| ESL Trust Services, LLC | 22 | $1.65K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 20 | $1.50K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 20 | $1.50K | 0.00% | +4+25.0% | Added |
| Rise Advisors, LLC | 19 | $1.43K | 0.00% | −178−90.4% | Reduced |
| Salomon & Ludwin, LLC | 18 | $1.35K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 14 | $1.05K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $902 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $754 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $752 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $751 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $751 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 10 | $751 | 0.01% | +10 | New |
| Orion Capital Management LLC | 9 | $676 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 9 | $635 | 0.00% | +3+50.0% | Added |
| MPWM Advisory Solutions, LLC | 8 | $601 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $569 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $526 | 0.00% | +2+40.0% | Added |
| Rialto Wealth Management, LLC | 7 | $526 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $525 | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $376 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $376 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $376 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 4 | $301 | 0.00% | +4 | New |
| Rakuten Securities, Inc. | 4 | $300 | 0.00% | +4 | New |
| Rossby Financial, LCC | 3 | $217 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 2 | $150 | 0.00% | −13−86.7% | Reduced |
| TFC Financial Management | 1 | $76 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $0 | 0.00% | +9 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −958−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −2,556,267−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −1,337,928−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −279,161−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −164,577−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −128,797−100.0% | Sold out |
| Wexford Capital LP | 0 | $0 | 0.00% | −108,143−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −60,335−100.0% | Sold out |
| WBI Investments | 0 | $0 | 0.00% | −53,719−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −28,870−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −24,229−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −17,876−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −15,906−100.0% | Sold out |
| Pettee Investors, Inc. | 0 | $0 | 0.00% | −15,368−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −14,248−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −12,512−100.0% | Sold out |
| Quantitative Investment Management, LLC | 0 | $0 | 0.00% | −12,185−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −10,472−100.0% | Sold out |
| Maridea Wealth Management LLC | 0 | $0 | 0.00% | −9,966−100.0% | Sold out |
| Atria Wealth Solutions, Inc. | 0 | $0 | 0.00% | −9,737−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −9,614−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −7,404−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −5,516−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −5,489−100.0% | Sold out |
| WSFS Capital Management, LLC | 0 | $0 | 0.00% | −4,760−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −4,334−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −4,062−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −3,682−100.0% | Sold out |
| Morningstar Investment Management LLC | 0 | $0 | 0.00% | −3,627−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −3,474−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −3,167−100.0% | Sold out |
| Tiaa Trust, National Association | 0 | $0 | 0.00% | −3,010−100.0% | Sold out |
| Venturi Wealth Management, LLC | 0 | $0 | 0.00% | −2,670−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −2,648−100.0% | Sold out |
| Virtus ETF Advisers LLC | 0 | $0 | 0.00% | −2,532−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −1,468−100.0% | Sold out |
| Mizuho Bank, Ltd. | 0 | $0 | 0.00% | −910−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −813−100.0% | Sold out |
| Beaird Harris Wealth Management, LLC | 0 | $0 | 0.00% | −387−100.0% | Sold out |
| Bayforest Capital Ltd | 0 | $0 | 0.00% | −353−100.0% | Sold out |
| Altshuler Shaham Ltd | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Elequin Capital LP | 0 | $0 | 0.00% | −208−100.0% | Sold out |
| Transcendent Capital Group LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −180−100.0% | Sold out |
| FPC Investment Advisory, Inc. | 0 | $0 | 0.00% | −141−100.0% | Sold out |
| Vermillion & White Wealth Management Group, LLC | 0 | $0 | 0.00% | −78−100.0% | Sold out |
| C M Bidwell & Associates Ltd | 0 | $0 | 0.00% | −69−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| Mowery & Schoenfeld Wealth Management, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Eagle Bay Advisors LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Millstone Evans Group, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Conquis Financial LLC | 0 | $0 | 0.00% | −41−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −31−100.0% | Sold out |
| Coston, McIsaac & Partners | 0 | $0 | 0.00% | −38−100.0% | Sold out |
| WealthCollab, LLC | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Clark Wealth Partners | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| MCF Advisors LLC | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sugar Maple Asset Management, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Abound Wealth Management | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Financial Life Planners | 0 | $0 | 0.00% | 0 | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
