| Northwestern Mutual Wealth Management Co | 188 | $3.29K | 0.00% | −72−27.7% | Reduced |
| GWM Advisors LLC | 188 | $3.29K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 176 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 165 | $2.89K | 0.00% | +14+9.3% | Added |
| Armstrong Advisory Group, Inc | 160 | $2.81K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 156 | $2.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 145 | $2.54K | 0.00% | −52−26.4% | Reduced |
| Allworth Financial LP | 125 | $2.20K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 120 | $2.10K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 120 | $2.10K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $2.10K | 0.00% | +120 | New |
| McClarren Financial Advisors, Inc. | 140 | $2.00K | 0.00% | −32−18.6% | Reduced |
| Farmers & Merchants Investments Inc | 110 | $1.93K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 100 | $1.75K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $1.75K | 0.00% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 100 | $1.75K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 96 | $1.68K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $1.40K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 66 | $1.16K | 0.00% | +49+288.2% | Added |
| VisionPoint Advisory Group, LLC | 60 | $1.05K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 58 | $1.02K | 0.00% | +58 | New |
| City State Bank | 80 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $841 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 40 | $701 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 40 | $701 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 36 | $631 | 0.00% | −7−16.3% | Reduced |
| Massmutual Trust Co FSB | 29 | $508 | 0.00% | −362−92.6% | Reduced |
| Trust Co of Vermont | 28 | $491 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 28 | $491 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 28 | $491 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 28 | $491 | 0.00% | +28 | New |
| Toronto Dominion Bank | 27 | $473 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 20 | $351 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 20 | $351 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $351 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 20 | $351 | 0.00% | +20 | New |
| WealthCollab, LLC | 20 | $351 | 0.00% | +20 | New |
| Caldwell Sutter Capital, Inc. | 18 | $316 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $281 | 0.00% | −8−33.3% | Reduced |
| TFC Financial Management | 16 | $281 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 16 | $281 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 16 | $280 | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 12 | $211 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $210 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 12 | $171 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $171 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $141 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $141 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $140 | 0.00% | +8 | New |
| Guardian Wealth Management, Inc. | 5 | $88 | 0.00% | −50−90.9% | Reduced |
| Pineridge Advisors LLC | 5 | $88 | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $72 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 4 | $71 | 0.00% | +4 | New |
| Baldwin Brothers Inc | 4 | $70 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $70 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 4 | $70 | 0.00% | +4 | New |
| Huntington National Bank | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $18 | 0.00% | +1 | New |
| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 22 | $0 | 0.00% | +22 | New |
| Smartleaf Asset Management LLC | 4 | $0 | 0.00% | +4 | New |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −317,425−100.0% | Sold out |
| Cadian Capital Management, LP | 0 | $0 | 0.00% | −130,000−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −99,159−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −74,027−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −51,959−100.0% | Sold out |
| CTC LLC | 0 | $0 | 0.00% | −51,722−100.0% | Sold out |
| Lombard Odier Asset Management (USA) Corp | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −25,840−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −19,996−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,641−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −17,897−100.0% | Sold out |
| Wolverine Trading, LLC | 0 | $0 | 0.00% | −15,815−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,421−100.0% | Sold out |
| Selway Asset Management | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −13,476−100.0% | Sold out |
| Revisor Wealth Management LLC | 0 | $0 | 0.00% | −12,916−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,600−100.0% | Sold out |
| Vista Wealth Management Group, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Exchange Traded Concepts, LLC | 0 | $0 | 0.00% | −6,567−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| NewSquare Capital LLC | 0 | $0 | 0.00% | −400−100.0% | Sold out |
| WR Wealth Planners, LLC | 0 | $0 | 0.00% | −360−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −284−100.0% | Sold out |
| Umb Bank N A | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Sugarloaf Wealth Management, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Parkside Financial Bank & Trust | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Cape Investment Advisory, Inc. | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Kelly Financial Services LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Virginia Retirement Systems Et Al | – | – | – | – | Not filed |
| Column Capital Advisors, LLC | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |