| Rockefeller Capital Management L.P. | 1,287 | $11.3K | 0.00% | +1,082+527.8% | Added |
| SJS Investment Consulting Inc. | 1,165 | $10.3K | 0.00% | +1,162+38,733.3% | Added |
| Advisor Group Holdings, Inc. | 1,075 | $9.47K | 0.00% | −2,387−68.9% | Reduced |
| CWM, LLC | 1,014 | $9.00K | 0.00% | +735+263.4% | Added |
| Smartleaf Asset Management LLC | 899 | $7.96K | 0.00% | +899 | New |
| SageView Advisory Group, LLC | 863 | $7.60K | 0.00% | +863 | New |
| Versant Capital Management, Inc | 636 | $5.60K | 0.00% | −2,245−77.9% | Reduced |
| SRS Capital Advisors, Inc. | 551 | $4.86K | 0.00% | +551 | New |
| Harbour Investments, Inc. | 500 | $4.41K | 0.00% | +500 | New |
| Torren Management, LLC | 497 | $4.38K | 0.00% | +497 | New |
| Umb Bank N A | 449 | $3.96K | 0.00% | +61+15.7% | Added |
| Parkside Financial Bank & Trust | 269 | $2.37K | 0.00% | +221+460.4% | Added |
| Parallel Advisors, LLC | 245 | $2.16K | 0.00% | −319−56.6% | Reduced |
| Allworth Financial LP | 242 | $2.13K | 0.00% | −148−37.9% | Reduced |
| Fifth Third Bancorp | 220 | $1.94K | 0.00% | −394−64.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 214 | $1.89K | 0.00% | +214 | New |
| MAI Capital Management | 195 | $1.72K | 0.00% | −61−23.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 195 | $1.72K | 0.00% | +195 | New |
| Larson Financial Group LLC | 150 | $1.32K | 0.00% | +150 | New |
| Quarry LP | 142 | $1.25K | 0.00% | +142 | New |
| Curio Wealth, LLC | 140 | $1.25K | 0.00% | +140 | New |
| Hazlett, Burt & Watson, Inc. | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 113 | $996 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 109 | $960 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 107 | $943 | 0.00% | −331−75.6% | Reduced |
| Atlantic Trust, LLC | 91 | $802 | 0.00% | −19−17.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 81 | $714 | 0.00% | −837−91.2% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $705 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $678 | 0.00% | +10+14.9% | Added |
| Jones Financial Companies LLLP | 73 | $643 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 68 | $599 | 0.00% | +68 | New |
| Spire Wealth Management | 65 | $573 | 0.00% | +65 | New |
| True Wealth Design, LLC | 58 | $511 | 0.00% | −3−4.9% | Reduced |
| Simplex Trading, LLC | 35 | $308 | 0.00% | −9,137−99.6% | Reduced |
| SBI Securities Co., Ltd. | 31 | $273 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 31 | $273 | 0.00% | +31 | New |
| Caitong International Asset Management Co., Ltd | 25 | $220 | 0.00% | +16+177.8% | Added |
| Bruce G. Allen Investments, LLC | 24 | $211 | 0.00% | −4−14.3% | Reduced |
| Ankerstar Wealth, LLC | 24 | $211 | 0.00% | +24 | New |
| Root Financial Partners, LLC | 23 | $203 | 0.00% | −80−77.7% | Reduced |
| Ancora Advisors, LLC | 21 | $185 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 21 | $185 | 0.00% | +21 | New |
| SHP Wealth Management | 20 | $176 | 0.00% | +20 | New |
| South State Corp. | 15 | $133 | 0.00% | −40−72.7% | Reduced |
| Quent Capital, LLC | 15 | $132 | 0.00% | −245−94.2% | Reduced |
| Rialto Wealth Management, LLC | 13 | $115 | 0.00% | +13 | New |
| JFS Wealth Advisors, LLC | 9 | $80 | 0.00% | +9 | New |
| Nisa Investment Advisors, LLC | 7 | $62 | 0.00% | −149−95.5% | Reduced |
| Gilpin Wealth Management, LLC | 7 | $62 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 3 | $31 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 2 | $18 | 0.00% | −50−96.2% | Reduced |
| HFM Investment Advisors, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $9 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $8 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 13 | $0 | 0.00% | −37−74.0% | Reduced |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −709,611−100.0% | Sold out |
| Falcon Edge Capital, LP | 0 | $0 | 0.00% | −504,724−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −226,479−100.0% | Sold out |
| Advantage Alpha Capital Partners LP | 0 | $0 | 0.00% | −209,765−100.0% | Sold out |
| 2Xideas AG | 0 | $0 | 0.00% | −184,198−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −130,744−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −121,480−100.0% | Sold out |
| Sandler Capital Management | 0 | $0 | 0.00% | −64,672−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −64,535−100.0% | Sold out |
| TriaGen Wealth Management LLC | 0 | $0 | 0.00% | −40,349−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −34,141−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −28,652−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −19,122−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −17,032−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −15,600−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −14,400−100.0% | Sold out |
| State of Wisconsin Investment Board | 0 | $0 | 0.00% | −12,594−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −12,545−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −10,915−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −10,426−100.0% | Sold out |
| Voya Investment Management LLC | 0 | $0 | 0.00% | −10,057−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −619−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −545−100.0% | Sold out |
| Wealthspire Advisors, LLC | 0 | $0 | 0.00% | −540−100.0% | Sold out |
| Groupe la Francaise | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −105−100.0% | Sold out |
| Signaturefd, LLC | 0 | $0 | 0.00% | −102−100.0% | Sold out |
| Cherry Tree Wealth Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −72−100.0% | Sold out |
| Financial Consulate, Inc | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| Bare Financial Services, Inc | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Activest Wealth Management | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −893−100.0% | Sold out |
| Summit Wealth Group LLC | 0 | $0 | 0.00% | −27,868−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Moloney Securities Asset Management, LLC | – | – | – | – | Not filed |
| Hemington Wealth Management | – | – | – | – | Not filed |
