| Armstrong Advisory Group, Inc | 104 | $16.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 100 | $15.5K | 0.00% | +70+233.3% | Added |
| Central Trust Co | 99 | $15.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 91 | $14.0K | 0.01% | +1+1.1% | Added |
| Kestra Investment Management, LLC | 78 | $12.1K | 0.00% | +60+333.3% | Added |
| Fourth Dimension Wealth, LLC | 76 | $11.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 75 | $11.6K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 71 | $11.0K | 0.01% | +71 | New |
| Cornerstone Planning Group LLC | 75 | $10.6K | 0.00% | +25+50.0% | Added |
| Fortitude Family Office, LLC | 66 | $10.2K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 60 | $9.32K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 57 | $8.85K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $8.70K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 55 | $8.54K | 0.00% | +15+37.5% | Added |
| Farther Finance Advisors, LLC | 53 | $8.29K | 0.00% | −10−15.9% | Reduced |
| Washington Trust Co | 53 | $8.25K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $8.07K | 0.01% | −2−3.7% | Reduced |
| Capital Advisors, Ltd. LLC | 50 | $8.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $7.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $7.45K | 0.00% | +48 | New |
| Allworth Financial LP | 50 | $7.21K | 0.00% | +6+13.6% | Added |
| Arlington Trust Co LLC | 46 | $7.14K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 45 | $6.99K | 0.00% | +7+18.4% | Added |
| Amundi | 46 | $6.83K | 0.00% | +10+27.8% | Added |
| Creative Financial Designs Inc | 40 | $6.21K | 0.00% | +40 | New |
| Hantz Financial Services, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 28 | $4.35K | 0.00% | +12+75.0% | Added |
| Jones Financial Companies LLLP | 27 | $4.22K | 0.00% | +5+22.7% | Added |
| TD Private Client Wealth LLC | 26 | $4.04K | 0.00% | +26 | New |
| Quest 10 Wealth Builders, Inc. | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 24 | $3.73K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $3.45K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 21 | $3.26K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $3.10K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $2.95K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $2.79K | 0.00% | +6+50.0% | Added |
| Private Wealth Management Group, LLC | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 15 | $2.33K | 0.00% | +15 | New |
| Harbour Investments, Inc. | 15 | $2.33K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 12 | $1.86K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $1.55K | 0.00% | +1+11.1% | Added |
| Stephens Consulting, LLC | 10 | $1.55K | 0.00% | +10 | New |
| Sierra Ocean, LLC | 9 | $1.40K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 9 | $1.40K | 0.00% | +6+200.0% | Added |
| SJS Investment Consulting Inc. | 8 | $1.24K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $1.09K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $932 | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 5 | $777 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 5 | $776 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $621 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $466 | 0.00% | −216−98.6% | Reduced |
| Capital A Wealth Management, LLC | 3 | $466 | 0.00% | −2−40.0% | Reduced |
| IFP Advisors, Inc | 3 | $466 | 0.00% | −1−25.0% | Reduced |
| Greenline Partners, LLC | 3 | $466 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 3 | $466 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $466 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 2 | $311 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $311 | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $311 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $311 | 0.00% | +2 | New |
| TFC Financial Management | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $155 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $155 | 0.00% | +1 | New |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,790−100.0% | Sold out |
| Compagnie Lombard Odier SCmA | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −22,635−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −19,968−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −10,406−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −6,870−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,089−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,707−100.0% | Sold out |
| Brevan Howard Capital Management LP | 0 | $0 | 0.00% | −3,161−100.0% | Sold out |
| Omers Administration Corp | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −2,883−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −2,812−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −2,363−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −2,141−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −2,119−100.0% | Sold out |
| Prosperity Wealth Management, Inc. | 0 | $0 | 0.00% | −2,001−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −1,818−100.0% | Sold out |
| Sutton Place Investors LLC | 0 | $0 | 0.00% | −1,757−100.0% | Sold out |
| GTS Securities LLC | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −1,474−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −1,547−100.0% | Sold out |
| Pinnacle Wealth Management Advisory Group, LLC | 0 | $0 | 0.00% | −1,400−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −1,342−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −95−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −84−100.0% | Sold out |
| Manchester Capital Management LLC | 0 | $0 | 0.00% | −51−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| LGT Financial Advisors LLC | 0 | $0 | 0.00% | −36−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −9−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Chesapeake Capital Corp | – | – | – | – | Not filed |
| Hilltop National Bank | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |