| Cornerstone Planning Group LLC | 30 | $3.73K | 0.00% | −10−25.0% | Reduced |
| ZRC Wealth Management, LLC | 30 | $3.59K | 0.00% | +30 | New |
| Caldwell Sutter Capital, Inc. | 30 | $3.59K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $3.35K | 0.00% | +8+40.0% | Added |
| Hazlett, Burt & Watson, Inc. | 22 | $3.00K | 0.00% | +22 | New |
| BFSG, LLC | 25 | $2.99K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $2.99K | 0.00% | +25 | New |
| True Wealth Design, LLC | 24 | $2.87K | 0.00% | −3−11.1% | Reduced |
| Cornerstone Financial Management LLC | 24 | $2.87K | 0.00% | +24 | New |
| Sachetta, LLC | 23 | $2.76K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 23 | $2.75K | 0.00% | −84−78.5% | Reduced |
| Rialto Wealth Management, LLC | 22 | $2.63K | 0.00% | +2+10.0% | Added |
| Noble Wealth Management PBC | 21 | $2.51K | 0.00% | +21 | New |
| Pinnacle Wealth Planning Services, Inc. | 20 | $2.39K | 0.00% | +20 | New |
| SHP Wealth Management | 19 | $2.27K | 0.00% | +19 | New |
| Torren Management, LLC | 19 | $2.24K | 0.00% | +19 | New |
| Anchor Investment Management, LLC | 17 | $2.04K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $2.04K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $1.81K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $1.79K | 0.00% | +14+1,400.0% | Added |
| Marquette Asset Management, LLC | 14 | $1.68K | 0.00% | −1−6.7% | Reduced |
| Cape Investment Advisory, Inc. | 13 | $1.56K | 0.00% | +13 | New |
| Financial Management Professionals, Inc. | 12 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12 | $1.44K | 0.00% | −2−14.3% | Reduced |
| Bruce G. Allen Investments, LLC | 12 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 11 | $1.37K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.08K | 0.00% | +2+28.6% | Added |
| CWM Advisors, LLC | 9 | $1.07K | 0.00% | +9 | New |
| Optima Capital LLC | 7 | $844 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $838 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 7 | $838 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 6 | $718 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $599 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $599 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $486 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $482 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $360 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 3 | $359 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $249 | 0.00% | +2 | New |
| Atlas Capital Advisors LLC | 2 | $239 | 0.00% | +2 | New |
| South State Corp. | 1 | $120 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $120 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $120 | 0.00% | +1 | New |
| Millennium Management LLC | 0 | $0 | 0.00% | −280,370−100.0% | Sold out |
| Encompass Capital Advisors LLC | 0 | $0 | 0.00% | −195,690−100.0% | Sold out |
| Yaupon Capital Management LP | 0 | $0 | 0.00% | −154,243−100.0% | Sold out |
| Waratah Capital Advisors Ltd. | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Burkehill Global Management, LP | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −29,488−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −17,193−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −17,097−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −11,525−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −9,438−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −8,683−100.0% | Sold out |
| Neo Ivy Capital Management | 0 | $0 | 0.00% | −8,244−100.0% | Sold out |
| Florida Financial Advisors, LLC | 0 | $0 | 0.00% | −8,089−100.0% | Sold out |
| BTG Pactual Asset Management US LLC | 0 | $0 | 0.00% | −6,789−100.0% | Sold out |
| Wedge Capital Management L L P | 0 | $0 | 0.00% | −5,706−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −5,011−100.0% | Sold out |
| Hartree Partners, LP | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −4,806−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −4,648−100.0% | Sold out |
| Mason Investment Advisory Services, Inc. | 0 | $0 | 0.00% | −4,118−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −3,264−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −2,907−100.0% | Sold out |
| Navellier & Associates Inc | 0 | $0 | 0.00% | −2,712−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −2,575−100.0% | Sold out |
| Integrated Investment Consultants, LLC | 0 | $0 | 0.00% | −2,396−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −2,281−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −2,270−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −2,233−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −2,198−100.0% | Sold out |
| United Capital Financial Advisers, LLC | 0 | $0 | 0.00% | −2,006−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −1,935−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −1,893−100.0% | Sold out |
| Palisade Asset Management, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Ci Investments Inc. | 0 | $0 | 0.00% | −866−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −268−100.0% | Sold out |
| Logan Capital Management Inc | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Alpine Bank Wealth Management | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| GPS Wealth Strategies Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Rakuten Securities, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| JPL Wealth Management, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Core Alternative Capital | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| North Capital, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Quest 10 Wealth Builders, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Glenmede Investment Management, LP | – | – | – | – | Not filed |
| Shilanski & Associates, Inc. | – | – | – | – | Not filed |
| Point72 Hong Kong Ltd | – | – | – | – | Not filed |
