| ORG Partners LLC | 200 | $10.6K | 0.00% | +200 | New |
| IFP Advisors, Inc | 186 | $9.95K | 0.00% | −39−17.3% | Reduced |
| Covestor Ltd | 177 | $9.00K | 0.01% | −81−31.4% | Reduced |
| Sound Income Strategies, LLC | 160 | $8.46K | 0.00% | −2−1.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 158 | $8.35K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 144 | $8.00K | 0.00% | +40+38.5% | Added |
| GWM Advisors LLC | 147 | $7.78K | 0.00% | −83−36.1% | Reduced |
| EverSource Wealth Advisors, LLC | 135 | $7.16K | 0.00% | −117−46.4% | Reduced |
| Venturi Wealth Management, LLC | 134 | $7.08K | 0.00% | −14−9.5% | Reduced |
| Central Trust Co | 131 | $6.93K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 128 | $6.77K | 0.00% | +128 | New |
| CarsonAllaria Wealth Management, Ltd. | 121 | $6.42K | 0.00% | +1+0.8% | Added |
| First Horizon Advisors, Inc. | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 98 | $5.18K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 94 | $4.97K | 0.00% | +94 | New |
| Horizon Investments, LLC | 93 | $4.89K | 0.00% | +1+1.1% | Added |
| Assetmark, Inc | 90 | $4.76K | 0.00% | +67+291.3% | Added |
| Umb Bank N A | 83 | $4.39K | 0.00% | −60−42.0% | Reduced |
| Huntington National Bank | 71 | $3.75K | 0.00% | −490−87.3% | Reduced |
| Raleigh Capital Management Inc. | 60 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 59 | $3.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $2.80K | 0.00% | +18+51.4% | Added |
| Cullen/Frost Bankers, Inc. | 53 | $2.80K | 0.00% | +53 | New |
| Red Tortoise LLC | 43 | $2.27K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 41 | $2.17K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 41 | $2.17K | 0.00% | +15+57.7% | Added |
| Private Wealth Management Group, LLC | 38 | $2.01K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 42 | $1.77K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 32 | $1.69K | 0.00% | +32 | New |
| Fortis Group Advisors, LLC | 31 | $1.64K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 29 | $1.53K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 26 | $1.35K | 0.00% | +1+4.0% | Added |
| NewSquare Capital LLC | 1,303 | $1.30K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.22K | 0.00% | +23 | New |
| Marshall & Sterling Wealth Advisors Inc. | 23 | $1.22K | 0.00% | +23 | New |
| Ronald Blue Trust, Inc. | 22 | $1.16K | 0.00% | −2,679−99.2% | Reduced |
| Ruedi Wealth Management, Inc. | 22 | $1.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 18 | $951 | 0.00% | +18 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 14 | $740 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 13 | $687 | 0.00% | −5−27.8% | Reduced |
| Farmers & Merchants Investments Inc | 10 | $529 | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 9 | $476 | 0.00% | +9 | New |
| Harbour Investments, Inc. | 7 | $370 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 6 | $317 | 0.00% | −9−60.0% | Reduced |
| Bruce G. Allen Investments, LLC | 6 | $317 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $159 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $106 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $53 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $53 | 0.00% | +1 | New |
| Coston, McIsaac & Partners | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −103,132−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −58,929−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −56,154−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −55,695−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −50,842−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −28,386−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −23,768−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −18,761−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,602−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −14,242−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −12,626−100.0% | Sold out |
| Verity Asset Management, Inc. | 0 | $0 | 0.00% | −12,258−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −11,490−100.0% | Sold out |
| Provenance Wealth Advisors, LLC | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −10,973−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −22,403−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −10,247−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −9,744−100.0% | Sold out |
| Equitable Trust Co | 0 | $0 | 0.00% | −7,789−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −6,981−100.0% | Sold out |
| Neuberger Berman Group LLC | 0 | $0 | 0.00% | −6,413−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −5,831−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −5,247−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −5,199−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −4,690−100.0% | Sold out |
| Handelsbanken Fonder AB | 0 | $0 | 0.00% | −4,672−100.0% | Sold out |
| nVerses Capital, LLC | 0 | $0 | 0.00% | −2,400−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −1,736−100.0% | Sold out |
| Future Financial Wealth Managment LLC | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −961−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −297−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −179−100.0% | Sold out |
| FNY Investment Advisers, LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Reuter James Wealth Management, LLC | 0 | $0 | 0.00% | −80−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −45−100.0% | Sold out |
| Aspire Private Capital, LLC | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| AdvisorNet Financial, Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| M&R Capital Management Inc | – | – | – | – | Not filed |
