| IMA Wealth, Inc. | 34 | $2.18K | 0.00% | +34 | New |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 35 | $2.00K | 0.00% | +5+16.7% | Added |
| Smithfield Trust Co | 22 | $2.00K | 0.00% | +22 | New |
| Quaker Wealth Management, LLC | 28 | $1.79K | 0.00% | +28 | New |
| St. Johns Investment Management Company, LLC | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.60K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 23 | $1.47K | 0.00% | +23 | New |
| Merited Wealth, LLC | 22 | $1.41K | 0.00% | +22 | New |
| Strive Financial Group ,LLC | 21 | $1.34K | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $1.30K | 0.00% | +20 | New |
| Lodestone Wealth Management LLC | 19 | $1.22K | 0.00% | +19 | New |
| Keating Financial Advisory Services, Inc. | 19 | $1.22K | 0.00% | +19 | New |
| Garton & Associates Financial Advisors LLC | 19 | $1.22K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 18 | $1.15K | 0.00% | +18 | New |
| Caitong International Asset Management Co., Ltd | 17 | $1.09K | 0.00% | −2,325−99.3% | Reduced |
| AdvisorNet Financial, Inc | 17 | $1.09K | 0.00% | −102−85.7% | Reduced |
| Optima Capital LLC | 16 | $1.02K | 0.00% | +16 | New |
| Anfield Capital Management, LLC | 15 | $961 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 15 | $961 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $833 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 11 | $705 | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $705 | 0.00% | +11 | New |
| Wealth Watch Advisors, INC | 11 | $704 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 11 | $704 | 0.00% | +11 | New |
| Trust Co | 10 | $640 | 0.00% | +10 | New |
| Key Financial Inc | 7 | $448 | 0.00% | −25−78.1% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 5 | $327 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $321 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $256 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3 | $193 | 0.00% | +3 | New |
| Millstone Evans Group, LLC | 3 | $192 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $64 | 0.00% | −111−99.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 0 | $19 | 0.00% | 0 | Unchanged |
| Coston, McIsaac & Partners | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Perpetual Ltd | 0 | $0 | 0.00% | −195,368−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −156,761−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −147,639−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −80,465−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −37,772−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −24,690−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −21,779−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. AG | 0 | $0 | 0.00% | −19,084−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −18,656−100.0% | Sold out |
| Fairtree Asset Management (Pty) Ltd | 0 | $0 | 0.00% | −16,161−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −11,739−100.0% | Sold out |
| Solitude Financial Services | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −9,961−100.0% | Sold out |
| Compass Wealth Management LLC | 0 | $0 | 0.00% | −9,809−100.0% | Sold out |
| Lineweaver Wealth Advisors, LLC | 0 | $0 | 0.00% | −9,453−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −8,637−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −8,199−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Ausdal Financial Partners, Inc. | 0 | $0 | 0.00% | −4,920−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −4,540−100.0% | Sold out |
| Jacobs & Co | 0 | $0 | 0.00% | −4,533−100.0% | Sold out |
| HighPoint Advisor Group LLC | 0 | $0 | 0.00% | −4,528−100.0% | Sold out |
| Mach-1 Financial Group, Inc. | 0 | $0 | 0.00% | −4,381−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −3,600−100.0% | Sold out |
| LVW Advisors, LLC | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| Summit Trail Advisors, LLC | 0 | $0 | 0.00% | −3,411−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,799−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −1,590−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −565−100.0% | Sold out |
| Fairscale Capital, LLC | 0 | $0 | 0.00% | −490−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −326−100.0% | Sold out |
| Johnson Financial Group, Inc. | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Main Street Group, LTD | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −225−100.0% | Sold out |
| Baillie Gifford & Co | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Maseco LLP | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Westend Capital Management, LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Tidemark, LLC | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −58−100.0% | Sold out |
| Westfuller Advisors, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| Centerpoint Advisors, LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Bruce G. Allen Investments, LLC | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Kozak & Associates, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Darwin Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Private Wealth Asset Management, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| Bear Mountain Capital, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Grey Fox Wealth Advisors, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Wolverine Trading, LLC | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Pinnacle Financial Partners Inc | – | – | – | – | Not filed |
| First Affirmative Financial Network | – | – | – | – | Not filed |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Accredited Wealth Management, LLC | – | – | – | – | Not filed |
| Binnacle Investments Inc | – | – | – | – | Not filed |
| Guerra Advisors Inc | – | – | – | – | Not filed |
