| Larson Financial Group LLC | 111 | $19.4K | 0.00% | +41+58.6% | Added |
| MAI Capital Management | 98 | $17.1K | 0.00% | +18+22.5% | Added |
| Essential Partners LLC | 93 | $16.2K | 0.01% | +93 | New |
| Parkside Financial Bank & Trust | 87 | $15.2K | 0.00% | +20+29.9% | Added |
| Matrix Trust Co | 86 | $15.0K | 0.00% | −3−3.4% | Reduced |
| WealthCollab, LLC | 86 | $15.0K | 0.01% | +7+8.9% | Added |
| C M Bidwell & Associates Ltd | 85 | $14.8K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 85 | $14.8K | 0.00% | +21+32.8% | Added |
| True Wealth Design, LLC | 83 | $14.5K | 0.01% | +1+1.2% | Added |
| NewSquare Capital LLC | 77 | $13.4K | 0.00% | −2−2.5% | Reduced |
| Contravisory Investment Management, Inc. | 73 | $12.7K | 0.00% | +73 | New |
| Hemington Wealth Management | 71 | $12.0K | 0.00% | +12+20.3% | Added |
| CoreCap Advisors, LLC | 58 | $10.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 50 | $9.63K | 0.00% | +50 | New |
| Ameriflex Group, Inc. | 50 | $8.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $8.19K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 45 | $7.84K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 45 | $7.84K | 0.00% | +6+15.4% | Added |
| Private Trust Co NA | 42 | $7.32K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 41 | $7.12K | 0.00% | +3+7.9% | Added |
| Farmers & Merchants Investments Inc | 39 | $6.80K | 0.00% | +2+5.4% | Added |
| TD Waterhouse Canada Inc. | 35 | $6.04K | 0.00% | +2+6.1% | Added |
| Jones Financial Companies LLLP | 31 | $5.40K | 0.00% | +26+520.0% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30 | $5.00K | 0.00% | +30 | New |
| CIBC Private Wealth Group, LLC | 27 | $4.71K | 0.00% | −1−3.6% | Reduced |
| Financial Network Wealth Advisors LLC | 25 | $4.36K | 0.01% | −2−7.4% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $4.18K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 21 | $3.66K | 0.00% | −150−87.7% | Reduced |
| Ossiam | 13 | $2.27K | 0.00% | −7,800−99.8% | Reduced |
| CVA Family Office, LLC | 13 | $2.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 13 | $2.18K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 12 | $2.09K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $2.09K | 0.00% | +2+20.0% | Added |
| Harvest Fund Management Co., Ltd | 11 | $2.00K | 0.00% | −5,137−99.8% | Reduced |
| Avion Wealth | 14 | $2.00K | 0.00% | +10+250.0% | Added |
| High Note Wealth, LLC | 11 | $1.92K | 0.00% | −13−54.2% | Reduced |
| Glen Eagle Advisors, LLC | 10 | $1.74K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 8 | $1.40K | 0.00% | +8 | New |
| Creative Financial Designs Inc | 7 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.11K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $872 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $872 | 0.00% | +1+25.0% | Added |
| Fortitude Family Office, LLC | 5 | $872 | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 4 | $698 | 0.00% | −2−33.3% | Reduced |
| Arlington Trust Co LLC | 4 | $697 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 3 | $523 | 0.00% | −1−25.0% | Reduced |
| AdvisorNet Financial, Inc | 2 | $349 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $349 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $349 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 1 | $175 | 0.00% | −1−50.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $175 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $174 | 0.00% | −12−92.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $174 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $174 | 0.00% | +1 | New |
| Ameritas Advisory Services, LLC | 1 | $165 | 0.00% | +1 | New |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −423,843−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −89,850−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −81,245−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −69,685−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −47,302−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −37,821−100.0% | Sold out |
| Engle Capital Management, L.P. | 0 | $0 | 0.00% | −26,000−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −22,295−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −18,757−100.0% | Sold out |
| Legacy Advisors, LLC | 0 | $0 | 0.00% | −11,962−100.0% | Sold out |
| CWA Asset Management Group, LLC | 0 | $0 | 0.00% | −9,930−100.0% | Sold out |
| Sumitomo Mitsui Trust Holdings, Inc. | 0 | $0 | 0.00% | −8,560−100.0% | Sold out |
| Resona Asset Management Co.,Ltd. | 0 | $0 | 0.00% | −7,950−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −7,788−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −6,988−100.0% | Sold out |
| PDT Partners, LLC | 0 | $0 | 0.00% | −6,057−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −6,020−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −5,139−100.0% | Sold out |
| Pinnacle Wealth Management, LLC | 0 | $0 | 0.00% | −4,325−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −3,289−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −3,266−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −2,874−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,756−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −2,697−100.0% | Sold out |
| Simon Quick Advisors, LLC | 0 | $0 | 0.00% | −2,625−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −2,616−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −2,200−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −983−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −312−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −148−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Motco | 0 | $0 | 0.00% | −87−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| GW&K Investment Management, LLC | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Tradewinds Capital Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −6−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Glenmede Trust Co NA | – | – | – | – | Not filed |
