wealth Management LLC | 27 | $4.19K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 26 | $4.03K | 0.00% | +21+420.0% | Added |
| Clearstead Advisors, LLC | 26 | $4.03K | 0.00% | +26 | New |
| LRI Investments, LLC | 23 | $3.57K | 0.00% | −14−37.8% | Reduced |
| Brown Brothers Harriman & Co | 23 | $3.57K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $3.10K | 0.00% | +12+150.0% | Added |
| Farmers & Merchants Investments Inc | 17 | $2.64K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 16 | $2.48K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 14 | $2.17K | 0.00% | +5+55.6% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $2.02K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $1.71K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 9 | $1.40K | 0.00% | +9 | New |
| Rockefeller Capital Management L.P. | 8 | $1.25K | 0.00% | −5−38.5% | Reduced |
| Ankerstar Wealth, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Action Point Financial Planning, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Gilpin Wealth Management, LLC | 6 | $931 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $930 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 6 | $930 | 0.00% | +6 | New |
| Cornerstone Financial Management LLC | 6 | $930 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 5 | $775 | 0.00% | +2+66.7% | Added |
| HFM Investment Advisors, LLC | 4 | $621 | 0.00% | +2+100.0% | Added |
| Harbour Investments, Inc. | 2 | $331 | 0.00% | −29−93.5% | Reduced |
| Rialto Wealth Management, LLC | 2 | $311 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $311 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $310 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $310 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $150 | 0.00% | +1 | New |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Silvercrest Asset Management Group LLC | 0 | $0 | 0.00% | −101,626−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −61,293−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −59,290−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,098−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,502−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −4,543−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −4,510−100.0% | Sold out |
| ARS Investment Partners, LLC | 0 | $0 | 0.00% | −3,108−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −2,828−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −2,467−100.0% | Sold out |
| Van Den Berg Management I, Inc | 0 | $0 | 0.00% | −2,351−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −2,269−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −2,008−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −1,609−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −551−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −239−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −224−100.0% | Sold out |
| Annis Gardner Whiting Capital Advisors, LLC | 0 | $0 | 0.00% | −163−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Intentional Wealth Strategies, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Twin Peaks Wealth Advisors, LLC | 0 | $0 | 0.00% | −55−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| MB, Levis & Associates, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Sunbelt Securities, Inc. | – | – | – | – | Not filed |