| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 194 | $9.98K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 180 | $9.28K | 0.00% | +10+5.9% | Added |
| Parkside Financial Bank & Trust | 177 | $9.11K | 0.00% | +81+84.4% | Added |
| Fortitude Family Office, LLC | 175 | $9.00K | 0.00% | +175 | New |
| Meeder Asset Management Inc | 167 | $8.59K | 0.00% | +3+1.8% | Added |
| Coppell Advisory Solutions LLC | 165 | $8.37K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 154 | $7.94K | 0.00% | −1−0.6% | Reduced |
| WealthCollab, LLC | 148 | $7.62K | 0.01% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 145 | $7.00K | 0.00% | −148−50.5% | Reduced |
| CoreCap Advisors, LLC | 134 | $6.89K | 0.00% | −347−72.1% | Reduced |
| Mendota Financial Group, LLC | 130 | $6.69K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 103 | $5.30K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 103 | $5.30K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $5.14K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $5.14K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 90 | $4.63K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 84 | $4.32K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 78 | $4.01K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 78 | $4.01K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 80 | $4.00K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 75 | $3.86K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 73 | $3.75K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $3.60K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 70 | $3.41K | 0.00% | +21+42.9% | Added |
| Geneos Wealth Management Inc. | 59 | $3.04K | 0.00% | +59 | New |
| Delta Asset Management LLC | 55 | $2.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $2.52K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 49 | $2.52K | 0.00% | +49 | New |
| Horizon Investments, LLC | 41 | $2.11K | 0.00% | +33+412.5% | Added |
| Iron Horse Wealth Management, LLC | 40 | $2.06K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 42 | $2.00K | 0.00% | +42 | New |
| Bruce G. Allen Investments, LLC | 36 | $1.85K | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 33 | $1.70K | 0.00% | +33 | New |
| Burkett Financial Services, LLC | 27 | $1.37K | 0.00% | +1+3.8% | Added |
| Prestige Wealth Management Group LLC | 25 | $1.29K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $1.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 20 | $1.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 18 | $933 | 0.00% | +18 | New |
| Asset Dedication, LLC | 18 | $927 | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 17 | $875 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $515 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9 | $463 | 0.00% | −2−18.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 7 | $360 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 5 | $258 | 0.00% | −11−68.8% | Reduced |
| Rothschild Investment LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $257 | 0.00% | +5 | New |
| West Branch Capital LLC | 1 | $39 | 0.00% | +1 | New |
| Avion Wealth | 11 | $0 | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 0 | $0 | 0.00% | −50,271−100.0% | Sold out |
| Cardinal Capital Management LLC | 0 | $0 | 0.00% | −200,305−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Soltis Investment Advisors LLC | 0 | $0 | 0.00% | −65,619−100.0% | Sold out |
| Prevail Innovative Wealth Advisors, LLC | 0 | $0 | 0.00% | −43,086−100.0% | Sold out |
| RBA Wealth Management, LLC | 0 | $0 | 0.00% | −34,860−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −31,142−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −18,330−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −18,000−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −16,882−100.0% | Sold out |
| Stoneridge Investment Partners LLC | 0 | $0 | 0.00% | −16,410−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,250−100.0% | Sold out |
| Leisure Capital Management | 0 | $0 | 0.00% | −11,420−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −11,038−100.0% | Sold out |
| Freestone Capital Holdings, LLC | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Beacon Financial Group | 0 | $0 | 0.00% | −9,884−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −9,458−100.0% | Sold out |
| Lockheed Martin Investment Management Co | 0 | $0 | 0.00% | −7,540−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Alpha Cubed Investments, LLC | 0 | $0 | 0.00% | −6,939−100.0% | Sold out |
| Infrastructure Capital Advisors, LLC | 0 | $0 | 0.00% | −6,918−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −5,302−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| SpiderRock Advisors, LLC | 0 | $0 | 0.00% | −4,792−100.0% | Sold out |
| Merit Financial Group, LLC | 0 | $0 | 0.00% | −4,723−100.0% | Sold out |
| Kingswood Wealth Advisors, LLC | 0 | $0 | 0.00% | −4,620−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −2,658−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −2,513−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −2,123−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −975−100.0% | Sold out |
| EdgeRock Capital LLC | 0 | $0 | 0.00% | −731−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −679−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −649−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| True Wealth Design, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −264−100.0% | Sold out |
| Great Lakes Retirement, Inc. | 0 | $0 | 0.00% | −259−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −167−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −132−100.0% | Sold out |
| Old Second National Bank of Aurora | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Cohen & Steers, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| McKinley Capital Management LLC /Delaware | – | – | – | – | Not filed |