| Halbert Hargrove Global Advisors, LLC | 140 | $3.79K | 0.00% | +17+13.8% | Added |
| Cherry Tree Wealth Management, LLC | 137 | $3.72K | 0.00% | +128+1,422.2% | Added |
| Federated Hermes, Inc. | 131 | $3.55K | 0.00% | +3+2.3% | Added |
| Medallion Wealth Advisors, LLC | 125 | $3.39K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 105 | $3.12K | 0.00% | +15+16.7% | Added |
| Addison Advisors LLC | 109 | $2.96K | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 108 | $2.93K | 0.00% | +108 | New |
| AllSquare Wealth Management LLC | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $2.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 97 | $2.63K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 93 | $2.52K | 0.00% | +93 | New |
| Creative Financial Designs Inc | 90 | $2.45K | 0.00% | +50+125.0% | Added |
| True Wealth Design, LLC | 87 | $2.36K | 0.00% | +9+11.5% | Added |
| Glass Jacobson Investment Advisors llc | 72 | $2.06K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 75 | $2.04K | 0.00% | +75 | New |
| Hazlett, Burt & Watson, Inc. | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $1.95K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 71 | $1.93K | 0.00% | +71 | New |
| Darwin Advisors, LLC | 67 | $1.91K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 65 | $1.76K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 64 | $1.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 43 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 37 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $977 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 35 | $950 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $949 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 34 | $922 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 32 | $868 | 0.00% | +32 | New |
| Bare Financial Services, Inc | 21 | $570 | 0.00% | +21 | New |
| Abound Wealth Management | 21 | $565 | 0.00% | +4+23.5% | Added |
| TD Waterhouse Canada Inc. | 21 | $563 | 0.00% | +21 | New |
| Vermillion & White Wealth Management Group, LLC | 13 | $353 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $272 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $271 | 0.00% | −13−56.5% | Reduced |
| High Note Wealth, LLC | 6 | $163 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 6 | $162 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2 | $54 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 0 | $10 | 0.00% | −272−100.0% | Reduced |
| Smithfield Trust Co | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,273 | – | – | 00.0% | Unchanged |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,299−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −815,116−100.0% | Sold out |
| Tiger Pacific Capital LP | 0 | $0 | 0.00% | −288,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −157,136−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −138,842−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −119,818−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −108,168−100.0% | Sold out |
| Synergy Financial Management, LLC | 0 | $0 | 0.00% | −69,608−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −74,043−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −70,107−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −57,600−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −56,134−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −54,875−100.0% | Sold out |
| Richard P Slaughter Associates Inc | 0 | $0 | 0.00% | −54,427−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −34,391−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −29,006−100.0% | Sold out |
| IMC-Chicago, LLC | 0 | $0 | 0.00% | −26,528−100.0% | Sold out |
| SIH Partners, LLLP | 0 | $0 | 0.00% | −26,384−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −21,518−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −20,029−100.0% | Sold out |
| Envestnet Portfolio Solutions, Inc. | 0 | $0 | 0.00% | −14,992−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −14,700−100.0% | Sold out |
| Axxcess Wealth Management, LLC | 0 | $0 | 0.00% | −14,442−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −9,727−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −9,608−100.0% | Sold out |
| Perigon Wealth Management, LLC | 0 | $0 | 0.00% | −7,407−100.0% | Sold out |
| Colony Group, LLC | 0 | $0 | 0.00% | −7,235−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −7,229−100.0% | Sold out |
| Essex Financial Services, Inc. | 0 | $0 | 0.00% | −7,174−100.0% | Sold out |
| New Wave Wealth Advisors LLC | 0 | $0 | 0.00% | −5,570−100.0% | Sold out |
| Oarsman Capital, Inc. | 0 | $0 | 0.00% | −3,975−100.0% | Sold out |
| CKW Financial Group | 0 | $0 | 0.00% | −1,900−100.0% | Sold out |
| R Squared Ltd | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |
| Harel Insurance Investments & Financial Services Ltd. | 0 | $0 | 0.00% | −966−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −742−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −525−100.0% | Sold out |
| Kestra Investment Management, LLC | 0 | $0 | 0.00% | −281−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Pineridge Advisors LLC | 0 | $0 | 0.00% | −272−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −242−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −121−100.0% | Sold out |
| Asset Dedication, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| TruNorth Capital Management, LLC | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Decker Retirement Planning Inc. | 0 | $0 | 0.00% | −12−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | 0 | Sold out |
| Wood Tarver Financial Group, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Vise Technologies, Inc. | – | – | – | – | Not filed |
| Wetherby Asset Management Inc | – | – | – | – | Not filed |
| Lake Street Advisors Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Zions Bancorporation, N.A. | – | – | – | – | Not filed |
| WR Wealth Planners, LLC | – | – | – | – | Not filed |
| RE Dickinson Investment Advisors, LLC | – | – | – | – | Not filed |